Great Diamond Partners, LLC - Portfolio overview

Great Diamond Partners, LLC has 261 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 4.91%
2. IWV - ISHARES TR, 4.74%
3. IEFA - ISHARES TR, 4.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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