Notify me when Great Diamond Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 227 | $519,682,814 | +$32,448,851 | -$31,701,845 | +$747,006 | VTI, IWV, IEFA, SPY, VUG | 13F-HR | 06 Feb 2026, 12:50 |
| Q3 2025 | 225 | $515,582,988 | +$37,583,906 | -$24,247,883 | +$13,336,023 | IEFA, IWV, VTI, SPY, MSFT | 13F-HR | 20 Oct 2025, 13:19 |
| Q2 2025 | 225 | $473,451,617 | +$103,909,084 | -$30,080,718 | +$73,828,366 | IWV, VTI, IEFA, MSFT, VUG | 13F-HR | 13 Aug 2025, 16:35 |
| Q1 2025 | 179 | $365,838,597 | +$30,682,121 | -$38,567,503 | -$7,885,382 | IWV, VTI, IEFA, VUG, SPY | 13F-HR | 13 May 2025, 15:42 |
| Q4 2024 | 185 | $386,639,820 | +$16,788,519 | -$23,140,268 | -$6,351,749 | IWV, VTI, IEFA, VUG, VXF | 13F-HR | 23 Jan 2025, 17:06 |
| Q3 2024 | 195 | $393,555,764 | +$17,620,448 | -$66,054,867 | -$48,434,419 | IWV, VTI, IEFA, VUG, MSFT | 13F-HR | 25 Oct 2024, 11:13 |
| Q2 2024 | 211 | $425,528,871 | +$10,501,523 | -$20,020,324 | -$9,518,801 | IWV, VTI, IEFA, VUG, MSFT | 13F-HR | 29 Jul 2024, 17:22 |
| Q1 2024 | 220 | $435,481,683 | +$30,588,112 | -$28,349,041 | +$2,239,071 | IWV, VTI, IEFA, MSFT, VUG | 13F-HR | 08 May 2024, 13:02 |
| Q4 2023 | 230 | $405,780,957 | +$23,487,274 | -$24,270,164 | -$782,890 | IWV, VTI, IEFA, MSFT, VUG | 13F-HR | 07 Feb 2024, 16:49 |
| Q3 2023 | 220 | $369,365,487 | +$20,789,135 | -$14,829,047 | +$5,960,088 | IWV, VTI, IEFA, MSFT, VUG | 13F-HR | 19 Oct 2023, 16:58 |
| Q2 2023 | 219 | $378,760,363 | +$48,660,256 | -$32,673,910 | +$15,986,346 | IWV, VTI, IEFA, MSFT, VUG | 13F-HR | 17 Jul 2023, 16:44 |
| Q1 2023 | 214 | $345,315,398 | +$52,554,567 | -$44,057,294 | +$8,497,273 | IWV, VTI, IEFA, RSP, MSFT | 13F-HR | 04 May 2023, 07:44 |
| Q4 2022 | 211 | $324,855,173 | +$49,247,714 | -$39,532,311 | +$9,715,403 | IWV, VTI, MSFT, AGG, IEFA | 13F-HR | 01 Feb 2023, 15:13 |
| Q3 2022 | 197 | $292,604,000 | +$22,622,740 | -$14,503,774 | +$8,118,966 | IWV, VTI, MSFT, RSP, GNR | 13F-HR | 24 Oct 2022, 12:51 |
| Q2 2022 | 200 | $300,793,000 | +$24,756,517 | -$30,990,173 | -$6,233,656 | IWV, VTI, MSFT, GNR, RSP | 13F-HR | 26 Jul 2022, 11:46 |
| Q1 2022 | 214 | $359,270,000 | +$39,767,862 | -$46,793,025 | -$7,025,163 | IWV, VTI, MSFT, GNR, IDXX | 13F-HR | 05 May 2022, 10:38 |
| Q4 2021 | 213 | $388,354,000 | +$23,243,543 | -$32,394,173 | -$9,150,630 | IWV, VTI, IJR, MSFT, IDXX | 13F-HR | 26 Jan 2022, 11:12 |
| Q3 2021 | 205 | $364,810,000 | +$23,739,796 | -$11,653,488 | +$12,086,308 | IWV, VTI, IDXX, IJR, MSFT | 13F-HR | 21 Oct 2021, 11:11 |
| Q2 2021 | 196 | $353,585,000 | +$28,918,686 | -$24,847,447 | +$4,071,239 | IWV, VTI, IDXX, IJR, MSFT | 13F-HR | 26 Jul 2021, 13:11 |
| Q1 2021 | 195 | $325,001,000 | +$47,129,417 | -$50,139,787 | -$3,010,370 | IWV, VTI, IDXX, MSFT, RSP | 13F-HR | 04 May 2021, 12:04 |
| Q4 2020 | 178 | $313,700,000 | +$46,916,524 | -$32,080,774 | +$14,835,750 | VTI, IWV, IDXX, MSFT, QQQ | 13F-HR | 26 Jan 2021, 15:10 |
| Q3 2020 | 158 | $272,529,000 | +$28,767,209 | -$15,414,517 | +$13,352,692 | VTI, IWV, IDXX, XLG, MSFT | 13F-HR | 19 Oct 2020, 09:25 |
| Q2 2020 | 147 | $241,562,000 | +$23,470,162 | -$11,656,255 | +$11,813,907 | VTI, IWV, IDXX, IGSB, MSFT | 13F-HR | 04 Aug 2020, 09:29 |
| Q1 2020 | 126 | $194,264,000 | +$22,778,081 | -$56,433,852 | -$33,655,771 | VTI, IWV, IDXX, IGSB, MSFT | 13F-HR | 30 Apr 2020, 18:59 |
| Q4 2019 | 667 | $262,954,000 | $0 | $0 | $0 | IWV, VTI, IDXX, SPY, RSP | 13F-HR | 07 Feb 2020, 08:49 |