Great Diamond Partners, LLC
•CIK: 1801112•Filing: Q4 2025
**Great Diamond Partners, LLC** manages $520M across a diversified portfolio of 227 positions. The fund exhibits significant concentration in broad market exposure, notably holding VTI and IWV at $28.7M and $28.6M, respectively. Further allocations include substantial positions in international equities (IEFA at $25.8M) and core indices (SPY at $15.6M). Top holdings also reveal tactical tilts toward technology leaders like MSFT ($14.3M) and sector-specific plays such as VUG ($14.8M).
Total AUM
$519.7M
QoQ Performance
+0.8%
Positions
176
Top 10 Concentration
33.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
IWV
VTI5.5%
IWV5.5%
IEFA5.0%
SPY3.0%
VUG2.8%
MSFT2.8%
VXF2.4%
PG2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.3%
Technology12.4%
ETF3.9%
Healthcare3.3%
Financial2.6%
Consumer2.5%
Energy1.1%
Industrial1.0%
🚪 Exited Positionssold since Q3 2025
+28 more exited positions
Changes from Q3 2025
NEW8 new positions
↑63 increased
↓122 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023