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Livermore
Livermore
ZHEN

Great Diamond Partners, LLC

SEC CIK
0001801112
Latest filing
Jul 17, 2026

The latest 13F from Great Diamond Partners, LLC covers Q2 2026 (filed Jul 17, 2026): 238 long positions worth $581.8M. The top 10 holdings make up 29.8% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 5.6%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
23
Est. +$20.6M
Added
95
Est. +$20.0M
Reduced
103
Est. −$17.7M
Sold out
13
Est. −$17.0M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    5.6%$32.6M
  2. iShares Tr464287689
    5.3%$30.8M
  3. iShares Core MSCI Eafe ETF46432F842
    4.7%$27.4M
  4. Vanguard Index FDS922908652
    2.6%$15.2M
  5. American Centy ETF Tr025072604
    2.2%$12.9M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Ibonds Dec 2029 Term Corporate ETF46436E205
    +$3.91MAdded
  2. iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9
    +$3.72MAdded
  3. First Tr Exchange Traded FD33738R704
    +$3.11MNew
  4. State Street SPDR S&P Biotech ETF78464A870
    +$3.06MNew
  5. Global X FDS37954Y632
    +$3.04MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Ibonds Dec 2029 Term Corporate ETF46436E205
    +0.64 pp0.3% → 0.9%
  2. iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9
    +0.55 pp0.8% → 1.3%
  3. First Tr Exchange Traded FD33738R704
    +0.53 pp0.0% → 0.5%
  4. State Street SPDR S&P Biotech ETF78464A870
    +0.53 pp0.0% → 0.5%
  5. Global X FDS37954Y632
    +0.52 pp0.0% → 0.5%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. XOMExxonMobil Holdings Corp
    −$5.33MSold outHistory
  2. iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0
    −$3.04MReduced
  3. SPDR Series Trust78468R556
    −$2.69MSold out
  4. SPDR Series Trust78464A755
    −$2.65MSold out
  5. Global X FDS37960A529
    −$2.56MSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −1.03 pp1.0% → 0.0%History
  2. iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0
    −0.61 pp0.8% → 0.2%
  3. SPDR Series Trust78468R556
    −0.52 pp0.5% → 0.0%
  4. SPDR Series Trust78464A755
    −0.51 pp0.5% → 0.0%
  5. Global X FDS37960A529
    −0.49 pp0.5% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$581.8M
+$62.2M (+12.0%) vs. prior quarter
Positions
238
+10 vs. prior quarter
Top 10 concentration
29.8%
Top 10 as share of value
Turnover
6.3%
Q2 2026, one quarter
Average holding period
13.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $581.8M (Q2 2026)

Q1 2021: $325.0MQ2 2021: $353.6MQ3 2021: $364.8MQ4 2021: $388.4MQ1 2022: $359.3MQ2 2022: $300.8MQ3 2022: $292.6MQ4 2022: $324.9MQ1 2023: $345.3MQ2 2023: $378.8MQ3 2023: $369.4MQ4 2023: $405.8MQ1 2024: $435.5MQ2 2024: $425.5MQ3 2024: $393.6MQ4 2024: $386.6MQ1 2025: $365.8MQ2 2025: $473.5MQ3 2025: $515.6MQ4 2025: $519.7MQ1 2026: $519.5MQ2 2026: $581.8M
Q1 2021Q2 2026
13F filings of Great Diamond Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 17, 2026238$581.8MVanguard Morningstar Total Stock Market ETFiShares TriShares Core MSCI Eafe ETFvs. Q1 2026SEC
Q1 2026May 12, 2026228$519.5MVanguard Morningstar Total Stock Market ETFiShares TriShares Core MSCI Eafe ETFvs. Q4 2025SEC
Q4 2025Feb 6, 2026227$519.7MVanguard Morningstar Total Stock Market ETFiShares TriShares Core MSCI Eafe ETFvs. Q3 2025SEC
Q3 2025Oct 20, 2025225$515.6MiShares Core MSCI Eafe ETFiShares TrVanguard Morningstar Total Stock Market ETFvs. Q2 2025SEC
Q2 2025Aug 13, 2025225$473.5MiShares TrVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFvs. Q1 2025SEC
Q1 2025May 13, 2025179$365.8MiShares TrVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFvs. Q4 2024SEC
Q4 2024Jan 23, 2025185$386.6MiShares TrVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFvs. Q3 2024SEC
Q3 2024Oct 25, 2024195$393.6MiShares TrVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFvs. Q2 2024SEC
Q2 2024Jul 29, 2024211$425.5MiShares TrVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFvs. Q1 2024SEC
Q1 2024May 8, 2024220$435.5MiShares TrVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFvs. Q4 2023SEC
Q4 2023Feb 7, 2024230$405.8MiShares TrVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFvs. Q3 2023SEC
Q3 2023Oct 19, 2023220$369.4MiShares TrVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFvs. Q2 2023SEC
Q2 2023Jul 17, 2023219$378.8MiShares TrVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFvs. Q1 2023SEC
Q1 2023May 4, 2023214$345.3MiShares TrVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFvs. Q4 2022SEC
Q4 2022Feb 1, 2023211$324.9MiShares TrVanguard Morningstar Total Stock Market ETFMSFTvs. Q3 2022SEC
Q3 2022Oct 24, 2022197$292.6MiShares TrVanguard Morningstar Total Stock Market ETFMSFTvs. Q2 2022SEC
Q2 2022Jul 26, 2022200$300.8MiShares TrVanguard Morningstar Total Stock Market ETFMSFTvs. Q1 2022SEC
Q1 2022May 5, 2022214$359.3MiShares TrVanguard Morningstar Total Stock Market ETFMSFTvs. Q4 2021SEC
Q4 2021Jan 26, 2022213$388.4MiShares TrVanguard Morningstar Total Stock Market ETFiShares Core S&P Small Cap ETFvs. Q3 2021SEC
Q3 2021Oct 21, 2021205$364.8MiShares TrVanguard Morningstar Total Stock Market ETFIDXXvs. Q2 2021SEC
Q2 2021Jul 26, 2021196$353.6MiShares TrVanguard Morningstar Total Stock Market ETFIDXXvs. Q1 2021SEC
Q1 2021May 4, 2021195$325.0MiShares TrVanguard Morningstar Total Stock Market ETFIDXX–SEC