Divergent Planning

Latest statistics and disclosures from Divergent Planning's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, AVDV, MDY, JMBS, AVUS, and represent 68.48% of Divergent Planning's stock portfolio.
  • Added to shares of these 10 stocks: TBIL, JMBS, IVV, MDY, VCIT, AVDE, DFAS, AVUS, JAAA, VTEB.
  • Started 1 new stock position in NVDA.
  • Reduced shares in these 8 stocks: DFCF, NFLX, AAPL, MSFT, AMZN, GOOG, VO, AOR.
  • Sold out of its position in NFLX.
  • Divergent Planning was a net buyer of stock by $16M.
  • Divergent Planning has $376M in assets under management (AUM), dropping by 11.16%.
  • Central Index Key (CIK): 0001730787

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Portfolio Holdings for Divergent Planning

Divergent Planning holds 35 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 26.4 $99M +2% 148k 672.42
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 12.7 $48M 532k 90.04
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 11.9 $45M +5% 74k 600.68
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Janus Detroit Str Tr Henderson Mtg (JMBS) 10.6 $40M +7% 874k 45.63
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American Centy Etf Tr Us Eqt Etf (AVUS) 6.9 $26M +3% 238k 109.21
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 6.5 $24M +3% 354k 69.10
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 5.3 $20M +2% 394k 50.60
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.8 $14M +3% 285k 49.98
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Dimensional Etf Trust Core Fixed Incom (DFCF) 3.5 $13M -9% 311k 42.87
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RBB Us Treas 3 Mnth (TBIL) 2.8 $10M +50% 208k 49.87
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $9.6M +21% 114k 84.06
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American Centy Etf Tr Intl Eqt Etf (AVDE) 2.3 $8.6M +23% 108k 79.98
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.7 $6.2M +3% 135k 46.04
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Apple (AAPL) 0.6 $2.3M -3% 8.9k 258.02
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.1M +5% 7.6k 139.08
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Microsoft Corporation (MSFT) 0.2 $870k -6% 1.7k 517.23
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Marriott Intl Cl A (MAR) 0.2 $860k 3.2k 267.57
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $705k 2.4k 295.21
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $581k +5% 963.00 603.18
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Amazon (AMZN) 0.1 $562k -4% 2.6k 219.51
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Visa Com Cl A (V) 0.1 $561k 1.6k 349.84
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Lockheed Martin Corporation (LMT) 0.1 $509k 1.0k 504.49
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $476k 954.00 498.75
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Ishares Tr Core 80/20 Aggre (AOA) 0.1 $441k 5.0k 88.56
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Vanguard Index Fds Growth Etf (VUG) 0.1 $415k 862.00 481.44
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Ishares Tr Core 60/40 Balan (AOR) 0.1 $393k 6.1k 64.54
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $344k 4.7k 73.00
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $327k 992.00 329.89
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $289k 469.00 615.30
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $285k +19% 1.2k 245.32
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Alphabet Cap Stk Cl C (GOOG) 0.1 $283k -6% 1.1k 246.45
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Spdr Gold Tr Gold Shs (GLD) 0.1 $277k 775.00 357.64
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NVIDIA Corporation (NVDA) 0.1 $260k NEW 1.4k 187.62
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Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $77k 11k 6.98
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Health Catalyst (HCAT) 0.0 $33k 11k 2.96
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Past Filings by Divergent Planning

SEC 13F filings are viewable for Divergent Planning going back to 2020

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