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 68.47% of Divergent Planning's stock portfolio.
  • Added to shares of these 10 stocks: JMBS, JAAA, MDY, TBIL, IVV, MS, DFAS, AVUS, VTEB, AOK.
  • Started 2 new stock positions in AOK, MS.
  • Reduced shares in these 10 stocks: BRK.B, AVDV, VT, MSFT, AAPL, MAR, VO, NVDA, VUG, VTI.
  • Sold out of its position in BRK.B.
  • Divergent Planning was a net buyer of stock by $8.1M.
  • Divergent Planning has $392M in assets under management (AUM), dropping by 4.08%.
  • Central Index Key (CIK): 0001730787

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Portfolio Holdings for Divergent Planning

Divergent Planning holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 26.1 $102M 149k 686.19
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 12.8 $50M 530k 94.81
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 11.9 $47M +2% 76k 611.31
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Janus Detroit Str Tr Henderson Mtg (JMBS) 10.7 $42M +4% 918k 45.58
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American Centy Etf Tr Us Eqt Etf (AVUS) 7.0 $27M 242k 112.55
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 6.5 $25M +2% 361k 70.39
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 5.4 $21M +6% 417k 50.61
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.8 $15M +2% 292k 50.37
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Dimensional Etf Trust Core Fixed Incom (DFCF) 3.4 $13M 314k 42.55
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RBB Us Treas 3 Mnth (TBIL) 2.9 $11M +9% 227k 49.90
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $9.6M 115k 83.74
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American Centy Etf Tr Intl Eqt Etf (AVDE) 2.3 $9.1M 110k 83.17
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.6 $6.3M +2% 138k 45.91
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Apple (AAPL) 0.6 $2.3M -3% 8.6k 271.01
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $990k -8% 7.0k 142.10
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Marriott Intl Cl A (MAR) 0.2 $946k -6% 3.0k 313.41
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Morgan Stanley Com New (MS) 0.2 $763k NEW 4.2k 181.90
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Microsoft Corporation (MSFT) 0.2 $715k -10% 1.5k 472.82
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $646k -7% 2.2k 292.63
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $635k +7% 1.0k 613.19
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Amazon (AMZN) 0.1 $580k 2.6k 226.50
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Visa Com Cl A (V) 0.1 $556k 1.6k 346.48
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Lockheed Martin Corporation (LMT) 0.1 $502k 1.0k 497.07
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Ishares Tr Core 80/20 Aggre (AOA) 0.1 $455k 5.0k 90.05
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Ishares Tr Core 60/40 Balan (AOR) 0.1 $409k +2% 6.3k 65.29
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Vanguard Index Fds Growth Etf (VUG) 0.1 $384k -8% 790.00 486.20
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Alphabet Cap Stk Cl C (GOOG) 0.1 $362k 1.1k 315.32
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $338k 4.7k 71.20
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $323k -3% 960.00 336.25
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Spdr Gold Tr Gold Shs (GLD) 0.1 $309k 775.00 398.28
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $302k 1.2k 259.95
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $295k 469.00 628.30
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Ishares Tr Core 30/70 Conse (AOK) 0.1 $242k NEW 6.0k 40.32
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NVIDIA Corporation (NVDA) 0.1 $220k -15% 1.2k 188.85
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Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $64k -8% 10k 6.35
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Health Catalyst (HCAT) 0.0 $25k 11k 2.28
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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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