Divergent Planning, LLC Top Holdings and 13F Report (2025) About Divergent Planning, LLCInvestment ActivityDivergent Planning, LLC has $338.40 million in total holdings as of September 30, 2025.Divergent Planning, LLC owns shares of 35 different stocks, but just 7 companies or ETFs make up 80% of its holdings.This quarter, Divergent Planning, LLC has purchased 35 new stocks and bought additional shares in 0 stocks.Divergent Planning, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $89,039,728Avantis International Small Cap Value ETF $42,179,110SPDR S&P MidCap 400 ETF Trust $40,295,870Janus Henderson Mortgage-Backed Securities ETF $36,443,374Avantis U.S. Equity ETF $23,307,651 Sector Allocation Over TimeMap of 500 Largest Holdings ofDivergent Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$89,039,7280.0%143,45726.3%ETFAVDVAvantis International Small Cap Value ETF$42,179,1100.0%531,62512.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$40,295,8700.0%70,24311.9%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$36,443,3740.0%812,74310.8%ETFAVUSAvantis U.S. Equity ETF$23,307,6510.0%230,3136.9%ETFDFASDimensional U.S. Small Cap ETF$22,097,9820.0%341,5456.5%ETFJAAAJanus Henderson AAA CLO ETF$19,346,7860.0%382,5745.7%ETFDFCFDimensional Core Fixed Income ETF$14,499,8290.0%343,1104.3%ETFVTEBVanguard Tax-Exempt Bond ETF$13,539,2710.0%276,7074.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,691,7720.0%93,1322.3%ETFTBILUS Treasury 3 Month Bill ETF$6,867,5750.0%137,8482.0%ETFAVDEAvantis International Equity ETF$6,419,8410.0%86,8251.9%ETFSCHCSchwab International Small-Cap Equity ETF$5,556,8750.0%130,9041.6%ETFAAPLApple$1,907,7880.0%9,1800.6%Computer and TechnologyVTVanguard Total World Stock ETF$925,4160.0%7,2000.3%ETFMSFTMicrosoft$888,4560.0%1,8060.3%Computer and TechnologyMARMarriott International$887,3210.0%3,1910.3%Consumer DiscretionaryVOVanguard Mid-Cap ETF$675,9950.0%2,4020.2%ETFAMZNAmazon.com$588,6280.0%2,6700.2%Retail/WholesaleVVisa$570,1740.0%1,6040.2%Business ServicesQQQInvesco QQQ$497,7610.0%9100.1%FinanceLMTLockheed Martin$470,1330.0%1,0090.1%AerospaceBRK.BBerkshire Hathaway$467,0880.0%9540.1%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$411,4650.0%4,9370.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$376,4400.0%6,1170.1%ETFVUGVanguard Growth ETF$374,0820.0%8620.1%ETFSPLVInvesco S&P 500 Low Volatility ETF$345,1380.0%4,7060.1%ETFVTIVanguard Total Stock Market ETF$301,3060.0%9910.1%ETFACNAccenture$294,1470.0%9720.1%Computer and TechnologyNFLXNetflix$289,7660.0%2240.1%Consumer DiscretionaryVOOVanguard S&P 500 ETF$266,2840.0%4690.1%ETFGLDSPDR Gold Shares$238,3510.0%7750.1%FinanceGOOGAlphabet$217,0690.0%1,2270.1%Computer and TechnologyFSCOFS Credit Opportunities$80,5190.0%11,0300.0%Financial ServicesHCATHealth Catalyst$44,5420.0%10,9980.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
