Divergent Planning, LLC Top Holdings and 13F Report (2025) About Divergent Planning, LLCInvestment ActivityDivergent Planning, LLC has $263.51 million in total holdings as of June 30, 2025.Divergent Planning, LLC owns shares of 85 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 95.60% of the portfolio was purchased this quarter.About 110.68% of the portfolio was sold this quarter.This quarter, Divergent Planning, LLC has purchased 30 new stocks and bought additional shares in 9 stocks.Divergent Planning, LLC sold shares of 4 stocks and completely divested from 17 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $28,059,554iShares 1-3 Year Treasury Bond ETF $11,754,109iShares MSCI USA Quality Factor ETF $10,702,972Microsoft $10,271,801Vanguard Intermediate-Term Treasury ETF $9,709,206 Largest New Holdings this Quarter 46641Q837 - JPMorgan Ultra-Short Income ETF $28,059,554 Holding464287457 - iShares 1-3 Year Treasury Bond ETF $11,754,109 Holding46432F339 - iShares MSCI USA Quality Factor ETF $10,702,972 Holding92206C706 - Vanguard Intermediate-Term Treasury ETF $9,709,206 Holding464287507 - iShares Core S&P Mid-Cap ETF $9,075,648 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 553,661 shares (about $28.06M)iShares 1-3 Year Treasury Bond ETF 141,855 shares (about $11.75M)iShares MSCI USA Quality Factor ETF 58,544 shares (about $10.70M)Vanguard Intermediate-Term Treasury ETF 162,334 shares (about $9.71M)Microsoft 18,735 shares (about $9.32M) Largest Sales this Quarter Dimensional U.S. Small Cap ETF 434,581 shares (about $27.69M)Janus Henderson AAA CLO ETF 318,982 shares (about $16.19M)Dimensional Core Fixed Income ETF 306,024 shares (about $12.93M)Lockheed Martin 526 shares (about $243.45K) 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 PortfolioSectorJPSTJPMorgan Ultra-Short Income ETF$28,059,554$28,059,554 ▲New Holding553,66110.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$11,754,109$11,754,109 ▲New Holding141,8554.5%ManufacturingQUALiShares MSCI USA Quality Factor ETF$10,702,972$10,702,972 ▲New Holding58,5444.1%ETFMSFTMicrosoft$10,271,801$9,318,783 ▲977.8%20,6513.9%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$9,709,206$9,709,206 ▲New Holding162,3343.7%ETFQQQInvesco QQQ$9,382,921$8,789,903 ▲1,482.2%17,0093.6%FinanceIJHiShares Core S&P Mid-Cap ETF$9,075,648$9,075,648 ▲New Holding146,3343.4%ETFAVGOBroadcom$8,903,771$8,903,771 ▲New Holding32,3013.4%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$8,456,529$8,456,529 ▲New Holding148,7523.2%ETFETNEaton$7,713,840$7,713,840 ▲New Holding21,6082.9%IndustrialsVVisa$7,347,049$6,755,536 ▲1,142.1%20,6932.8%Business ServicesGOOGLAlphabet$6,906,359$6,906,359 ▲New Holding39,1892.6%Computer and TechnologyCOSTCostco Wholesale$6,361,081$6,361,081 ▲New Holding6,4262.4%Retail/WholesaleAMZNAmazon.com$5,841,039$5,181,553 ▲785.7%26,6242.2%Retail/WholesaleJPMJPMorgan Chase & Co.$5,829,242$5,829,242 ▲New Holding20,1072.2%FinanceAAPLApple$5,814,173$3,722,236 ▲177.9%28,3382.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$5,246,041$5,246,041 ▲New Holding25,6322.0%ETFRTXRTX$4,960,737$4,960,737 ▲New Holding33,9731.9%AerospaceNEENextEra Energy$4,932,638$4,932,638 ▲New Holding71,0551.9%UtilitiesCVXChevron$4,768,513$4,768,513 ▲New Holding33,3021.8%EnergyLINDE PLC$4,726,050$4,726,050 ▲New Holding10,0731.8%SHSJMSTJPMorgan Ultra-Short Municipal ETF$4,491,297$4,491,297 ▲New Holding88,2031.7%ETFHDHome Depot$4,283,282$4,283,282 ▲New Holding11,6831.6%Retail/WholesaleXLREReal Estate Select Sector SPDR Fund$4,249,790$4,249,790 ▲New Holding102,6021.6%ETFABTAbbott Laboratories$4,033,056$4,033,056 ▲New Holding29,6531.5%MedicalAMGNAmgen$3,470,580$3,470,580 ▲New Holding12,4301.3%MedicalNVDANVIDIA$3,440,343$3,440,343 ▲New Holding21,7761.3%Computer and TechnologyVYMVanguard High Dividend Yield ETF$3,359,874$3,359,874 ▲New Holding25,2031.3%ETFCAPITAL GROUP INTERNATIONAL$3,211,346$3,211,346 ▲New Holding97,5501.2%SHSBXBlackstone$3,208,083$3,208,083 ▲New Holding21,4471.2%FinancePEPPepsiCo$2,610,695$2,610,695 ▲New Holding19,7721.0%Consumer StaplesDFASDimensional U.S. Small Cap ETF$2,356,549$27,686,918 ▼-92.2%36,9890.9%ETFCGDVCapital Group Dividend Value ETF$2,298,989$2,298,989 ▲New Holding58,2170.9%ETFJAAAJanus Henderson AAA CLO ETF$2,280,451$16,188,335 ▼-87.7%44,9350.9%ETFCAPITAL GROUP CORE BALANCED$2,233,190$2,233,190 ▲New Holding66,7820.8%SHSVIGIVanguard International Dividend Appreciation ETF$2,054,148$2,054,148 ▲New Holding22,7930.8%ETFCLColgate-Palmolive$2,052,977$2,052,977 ▲New Holding22,5850.8%Consumer StaplesORCLOracle$2,004,618$2,004,618 ▲New Holding9,1690.8%Computer and TechnologyKVUEKenvue$1,956,892$1,956,892 ▲New Holding93,4970.7%Consumer StaplesBRK.BBerkshire Hathaway$1,904,218$1,440,794 ▲310.9%3,9200.7%FinanceIEFAiShares Core MSCI EAFE ETF$1,819,529$1,819,529 ▲New Holding21,7960.7%ETFPLDPrologis$1,818,681$1,818,681 ▲New Holding17,3010.7%FinanceCSCOCisco Systems$1,576,244$1,576,244 ▲New Holding22,7190.6%Computer and TechnologyLLYEli Lilly and Company$1,548,147$1,548,147 ▲New Holding1,9860.6%MedicalBRK.ABerkshire Hathaway$1,457,600$1,457,600 ▲New Holding20.6%FinanceEQIXEquinix$1,315,707$1,315,707 ▲New Holding1,6540.5%FinancePALANTIR TECHNOLOGIES INC$1,216,656$1,216,656 ▲New Holding8,9250.5%CL AHONHoneywell International$1,192,113$1,192,113 ▲New Holding5,1190.5%Multi-Sector ConglomeratesWMBWilliams Companies$1,185,350$1,185,350 ▲New Holding18,8720.4%EnergyMDTMedtronic$1,077,421$1,077,421 ▲New Holding12,3600.4%MedicalVOVanguard Mid-Cap ETF$968,212$732,315 ▲310.4%3,4600.4%ETFJMUBJPMorgan Municipal ETF$826,357$826,357 ▲New Holding16,6470.3%ETFLMBSFirst Trust Low Duration Opportunities ETF$811,559$811,559 ▲New Holding16,4750.3%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$789,165$789,165 ▲New Holding8,4070.3%ETFPANWPalo Alto Networks$776,609$776,609 ▲New Holding3,7950.3%Computer and TechnologyABBVAbbVie$743,594$743,594 ▲New Holding4,0060.3%MedicalNVSNovartis$694,476$694,476 ▲New Holding5,7390.3%MedicalPPGPPG Industries$680,225$680,225 ▲New Holding5,9800.3%Basic MaterialsAMTAmerican Tower$628,360$628,360 ▲New Holding2,8430.2%FinanceDFCFDimensional Core Fixed Income ETF$596,204$12,932,573 ▼-95.6%14,1080.2%ETFEOGEOG Resources$576,161$576,161 ▲New Holding4,8170.2%EnergyJNJJohnson & Johnson$547,573$547,573 ▲New Holding3,5850.2%MedicalUBERUber Technologies$519,868$519,868 ▲New Holding5,5720.2%Computer and TechnologyETREntergy$519,378$519,378 ▲New Holding6,2490.2%UtilitiesXOMExxon Mobil$497,374$497,374 ▲New Holding4,6140.2%EnergyPGProcter & Gamble$485,641$485,641 ▲New Holding3,0480.2%Consumer StaplesMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$462,822$462,822 ▲New Holding4,6040.2%ETFGLDSPDR Gold Shares$453,282$217,039 ▲91.9%1,4870.2%FinanceDHRDanaher$450,589$450,589 ▲New Holding2,2810.2%MedicalMETAMeta Platforms$429,568$429,568 ▲New Holding5820.2%Computer and TechnologyWMTWalmart$416,152$416,152 ▲New Holding4,2560.2%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$365,495$365,495 ▲New Holding1,4430.1%ETFVYMIVanguard International High Dividend Yield ETF$364,020$364,020 ▲New Holding4,5440.1%ETFCBChubb$360,122$360,122 ▲New Holding1,2430.1%FinanceNFLXNetflix$337,461$16,070 ▲5.0%2520.1%Consumer DiscretionarySPGIS&P Global$303,192$303,192 ▲New Holding5750.1%FinanceMCKMcKesson$295,310$295,310 ▲New Holding4030.1%MedicalCRWDCrowdStrike$292,853$292,853 ▲New Holding5750.1%Computer and TechnologyGPCGenuine Parts$291,023$291,023 ▲New Holding2,3990.1%Retail/WholesaleMUBiShares National Muni Bond ETF$288,260$288,260 ▲New Holding2,7590.1%ETFDIMENSIONAL ETF TRUST$280,235$280,235 ▲New Holding4,1920.1%US CORE EQUITY 1KNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$262,145$262,145 ▲New Holding5,3390.1%ETFXLVHealth Care Select Sector SPDR Fund$258,075$258,075 ▲New Holding1,9150.1%ETFSHViShares Short Treasury Bond ETF$244,912$244,912 ▲New Holding2,2180.1%ETFLMTLockheed Martin$223,552$243,454 ▼-52.1%4830.1%AerospaceIVViShares Core S&P 500 ETF$0$78,749,585 ▼-100.0%00.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$0$36,234,537 ▼-100.0%00.0%ETFAVDVAvantis International Small Cap Value ETF$0$35,646,811 ▼-100.0%00.0%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$0$35,284,121 ▼-100.0%00.0%ETFAVUSAvantis U.S. Equity ETF$0$20,473,582 ▼-100.0%00.0%ETFVTEBVanguard Tax-Exempt Bond ETF$0$13,710,040 ▼-100.0%00.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$0$7,444,541 ▼-100.0%00.0%ETFTBILUS Treasury 3 Month Bill ETF$0$3,788,856 ▼-100.0%00.0%ETFMARMarriott International$0$774,009 ▼-100.0%00.0%Consumer DiscretionaryVTVanguard Total World Stock ETF$0$654,025 ▼-100.0%00.0%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$0$363,609 ▼-100.0%00.0%ETFSPLVInvesco S&P 500 Low Volatility ETF$0$348,856 ▼-100.0%00.0%ETFAORiShares Core 60/40 Balanced Allocation ETF$0$336,389 ▼-100.0%00.0%ETFVUGVanguard Growth ETF$0$298,059 ▼-100.0%00.0%ETFGOOGAlphabet$0$213,667 ▼-100.0%00.0%Computer and TechnologyShowing 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. 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