Divergent Planning, LLC Portfolio Holdings

Divergent Planning, LLC

  • $371 Million
  • Q4 2025

Divergent Planning, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $371 Million distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $101M, American Centy ETF Tr Avantis with a value of $47.8M, Spdr S&P Midcap 400 ETF Trust with a value of $44.7M, Janus Detroit Str Tr Henderson with a value of $41.9M, and American Centy ETF Tr Avantis with a value of $26.4M.

Examining the 13F form we can see an increase of $7.53M in the current position value, from $364M to 371M.

Below you can find more details about Divergent Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $371 Million
ETFs: $364 Million
Technology: $3.56 Million
Consumer Cyclical: $1.46 Million
Financial Services: $1.19 Million
Industrials: $475,000
Communication Services: $327,000
Healthcare: $24,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$2.3 Million 0.62% of portfolio
8,584
Q4 2025 Reduced 3.01%
$3.78T
$767,000 0.21% of portfolio
1,513
Q4 2025 Reduced 10.05%
$270B
$668,000 0.18% of portfolio
4,193
Q4 2025 New
$2.39T
$600,000 0.16% of portfolio
2,560
Q3 2025 Reduced 4.12%
$533B
$522,000 0.14% of portfolio
1,604
Q2 2025 Reduced 92.25%
$1.74T
$327,000 0.09% of portfolio
1,148
Q3 2025 Reduced 6.44%
$465B
$217,000 0.06% of portfolio
1,163
Q4 2025 Reduced 15.91%

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $371 Million
  • Prior Value $364 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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