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CIK: 0001730787
Total reported value
$391.5M
$391.5M
30 檔
54.8%
As reported in its official Q1 2025 Form 13F filing, Divergent Planning, LLC's tracked investment portfolio stood at $391.5M with 30 total positions.
In Q1 2025, Divergent Planning, LLC displayed an active expansion posture, initiating 30 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 26.13% | -0.29% | +0.57% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 12.02% | +0.04% | +2.42% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 11.83% | +0.10% | +2.20% | |
| 4 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 11.71% | +0.08% | +5.04% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 9.52% | -0.01% | +3.55% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.79% | +0.06% | +1.36% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 6.07% | +0.10% | +5.37% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.55% | -0.03% | +3.90% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.48% | -0.13% | +8.22% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.47% | -0.08% | +6.40% | |
| 11 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.26% | +0.14% | +125.06% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.76% | -0.02% | +12.76% | |
| 13 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.26% | +0.01% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.05% | +33.61% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.22% | -0.03% | +1.69% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | — | +10.51% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.19% | -0.01% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | -0.13% | EXIT | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.01% | +2.28% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.15% | -0.01% | — | |
| 21 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | — | +0.04% | |
| 22 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.12% | — | — | |
| 23 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.11% | — | — | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.10% | -0.01% | — | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.07% | — | — | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.07% | +0.01% | — | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.07% | -0.02% | -3.66% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | +0.01% | +27.73% | |
| 29 | MLPB | Etracs Alerian Infrast Ser B | ETF-Other | 0.07% | — | — | |
| 30 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.03% | — | — |
According to official SEC Form 13F filings, Divergent Planning, LLC reported a total U.S. public equity portfolio value of $391.5M across 30 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, MDY, AVDV) accounted for 54.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $78.7M
During Q1 2025, Divergent Planning, LLC's top holdings by market value included IVV (26.1%)、MDY (12.0%)、AVDV (11.8%). The largest single position, IVV, represented 26.1% of total portfolio value.
In Q1 2025, Divergent Planning, LLC made 30 total portfolio adjustments, initiating 30 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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