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CIK: 0001730787
Total reported value
$391.5M
$391.5M
35 檔
65.8%
According to the latest 13F quarterly dataset, Divergent Planning, LLC managed an equity portfolio of $391.5M at the end of Q3 2025, spanning 35 distinct U.S. exchange-listed positions.
In Q3 2025, Divergent Planning, LLC displayed an active expansion posture, initiating 7 new positions and adding to 16 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 | 26.37% | -0.29% | +2.84% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 12.73% | +0.10% | +0.07% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-Other | 11.86% | +0.04% | +5.75% | |
| 4 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 10.61% | +0.08% | +7.59% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.91% | +0.06% | +3.27% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.50% | -0.01% | +3.58% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 5.29% | +0.10% | +2.85% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.79% | -0.03% | +3.07% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.55% | -0.13% | -9.26% | |
| 10 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 2.76% | +0.14% | +50.84% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.54% | -0.08% | +21.99% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 2.29% | +0.04% | +23.88% | |
| 13 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.65% | -0.04% | +3.07% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.61% | -0.02% | -3.59% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.28% | -0.03% | +5.43% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.05% | -6.87% | |
| 17 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.23% | +0.01% | +0.72% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.19% | -0.02% | -0.62% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | +0.01% | +5.82% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | — | -4.12% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.15% | -0.01% | — | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.14% | -0.01% | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | -0.13% | EXIT | |
| 24 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | — | +0.77% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.11% | -0.01% | — | |
| 26 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.10% | — | -0.47% | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.09% | — | +0.19% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.09% | -0.01% | +0.10% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | — | — | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.08% | — | +19.55% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.08% | +0.01% | -6.44% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.07% | +0.01% | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.07% | -0.01% | — | |
| 34 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.02% | — | — | |
| 35 | HCAT | Health Catalyst Inc | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Divergent Planning, LLC reported a total U.S. public equity portfolio value of $391.5M across 35 disclosed positions in Q3 2025.
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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, AVDV, MDY) accounted for 65.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVDE
市值: $8.6M
Top Position Liquidated / Trimmed
NFLX
前期市值: $224.5K
During Q3 2025, Divergent Planning, LLC's top holdings by market value included IVV (26.4%)、AVDV (12.7%)、MDY (11.9%). The largest single position, IVV, represented 26.4% of total portfolio value.
In Q3 2025, Divergent Planning, LLC made 33 total portfolio adjustments, initiating 7 new buys, adding to 16 positions, trimming 8 holdings, and fully liquidating 2 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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