Divergent Planning, LLC 13F Holdings · last filed Q4 2025
Divergent Planning, LLC reported 36 securities worth $391.54M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: IVV (26.08%), AVDV (12.83%), MDY (11.90%). Among its top 25 positions this quarter: 1 new, 15 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $102.1M | 26.08% | 148,837 | Added |
| 2 | AVDV | AMERICAN CENTY ETF TR | $50.2M | 12.83% | 529,894 | Trimmed |
| 3 | MDY | SPDR S&P MIDCAP 400 ETF TR | $46.6M | 11.90% | 76,242 | Added |
| 4 | JMBS | JANUS DETROIT STR TR | $41.8M | 10.69% | 918,067 | Added |
| 5 | AVUS | AMERICAN CENTY ETF TR | $27.3M | 6.96% | 242,241 | Added |
| 6 | DFAS | DIMENSIONAL ETF TRUST | $25.4M | 6.49% | 361,021 | Added |
| 7 | JAAA | JANUS DETROIT STR TR | $21.1M | 5.39% | 417,349 | Added |
| 8 | VTEB | VANGUARD MUN BD FDS | $14.7M | 3.76% | 292,191 | Added |
| 9 | DFCF | DIMENSIONAL ETF TRUST | $13.4M | 3.42% | 314,352 | Added |
| 10 | TBIL | RBB FD INC | $11.3M | 2.90% | 227,379 | Added |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $9.6M | 2.46% | 115,213 | Added |
| 12 | AVDE | AMERICAN CENTY ETF TR | $9.1M | 2.33% | 109,710 | Added |
| 13 | SCHC | SCHWAB STRATEGIC TR | $6.3M | 1.61% | 137,675 | Added |
| 14 | AAPL | APPLE INC | $2.3M | 0.59% | 8,584 | Trimmed |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | $989,584 | 0.25% | 6,964 | Trimmed |
| 16 | MAR | MARRIOTT INTL INC NEW | $945,558 | 0.24% | 3,017 | Trimmed |
| 17 | MS | MORGAN STANLEY | $762,707 | 0.19% | 4,193 | New |
| 18 | MSFT | MICROSOFT CORP | $715,379 | 0.18% | 1,513 | Trimmed |
| 19 | VO | VANGUARD INDEX FDS | $646,420 | 0.17% | 2,209 | Trimmed |
| 20 | QQQ | INVESCO QQQ TR | $635,266 | 0.16% | 1,036 | Added |
| 21 | AMZN | AMAZON COM INC | $579,840 | 0.15% | 2,560 | Hold |
| 22 | V | VISA INC | $555,754 | 0.14% | 1,604 | Hold |
| 23 | LMT | LOCKHEED MARTIN CORP | $501,544 | 0.13% | 1,009 | Hold |
| 24 | AOA | ISHARES TR | $454,468 | 0.12% | 5,047 | Added |
| 25 | AOR | ISHARES TR | $408,846 | 0.10% | 6,262 | Added |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR