Divergent Planning, LLC Purchases and Sells in Q2 2025

Divergent Planning, LLC

$331 Million
Q2 2025

Top Buys

Incresed Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAS	305K + 823.37%	$52.31 - $63.72 $15.9M - $19.4M	342K $21.8M
JAAA	338K + 751.39%	$49.79 - $50.75 $16.8M - $17.1M	383K $19.4M
DFCF	329K + 2332.02%	$41.1 - $42.37 $13.5M - $13.9M	343K $14.5M
LMT	526 + 108.9%	$430.82 - $486.45 $227K - $256K	1.01K $467K

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	143K New	$498.8 - $620.9 $71.6M - $89.1M	143K $89.1M
AVDV	532K New	$61.76 - $79.32 $32.8M - $42.2M	532K $42.1M
MDY	70.2K New	$468.22 - $566.51 $32.9M - $39.8M	70.2K $39.8M
JMBS	813K New	$43.89 - $45.45 $35.7M - $36.9M	813K $36.6M
AVUS	230K New	$81.38 - $100.82 $18.7M - $23.2M	230K $23.2M
VTEB	277K New	$48.13 - $49.85 $13.3M - $13.8M	277K $13.6M

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-18.8K - 91.25%	$354.56 - $497.45 $6.68M - $9.37M	1.81K $898K
QQQ	-16.1K - 94.65%	$416.06 - $551.64 $6.7M - $8.88M	910 $501K
V	-19.1K - 92.25%	$308.27 - $373.31 $5.88M - $7.13M	1.6K $569K
AMZN	-24K - 89.97%	$167.32 - $223.3 $4.01M - $5.35M	2.67K $585K
AAPL	-19.2K - 67.61%	$172.42 - $223.89 $3.3M - $4.29M	9.18K $1.88M
BRK-B	-2.97K - 75.66%	$483.48 - $539.8 $1.43M - $1.6M	954 $463K

Activity Summary All Purchases 26 New Holdings 22 Increased Positions 4 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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