Divergent Planning, LLC Portfolio Holdings

Divergent Planning, LLC

  • $331 Million
  • Q2 2025

Divergent Planning, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $331 Million distributed in 35 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 $89.1M, American Centy ETF Tr Avantis with a value of $42.1M, Spdr S&P Midcap 400 ETF Trust with a value of $39.8M, Janus Detroit Str Tr Henderson with a value of $36.6M, and American Centy ETF Tr Avantis with a value of $23.2M.

Examining the 13F form we can see an increase of $80.3M in the current position value, from $250M to 331M.

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

Portfolio value $331 Million
ETFs: $324 Million
Technology: $3.07 Million
Consumer Cyclical: $1.46 Million
Financial Services: $1.03 Million
Communication Services: $516,000
Industrials: $467,000
Healthcare: $41,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$1.88 Million 0.57% of portfolio
9,180
Q2 2025 Reduced 67.61%
$3.95T
$898,000 0.27% of portfolio
1,806
Q2 2025 Reduced 91.25%
$86B
$871,000 0.26% of portfolio
3,191
Q2 2025 New
$2.26T
$585,000 0.18% of portfolio
2,670
Q2 2025 Reduced 89.97%
$551B
$569,000 0.17% of portfolio
1,604
Q2 2025 Reduced 92.25%
$113B
$467,000 0.14% of portfolio
1,009
Q2 2025 Added 108.9%
$621B
$463,000 0.14% of portfolio
954
Q2 2025 Reduced 75.66%
$545B
$299,000 0.09% of portfolio
224
Q2 2025 Reduced 11.11%
$150B
$290,000 0.09% of portfolio
972
Q2 2025 New
$1.24T
$217,000 0.07% of portfolio
1,227
Q2 2025 New
$164M
$41,000 0.01% of portfolio
10,998
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $331 Million
  • Prior Value $250 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR/A
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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