Divergent Planning, LLC Portfolio Holdings
Divergent Planning, LLC
- $250 Million
- Q2 2025
Divergent Planning, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $250 Million distributed in 85 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $28.1M, Ishares Barclays 1 3 Year Trea with a value of $11.8M, Ishares Msci Usa Quality Facto with a value of $10.7M, Microsoft Corp with a value of $10.3M, and Vanguard Intermediate Term Tre with a value of $9.71M.
Examining the 13F form we can see an decrease of $45.1M in the current position value, from $296M to 250M.
Below you can find more details about Divergent Planning, LLC portfolio as well as his latest detailed transactions.