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.

Portfolio value $250 Million
ETFs: $121 Million
Technology: $34.8 Million
Financial Services: $20.4 Million
Industrials: $14.1 Million
Healthcare: $12.9 Million
Consumer Defensive: $11.9 Million
Consumer Cyclical: $10.4 Million
Communication Services: $7.67 Million
Other: $16.9 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $250 Million
  • Prior Value $296 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 72 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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