Divergent Planning, LLC
CIK: 0001730787SEC EDGAR →
Portfolio Value
$391.5M
Holdings
36
As of
Q4 2025
New Positions
22
Closed Positions
72
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 148,837 | $102.1M | 26.08% |
| 2 | AMERICAN CENTY ETF TR | 529,894 | $50.2M | 12.83% |
| 3 | SPDR S&P MIDCAP 400 ETF TR | 76,242 | $46.6M | 11.90% |
| 4 | JANUS DETROIT STR TR | 918,067 | $41.8M | 10.69% |
| 5 | AMERICAN CENTY ETF TR | 242,241 | $27.3M | 6.96% |
| 6 | DIMENSIONAL ETF TRUST | 361,021 | $25.4M | 6.49% |
| 7 | JANUS DETROIT STR TR | 417,349 | $21.1M | 5.39% |
| 8 | VANGUARD MUN BD FDS | 292,191 | $14.7M | 3.76% |
| 9 | DIMENSIONAL ETF TRUST | 314,352 | $13.4M | 3.42% |
| 10 | RBB FD INC | 227,379 | $11.3M | 2.90% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $383.8M | 98.0% |
| Technology | 4 | $3.6M | 0.9% |
| Unknown | 3 | $1.7M | 0.4% |
| Consumer Cyclical | 2 | $1.5M | 0.4% |
| Industrials | 1 | $501K | 0.1% |
| Communication Services | 1 | $361K | 0.1% |
| Healthcare | 1 | $25K | 0.0% |