Divergent Planning, LLC Top Holdings and 13F Report (2025) About Divergent Planning, LLCInvestment ActivityDivergent Planning, LLC has $338.40 million in total holdings as of June 30, 2025.Divergent Planning, LLC owns shares of 35 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 8.05% of the portfolio was purchased this quarter.About 2.69% of the portfolio was sold this quarter.This quarter, Divergent Planning, LLC has purchased 30 new stocks and bought additional shares in 15 stocks.Divergent Planning, LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $89,039,728Avantis International Small Cap Value ETF $42,179,110SPDR S&P MidCap 400 ETF Trust $40,295,870Janus Henderson Mortgage-Backed Securities ETF $36,443,374Avantis U.S. Equity ETF $23,307,651 Largest New Holdings this Quarter 025072703 - Avantis International Equity ETF $6,419,841 Holding808524888 - Schwab International Small-Cap Equity ETF $5,556,875 Holding922908769 - Vanguard Total Stock Market ETF $301,306 HoldingG1151C101 - Accenture $294,147 Holding922908363 - Vanguard S&P 500 ETF $266,284 Holding Largest Purchases this Quarter Avantis International Equity ETF 86,825 shares (about $6.42M)Schwab International Small-Cap Equity ETF 130,904 shares (about $5.56M)US Treasury 3 Month Bill ETF 61,843 shares (about $3.08M)iShares Core S&P 500 ETF 4,618 shares (about $2.87M)SPDR S&P MidCap 400 ETF Trust 3,741 shares (about $2.15M) Largest Sales this Quarter Dimensional U.S. Small Cap ETF 130,025 shares (about $8.41M)Apple 1,016 shares (about $211.15K)Invesco QQQ 165 shares (about $90.25K)Amazon.com 336 shares (about $74.07K)Microsoft 110 shares (about $54.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDivergent Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$89,039,728$2,866,263 ▲3.3%143,45726.3%ETFAVDVAvantis International Small Cap Value ETF$42,179,110$648,763 ▲1.6%531,62512.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$40,295,870$2,146,076 ▲5.6%70,24311.9%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$36,443,374$1,586,797 ▲4.6%812,74310.8%ETFAVUSAvantis U.S. Equity ETF$23,307,651$1,159,852 ▲5.2%230,3136.9%ETFDFASDimensional U.S. Small Cap ETF$22,097,982$8,412,625 ▼-27.6%341,5456.5%ETFJAAAJanus Henderson AAA CLO ETF$19,346,786$943,485 ▲5.1%382,5745.7%ETFDFCFDimensional Core Fixed Income ETF$14,499,829$971,050 ▲7.2%343,1104.3%ETFVTEBVanguard Tax-Exempt Bond ETF$13,539,271$68,747 ▲0.5%276,7074.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,691,772$168,897 ▲2.2%93,1322.3%ETFTBILUS Treasury 3 Month Bill ETF$6,867,575$3,081,013 ▲81.4%137,8482.0%ETFAVDEAvantis International Equity ETF$6,419,841$6,419,841 ▲New Holding86,8251.9%ETFSCHCSchwab International Small-Cap Equity ETF$5,556,875$5,556,875 ▲New Holding130,9041.6%ETFAAPLApple$1,907,788$211,145 ▼-10.0%9,1800.6%Computer and TechnologyVTVanguard Total World Stock ETF$925,416$207,062 ▲28.8%7,2000.3%ETFMSFTMicrosoft$888,456$54,114 ▼-5.7%1,8060.3%Computer and TechnologyMARMarriott International$887,3210.0%3,1910.3%Consumer DiscretionaryVOVanguard Mid-Cap ETF$675,995$438,749 ▲184.9%2,4020.2%ETFAMZNAmazon.com$588,628$74,075 ▼-11.2%2,6700.2%Retail/WholesaleVVisa$570,174$22,039 ▼-3.7%1,6040.2%Business ServicesQQQInvesco QQQ$497,761$90,253 ▼-15.3%9100.1%FinanceLMTLockheed Martin$470,1330.0%1,0090.1%AerospaceBRK.BBerkshire Hathaway$467,0880.0%9540.1%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$411,465$17,169 ▲4.4%4,9370.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$376,440$8,677 ▲2.4%6,1170.1%ETFVUGVanguard Growth ETF$374,082$31,246 ▲9.1%8620.1%ETFSPLVInvesco S&P 500 Low Volatility ETF$345,1380.0%4,7060.1%ETFVTIVanguard Total Stock Market ETF$301,306$301,306 ▲New Holding9910.1%ETFACNAccenture$294,147$294,147 ▲New Holding9720.1%Computer and TechnologyNFLXNetflix$289,766$20,698 ▼-6.7%2240.1%Consumer DiscretionaryVOOVanguard S&P 500 ETF$266,284$266,284 ▲New Holding4690.1%ETFGLDSPDR Gold Shares$238,3510.0%7750.1%FinanceGOOGAlphabet$217,069$20,875 ▼-8.8%1,2270.1%Computer and TechnologyFSCOFS Credit Opportunities$80,5190.0%11,0300.0%Financial ServicesHCATHealth Catalyst$44,542$44,542 ▲New Holding10,9980.0%MedicalMLPBETRACS Alerian MLP Infrastructure Index ETN Series B$0$205,130 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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