Divergent Planning, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Divergent Planning, LLC 13F Holdings
CIK 0001730787 · BETHESDA, MD
As of Sep 30, 2025, Divergent Planning, LLC reported
36 positions worth $714.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 290,984 |
|
88.2M26.34% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 1,063,641 | $90.1M | 12.61% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 144,527 | $84.9M | 11.88% |
| JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | JMBS | — | 1,687,182 | $76.3M | 10.68% |
| AVANTIS US EQUITY ETF | AVUS | — | 468,160 | $49.3M | 6.90% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 695,324 | $46.5M | 6.51% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 776,068 | $39.3M | 5.49% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 654,463 | $27.8M | 3.90% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 561,903 | $27.8M | 3.89% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 206,747 |
7.2M | 2.41% |
| F/M US TREASURY 3 MONTH BILL ETF | TBIL | — | 345,774 |
7.2M | 2.41% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 194,386 |
5.0M | 2.10% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 265,829 |
1.8M | 1.65% |
| APPLE INC | AAPL | Technology | 18,030 | $4.2M | 0.59% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 14,791 | $2.0M | 0.28% |
| MICROSOFT CORP | MSFT | Technology | 3,488 |
.8M | 0.25% |
| MARRIOTT INTERNATIONAL INC | MAR | Consumer Cyclical | 6,405 |
.7M | 0.24% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 4,789 |
.4M | 0.19% |
| AMAZON.COM INC | AMZN | Equity | 5,230 |
.2M | 0.16% |
| VISA INC-CLASS A SHARES | V | Financial Services | 3,208 |
.1M | 0.16% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 1,873 |
.1M | 0.15% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 2,018 | $979.2K | 0.14% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,908 | $942.9K | 0.13% |
| ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | AOA | — | 9,912 | $852.0K | 0.12% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 1,724 | $789.1K | 0.11% |