Divergent Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Divergent Planning, LLC held in its portfolio 36 assets valued at $391,538,858 (i.e. $391.54M).
The most valuable assets in the portfolio included: ISHARES TR ($102.13M), AMERICAN CENTY ETF TR ($50.24M), and SPDR S&P MIDCAP 400 ETF TR ($46.61M).
The chart below shows the top 10 valuable assets, and the table below shows the top 36 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Divergent Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 148837 | 102130408 | CORE S&P500 ETF |
| AMERICAN CENTY ETF TR | 529894 | 50239259 | INTL SMCP VLU |
| SPDR S&P MIDCAP 400 ETF TR | 76242 | 46607786 | UTSER1 S&PDCRP |
| JANUS DETROIT STR TR | 918067 | 41845471 | HENDERSON MTG |
| AMERICAN CENTY ETF TR | 242241 | 27264197 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 361021 | 25412268 | US SMALL CAP ETF |
| JANUS DETROIT STR TR | 417349 | 21122054 | HENDRSON AAA CL |
| VANGUARD MUN BD FDS | 292191 | 14717663 | TAX EXEMPT BD |
| DIMENSIONAL ETF TRUST | 314352 | 13375678 | CORE FIXED INCOM |
| RBB FD INC | 227379 | 11346211 | US TREAS 3 MNTH |
| VANGUARD SCOTTSDALE FDS | 115213 | 9647937 | INT-TERM CORP |
| AMERICAN CENTY ETF TR | 109710 | 9124581 | INTL EQT ETF |
| SCHWAB STRATEGIC TR | 137675 | 6320659 | INTL SCEQT ETF |
| APPLE INC | 8584 | 2326350 | COM |
| VANGUARD INTL EQUITY INDEX F | 6964 | 989584 | TT WRLD ST ETF |
| MARRIOTT INTL INC NEW | 3017 | 945558 | CL A |
| MORGAN STANLEY | 4193 | 762707 | COM NEW |
| MICROSOFT CORP | 1513 | 715379 | COM |
| VANGUARD INDEX FDS | 2209 | 646420 | MID CAP ETF |
| INVESCO QQQ TR | 1036 | 635266 | UNIT SER 1 |
| AMAZON COM INC | 2560 | 579840 | COM |
| VISA INC | 1604 | 555754 | COM CL A |
| LOCKHEED MARTIN CORP | 1009 | 501544 | COM |
| ISHARES TR | 5047 | 454468 | CORE 80/20 AGGRE |
| ISHARES TR | 6262 | 408846 | CORE 60/40 BALAN |
| VANGUARD INDEX FDS | 790 | 384098 | GROWTH ETF |
| ALPHABET INC | 1148 | 361987 | CAP STK CL C |
| INVESCO EXCH TRADED FD TR II | 4741 | 337582 | S&P500 LOW VOL |
| VANGUARD INDEX FDS | 960 | 322804 | TOTAL STK MKT |
| SPDR GOLD TR | 775 | 308667 | GOLD SHS |
| ACCENTURE PLC IRELAND | 1162 | 302062 | SHS CLASS A |
| VANGUARD INDEX FDS | 469 | 294673 | S&P 500 ETF SHS |
| ISHARES TR | 6001 | 241962 | CORE 30/70 CONSE |
| NVIDIA CORPORATION | 1163 | 219633 | COM |
| FS CREDIT OPPORTUNITIES CORP | 10146 | 64427 | COMMON STOCK |
| HEALTH CATALYST INC | 10998 | 25075 | COM |
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