§ 13F · FUND PROFILE
Divergent Planning, LLC.
AUM · $715M (13F)Positions · 70Turnover · n/a · Q4Filed · Jan 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 149K | $102M | 26.1% | −49% |
| 2 | AVDV | AMERICAN CENTY ETF TR | 530K | $50M | 12.8% | −50% |
| 3 | MDY | SPDR S&P MIDCAP 400 ETF TR | 76K | $47M | 11.9% | −47% |
| 4 | JMBS | JANUS DETROIT STR TR | 918K | $42M | 10.7% | −46% |
| 5 | AVUS | AMERICAN CENTY ETF TR | 242K | $27M | 7.0% | −48% |
| 6 | DFAS | DIMENSIONAL ETF TRUST | 361K | $25M | 6.5% | −48% |
| 7 | JAAA | JANUS DETROIT STR TR | 417K | $21M | 5.4% | −46% |
| 8 | VTEB | VANGUARD MUN BD FDS | 292K | $15M | 3.8% | −48% |
| 9 | DFCF | DIMENSIONAL ETF TRUST | 314K | $13M | 3.4% | −52% |
| 10 | TBIL | RBB FD INC | 227K | $11M | 2.9% | −34% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DIVERGENT SIGNAL
AC read
Divergent Planning, LLC is a Other fund managing $715 million in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →