§ 13F · FUND PROFILE
Divergent Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $601.9T (13F)Positions · 120Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 149K | $102.1T | 26.1% | +4% |
| 2 | AVDV | AMERICAN CENTY ETF TR | 530K | $50.2T | 12.8% | ±0% |
| 3 | MDY | SPDR S&P MIDCAP 400 ETF TR | 76K | $46.6T | 11.9% | +9% |
| 4 | JMBS | JANUS DETROIT STR TR | 918K | $41.8T | 10.7% | +5% |
| 5 | AVUS | AMERICAN CENTY ETF TR | 242K | $27.3T | 7.0% | +2% |
| 6 | DFAS | DIMENSIONAL ETF TRUST | 361K | $25.4T | 6.5% | +6% |
| 7 | JAAA | JANUS DETROIT STR TR | 417K | $21.1T | 5.4% | +9% |
| 8 | VTEB | VANGUARD MUN BD FDS | 292K | $14.7T | 3.8% | +6% |
| 9 | DFCF | DIMENSIONAL ETF TRUST | 314K | $13.4T | 3.4% | −8% |
| 10 | TBIL | RBB FD INC | 227K | $11.3T | 2.9% | +65% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DIVERGENT SIGNAL
AC read
Divergent Planning, LLC is a Other fund managing $601914.5 trillion in assets. The fund runs a portfolio of 120 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed