StockDriftsStockDriftsTop 36 Divergent Planning, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 26.08% | 148.8K | $102.1M | +0.89%(+1.31K) | $397.93(+76.71%) | 2025-12-31 | |
| AVDV | AMERICAN CENTY ETF TR | 12.83% | 529.9K | $50.2M | -0.40%(-2.12K) | $59.49(+78.74%) | 2025-12-31 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 11.9% | 76.2K | $46.6M | +2.64%(+1.96K) | $479.03(+35.98%) | 2025-12-31 | |
| JMBS | JANUS DETROIT STR TR | 10.69% | 918.1K | $41.8M | +4.99%(+43.63K) | $48.55(-6.05%) | 2025-12-31 | |
| AVUS | AMERICAN CENTY ETF TR | 6.96% | 242.2K | $27.3M | +1.85%(+4.39K) | $76.03(+56.14%) | 2025-12-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 6.49% | 361.0K | $25.4M | +2.05%(+7.24K) | $63.76(+18.02%) | 2025-12-31 | |
| JAAA | JANUS DETROIT STR TR | 5.39% | 417.3K | $21.1M | +6.06%(+23.86K) | $50.79(-0.42%) | 2025-12-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.76% | 292.2K | $14.7M | +2.45%(+7.00K) | $51.34(-2.11%) | 2025-12-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.42% | 314.4K | $13.4M | +0.96%(+3.00K) | $41.55(+2.54%) | 2025-12-31 | |
| TBIL | RBB FD INC | 2.9% | 227.4K | $11.3M | +9.36%(+19.45K) | $49.98(-0.11%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.03% | +40.61% | +6.49% | +36.93% |
| Top 20 Holdings Unweighted | +11.24% | +37.65% | +6.00% | +33.80% |
Divergent Planning, Llc reports $391.54M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are IVV (26.1%), AVDV (12.8%) and MDY (11.9%). The top 20 holdings account for 98.6% of reported assets. Its disclosed equity book has returned +40.61% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Divergent Planning, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730787). View Divergent Planning, Llc’s 13F filings on SEC