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Latest Divergent Planning, LLC Stock Portfolio

Divergent Planning, LLC Performance:
2025 Q4: 1.89%YTD: 13.6%2024: 9.06%
Performance for 2025 Q4 is 1.89%, and YTD is 13.6%, and 2024 is 9.06%.

About Divergent Planning, LLC and 13F Hedge Fund Stock Holdings

Divergent Planning, LLC is a hedge fund based in BETHESDA, MD. On 24-Jan-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $197.8 Millions. In it's latest 13F Holdings report, Divergent Planning, LLC reported an equity portfolio of $391.5 Millions as of 31 Dec, 2025.

The top stock holdings of Divergent Planning, LLC are IJR, AEMB, MDY. The fund has invested 26.1% of it's portfolio in ISHARES TR and 12.8% of portfolio in AMERICAN CENTY ETF TR.

The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL stocks. They significantly reduced their stock positions in NVIDIA CORPORATION (NVDA), MICROSOFT CORP (MSFT) and VANGUARD INDEX FDS (VB). Divergent Planning, LLC opened new stock positions in MORGAN STANLEY (MS) and ISHARES TR (AOA). The fund showed a lot of confidence in some stocks as they added substantially to RBB FD INC (EERN), INVESCO QQQ TR (QQQ) and JANUS DETROIT STR TR (JAAA).

Divergent Planning, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Divergent Planning, LLC made a return of 1.89% in the last quarter. In trailing 12 months, it's portfolio return was 13.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
morgan stanley762,707
ishares tr241,962
New stocks bought by Divergent Planning, LLC

Additions

Ticker% Inc.
rbb fd inc9.36
invesco qqq tr7.58
janus detroit str tr6.06
janus detroit str tr4.99
ishares tr2.86
spdr s&p midcap 400 etf tr2.64
vanguard mun bd fds2.45
dimensional etf trust2.05
Additions to existing portfolio by Divergent Planning, LLC

Reductions

Ticker% Reduced
nvidia corporation-15.91
microsoft corp-10.05
vanguard index fds-8.35
vanguard intl equity index f-8.26
fs credit opportunities corp-8.01
vanguard index fds-7.46
marriott intl inc new-6.13
vanguard index fds-3.23
Divergent Planning, LLC reduced stake in above stock

Sold off

Ticker$ Sold
berkshire hathaway inc del-475,808
Divergent Planning, LLC got rid off the above stocks

Sector Distribution

Divergent Planning, LLC has about 98.1% of it's holdings in Others sector.

Sector%
Others98.1

Market Cap. Distribution

Divergent Planning, LLC has about 1.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED98.1
MEGA-CAP1.3

Stocks belong to which Index?

About 1.9% of the stocks held by Divergent Planning, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others98.1
S&P 5001.9
Top 5 Winners (%)%
GOOG
alphabet inc
27.9 %
MAR
marriott intl inc new
16.6 %
GLD
spdr gold tr
11.4 %
ACN
accenture plc ireland
6.0 %
AEMB
american centy etf tr
5.3 %
Top 5 Winners ($)$
AEMB
american centy etf tr
2.5 M
IJR
ishares tr
2.0 M
AEMB
american centy etf tr
0.8 M
MDY
spdr s&p midcap 400 etf tr
0.8 M
DFAC
dimensional etf trust
0.5 M
Top 5 Losers (%)%
HCAT
health catalyst inc
-23.0 %
fs credit opportunities corp
-8.7 %
MSFT
microsoft corp
-8.2 %
CGW
invesco exch traded fd tr ii
-2.5 %
LMT
lockheed martin corp
-1.5 %
Top 5 Losers ($)$
DFAC
dimensional etf trust
-0.1 M
MSFT
microsoft corp
-0.1 M
JAAA
janus detroit str tr
0.0 M
BNDW
vanguard scottsdale fds
0.0 M
FNDA
schwab strategic tr
0.0 M

Divergent Planning, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Divergent Planning, LLC

Divergent Planning, LLC has 36 stocks in it's portfolio. About 90.4% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for Divergent Planning, LLC last quarter.

Last Reported on: 12 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions