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Disclosery

13F-HR/A filed by Divergent Planning, LLC

Divergent Planning, LLC filed this 13F-HR/A for the quarter ended 2025-09-30, filed 2025-10-27, with 35 holding rows worth $376,178,159.

Accession
0001730787-25-000004
Filer
CIK 1730787
Filed
2025-10-27
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, amendment of type restatement, 35 entries on the cover page, a total value of $376,178,159 stated on the cover page (in dollars after the unit check, H1), rows summing to $376,178,159 with VALUE read as dollars as filed, 13F file number 028-20641. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS147,527$99,199,891dollars as filed
Avantis International Small Cap Val ETF025072802SHS532,016$47,902,700dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS74,284$44,621,197dollars as filed
JANUS DETROIT STR TR47103U852HENDERSON MTG874,439$39,900,629dollars as filed
Avantis US Equity ETF025072885SHS237,847$25,975,244dollars as filed
Dimensional US Small Cap ETF25434V500COM353,779$24,446,129dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL393,494$19,910,815dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF285,196$14,254,096dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF311,353$13,347,703dollars as filed
RBB FD INC74933W452US TREAS 3 MNTH207,926$10,369,252dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS113,615$9,550,477dollars as filed
Avantis International Equity ETF025072703SHS107,561$8,602,729dollars as filed
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF134,925$6,211,947dollars as filed
Apple Inc037833100COM8,850$2,283,477dollars as filed
Vanguard Total World Stock ETF922042742SHS7,591$1,055,756dollars as filed
Microsoft Corp594918104COM1,682$869,987dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock3,214$859,970dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,387$704,666dollars as filed
INVESCO QQQ TR46090E103COM963$580,862dollars as filed
Amazon.com, Inc023135106COM2,560$561,946dollars as filed
Visa Inc92826C839COM1,604$561,143dollars as filed
Lockheed Martin Corporation539830109COM1,009$509,030dollars as filed
Berkshire Hathaway Inc084670702COM954$475,808dollars as filed
iShares Core Aggressive Allocation ETF464289859SHS4,975$440,575dollars as filed
Vanguard Growth922908736COM862$415,001dollars as filed
ISHARES TR464289867CORE 60 BALA ETF6,088$392,920dollars as filed
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL4,715$344,208dollars as filed
VTI922908769COM992$327,246dollars as filed
Vanguard S&P 500 ETF922908363COM469$288,576dollars as filed
Accenture Plc Class AG1151C101COM1,162$285,062dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,148$282,925dollars as filed
SPDR GOLD TR78463V107GOLD SHS775$277,171dollars as filed
NVIDIA Corp67066G104COM1,383$259,478dollars as filed
FS CREDIT OPPORTUNITIES CORP30290Y101COMMON STOCK11,030$76,989dollars as filed
HEALTH CATALYST INC42225T107COM10,998$32,554dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-005867 superseded2025-10-09acceptance time not in the bulk data set
13F-HR/A 0001730787-25-000004this filing2025-10-27acceptance time not in the bulk data set