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Divergent Planning, LLC

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13F filer, CIK 1730787, BETHESDA, MD

Divergent Planning, LLC reported $301,413,976 across 30 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-09. Its ten largest share positions make up 95.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-001963

Period
2025-03-31
Reported value
$301M
Holdings
30
Top 10 weight
95.57%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TBILadded+42,234$2.11M
JMBSadded+37,330$1.69M
DFCFadded+24,319$1.03M
DFASadded+16,163$984K
JAAAadded+18,543$932K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EGBNexited-9,338-$219K
VOreduced-32-$8.38K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001085146-25-001963, largest first. % of portfolio is the value over $301,413,976, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 131,526 shares; 2024Q2: 134,288 shares; 2024Q3: 136,011 shares; 2024Q4: 138,057 shares; 2025Q1: 138,839 shares 138,839$78.7M26.13%+782Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60,058 shares; 2024Q2: 61,926 shares; 2024Q3: 63,830 shares; 2024Q4: 64,928 shares; 2025Q1: 66,502 shares 66,502$36.2M12.02%+1,574Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 432,279 shares; 2024Q2: 441,760 shares; 2024Q3: 454,458 shares; 2024Q4: 512,171 shares; 2025Q1: 523,448 shares 523,448$35.6M11.83%+11,277Timeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 638,785 shares; 2024Q2: 671,251 shares; 2024Q3: 709,359 shares; 2024Q4: 740,025 shares; 2025Q1: 777,355 shares 777,355$35.3M11.71%+37,330Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 146,643 shares; 2024Q2: 151,897 shares; 2024Q3: 158,668 shares; 2024Q4: 455,407 shares; 2025Q1: 471,570 shares 471,570$28.7M9.52%+16,163Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 201,322 shares; 2024Q2: 205,802 shares; 2024Q3: 211,951 shares; 2024Q4: 215,906 shares; 2025Q1: 218,852 shares 218,852$20.5M6.79%+2,946Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 295,961 shares; 2024Q3: 316,250 shares; 2024Q4: 345,374 shares; 2025Q1: 363,917 shares 363,917$18.3M6.07%+18,543Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 225,854 shares; 2024Q2: 235,786 shares; 2024Q3: 257,641 shares; 2024Q4: 264,959 shares; 2025Q1: 275,302 shares 275,302$13.7M4.55%+10,343Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 233,488 shares; 2024Q2: 277,010 shares; 2024Q3: 291,939 shares; 2024Q4: 295,813 shares; 2025Q1: 320,132 shares 320,132$13.5M4.48%+24,319Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 252,162 shares; 2024Q2: 77,683 shares; 2024Q3: 82,677 shares; 2024Q4: 85,609 shares; 2025Q1: 91,087 shares 91,087$7.44M2.47%+5,478Timeline
TBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,762 shares; 2024Q2: 73,708 shares; 2024Q3: 23,304 shares; 2024Q4: 33,771 shares; 2025Q1: 76,005 shares 76,005$3.79M1.26%+42,234Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,746 shares; 2024Q2: 9,608 shares; 2024Q3: 9,467 shares; 2024Q4: 9,042 shares; 2025Q1: 10,196 shares 10,196$2.28M0.76%+1,154Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,191 shares; 2024Q2: 3,191 shares; 2024Q3: 3,191 shares; 2024Q4: 3,191 shares; 2025Q1: 3,191 shares 3,191$774K0.26%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 747 shares; 2024Q2: 747 shares; 2024Q3: 1,434 shares; 2024Q4: 1,434 shares; 2025Q1: 1,916 shares 1,916$732K0.24%+482Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,656 shares; 2024Q2: 5,234 shares; 2024Q3: 5,383 shares; 2024Q4: 5,496 shares; 2025Q1: 5,589 shares 5,589$654K0.22%+93Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,192 shares; 2024Q2: 3,036 shares; 2024Q3: 3,036 shares; 2024Q4: 2,720 shares; 2025Q1: 3,006 shares 3,006$589K0.2%+286Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,666 shares; 2024Q2: 1,666 shares; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares 1,666$577K0.19%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 954 shares; 2024Q2: 954 shares; 2024Q3: 954 shares; 2024Q4: 954 shares; 2025Q1: 954 shares 954$513K0.17%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 815 shares; 2024Q2: 1,026 shares; 2024Q3: 1,026 shares; 2024Q4: 1,051 shares; 2025Q1: 1,075 shares 1,075$484K0.16%+24Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 622 shares; 2024Q2: 622 shares; 2024Q3: 622 shares; 2024Q4: 1,009 shares; 2025Q1: 1,009 shares 1,009$457K0.15%0Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,009 shares; 2024Q2: 3,893 shares; 2024Q3: 4,697 shares; 2024Q4: 4,729 shares; 2025Q1: 4,731 shares 4,731$364K0.12%+2Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,706 shares; 2024Q2: 4,706 shares; 2024Q3: 4,706 shares; 2024Q4: 4,706 shares; 2025Q1: 4,706 shares 4,706$349K0.12%0Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,244 shares; 2024Q2: 5,623 shares; 2024Q3: 5,613 shares; 2024Q4: 5,976 shares; 2025Q1: 5,976 shares 5,976$336K0.11%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 790 shares; 2024Q2: 790 shares; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares 790$298K0.1%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240 shares 240$225K0.07%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 775 shares 775$223K0.07%newTimeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,125 shares; 2024Q2: 875 shares; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 843 shares 843$221K0.07%-32Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,053 shares; 2025Q1: 1,345 shares 1,345$214K0.07%+292Timeline
MLPBUBS AG LONDON BRANCHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,300 shares 7,300$205K0.07%newTimeline
FSCOFS CREDIT OPPORTUNITIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,030 shares; 2024Q2: 12,030 shares; 2024Q3: 11,030 shares; 2024Q4: 11,030 shares; 2025Q1: 11,030 shares 11,030$77.7K0.03%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
EGBNEAGLE BANCORPORATION INC9,338$219Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-001963 base2025-04-09acceptance time not in the bulk data set