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Divergent Planning, LLC

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13F filer, CIK 1730787, BETHESDA, MD

Divergent Planning, LLC reported $338,403,533 across 35 holdings for the quarter ended 2025-06-30, in a 13F-HR/A filed 2025-07-30. Its ten largest share positions make up 91.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001085146-25-004304

Period
2025-06-30
Reported value
$338M
Holdings
35
Top 10 weight
91.15%
New
6
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVDEnew+86,825$6.42M
SCHCnew+130,904$5.56M
TBILadded+61,843$3.08M
IVVadded+4,618$2.87M
MDYadded+3,741$2.15M

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
DFASreduced-130,025-$8.41M
AAPLreduced-1,016-$211K
MLPBexited-7,300-$205K
QQQreduced-165-$90.3K
AMZNreduced-336-$74.1K

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, Q2 2025

Share positions as resolved from 13F-HR/A 0001085146-25-004304, largest first. % of portfolio is the value over $338,403,533, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 131,526 shares; 2024Q2: 134,288 shares; 2024Q3: 136,011 shares; 2024Q4: 138,057 shares; 2025Q1: 138,839 shares; 2025Q2: 143,457 shares 143,457$89M26.31%+4,618Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 432,279 shares; 2024Q2: 441,760 shares; 2024Q3: 454,458 shares; 2024Q4: 512,171 shares; 2025Q1: 523,448 shares; 2025Q2: 531,625 shares 531,625$42.2M12.46%+8,177Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60,058 shares; 2024Q2: 61,926 shares; 2024Q3: 63,830 shares; 2024Q4: 64,928 shares; 2025Q1: 66,502 shares; 2025Q2: 70,243 shares 70,243$40.3M11.91%+3,741Timeline
JMBSJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 638,785 shares; 2024Q2: 671,251 shares; 2024Q3: 709,359 shares; 2024Q4: 740,025 shares; 2025Q1: 777,355 shares; 2025Q2: 812,743 shares 812,743$36.4M10.77%+35,388Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 201,322 shares; 2024Q2: 205,802 shares; 2024Q3: 211,951 shares; 2024Q4: 215,906 shares; 2025Q1: 218,852 shares; 2025Q2: 230,313 shares 230,313$23.3M6.89%+11,461Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 146,643 shares; 2024Q2: 151,897 shares; 2024Q3: 158,668 shares; 2024Q4: 455,407 shares; 2025Q1: 471,570 shares; 2025Q2: 341,545 shares 341,545$22.1M6.53%-130,025Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 295,961 shares; 2024Q3: 316,250 shares; 2024Q4: 345,374 shares; 2025Q1: 363,917 shares; 2025Q2: 382,574 shares 382,574$19.3M5.72%+18,657Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 233,488 shares; 2024Q2: 277,010 shares; 2024Q3: 291,939 shares; 2024Q4: 295,813 shares; 2025Q1: 320,132 shares; 2025Q2: 343,110 shares 343,110$14.5M4.28%+22,978Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 225,854 shares; 2024Q2: 235,786 shares; 2024Q3: 257,641 shares; 2024Q4: 264,959 shares; 2025Q1: 275,302 shares; 2025Q2: 276,707 shares 276,707$13.5M4%+1,405Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 252,162 shares; 2024Q2: 77,683 shares; 2024Q3: 82,677 shares; 2024Q4: 85,609 shares; 2025Q1: 91,087 shares; 2025Q2: 93,132 shares 93,132$7.69M2.27%+2,045Timeline
TBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,762 shares; 2024Q2: 73,708 shares; 2024Q3: 23,304 shares; 2024Q4: 33,771 shares; 2025Q1: 76,005 shares; 2025Q2: 137,848 shares 137,848$6.87M2.03%+61,843Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,825 shares 86,825$6.42M1.9%newTimeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,904 shares 130,904$5.56M1.64%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,746 shares; 2024Q2: 9,608 shares; 2024Q3: 9,467 shares; 2024Q4: 9,042 shares; 2025Q1: 10,196 shares; 2025Q2: 9,180 shares 9,180$1.91M0.56%-1,016Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,656 shares; 2024Q2: 5,234 shares; 2024Q3: 5,383 shares; 2024Q4: 5,496 shares; 2025Q1: 5,589 shares; 2025Q2: 7,200 shares 7,200$925K0.27%+1,611Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 747 shares; 2024Q2: 747 shares; 2024Q3: 1,434 shares; 2024Q4: 1,434 shares; 2025Q1: 1,916 shares; 2025Q2: 1,806 shares 1,806$888K0.26%-110Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,191 shares; 2024Q2: 3,191 shares; 2024Q3: 3,191 shares; 2024Q4: 3,191 shares; 2025Q1: 3,191 shares; 2025Q2: 3,191 shares 3,191$887K0.26%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,125 shares; 2024Q2: 875 shares; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 843 shares; 2025Q2: 2,402 shares 2,402$676K0.2%+1,559Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,192 shares; 2024Q2: 3,036 shares; 2024Q3: 3,036 shares; 2024Q4: 2,720 shares; 2025Q1: 3,006 shares; 2025Q2: 2,670 shares 2,670$589K0.17%-336Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,666 shares; 2024Q2: 1,666 shares; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,604 shares 1,604$570K0.17%-62Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 815 shares; 2024Q2: 1,026 shares; 2024Q3: 1,026 shares; 2024Q4: 1,051 shares; 2025Q1: 1,075 shares; 2025Q2: 910 shares 910$498K0.15%-165Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 622 shares; 2024Q2: 622 shares; 2024Q3: 622 shares; 2024Q4: 1,009 shares; 2025Q1: 1,009 shares; 2025Q2: 1,009 shares 1,009$470K0.14%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 954 shares; 2024Q2: 954 shares; 2024Q3: 954 shares; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 954 shares 954$467K0.14%0Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,009 shares; 2024Q2: 3,893 shares; 2024Q3: 4,697 shares; 2024Q4: 4,729 shares; 2025Q1: 4,731 shares; 2025Q2: 4,937 shares 4,937$411K0.12%+206Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,244 shares; 2024Q2: 5,623 shares; 2024Q3: 5,613 shares; 2024Q4: 5,976 shares; 2025Q1: 5,976 shares; 2025Q2: 6,117 shares 6,117$376K0.11%+141Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 790 shares; 2024Q2: 790 shares; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 862 shares 862$374K0.11%+72Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,706 shares; 2024Q2: 4,706 shares; 2024Q3: 4,706 shares; 2024Q4: 4,706 shares; 2025Q1: 4,706 shares; 2025Q2: 4,706 shares 4,706$345K0.1%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 991 shares 991$301K0.09%newTimeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 972 shares 972$294K0.09%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240 shares; 2025Q2: 224 shares 224$290K0.09%-16Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 469 shares 469$266K0.08%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 775 shares; 2025Q2: 775 shares 775$238K0.07%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,053 shares; 2025Q1: 1,345 shares; 2025Q2: 1,227 shares 1,227$217K0.06%-118Timeline
FSCOFS CREDIT OPPORTUNITIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,030 shares; 2024Q2: 12,030 shares; 2024Q3: 11,030 shares; 2024Q4: 11,030 shares; 2025Q1: 11,030 shares; 2025Q2: 11,030 shares 11,030$80.5K0.02%0Timeline
HCATHEALTH CATALYST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,998 shares 10,998$44.5K0.01%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
MLPBUBS AG LONDON BRANCH7,300$205Kshares

How Q2 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 0001085146-25-003625 superseded2025-07-09acceptance time not in the bulk data set
13F-HR/A 0001085146-25-004304 baserestatement2025-07-30acceptance time not in the bulk data set