Divergent Planning, LLC

Q4 2025 13F-HR Holdings

Location
Bethesda, MD
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
36
Total value ($000)
$391,539
Net value change ($000)
+15,361 (4.1%)
New positions
2
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 2,930 3.0%
AVDV 2,336 4.9%
MDY 1,987 4.5%
JMBS 1,944 4.9%
AVUS 1,289 5.0%
JAAA 1,211 6.1%
TBIL 977 9.4%
DFAS 966 4.0%
MS 763 NEW
AVDE 522 6.1%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -476 -100.0%
MSFT -155 -17.8%
VT -66 -6.3%
VO -59 -8.4%
NVDA -39 -15.1%
VUG -31 -7.5%
FSCO -13 -16.9%
HCAT -8 -24.2%
LMT -7 -1.4%
SPLV -6 -1.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type