Divergent Planning, LLC
All 13F Filings
- Location
- Bethesda, MD
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 391,539
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/12/2026 | 36 | 391,539 | 13F-HR | Divergent Planning, LLC |
| Q3 2025 | 10/27/2025 | 35 | 376,178 | 13F-HR/A - RESTATEMENT | Divergent Planning, LLC |
| Q3 2025 | 10/9/2025 | 35 | 338,404 | 13F-HR | Divergent Planning, LLC |
| Q2 2025 | 7/30/2025 | 35 | 338,404 | 13F-HR/A - RESTATEMENT | Divergent Planning, LLC |
| Q2 2025 | 7/9/2025 | 85 | 263,511 | 13F-HR | Divergent Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 219 K | 55.9% | 9.695 K | 0 | 9.695 K |
| ETFs | 172.6 K | 44.1% | 5.666 K | 0 | 5.666 K |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
391,539
Holdings
36
QoQ value change ($000)
15,361
(4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.