Divergent Planning, LLC - Portfolio overview

Divergent Planning, LLC has 37 reported holdings in this dataset, with the latest filing dated 2026-01-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 26.05%
2. AVDV - AMERICAN CENTY ETF TR, 12.82%
3. MDY - SPDR S&P MIDCAP 400 ETF TR, 11.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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