Divergent Planning, LLC
Last filed Jan 12, 2026
Inactive · not filing 13F
$392M
15
+$1.23M
13.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q4 2025 | |||||
 MDY | $46.6M | 11.90% | Not reported | +2.6% | Q1 2023 |
 AAPL | $2.33M | 0.59% | 0.00% | -3.0% | Q4 2020 |
 MAR | $946K | 0.24% | 0.00% | -6.1% | Q4 2020 |
 MS | $763K | 0.19% | 0.00% | New | Q4 2025 |
 MSFT | $715K | 0.18% | 0.00% | -10.1% | Q1 2024 |
 QQQ | $635K | 0.16% | Not reported | +7.6% | Q1 2024 |
 AMZN | $580K | 0.15% | 0.00% | Not reported | Q4 2020 |
 V | $556K | 0.14% | 0.00% | Not reported | Q4 2020 |
 LMT | $502K | 0.13% | 0.00% | Not reported | Q1 2021 |
 GOOG | $362K | 0.09% | Not reported | Not reported | Q4 2024 |
| GLD | $309K | 0.08% | 0.00% | Not reported | Q1 2025 |
 ACN | $302K | 0.08% | 0.00% | Not reported | Q2 2025 |
 NVDA | $220K | 0.06% | 0.00% | -15.9% | Q1 2024 |
 FSCO | $64.4K | 0.02% | Not reported | -8.0% | Q1 2023 |
 HCAT | $25.1K | 0.01% | 0.02% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| MDY | $44.6M | 11.86% | Not reported | +5.8% | Q1 2023 |
| AAPL | $2.28M | 0.61% | 0.00% | -3.6% | Q4 2020 |
| MSFT | $870K | 0.23% | 0.00% | -6.9% | Q1 2024 |
| MAR | $860K | 0.23% | 0.00% | +0.7% | Q4 2020 |
| QQQ | $581K | 0.15% | Not reported | +5.8% | Q1 2024 |
| AMZN | $562K | 0.15% | 0.00% | -4.1% | Q4 2020 |
| V | $561K | 0.15% | 0.00% | Not reported | Q4 2020 |
| LMT | $509K | 0.14% | 0.00% | Not reported | Q1 2021 |
 BRK.B | $476K | 0.13% | Not reported | Not reported | Q4 2020 |
| ACN | $285K | 0.08% | 0.00% | +19.6% | Q2 2025 |
| GOOG | $283K | 0.08% | Not reported | -6.4% | Q4 2024 |
| GLD | $277K | 0.07% | 0.00% | Not reported | Q1 2025 |
| NVDA | $259K | 0.07% | 0.00% | Not reported | Q1 2024 |
| FSCO | $77K | 0.02% | Not reported | Not reported | Q1 2023 |
| HCAT | $32.6K | 0.01% | 0.02% | Not reported | Q2 2025 |
| Q2 2025 | |||||
| MDY | $40.3M | 11.91% | Not reported | +5.6% | Q1 2023 |
| AAPL | $1.91M | 0.56% | 0.00% | -10.0% | Q4 2020 |
| MSFT | $888K | 0.26% | 0.00% | -5.7% | Q1 2024 |
| MAR | $887K | 0.26% | 0.00% | Not reported | Q4 2020 |
| AMZN | $589K | 0.17% | 0.00% | -11.2% | Q4 2020 |
| V | $570K | 0.17% | 0.00% | -3.7% | Q4 2020 |
| QQQ | $498K | 0.15% | Not reported | -15.4% | Q1 2024 |
| LMT | $470K | 0.14% | 0.00% | Not reported | Q1 2021 |
| BRK.B | $467K | 0.14% | Not reported | Not reported | Q4 2020 |
| ACN | $294K | 0.09% | 0.00% | New | Q2 2025 |
 NFLX | $290K | 0.09% | 0.00% | -6.7% | Q1 2025 |
| GLD | $238K | 0.07% | 0.00% | Not reported | Q1 2025 |
| GOOG | $217K | 0.06% | Not reported | -8.8% | Q4 2024 |
| FSCO | $80.5K | 0.02% | Not reported | Not reported | Q1 2023 |
| HCAT | $44.5K | 0.01% | 0.02% | New | Q2 2025 |
| Q1 2025 | |||||
| MDY | $36.2M | 12.02% | Not reported | +2.4% | Q1 2023 |
| AAPL | $2.28M | 0.76% | 0.00% | +12.8% | Q4 2020 |
| MAR | $774K | 0.26% | 0.00% | Not reported | Q4 2020 |
| MSFT | $732K | 0.24% | 0.00% | +33.6% | Q1 2024 |
| AMZN | $589K | 0.20% | 0.00% | +10.5% | Q4 2020 |
| V | $577K | 0.19% | 0.00% | Not reported | Q4 2020 |
| BRK.B | $513K | 0.17% | Not reported | Not reported | Q4 2020 |
| QQQ | $484K | 0.16% | Not reported | +2.3% | Q1 2024 |
| LMT | $457K | 0.15% | 0.00% | Not reported | Q1 2021 |
| NFLX | $225K | 0.07% | 0.00% | New | Q1 2025 |
| GLD | $223K | 0.07% | 0.00% | New | Q1 2025 |
| GOOG | $214K | 0.07% | Not reported | +27.7% | Q4 2024 |
 MLPB | $205K | 0.07% | Not reported | New | Q1 2025 |
| FSCO | $77.7K | 0.03% | Not reported | Not reported | Q1 2023 |