Divergent Planning, LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Divergent Planning, LLC opened 1 positions, added to 16, reduced 6, sold out of 0 and left 1 unchanged. The largest increase in value was IVV (+$2,930,517); the largest decrease was VT (-$66,172).
- AOK: Country of operation —; Class CORE 30/70 CONSE; Shares 2025-09-30 0; Shares 2025-12-31 6,001.
Two Form 13F-HR filings compared (SEC CIK 1730787): 2025-09-30 (filed 2025-10-27) and 2025-12-31 (filed 2026-01-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Lansing Street Advisors | United States | $0.392B | 140 |
| Sollinda Capital Management LLC | United States | $0.391B | 74 |
| Alight Capital Management LP | United States | $0.391B | 62 |
| BCGM Wealth Management, LLC | United States | $0.392B | 175 |
| Whitefort Capital Management, LP | United States | $0.391B | 20 |
| Quadratic Capital Management LLC | United States | $0.391B | 2 |
| Peterson Wealth Services | United States | $0.391B | 218 |
| Engaged Capital LLC | United States | $0.392B | 9 |
| CV Advisors LLC | United States | $0.392B | 48 |
| Pacific Center for Financial Services | United States | $0.392B | 530 |