Divergent Planning, LLC
CIK
1730787
Location
BETHESDA, MD
Portfolio Value
Micro
$53,944,905
Diversification
Highly concentrated
Filing Date
Global Rank
#6,848
/ 8,662
▼ 330
· as of Dec 2025
Top Industry
Consumer Electronics
33.3%
3Y Alpha vs SPY
-5.5%
Period ended 6 months ago
Filed Jan 12, 2026 · 6mo
21 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+50.1%
SPY
+76.0%
Annualised alpha
-6.2%
Max drawdown
−23.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
14 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
85.3%
−0.2 pts
Top 5
94.1%
−0.1 pts
Top 10
98.9%
+0.1 pts
HHI
7,301
Highly concentrated−26
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 87.0% | $46,938,838 |
| Technology | 6.7% | $3,594,026 |
| Consumer Cyclical | 2.8% | $1,526,893 |
| Financial Services | 2.5% | $1,370,840 |
| Industrials | 0.9% | $488,023 |
| Healthcare | 0.0% | $26,285 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FSCO | FS Credit Opportunities Corp. | −884 | 10,146 | $63,919 | |
| AAPL | Apple Inc. | −266 | 8,584 | $2,333,646 | |
| NVDA | Nvidia Corp | −220 | 1,163 | $216,899 | |
| MAR | Marriott International Inc /Md/ | −197 | 3,017 | $935,994 | |
| MSFT | Microsoft Corp | −169 | 1,513 | $731,717 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MS | Morgan Stanley | 4,193 | $744,383 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | 954 | $479,613 | |
| No positions match the current search. | ||||
14 positions ·
$53,944,905 total
· as of Dec 31, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 76,242 | $45,995,273 | 85.26% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 8,584 | $2,333,646 | 4.33% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 3,017 | $935,994 | 1.74% | |
| MS |
Morgan Stanley
Financial Services
|
NEW | 4,193 | $744,383 | 1.38% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,513 | $731,717 | 1.36% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,036 | $636,425 | 1.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 2,560 | $590,899 | 1.10% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,604 | $562,538 | 1.04% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 1,009 | $488,023 | 0.90% | |
| ACN |
Accenture plc
Technology
|
Held | 1,162 | $311,764 | 0.58% | |
| GLD |
Spdr Gold Trust
|
Held | 775 | $307,140 | 0.57% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,163 | $216,899 | 0.40% | |
| FSCO |
FS Credit Opportunities Corp.
Financial Services
|
Reduced | 10,146 | $63,919 | 0.12% | |
| HCAT |
Health Catalyst, Inc.
Healthcare
|
Held | 10,998 | $26,285 | 0.05% |