Stock Taper

DIVERGENT PLANNING, LLC

Latest 13F filing data - Q4 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Health Catalyst, Inc.HCAT11K$25.07K
FS Credit Opportunities Corp.FSCO10.15K$64.43K
Apple Inc.AAPL8.58K$2.33M
Morgan StanleyMS4.19K$762.71K
Marriott International, Inc.MAR3.02K$945.56K
Amazon.com, Inc.AMZN2.56K$579.84K
Visa Inc.V1.6K$555.75K
Microsoft CorporationMSFT1.51K$715.38K
NVIDIA CorporationNVDA1.16K$219.63K
Accenture plcACN1.16K$302.06K
Alphabet Inc.GOOG1.15K$361.99K
Lockheed Martin CorporationLMT1.01K$501.54K