Divergent Wealth Advisors

Latest statistics and disclosures from Divergent Wealth Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, SHV, ONEQ, AGG, IDEV, and represent 78.25% of Divergent Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: IEI, TLT, IVV, SHV, BSCS, EMLP, IDEV, PPA, VEA, EWY.
  • Started 5 new stock positions in VEA, PPA, BSCS, EWY, EMLP.
  • Reduced shares in these 7 stocks: TFLO, ITOT, TIP, AGG, ISTB, IXUS, SCHX.
  • Divergent Wealth Advisors was a net buyer of stock by $2.5M.
  • Divergent Wealth Advisors has $478M in assets under management (AUM), dropping by 8.72%.
  • Central Index Key (CIK): 0001731275

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Portfolio Holdings for Divergent Wealth Advisors

Divergent Wealth Advisors holds 35 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 46.7 $223M 467k 477.63
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Ishares Tr Short Treas Bd (SHV) 15.0 $72M 649k 110.13
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 5.9 $28M 475k 59.24
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Ishares Tr Core Us Aggbd Et (AGG) 5.5 $26M 263k 99.25
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Ishares Tr Core Msci Intl (IDEV) 5.2 $25M 394k 63.66
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Ishares Tr TRS FLT RT BD (TFLO) 4.2 $20M -5% 399k 50.47
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Ishares Tr Core S&p Mcp Etf (IJH) 3.7 $18M 65k 277.15
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Ishares Tr Core S&p Scp Etf (IJR) 2.8 $14M 125k 108.25
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Ishares Tr Core S&p Ttl Stk (ITOT) 2.7 $13M -3% 125k 105.23
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Ishares Tr Core 1 5 Yr Usd (ISTB) 2.5 $12M 254k 47.56
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Ishares Core Msci Emkt (IEMG) 2.3 $11M 215k 50.58
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Ishares Tr Core Msci Total (IXUS) 0.9 $4.1M 63k 64.93
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.6 $2.9M +31% 25k 117.13
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $997k 21k 47.74
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $972k +171% 9.8k 98.88
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $825k 3.5k 237.25
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $672k 14k 49.20
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Ishares Gold Tr Ishares New (IAU) 0.1 $610k +2% 16k 39.03
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Ishares Tr Tips Bd Etf (TIP) 0.1 $509k -44% 4.7k 107.49
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $496k +29% 24k 20.89
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $438k +12% 23k 19.30
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $435k +13% 21k 20.45
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Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $416k 6.2k 67.14
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $407k 3.3k 122.76
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $403k NEW 20k 20.28
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $391k 20k 19.45
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Union Pacific Corporation (UNP) 0.1 $298k 1.2k 245.66
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First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $293k NEW 11k 27.69
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Ishares Msci Em Asia Etf (EEMA) 0.1 $261k +18% 3.9k 66.10
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $260k NEW 2.8k 92.15
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $218k NEW 4.5k 47.90
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Ishares Msci Sth Kor Etf (EWY) 0.0 $216k NEW 3.3k 65.52
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $204k -10% 3.6k 56.40
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Prospect Cap Corp Note 6.375% 3/0 (Principal) 0.0 $49k 49k 1.00
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Aptevo Therapeutics Com New (APVO) 0.0 $1.8k 10k 0.18
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Past Filings by Divergent Wealth Advisors

SEC 13F filings are viewable for Divergent Wealth Advisors going back to 2017

View all past filings