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Divergent Wealth Advisors

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

Top 5 stock holdings are IVV, SHV, AGG, ONEQ, IDEV, and represent 82.02% of Divergent Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SHV (+$6.7M), AGG, IEI, AAPL, IDEV, IYW, IJR, TLT, IAU, EEMA.
Started 1 new stock position in AAPL.
Reduced shares in these 10 stocks: IVV, IJH, ONEQ, HEES, ITOT, BSCO, IEMG, IXUS, TFLO, IMCB.
Sold out of its position in HEES.
Divergent Wealth Advisors was a net buyer of stock by $7.4M.
Divergent Wealth Advisors has $517M in assets under management (AUM), dropping by 3.39%.
Central Index Key (CIK): 0001731275

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Positions held by Divergent Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Divergent Wealth Advisors

Divergent Wealth Advisors holds 32 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	39.6	$205M		374k	547.23	View chart
Ishares Tr Short Treas Bd (SHV)	23.4	$121M	+5%	1.1M	110.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.7	$40M	+7%	412k	97.07	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	6.1	$32M		452k	69.93	View chart
Ishares Tr Core Msci Intl (IDEV)	5.1	$27M		405k	65.64	View chart
Ishares Tr TRS FLT RT BD (TFLO)	4.3	$22M		439k	50.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.0	$15M	-2%	264k	58.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.8	$15M		123k	118.78	View chart
Ishares Core Msci Emkt (IEMG)	2.3	$12M		226k	53.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.3	$12M		109k	106.66	View chart
Ishares Tr Core Msci Total (IXUS)	0.8	$4.2M	-2%	62k	67.56	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.7	$3.5M	+24%	31k	115.47	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$987k	+8%	11k	91.78	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$974k		21k	46.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$931k		3.5k	267.53	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$758k	+11%	17k	43.93	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$659k	+32%	4.4k	150.51	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.1	$500k	-27%	24k	21.06	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$485k		4.5k	106.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$435k		23k	19.18	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$434k		21k	20.45	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$397k		20k	19.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$386k		20k	19.22	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$337k	-8%	4.8k	70.10	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$319k		11k	30.46	View chart
Apple (AAPL)	0.1	$317k	NEW	1.5k	210.63	View chart
Ishares Msci Em Asia Etf (EEMA)	0.1	$303k	+7%	4.2k	72.47	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$290k		2.8k	102.71	View chart
Union Pacific Corporation (UNP)	0.1	$274k		1.2k	226.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$233k		3.6k	64.24	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$220k		3.3k	66.08	View chart
Prospect Cap Corp Note 6.375% 3/0 (Principal)	0.0	$49k		49k	1.00	View chart

Past Filings by Divergent Wealth Advisors

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

Divergent Wealth Advisors 2024 Q2 filed July 17, 2024
Divergent Wealth Advisors 2024 Q1 filed May 10, 2024
Divergent Wealth Advisors 2023 Q4 filed Feb. 9, 2024
Divergent Wealth Advisors 2023 Q3 filed Oct. 31, 2023
Divergent Wealth Advisors 2023 Q2 filed July 7, 2023
Divergent Wealth Advisors 2023 Q1 filed April 24, 2023
Divergent Wealth Advisors 2022 Q4 filed Feb. 13, 2023
Divergent Wealth Advisors 2022 Q3 filed Nov. 8, 2022
Divergent Wealth Advisors 2022 Q2 filed July 20, 2022
Divergent Wealth Advisors 2022 Q1 filed April 18, 2022
Divergent Wealth Advisors 2021 Q4 filed Jan. 20, 2022
Divergent Wealth Advisors 2021 Q3 filed Oct. 25, 2021
Divergent Wealth Advisors 2021 Q2 filed July 28, 2021
Divergent Wealth Advisors 2021 Q1 filed April 23, 2021
Divergent Wealth Advisors 2020 Q4 filed Jan. 22, 2021
Divergent Wealth Advisors 2020 Q3 filed Nov. 5, 2020

View all past filings

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