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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Divergent Wealth Advisors holds 35 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Divergent Wealth Advisors
SEC 13F filings are viewable for Divergent Wealth Advisors going back to 2017
- 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
- Divergent Wealth Advisors 2020 Q2 filed Aug. 5, 2020
- Divergent Wealth Advisors 2020 Q1 filed May 6, 2020