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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 81.41% of Divergent Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SHV (+$43M), IJH (+$13M), AGG (+$12M), TFLO, IEMG, IDEV, HEES, BSCO, IXUS, TLT.
Started 1 new stock position in HEES.
Reduced shares in these 10 stocks: IVV (-$47M), , IJR, ONEQ, SLQD, VEA, IMCB, ITOT, IEI, TIP.
Sold out of its positions in Aptevo Therapeutics, ISTB, SLQD, VEA.
Divergent Wealth Advisors was a net buyer of stock by $7.7M.
Divergent Wealth Advisors has $500M in assets under management (AUM), dropping by 4.63%.
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 March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	39.7	$199M	-19%	378k	525.73	View chart
Ishares Tr Short Treas Bd (SHV)	22.9	$115M	+59%	1.0M	110.54	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.5	$38M	+46%	385k	97.94	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	5.9	$29M	-3%	456k	64.40	View chart
Ishares Tr Core Msci Intl (IDEV)	5.4	$27M	+2%	402k	67.13	View chart
Ishares Tr TRS FLT RT BD (TFLO)	4.5	$22M	+10%	440k	50.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.3	$16M	+319%	270k	60.74	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.9	$14M		124k	115.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.4	$12M	-13%	108k	110.52	View chart
Ishares Core Msci Emkt (IEMG)	2.4	$12M	+6%	229k	51.60	View chart
Ishares Tr Core Msci Total (IXUS)	0.9	$4.3M		64k	67.86	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.6	$2.8M		24k	115.81	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$983k		21k	47.06	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$934k		9.9k	94.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$904k		3.5k	259.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.1	$689k	+38%	33k	20.97	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$649k		15k	42.01	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$489k	-3%	4.6k	107.42	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$448k		3.3k	135.07	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$436k		23k	19.21	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$434k		21k	20.43	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$399k		20k	20.07	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$387k		20k	19.29	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$381k	-15%	5.2k	72.84	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$309k		10k	29.53	View chart
Union Pacific Corporation (UNP)	0.1	$298k		1.2k	246.00	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$286k		2.8k	101.56	View chart
Ishares Msci Em Asia Etf (EEMA)	0.1	$265k		3.9k	68.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$225k		3.6k	62.05	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$220k		3.3k	67.10	View chart
H&E Equipment Services (HEES)	0.0	$215k	NEW	3.4k	64.18	View chart
Prospect Cap Corp Note 6.375% 3/0 (Principal)	0.0	$49k		49k	0.99	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 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
Divergent Wealth Advisors 2020 Q2 filed Aug. 5, 2020

View all past filings

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