Managers / Q3 2019 · view latest →
Divergent Wealth Advisors
CIK 0001731275 · 489 W. SOUTH JORDAN PARKWAY, SUITE 310, SOUTH JORDAN, UT, 84095 · 3852374000
Reported Value
$323M
Q3 2019
Positions
42
Filings on Record
24
2019–present window
Filed
Oct 28, 2019
original filing
Summary
Divergent Wealth Advisors reported $323M in U.S.-listed holdings across 42 positions for Q3 2019.
Its largest position, IVV, represents 13.1% of the portfolio.
Compared with Q2 2019, the fund opened 1 new position and exited 0.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2024 | $547M | 33 | Oct 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $517M | 32 | Jul 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $500M | 32 | May 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $478M | 35 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $440M | 30 | Oct 31, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $454M | 30 | Jul 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $429M | 29 | Apr 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $399.0B | 30 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $370M | 20 | Nov 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $403M | 17 | Jul 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $482M | 19 | Apr 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $494M | 23 | Jan 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $449M | 19 | Oct 25, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $439M | 16 | Jul 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $423M | 16 | Apr 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $389M | 16 | Jan 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $370M | 36 | Nov 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $340M | 38 | Aug 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $281M | 37 | May 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $340M | 41 | Jan 8, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $323M | 42 | Oct 28, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $314M | 41 | Aug 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $301M | 36 | Apr 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $270M | 44 | Feb 5, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.