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Showing Q3 2024 data
Divergent Wealth Advisors's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Divergent Wealth Advisors
โขCIK: 1731275โขFiling: Q3 2024
**Divergent Wealth Advisors** manages $547M across a diversified portfolio of 33 positions. The fund exhibits a significant allocation to broad market exposure, notably holding IVV at $213.9M and SHV at $128.0M. Further diversification is evident with substantial positions in fixed income (AGG at $42.8M) and thematic/sectoral plays, including ONEQ ($32.3M) and IDEV ($30.0M). This structure suggests a core strategy balancing large-cap equity exposure with targeted allocations across various asset classes.
Total AUM
$547.0M
QoQ Performance
+5.8%
Positions
12
Top 10 Concentration
96.7%
Latest Filing
Q3 2024
Top Holdings Allocation
IVV
SHV
AGG
ONEQ
IDEV
IVV39.1%
SHV23.4%
AGG7.8%
ONEQ5.9%
IDEV5.5%
TFLO4.2%
IJH3.1%
ITOT2.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other60.8%
ETF39.1%
Technology0.1%
Industrial0.0%
Changes from Q2 2024
NEW1 new position
โ18 increased
โ6 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023