Data as of Q4 2025 (Dec 31, 2025)
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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

โ€ขCIK: 1731275โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

SHV
ISHARES TR
+5.5%
23.4% of portfolio
IDEV
ISHARES TR
+4.6%
5.5% of portfolio
AGG
ISHARES TR
+2.7%
7.8% of portfolio
TFLO
ISHARES TR
+4.6%
4.2% of portfolio
IEMG
ISHARES INC
+4.9%
2.5% of portfolio

๐Ÿ“‰ Biggest Sells

IVV
ISHARES TR
-0.9%
39.1% of portfolio
IXUS
ISHARES TR
-5.8%
0.8% of portfolio
ONEQ
FIDELITY COMWLTH TR
-0.4%
5.9% of portfolio
UNP
UNION PAC CORP
-10.3%
0.0% of portfolio
VTI
VANGUARD INDEX FDS
-2.8%
0.2% of portfolio

Sector Breakdown

Other60.8%
ETF39.1%
Technology0.1%
Industrial0.0%

Changes from Q2 2024

NEW1 new position
โ†‘18 increased
โ†“6 decreased

Historical Filings

Q3 2024Q2 2024Q1 2024Q4 2023