StockDriftsStockDriftsTop 32 Divergent Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 39.11% | 370.9K | $213.9M | -0.88%(-3.28K) | — | 2024-09-30 | |
| SHV | ISHARES TR | 23.39% | 1.16M | $128.0M | +5.53%(+60.64K) | — | 2024-09-30 | |
| AGG | ISHARES TR | 7.83% | 422.9K | $42.8M | +2.70%(+11.11K) | — | 2024-09-30 | |
| ONEQ | FIDELITY COMWLTH TR | 5.9% | 450.5K | $32.3M | -0.42%(-1.92K) | — | 2024-09-30 | |
| IDEV | ISHARES TR | 5.49% | 423.6K | $30.0M | +4.62%(+18.69K) | — | 2024-09-30 | |
| TFLO | ISHARES TR | 4.24% | 458.8K | $23.2M | +4.57%(+20.05K) | — | 2024-09-30 | |
| IJH | ISHARES TR | 3.11% | 273.3K | $17.0M | +3.68%(+9.71K) | — | 2024-09-30 | |
| ITOT | ISHARES TR | 2.81% | 122.5K | $15.4M | -0.16%(-200) | — | 2024-09-30 | |
| IEMG | ISHARES INC | 2.48% | 236.5K | $13.6M | +4.87%(+10.98K) | — | 2024-09-30 | |
| IJR | ISHARES TR | 2.36% | 110.3K | $12.9M | +1.04%(+1.14K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Divergent Wealth Advisors reports $547.03M in US-listed equity holdings across 33 positions in its most recent 13F filing. Its largest disclosed positions are IVV (39.1%), SHV (23.4%) and AGG (7.8%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Divergent Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731275). View Divergent Wealth Advisors’s 13F filings on SEC