13F Filings History of Convergent Wealth Advisors

Latest 13F report
Q4 2025 - 17 Feb 2026
Signature - Title
David Elliott - Chief Financial Officer and Chief Compliance Officer
Location
Potomac, MD
Summary
This page shows a list of all the recent 13F filings made by Convergent Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Convergent Wealth Advisors reported 35 stock holdings with total value $442,030,000 as of Q3 2015. Top holdings included IVV, VTI, VEA, VWO, and EFA. ROYAL BANK OF CANADA is reporting for Convergent Wealth Advisors.

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Holdings Value

ROYAL BANK OF CANADA is reporting for Convergent Wealth Advisors:

Name Holdings Value Location File Number
ROYAL BANK OF CANADA $568,725,272,000 Toronto 028-11396
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2017 0 $0 13F-NT 09 Nov 2017, 14:48
Q2 2017 0 $0 13F-NT 02 Aug 2017, 17:09
Q1 2017 0 $0 13F-NT 10 May 2017, 20:08
Q4 2016 0 $0 13F-NT 10 Feb 2017, 12:52
Q3 2016 0 $0 13F-NT 08 Nov 2016, 09:18
Q2 2016 0 $0 13F-NT 03 Aug 2016, 11:01
Q1 2016 0 $0 13F-NT 10 May 2016, 15:34
Q4 2015 0 $0 13F-NT 11 Feb 2016, 09:58
Q3 2015 35 $442,030,000 +$102,417,301 -$58,448,904 +$43,968,397 IVV, VTI, VEA, VWO, EFA 13F-HR 16 Nov 2015, 11:11
Q2 2015 35 $432,606,000 +$8,287,486 -$237,389,184 -$229,101,698 IVV, VTI, VEA, IEF, VWO 13F-HR 13 Aug 2015, 13:25
Q1 2015 47 $666,487,000 +$40,506,107 -$193,193,910 -$152,687,803 IVV, VTI, IEFA, VEA, VWO 13F-HR 13 May 2015, 16:49
Q4 2014 29 $806,888,000 +$193,786,280 -$123,796,074 +$69,990,206 IVV, VTI, IGE, IEF, IEFA 13F-HR 10 Feb 2015, 16:47
Q3 2014 32 $728,487,000 +$65,950,088 -$13,866,481 +$52,083,607 IVV, GLD, VTI, IEF, VWO 13F-HR 12 Nov 2014, 07:46
Q2 2014 31 $697,233,000 +$80,249,958 -$36,616,829 +$43,633,129 IVV, GLD, VWO, IEF, IAU 13F-HR 08 Aug 2014, 16:03
Q1 2014 26 $627,658,000 +$28,741,134 -$20,868,420 +$7,872,714 IVV, GLD, VWO, IAU, EFG 13F-HR 14 May 2014, 12:24
Q4 2013 35 $608,116,000 $0 $0 $0 IVV, GLD, VWO, EFG, IAU 13F-HR 10 Feb 2014, 11:24