Divergent Wealth Advisors

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$547M
Signature - Title
Randy Taylor - CCO
Location
South Jordan, UT
Summary
This page shows a list of all the recent 13F filings made by Divergent Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Divergent Wealth Advisors reported 33 stock holdings with total value $547M as of Q3 2024. Top holdings included IVV, SHV, AGG, ONEQ, and IDEV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 33 $547M +$11.8M -$2.37M +$9.44M IVV, SHV, AGG, ONEQ, IDEV 13F-HR 10/30/2024, 12:34 PM
Q2 2024 32 $517M +$11M -$3.58M +$7.43M IVV, SHV, AGG, ONEQ, IDEV 13F-HR 7/17/2024, 04:56 PM
Q1 2024 32 $500M +$71M -$63.4M +$7.65M IVV, SHV, AGG, ONEQ, IDEV 13F-HR 5/10/2024, 02:28 PM
Q4 2023 35 $478M +$4.9M -$2.38M +$2.52M IVV, SHV, ONEQ, AGG, IDEV 13F-HR 2/9/2024, 04:12 PM
Q3 2023 30 $440M +$56.4M -$55.8M +$643K IVV, SHV, AGG, ONEQ, IDEV 13F-HR 10/31/2023, 03:35 PM
Q2 2023 30 $454M +$11.1M -$9.65M +$1.45M IVV, SHV, ONEQ, AGG, IDEV 13F-HR 7/7/2023, 04:21 PM
Q1 2023 29 $429M +$18.4M -$11.5M +$6.93M IVV, SHV, ONEQ, AGG, IDEV 13F-HR 4/24/2023, 05:25 PM
Q4 2022 30 $399M +$34.9M -$25.3M +$9.55M IVV, SHV, AGG, IDEV, ONEQ 13F-HR 2/10/2023, 06:16 PM
Q3 2022 20 $370M +$20.2M -$32.7M -$12.5M IVV, SHV, AGG, ISTB, ONEQ 13F-HR 11/8/2022, 04:57 PM
Q2 2022 17 $403M +$54.8M -$78M -$23.2M IVV, SHV, AGG, ONEQ, ITOT 13F-HR 7/20/2022, 02:30 PM
Q1 2022 19 $482M +$44.6M -$35.5M +$9.08M IVV, SHV, AGG, ONEQ, ITOT 13F-HR 4/18/2022, 04:30 PM
Q4 2021 23 $494M +$47M -$25.4M +$21.6M IVV, SHV, AGG, ITOT, ONEQ 13F-HR 1/20/2022, 05:12 PM
Q3 2021 19 $449M +$44.7M -$32.6M +$12.1M IVV, SHV, AGG, ITOT, ONEQ 13F-HR 10/22/2021, 06:27 PM
Q2 2021 16 $439M +$22.6M -$2.6M +$20M IVV, SHV, AGG, ITOT, ONEQ 13F-HR 7/27/2021, 06:02 PM
Q1 2021 16 $423M +$27.3M -$3.4M +$23.9M IVV, SHV, AGG, ITOT, ONEQ 13F-HR 4/23/2021, 01:27 PM
Q4 2020 16 $389M +$41M -$53.5M -$12.4M IVV, SHV, AGG, ITOT, ONEQ 13F-HR 1/22/2021, 05:02 PM
Q3 2020 36 $370M +$180M -$163M +$17.8M IVV, SHV, AGG, ITOT, ONEQ 13F-HR 11/5/2020, 05:06 PM
Q2 2020 38 $340M +$82.5M -$72.3M +$10.2M IVV, AGG, ITOT, ISTB, IJH 13F-HR 8/4/2020, 06:32 PM
Q1 2020 37 $281M +$110M -$124M -$14.1M IVV, ITOT, IJH, IJR, IXUS 13F-HR 5/5/2020, 06:15 PM
Q4 2019 41 $340M +$43.6M -$42.3M +$1.33M AGG, ISTB, IVV, ITOT, IJH 13F-HR 1/8/2020, 11:34 AM
Q3 2019 42 $323M +$44.8M -$37.4M +$7.36M IVV, ITOT, AGG, ISTB, IJH 13F-HR 10/28/2019, 01:50 PM
Q2 2019 41 $314M +$39.1M -$31.7M +$7.35M AGG, ISTB, IVV, ITOT, IUSB 13F-HR 8/5/2019, 04:25 PM
Q1 2019 36 $301M +$41.6M -$37.2M +$4.44M IVV, ITOT, AGG, ISTB, IJH 13F-HR 4/8/2019, 01:47 PM
Q4 2018 44 $270M +$76M -$78.5M -$2.56M IVV, ITOT, IJH, IXUS, IJR 13F-HR 2/5/2019, 03:01 PM
Q3 2018 132 $290M +$37.8M -$28.7M +$9.08M AGG, ISTB, IVV, ITOT, IUSB 13F-HR 10/9/2018, 06:06 PM
Q2 2018 129 $277M +$7.98M -$965K +$7.01M IVV, AGG, ITOT, ISTB, IJH 13F-HR 7/9/2018, 05:45 PM
Q1 2018 181 $267M +$55.2M -$21.6M +$33.6M IVV, AGG, ITOT, ISTB, IJH 13F-HR 4/10/2018, 06:07 PM
Q4 2017 18 $236M $0 $0 AGG, ISTB, IVV, ITOT, IUSB 13F-HR 2/15/2018, 01:09 PM