DIVERGENT WEALTH ADVISORS, LLC
CIK
1731275
Location
MIDVALE, UT
Portfolio Value
Micro
$1,480,984
Diversification
Highly concentrated
Filing Date
Global Rank
#7,229
/ 7,307
▲ 6
· as of Sep 2024
Top Industry
Consumer Electronics
56.7%
3Y Alpha vs SPY
+5.6%
Period ended 1 year ago
Filed Oct 30, 2024 · 1y
19 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+103.9%
SPY
+76.5%
Annualised alpha
+6.0%
Max drawdown
−16.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
3 positions · as of Sep 30, 2024 · Δ vs Jun 30, 2024Top Position
58.2%
+2.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,274
Highly concentrated+154
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 58.2% | $861,450 |
| Technology | 23.7% | $351,364 |
| Industrials | 18.1% | $268,170 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UNP | Union Pacific Corp | −125 | 1,088 | $268,170 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
3 positions ·
$1,480,984 total
· as of Sep 30, 2024
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
Added | 17,333 | $861,450 | 58.17% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,508 | $351,364 | 23.73% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 1,088 | $268,170 | 18.11% |