Convergent Wealth Advisors

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
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 $442M as of Q3 2015. Top holdings included IVV, VTI, VEA, VWO, and EFA. ROYAL BANK OF CANADA is reporting for Convergent Wealth Advisors.
Holdings Value

ROYAL BANK OF CANADA is reporting for Convergent Wealth Advisors:

Name Holdings Value Location File Number
Royal Bank Of Canada $562B Toronto, Ontario, Canada 028-11396
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2017 13F-NT 11/9/2017, 02:48 PM
Q2 2017 13F-NT 8/2/2017, 05:09 PM
Q1 2017 13F-NT 5/10/2017, 08:08 PM
Q4 2016 13F-NT 2/10/2017, 12:52 PM
Q3 2016 13F-NT 11/8/2016, 09:18 AM
Q2 2016 13F-NT 8/3/2016, 11:01 AM
Q1 2016 13F-NT 5/10/2016, 03:34 PM
Q4 2015 13F-NT 2/11/2016, 09:58 AM
Q3 2015 35 $442M +$102M -$23.5M +$78.9M IVV, VTI, VEA, VWO, EFA 13F-HR 11/16/2015, 10:11 AM
Q2 2015 35 $433M +$8.29M -$216M -$208M IVV, VTI, VEA, IEF, VWO 13F-HR 8/13/2015, 01:25 PM
Q1 2015 47 $666M +$40.5M -$190M -$150M IVV, VTI, IEFA, VEA, VWO 13F-HR 5/13/2015, 04:49 PM
Q4 2014 29 $807M +$194M -$115M +$78.5M IVV, VTI, IGE, IEF, IEFA 13F-HR 2/10/2015, 03:47 PM
Q3 2014 32 $728M +$66M -$13.4M +$52.5M IVV, GLD, VTI, IEF, VWO 13F-HR 11/12/2014, 06:46 AM
Q2 2014 31 $697M +$80.2M -$25M +$55.3M IVV, GLD, VWO, IEF, IAUXXXX 13F-HR 8/8/2014, 04:03 PM
Q1 2014 26 $628M +$28.7M -$12.7M +$16.1M IVV, GLD, VWO, IAUXXXX, EFG 13F-HR 5/14/2014, 12:24 PM
Q4 2013 35 $608M IVV, GLD, VWO, EFG, IAUXXXX 13F-HR 2/10/2014, 10:24 AM