0001172661-13-000820.txt : 20130514 0001172661-13-000820.hdr.sgml : 20130514 20130514100043 ACCESSION NUMBER: 0001172661-13-000820 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130514 DATE AS OF CHANGE: 20130514 EFFECTIVENESS DATE: 20130514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Convergent Wealth Advisors CENTRAL INDEX KEY: 0001491296 IRS NUMBER: 412234477 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13933 FILM NUMBER: 13839634 BUSINESS ADDRESS: STREET 1: 2600 TOWER OAKS BLVD STREET 2: SUITE 300 CITY: ROCKVILLE STATE: MD ZIP: 20852 BUSINESS PHONE: 301-770-6300 MAIL ADDRESS: STREET 1: 2600 TOWER OAKS BLVD STREET 2: SUITE 300 CITY: ROCKVILLE STATE: MD ZIP: 20852 13F-HR 1 convergent1q13.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2013 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Convergent Wealth Advisors Address: 2600 Tower Oaks Boulevard Suite 300 Rockville, MD 20852 13F File Number: 028-13933 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: David Elliott Title: Chief Financial Officer and Chief Compliance Officer Phone: (301) 998-0322 Signature, Place, and Date of Signing: /s/ David Elliott Rockville, MD/USA May 14, 2013 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 22 Form 13F Information Table Value Total: $559,056 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ALPINE GLOBAL PREMIER PPTYS COM SBI 02083A103 1613 194540 SH SOLE 0 0 194540 ISHARES GOLD TRUST ISHARES 464285105 1273 82049 SH SOLE 0 0 82049 ISHARES INC MSCI PAC J IDX 464286665 6389 128548 SH SOLE 0 0 128548 ISHARES TR FTSE CHINA25 IDX 464287184 458 12397 SH SOLE 0 0 12397 ISHARES TR CORE S&P500 ETF 464287200 208165 1322861 SH SOLE 0 0 1322861 ISHARES TR MSCI EMERG MKT 464287234 6231 145682 SH SOLE 0 0 145682 ISHARES TR S&P NA NAT RES 464287374 752 18548 SH SOLE 0 0 18548 ISHARES TR BARCLYS 7-10 YR 464287440 1806 16829 SH SOLE 0 0 16829 ISHARES TR RUSSELL 2000 464287655 12899 136596 SH SOLE 0 0 136596 ISHARES TR RUSSELL 3000 464287689 4181 44732 SH SOLE 0 0 44732 ISHARES TR MSCI ACJPN IDX 464288182 9189 155535 SH SOLE 0 0 155535 ISHARES TR MSCI GRW IDX 464288885 44165 748819 SH SOLE 0 0 748819 POWERSHARES ETF TRUST CLEANTECH PORT 73935X278 1228 48000 SH SOLE 0 0 48000 POWERSHARES GLOBAL ETF TRUST GBL WTR PORT 73936T623 495 25800 SH SOLE 0 0 25800 SPDR GOLD TRUST GOLD SHS 78463V107 191573 1240195 SH SOLE 0 0 1240195 SPDR S&P 500 ETF TR TR UNIT 78462F103 6917 44151 SH SOLE 0 0 44151 VANGUARD INDEX FDS REIT ETF 922908553 6980 98961 SH SOLE 0 0 98961 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1139 24563 SH SOLE 0 0 24563 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 40198 937135 SH SOLE 0 0 937135 VANGUARD INTL EQUITY INDEX F MSCI PAC ETF 922042866 3181 54810 SH SOLE 0 0 54810 VANGUARD INTL EQUITY INDEX F MSCI EUROPE ETF 922042874 4050 82425 SH SOLE 0 0 82425 VANGUARD TAX MANAGED INTL FD MSCI EAFE ETF 921943858 6174 169469 SH SOLE 0 0 169469