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