13F Insight
DOSSIER · 13F-HR · Q1 2026

Convergence Financial, LLC

$943M in tracked AUM across 276 positions as of Q1 2026.

CF
CIK 0002034001 · last filed Mar 31, 2026
Total AUM
$943M
as of Q1 2026
Holdings
276
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Convergence Financial, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYV
SPDR SERIES TRUST
$91M1.6M9.6%02
SPAB
SPDR SERIES TRUST
$72M2.8M7.6%03
BIL
SPDR SERIES TRUST
$62M673K6.5%04
MDYG
SPDR SERIES TRUST
$53M549K5.6%05
MDYV
SPDR SERIES TRUST
$51M601K5.4%06
SPYG
SPDR SERIES TRUST
$49M499K5.2%07
JAVA
J P MORGAN EXCHANGE TRADED F
$25M352K2.7%08
MTBA
SIMPLIFY EXCHANGE TRADED FUN
$23M463K2.4%09
TSLA
TESLA INC
$21M58K2.3%10
MTUM
ISHARES TR
$21M88K2.3%

Filing history

2026Q1Mar 31
$943M▲ 37.6%
276 positionsView →2025Q4Dec 31
$685M▲ 2.9%
190 positionsView →2025Q3Sep 30
$666M▲ 14.5%
188 positionsView →2025Q2Jun 30
$582M▲ 14.2%
179 positionsLocked2025Q1Mar 31
$509M▲ 1.6%
167 positionsLocked2024Q4Dec 31
$501M▲ 6.5%
159 positionsLocked2024Q3Sep 30
$471M▲ 24.5%
157 positionsLocked2024Q2Jun 30
$378M▲ 56.2%
147 positionsLocked2024Q1Mar 31
$242M▲ 8.1%
49 positionsLocked2023Q4Dec 31
$224M▲ 33.0%
38 positionsLocked2023Q3Sep 30
$168M▲ 3.5%
31 positionsLocked2023Q2Jun 30
$163M▲ 19.9%
29 positionsLocked
Showing 12 of 18