13F Insight
DOSSIER · 13F-HR · Q2 2026

Convergence Financial, LLC

$1.3B in tracked AUM across 272 positions as of Q2 2026.

CF
CIK 0002034001 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
272
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Convergence Financial, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYG
SPDR SERIES TRUST
$97M818K7.7%02
SPYV
SPDR SERIES TRUST
$74M1.2M5.9%03
JAVA
J P MORGAN EXCHANGE TRADED F
$44M552K3.5%04
SLYG
SPDR SERIES TRUST
$44M365K3.5%05
MDYG
SPDR SERIES TRUST
$42M374K3.3%06
SLYV
SPDR SERIES TRUST
$42M382K3.3%07
MDYV
SPDR SERIES TRUST
$40M422K3.2%08
XLK
SELECT SECTOR SPDR TR
$40M210K3.2%09
FLCO
FRANKLIN TEMPLETON ETF TR
$40M1.9M3.2%10
TBLL
INVESCO EXCH TRADED FD TR II
$36M342K2.9%

Filing history

2026Q2Jun 30
$1.3B▲ 33.3%
272 positionsView →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 positionsLocked
Showing 12 of 19