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

Convergence Financial, LLC

Convergence Financial's holding co. based in Greenwich, CT — $943M in tracked AUM across 276 positions as of Q1 2026.

CF
Convergence Financial·Greenwich, CT·Holding Co.
CIK 0002034001 · last filed Mar 31, 2026
Total AUM
$943M
▲ 10.5%
vs prior
Holdings
276
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
23% weight
concentration
AI Analysis · Q1 2026 · 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

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