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Convergence Financial, LLC

Q2 2026 13F filing

Updated 36 days ago

272 disclosed positions worth $1.3B

Portfolio value
$1.3B
Total holdings
272
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-05

Full holdings

Every line item disclosed in Q2 2026

S

SPDR SERIES TRUST

Value
$97.3M
Shares
817.7K
% Port
7.74%
S

SPDR SERIES TRUST

Value
$73.6M
Shares
1.21M
% Port
5.86%
?
3.N/A

J P MORGAN EXCHANGE TRADED F

Value
$43.8M
Shares
552.0K
% Port
3.49%
S

SPDR SERIES TRUST

Value
$43.5M
Shares
365.3K
% Port
3.46%
S

SPDR SERIES TRUST

Value
$42M
Shares
374.3K
% Port
3.34%
S

SPDR SERIES TRUST

Value
$41.6M
Shares
381.6K
% Port
3.31%
S

SPDR SERIES TRUST

Value
$40M
Shares
422.0K
% Port
3.18%
S

SELECT SECTOR SPDR TR

Value
$40M
Shares
210.0K
% Port
3.18%
?
9.N/A

FRANKLIN TEMPLETON ETF TR

Value
$39.8M
Shares
1.86M
% Port
3.17%
?
10.N/A

INVESCO EXCH TRADED FD TR II

Value
$36.2M
Shares
342.5K
% Port
2.88%
E
11.ETHA

ISHARES TR

Value
$35.7M
Shares
104.1K
% Port
2.84%
C

CAPITAL GRP FIXED INCM ETF T

Value
$32M
Shares
1.44M
% Port
2.54%
S

SPDR SERIES TRUST

Value
$25.5M
Shares
999.7K
% Port
2.03%
?
14.N/A

AMERICAN CENTY ETF TR

Value
$23.8M
Shares
247.0K
% Port
1.90%
E
15.ETHA

ISHARES TR

Value
$22.6M
Shares
253.9K
% Port
1.80%
N
16.NVDA

NVIDIA CORPORATION

Value
$22.5M
Shares
112.7K
% Port
1.79%
A
17.AAPL

APPLE INC

Value
$22.2M
Shares
76.7K
% Port
1.76%
G

ALPHABET INC

Value
$19.3M
Shares
53.9K
% Port
1.53%
M
19.MSFT

MICROSOFT CORP

Value
$18.1M
Shares
48.4K
% Port
1.44%
A
20.AVGO

BROADCOM INC

Value
$17.9M
Shares
47.3K
% Port
1.42%
S

SPDR SERIES TRUST

Value
$17.7M
Shares
202.0K
% Port
1.41%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$16.1M
Shares
325.8K
% Port
1.28%
T
23.TSLA

TESLA INC

Value
$15.8M
Shares
37.6K
% Port
1.26%
A
24.AMZN

AMAZON COM INC

Value
$15M
Shares
63.1K
% Port
1.20%
S

SPDR INDEX SHS FDS

Value
$13.9M
Shares
275.0K
% Port
1.10%
?
26.N/A

HARBOR ETF TRUST

Value
$13.1M
Shares
403.0K
% Port
1.04%
E
27.ETHA

ISHARES INC

Value
$13M
Shares
157.0K
% Port
1.03%
?
28.N/A

COLUMBIA ETF TR I

Value
$12.4M
Shares
680.6K
% Port
0.98%
M
29.META

META PLATFORMS INC

Value
$12.1M
Shares
21.4K
% Port
0.96%
E
30.ETHA

ISHARES TR

Value
$12M
Shares
80.6K
% Port
0.95%
B
31.BLK

ISHARES TR

Value
$11.9M
Shares
144.7K
% Port
0.94%
?
32.N/A

GLOBAL X FDS

Value
$11.5M
Shares
114.9K
% Port
0.92%
S
33.SOFI

SOFI TECHNOLOGIES INC

Value
$10.8M
Shares
600.3K
% Port
0.86%
I
34.IVZ

INVESCO EXCH TRADED FD TR II

Value
$10.4M
Shares
64.3K
% Port
0.83%
L
35.LLY

ELI LILLY & CO

Value
$10.2M
Shares
8.5K
% Port
0.81%
E
36.ETHA

INVESCO EXCHANGE TRADED FD T

Value
$10.2M
Shares
112.8K
% Port
0.81%
M
37.MU

MICRON TECHNOLOGY INC

Value
$8.9M
Shares
7.7K
% Port
0.71%
E
38.ETHA

ISHARES TR

Value
$8.4M
Shares
109.0K
% Port
0.67%
C
39.CRWD

CROWDSTRIKE HLDGS INC

Value
$7.6M
Shares
9.9K
% Port
0.60%
?
40.N/A

HARTFORD FDS EXCHANGE TRADED

Value
$7.5M
Shares
192.7K
% Port
0.60%
G
41.GEV

GE VERNOVA INC

Value
$7.5M
Shares
6.4K
% Port
0.59%
F
42.FIS

FIDELITY COVINGTON TRUST

Value
$7.1M
Shares
178.0K
% Port
0.57%
J

JPMORGAN CHASE & CO

Value
$7M
Shares
21.5K
% Port
0.56%
?
44.N/A

NEUBERGER BERMAN ETF TRUST

Value
$6.8M
Shares
135.4K
% Port
0.54%
C

CAPITAL GROUP GBL GROWTH EQT

Value
$5.6M
Shares
132.2K
% Port
0.44%
A
46.AME

AMETEK INC

Value
$5.5M
Shares
22.6K
% Port
0.43%
?
47.N/A

VANECK ETF TRUST

Value
$5.3M
Shares
114.9K
% Port
0.42%
C
48.COST

COSTCO WHOLESALE CORPORATION

Value
$5M
Shares
5.3K
% Port
0.40%
G

GOLDMAN SACHS GROUP INC

Value
$5M
Shares
4.9K
% Port
0.40%
I
50.IBIT

ISHARES BITCOIN TRUST ETF

Value
$4.9M
Shares
146.5K
% Port
0.39%