Convergence Financial
$714M 13F equity value
335 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Convergence Financial covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 426,668 | $53M | 7.4% |
| SPYV | SPDR SERIES TRUST | 721,651 | $44M | 6.2% |
| XLK | SELECT SECTOR SPDR TR | 118,643 | $23M | 3.3% |
| JAVA | J P MORGAN EXCHANGE TRADED F | 286,365 | $23M | 3.2% |
| MDYG | SPDR SERIES TRUST | 215,100 | $22M | 3.1% |
| TBLL | INVESCO EXCH TRADED FD TR II | 191,625 | $20M | 2.8% |
| SLYG | SPDR SERIES TRUST | 185,229 | $20M | 2.8% |
| SLYV | SPDR SERIES TRUST | 193,757 | $20M | 2.8% |
| MTUM | ISHARES TR | 61,749 | $20M | 2.7% |
| MDYV | SPDR SERIES TRUST | 215,759 | $19M | 2.7% |
Track Convergence Financial's 13F portfolio: $714M in reported holdings, 335 positions. Top holdings and quarterly changes on SentiSense.
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