Convergence Financial
$1.3B 13F equity value
302 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Convergence Financial covers the quarter ended June 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 | 817,671 | $97M | 7.7% |
| SPYV | SPDR SERIES TRUST | 1,211,498 | $74M | 5.9% |
| JAVA | J P MORGAN EXCHANGE TRADED F | 552,018 | $44M | 3.5% |
| SLYG | SPDR SERIES TRUST | 365,342 | $44M | 3.5% |
| MDYG | SPDR SERIES TRUST | 374,287 | $42M | 3.3% |
| SLYV | SPDR SERIES TRUST | 381,642 | $42M | 3.3% |
| MDYV | SPDR SERIES TRUST | 422,035 | $40M | 3.2% |
| XLK | SELECT SECTOR SPDR TR | 209,968 | $40M | 3.2% |
| FLCO | FRANKLIN TEMPLETON ETF TR | 1,857,864 | $40M | 3.2% |
| TBLL | INVESCO EXCH TRADED FD TR II | 342,489 | $36M | 2.9% |
Track Convergence Financial's 13F portfolio: $1.3B in reported holdings, 302 positions. Top holdings and quarterly changes on SentiSense.
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