SEC Form 13F

Convergence Financial, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$1,257,635,508
Positions272

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYGST STR P500GRW$97,295,027817,671
SPDR SERIES TRUSTSPYVST STR P500VAL$73,646,8801,211,498
J P MORGAN EXCHANGE TRADED FJAVAACTIVE VALUE ETF$43,835,613552,018
SPDR SERIES TRUSTSLYGST STR SP600GRWO$43,523,256365,342
SPDR SERIES TRUSTMDYGST STR SP400GRW$41,954,075374,287
SPDR SERIES TRUSTSLYVST STR SP600SM C$41,641,371381,642
SPDR SERIES TRUSTMDYVST STR SP400VAL$40,029,987422,035
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$40,003,654209,968
FRANKLIN TEMPLETON ETF TRFLCOINVT GRADE CORPT$39,832,6341,857,864
INVESCO EXCH TRADED FD TR IITBLLSHORT TERM ETF$36,156,483342,489

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