Institutions / Convergence Financial, LLC
Convergence Financial, LLC
CIK 2034001 · Institution · as of Dec 31, 2025
Portfolio value
$685.32M
Positions
190
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 190 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $57.91M | 8.4% |
| SPDR Series Trust | $40.20M | 5.9% |
| SPDR Series Trust | $33.45M | 4.9% |
| SPDR Series Trust | $31.91M | 4.7% |
| SPDR Series Trust | $25.93M | 3.8% |
| J P Morgan Exchange Traded F | $25.92M | 3.8% |
| SPDR Series Trust | $24.87M | 3.6% |
| iShares MSCI UAE ETF | $20.99M | 3.1% |
| Simplify Exchange Traded Fun | $19.80M | 2.9% |
| Franklin Templeton ETF Tr | $19.21M | 2.8% |
| SPDR Series Trust | $19.21M | 2.8% |
| SPDR Series Trust | $18.85M | 2.8% |
| Select Sector SPDR Tr | $17.82M | 2.6% |
| Invesco Bloomberg Enhanced Fallen Angels ETF | $13.48M | 2.0% |
| Capital Grp Fixed Incm ETF T | $12.13M | 1.8% |
| Neuberger Berman ETF Trust | $12.08M | 1.8% |
| Tesla Inc | $11.76M | 1.7% |
| NVIDIA Corp | $11.64M | 1.7% |
| Apple Inc. | $10.98M | 1.6% |
| iShares MSCI UAE ETF | $9.84M | 1.4% |
| Alphabet Inc. | $9.58M | 1.4% |
| Fidelity Covington Trust | $9.16M | 1.3% |
| Broadcom Inc. | $8.93M | 1.3% |
| SPDR Series Trust | $8.16M | 1.2% |
| Microsoft Corp | $8.13M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.