Convergence Financial, LLC — 13F holdings

Convergence Financial, LLC reported 272 holdings worth $1.26B in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

  1. SPYG SPDR SERIES TRUST — $97.3M (7.7%)
  2. SPYV SPDR SERIES TRUST — $73.6M (5.9%)
  3. JAVA J P MORGAN EXCHANGE TRADED F — $43.8M (3.5%)
  4. SLYG SPDR SERIES TRUST — $43.5M (3.5%)
  5. MDYG SPDR SERIES TRUST — $42.0M (3.3%)
  6. SLYV SPDR SERIES TRUST — $41.6M (3.3%)
  7. MDYV SPDR SERIES TRUST — $40.0M (3.2%)
  8. XLK SELECT SECTOR SPDR TR — $40.0M (3.2%)
  9. FLCO FRANKLIN TEMPLETON ETF TR — $39.8M (3.2%)
  10. TBLL INVESCO EXCH TRADED FD TR II — $36.2M (2.9%)