Convergence Financial, LLC Portfolio Holdings

Convergence Financial, LLC

  • $666 Billion
  • Q3 2025

Convergence Financial, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $666 Billion distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $56.6B, Spdr Portfolio S&P 500 Value E with a value of $38.1B, Spdr Portfolio Aggregate Bond with a value of $31.9B, Spdr Bloomberg 1 3 Month T Bil with a value of $31.8B, and Spdr S&P 400 Mid Cap Value ETF with a value of $25B.

Examining the 13F form we can see an increase of $84.3B in the current position value, from $582B to 666B.

Convergence Financial, LLC is based out at Columbia, MO

Below you can find more details about Convergence Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $666 Billion
ETFs: $447 Billion
Technology: $62.1 Billion
Consumer Cyclical: $28.1 Billion
Financial Services: $19.4 Billion
Communication Services: $15.8 Billion
Healthcare: $11.2 Billion
Industrials: $10.8 Billion
Consumer Defensive: $7.46 Billion
Other: $7.47 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.14B
$705 Million 0.11% of portfolio
4,520
Q3 2025 Added 41.74%
$258B
$683 Million 0.1% of portfolio
4,084
Q3 2025 Reduced 2.72%
$172B
$652 Million 0.1% of portfolio
14,829
Q3 2025 Added 23.09%
$25.7B
$679 Million 0.1% of portfolio
4,069
Q3 2025 Reduced 2.12%
$12.5B
$650 Million 0.1% of portfolio
14,000
Q3 2025 Added 44.46%
$160B
$641 Million 0.1% of portfolio
3,235
Q3 2025 Reduced 0.61%
$40.3B
$692 Million 0.1% of portfolio
2,050
Q1 2025 Added 0.59%
$291B
$591 Million 0.09% of portfolio
1,239
Q3 2025 Reduced 5.56%
$49.1B
$604 Million 0.09% of portfolio
504
Q3 2025 Added 63.64%
$1.74T
$631 Million 0.09% of portfolio
2,591
Q3 2025 Reduced 1.78%
$72.3B
$602 Million 0.09% of portfolio
5,389
Q3 2025 Reduced 3.84%
$512B
$595 Million 0.09% of portfolio
1,045
Q3 2025 Reduced 4.22%
$45.5B
$575 Million 0.09% of portfolio
3,328
Q3 2025 Reduced 9.86%
$7.02B
$531 Million 0.08% of portfolio
10,491
Q3 2025 Added 39.55%
$183B
$565 Million 0.08% of portfolio
2,003
Q3 2025 Added 28.32%
$86.7B
$532 Million 0.08% of portfolio
873
Q3 2025 Added 35.98%
$269B
$498 Million 0.07% of portfolio
2,081
Q3 2025 Added 30.31%
$8.06B
$478 Million 0.07% of portfolio
1,230
Q3 2025 Added 40.89%
$132B
$453 Million 0.07% of portfolio
2,150
Q3 2025 Reduced 0.32%
$85.9B
$426 Million 0.06% of portfolio
1,930
Q3 2025 Added 41.5%
$159B
$405 Million 0.06% of portfolio
832
Q2 2025 Reduced 0.24%
$19B
$426 Million 0.06% of portfolio
2,075
Q3 2025 Added 44.3%
$104B
$424 Million 0.06% of portfolio
6,417
Q3 2025 Added 39.17%
$77.2B
$382 Million 0.06% of portfolio
1,798
Q3 2025 Reduced 8.17%
$79.6B
$393 Million 0.06% of portfolio
3,175
Q3 2025 Reduced 18.53%
$24.5B
$377 Million 0.06% of portfolio
3,334
Q3 2025 Reduced 1.54%
$177B
$380 Million 0.06% of portfolio
2,071
Q3 2025 Reduced 9.01%
$170B
$418 Million 0.06% of portfolio
2,891
Q3 2025 Added 3.03%
$168B
$408 Million 0.06% of portfolio
5,410
Q3 2025 Reduced 5.37%
$224B
$408 Million 0.06% of portfolio
1,344
Q3 2025 Reduced 5.95%
$283B
$361 Million 0.05% of portfolio
2,818
Q3 2025 Reduced 6.53%
$26.3B
$306 Million 0.05% of portfolio
1,634
Q3 2025 New
$300B
$303 Million 0.05% of portfolio
877
Q3 2025 New
$118B
$344 Million 0.05% of portfolio
1,400
Q3 2025 Reduced 5.08%
$191B
$362 Million 0.05% of portfolio
67
Q3 2025 Reduced 4.29%
$593B
$362 Million 0.05% of portfolio
1,286
Q3 2025 New
$319B
$326 Million 0.05% of portfolio
4,760
Q3 2025 Reduced 8.58%
$193B
$356 Million 0.05% of portfolio
3,109
Q3 2025 Reduced 23.31%
$1.29B
$359 Million 0.05% of portfolio
4,640
Q3 2025 New
$490B
$345 Million 0.05% of portfolio
3,056
Q3 2025 Added 1.7%
$317B
$307 Million 0.05% of portfolio
3,658
Q3 2025 Added 0.61%
$47.7B
$334 Million 0.05% of portfolio
669
Q3 2025 Reduced 1.18%
$23.3B
$336 Million 0.05% of portfolio
12,748
Q3 2025 Reduced 2.62%
$59.5B
$267 Million 0.04% of portfolio
5,831
Q3 2025 Reduced 12.5%
$228B
$299 Million 0.04% of portfolio
2,233
Q3 2025 Reduced 35.44%
$96.7B
$294 Million 0.04% of portfolio
5,829
Q3 2025 Reduced 7.67%
$76.2B
$257 Million 0.04% of portfolio
4,109
Q3 2025 Reduced 11.77%
$18.5B
$263 Million 0.04% of portfolio
3,163
Q3 2025 Added 42.99%
$413B
$274 Million 0.04% of portfolio
5,305
Q3 2025 Added 0.61%

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $666 Billion
  • Prior Value $582 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
Track This Portfolio

Track Convergence Financial, LLC Portfolio

Follow Convergence Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email