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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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