Convergence Financial, LLC - Portfolio overview

Convergence Financial, LLC has 245 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPYG - SPDR SERIES TRUST, 6.45%
2. SPYV - SPDR SERIES TRUST, 5.94%
3. SPAB - SPDR SERIES TRUST, 4.71%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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