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Convergence Financial - Q2 2026 13F Filings

CO

Convergence Financial, LLC

CIK: 0002034001
Address: Missouri Columbia 3919 S Providence Rd
$1.26 B
Portfolio Value
272
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/05/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. SPYG Spdr Portfolio S&P 500 Growth Etf
+$37.87 M
2. AVEM Avantis Emerging Markets Equity Etf
+$22.63 M
3. TBLL Invesco Short Term Treasury Etf
+$21.46 M
4. SLYG Spdr S&P 600 Small Cap Growth Etf
+$20.56 M
5. FLCO Franklin Investment Grade Corporate Etf
+$20.32 M

Top Sells

Q2 2026
1. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
−$60.6 M
2. SPAB Spdr Portfolio Aggregate Bond Etf
−$46.39 M
3. SPYV Spdr Portfolio S&P 500 Value Etf
−$23.73 M
4. MTBA Simplify Mbs Etf
−$22.88 M
5. MDYG Spdr S&P 400 Mid Cap Growth Etf
−$19.56 M

Asset Allocation

Stocks/ETFs
+33.29%
$1.26 B 99.95%
Options
$0 0.00%
Debt
$0 0.00%
Other
+100.00%
$572,627 0.05%

Sector Allocation (Stocks)

Convergence Financial Q2 2026 Filing Summary

Convergence Financial, LLC filed its 13F report for Q2 2026 on August 05, 2026. The portfolio totaled 1.26 B reflecting a +33.35% change from the prior quarter, spanning 272 assets. The top 10 holdings comprised 39.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 84 new positions and 30 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Convergence Financial’s Q2 2026 Filing

Convergence Financial submitted their Form 13F-HR for the Q2 2026 period on 08/05/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Convergence Financial reported a managed portfolio value of 1.26 B, consisting of 272 individual positions.

This page displays the raw filing documents. To see which stocks Convergence Financial bought or sold during Q2 2026, please visit Convergence Financial's Portfolio Analysis page.