Convergence Financial, LLC (CIK: 0002034001) is a financial institution headquartered at 3919 S Providence Rd, , Columbia, Missouri 65203. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $1.26 B, comprising 272 distinct securities. Over its filing history, it has submitted 19 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 39.6%. Quarterly turnover: 22.4%. ▲ 84 new, +126 added, −58 reduced, ×30 exited.

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

Stocks/ETFs

+33.29%

$1.26 B 99.95%

Options

$0 0.00%

Debt

$0 0.00%

Other

+100.00%

$572,627 0.05%

Name	Shares	Market Value	Weight	Change	Activity
Spdr Portfolio S&P 500 Growth Etf ETF-SPYG	817,671	$97.3 M	7.74%	▲ 318,241	Add 63.7%
Spdr Portfolio S&P 500 Value Etf ETF-SPYV	1.21 M	$73.65 M	5.86%	▼ 390,316	Reduce -24.4%
Jpmorgan Active Value Etf ETF-JAVA	552,018	$43.84 M	3.49%	▲ 200,019	Add 56.8%
Spdr S&P 600 Small Cap Growth Etf ETF-SLYG	365,342	$43.52 M	3.46%	▲ 172,559	Add 89.5%
Spdr S&P 400 Mid Cap Growth Etf ETF-MDYG	374,287	$41.95 M	3.34%	▼ 174,539	Reduce -31.8%
Spdr S&P 600 Small Cap Value Etf ETF-SLYV	381,642	$41.64 M	3.31%	▲ 180,516	Add 89.8%
Spdr S&P 400 Mid Cap Value Etf ETF-MDYV	422,035	$40.03 M	3.18%	▼ 179,243	Reduce -29.8%
Technology Select Sector Spdr Fund ETF-XLK	209,968	$40 M	3.18%	▲ 87,660	Add 71.7%
Franklin Investment Grade Corporate Etf ETF-FLCO	1.86 M	$39.83 M	3.17%	▲ 947,777	Add 104.1%
Invesco Short Term Treasury Etf ETF-TBLL	342,489	$36.16 M	2.87%	▲ 203,279	Add 146.0%

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Convergence Financial, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Convergence Financial, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 19 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Convergence Financial, LLC Quarterly 13F Statistics

Discover detailed insights into Convergence Financial, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Convergence Financial, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Convergence Financial, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Convergence Financial, LLC 13F Filings, Portfolio & Analysis

Convergence Financial, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Convergence Financial, LLC's Portfolio

Convergence Financial, LLC Quarterly 13F Statistics

Convergence Financial, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)