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 $10 Billions to $200 Billions
