Convergence Financial, LLC Portfolio Holdings

Convergence Financial, LLC

  • $582 Billion
  • Q2 2025

Convergence Financial, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $582 Billion distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $40.5B, Spdr Portfolio S&P 500 Value E with a value of $29B, Spdr Portfolio Aggregate Bond with a value of $28.8B, Spdr Bloomberg 1 3 Month T Bil with a value of $28.7B, and Franklin Templeton ETF Tr Libe with a value of $27B.

Examining the 13F form we can see an increase of $72.5B in the current position value, from $509B to 582B.

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 $582 Billion
ETFs: $405 Billion
Technology: $56.4 Billion
Consumer Cyclical: $23.8 Billion
Financial Services: $17.9 Billion
Communication Services: $13.1 Billion
Healthcare: $10.8 Billion
Industrials: $10.2 Billion
Consumer Defensive: $7.35 Billion
Other: $6.67 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$405B
$212 Million 0.04% of portfolio
579
Q2 2025 Reduced 2.69%
$80B
$240 Million 0.04% of portfolio
972
Q2 2025 Reduced 13.29%
$15B
$204 Million 0.04% of portfolio
2,840
Q2 2025 Reduced 8.09%
$120B
$216 Million 0.04% of portfolio
2,407
Q2 2025 Added 0.04%
$29.2B
$251 Million 0.04% of portfolio
4,849
Q2 2025 Reduced 13.55%
$17.9B
$214 Million 0.04% of portfolio
2,212
Q2 2025 New
$381B
$249 Million 0.04% of portfolio
5,273
Q2 2025 Reduced 7.2%
$147B
$251 Million 0.04% of portfolio
2,335
Q2 2025 New
$7.33B
$203 Million 0.03% of portfolio
3,268
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $582 Billion
  • Prior Value $509 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 102 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
Track This Portfolio

Track Convergence Financial, LLC Portfolio

Follow Convergence Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email