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.
