Convergence Financial, LLC - Portfolio Stock Holdings
Convergence Financial, LLC disclosed 300 stock positions in a recent SEC 13F filing. $1,251,236,502 of stock holdings were filed, with the largest holdings including SPYG, SPYV, and JAVA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $903,955,351 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
300Est. Stock Holding Value:
$1,251,236,502Top Stock Holdings By Sector
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Portfolio Stock Holdings - Convergence Financial, LLC
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