Convergence Financial, LLC - Portfolio Stock Holdings
Convergence Financial, LLC disclosed 335 stock positions in a recent SEC 13F filing. $713,985,280 of stock holdings were filed, with the largest holdings including SPYG, SPYV, and XLK. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
335Est. Stock Holding Value:
$713,985,280Top Stock Holdings By Sector
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Portfolio Stock Holdings - Convergence Financial, LLC
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