account_balance
Investment manager · 13F filer · SEC CIK 2034001
Convergence Financial, LLC
Reported value$714Mas of Sep 30, 2026
Positions262 63 new, 73 sold out
Top 10 weight36.9%SPYG alone is 7%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYGSPDR Series Trust
7.4%Trimmed −48%
SPYVSPDR Series Trust
6.2%Trimmed −40%
XLKSelect Sector SPDR Tr
3.3%Trimmed −43%
JAVAJ P Morgan Exchange Traded F
3.2%Trimmed −48%
MDYGSPDR Series Trust
3.1%Trimmed −43%
TBLLInvesco Exch Traded Fd Tr II
2.8%Trimmed −44%
SLYGSPDR Series Trust
2.8%Trimmed −49%
SLYVSPDR Series Trust
2.8%Trimmed −49%
MTUMiShares Tr
2.7%Trimmed −41%
MDYVSPDR Series Trust
2.7%Trimmed −49%
SPABSPDR Series Trust
2.2%−35%
CRUXColumbia ETF Tr I
2.1%New
SPYGSPDR Series Trust
7.4%Trimmed −48%
SPYVSPDR Series Trust
6.2%Trimmed −40%
XLKSelect Sector SPDR Tr
3.3%−43%
JAVAJ P Morgan Exchange Traded F
3.2%−48%
MDYGSPDR Series Trust
3.1%−43%
TBLLInvesco Exch Traded Fd Tr II
2.8%
SLYGSPDR Series Trust
2.8%
SLYVSPDR Series Trust
2.8%
MTUMiShares Tr
2.7%
MDYV2.7%
SPAB2.2%
CRUX2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYG SPDR Series Trust 7.4% Trimmed −48%
SPYV SPDR Series Trust 6.2% Trimmed −40%
XLK Select Sector SPDR Tr 3.3% Trimmed −43%
JAVA J P Morgan Exchange Traded F 3.2% Trimmed −48%
MDYG SPDR Series Trust 3.1% Trimmed −43%
TBLL Invesco Exch Traded Fd Tr II 2.8% Trimmed −44%
SLYG SPDR Series Trust 2.8% Trimmed −49%
SLYV SPDR Series Trust 2.8% Trimmed −49%
MTUM iShares Tr 2.7% Trimmed −41%
MDYV SPDR Series Trust 2.7% Trimmed −49%
SPAB SPDR Series Trust 2.2% Trimmed −35%
CRUX Columbia ETF Tr I 2.1% New
What changed
Biggest moves since Jun 30, 2026
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