§ 13F · FUND PROFILE
Convergence Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $581.6T (13F)Positions · 179Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 543K | $57.9T | 8.4% | ±0% |
| 2 | SPYV | SPDR SERIES TRUST | 708K | $40.2T | 5.9% | +3% |
| 3 | SPAB | SPDR SERIES TRUST | 1.30M | $33.4T | 4.9% | +5% |
| 4 | BIL | SPDR SERIES TRUST | 349K | $31.9T | 4.7% | +1% |
| 5 | MDYV | SPDR SERIES TRUST | 306K | $25.9T | 3.8% | +2% |
| 6 | JAVA | J P MORGAN EXCHANGE TRADED F | 361K | $25.9T | 3.8% | +1% |
| 7 | MDYG | SPDR SERIES TRUST | 269K | $24.9T | 3.6% | +3% |
| 8 | MTUM | ISHARES TR | 84K | $21.0T | 3.1% | +3% |
| 9 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 393K | $19.8T | 2.9% | +19% |
| 10 | FLCB | FRANKLIN TEMPLETON ETF TR | 889K | $19.2T | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONVERGENCE SIGNAL
AC read
Convergence Financial, LLC is a Other fund managing $581642.6 trillion in assets. The fund runs a portfolio of 179 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed