Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Convergence Financial, LLC (CIK 2034001) reported $943.1M across 217 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYV ($90.9M, 9.64%), SPAB ($72.1M, 7.65%), BIL ($61.7M, 6.54%), MDYG ($52.9M, 5.61%), MDYV ($51.4M, 5.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $90.9M | 9.64% | 1.6M | Added |
| 2 | SPAB | SPDR SERIES TRUST | $72.1M | 7.65% | 2.8M | Added |
| 3 | BIL | SPDR SERIES TRUST | $61.7M | 6.54% | 673,338 | Added |
| 4 | MDYG | SPDR SERIES TRUST | $52.9M | 5.61% | 548,826 | Added |
| 5 | MDYV | SPDR SERIES TRUST | $51.4M | 5.44% | 601,278 | Added |
| 6 | SPYG | SPDR SERIES TRUST | $49.4M | 5.23% | 499,430 | Trimmed |
| 7 | JAVA | J P MORGAN EXCHANGE TRADED F | $25.3M | 2.69% | 351,999 | Trimmed |
| 8 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $22.9M | 2.43% | 462,501 | Added |
| 9 | MTUM | ISHARES TR | $21.4M | 2.27% | 88,345 | Added |
| 10 | TSLA | TESLA INC | $21.4M | 2.27% | 57,548 | Added |
| 11 | FLCO | FRANKLIN TEMPLETON ETF TR | $19.5M | 2.07% | 910,087 | New |
| 12 | SLYV | SPDR SERIES TRUST | $19.1M | 2.03% | 201,126 | Trimmed |
| 13 | SLYG | SPDR SERIES TRUST | $18.8M | 1.99% | 192,783 | Trimmed |
| 14 | XLK | SELECT SECTOR SPDR TR | $16.5M | 1.75% | 122,308 | Trimmed |
| 15 | TBLL | INVESCO EXCH TRADED FD TR II | $14.7M | 1.56% | 139,210 | Added |
| 16 | MSFT | MICROSOFT CORP | $13.7M | 1.45% | 36,940 | Added |
| 17 | META | META PLATFORMS INC | $12.5M | 1.33% | 21,860 | Added |
| 18 | CGCP | CAPITAL GRP FIXED INCM ETF T | $12.3M | 1.31% | 551,351 | Added |
| 19 | DIAL | COLUMBIA ETF TR I | $12.1M | 1.28% | 668,338 | Added |
| 20 | SPLG | SPDR SERIES TRUST | $11.7M | 1.24% | 152,498 | Added |
| 21 | IDEV | ISHARES TR | $10.7M | 1.14% | 127,711 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $10.2M | 1.08% | 58,209 | Trimmed |
| 23 | AAPL | APPLE INC | $10.0M | 1.06% | 39,366 | Trimmed |
| 24 | FENI | FIDELITY COVINGTON TRUST | $9.2M | 0.97% | 246,887 | Trimmed |
| 25 | GOOGL | ALPHABET INC | $8.2M | 0.87% | 28,423 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31