Convergence Financial, LLC: 13F holdings
CIK 20340012026Q2
| Positions | 272 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 272 (+55 vs prior quarter) |
|---|
| Reported value | $1.3bn (+33.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYG SPDR SERIES TRUST | 817,671 | $97.3m | 7.7% |
| SPYV SPDR SERIES TRUST | 1,211,498 | $73.6m | 5.9% |
| JAVA J P MORGAN EXCHANGE TRADED F | 552,018 | $43.8m | 3.5% |
| SLYG SPDR SERIES TRUST | 365,342 | $43.5m | 3.5% |
| MDYG SPDR SERIES TRUST | 374,287 | $42.0m | 3.3% |
| SLYV SPDR SERIES TRUST | 381,642 | $41.6m | 3.3% |
| MDYV SPDR SERIES TRUST | 422,035 | $40.0m | 3.2% |
| XLK SELECT SECTOR SPDR TR | 209,968 | $40.0m | 3.2% |
| FLCO FRANKLIN TEMPLETON ETF TR | 1,857,864 | $39.8m | 3.2% |
| TBLL INVESCO EXCH TRADED FD TR II | 342,489 | $36.2m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2034001")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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