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Convergence Financial, LLC

Q1 2026 · 13F-HR

Convergence Financial, LLCholdings as filed

Filed 2026-05-11 · accession 0002034001-26-000003

$943.1M
Reported value
217
Positions
2026-03-31
Period end
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The Brief · Convergence Financial, LLC · Q1 2026

AI · grounded in 13F

Convergence Financial, LLC established a new position in FLCO valued at $19.49M. The fund closed its position in NBSD, resulting in a $12.08M reduction. Other notable activity includes closing positions in SPMO and CGGR, while increasing share counts in SPYV by 126.37% and SPAB by 116.9%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A508SPYVSPDR SERIES TRUST$90.9M9.64%1,601,814CommonSOLE
78464A649SPABSPDR SERIES TRUST$72.1M7.65%2,817,632CommonSOLE
78468R663BILSPDR SERIES TRUST$61.7M6.54%673,338CommonSOLE
78464A821MDYGSPDR SERIES TRUST$52.9M5.61%548,826CommonSOLE
78464A839MDYVSPDR SERIES TRUST$51.4M5.44%601,278CommonSOLE
78464A409SPYGSPDR SERIES TRUST$49.4M5.23%499,430CommonSOLE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$25.3M2.69%351,999CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$22.9M2.43%462,501CommonSOLE
88160R101TSLATESLA INC$21.4M2.27%57,548CommonSOLE
46432F396MTUMISHARES TR$21.4M2.27%88,345CommonSOLE
35473P603FLCOFRANKLIN TEMPLETON ETF TR$19.5M2.07%910,087CommonSOLE
78464A300SLYVSPDR SERIES TRUST$19.1M2.03%201,126CommonSOLE
78464A201SLYGSPDR SERIES TRUST$18.8M1.99%192,783CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$16.5M1.75%122,308CommonSOLE
46138G888TBLLINVESCO EXCH TRADED FD TR II$14.7M1.56%139,210CommonSOLE
594918104MSFTMICROSOFT CORP$13.7M1.45%36,940CommonSOLE
30303M102METAMETA PLATFORMS INC$12.5M1.33%21,860CommonSOLE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$12.3M1.31%551,351CommonSOLE
19761L508DIALCOLUMBIA ETF TR I$12.1M1.28%668,338CommonSOLE
78464A854SPYMSPDR SERIES TRUST$11.7M1.24%152,498CommonSOLE
46435G326IDEVISHARES TR$10.7M1.14%127,711CommonSOLE
67066G104NVDANVIDIA CORPORATION$10.2M1.08%58,209CommonSOLE
037833100AAPLAPPLE INC$10.0M1.06%39,366CommonSOLE
31609A404FENIFIDELITY COVINGTON TRUST$9.2M0.97%246,887CommonSOLE
02079K305GOOGLALPHABET INC$8.2M0.87%28,423CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$7.6M0.81%166,581CommonSOLE
11135F101AVGOBROADCOM INC$7.6M0.80%24,457CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$7.5M0.80%177,455CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$7.0M0.74%139,212CommonSOLE
023135106AMZNAMAZON COM INC$6.5M0.69%31,344CommonSOLE
61774R874PHEQMORGAN STANLEY ETF TRUST$6.1M0.65%192,332CommonSOLE
41151J406WINNHARBOR ETF TRUST$5.9M0.62%211,236CommonSOLE
92189F585CRAKVANECK ETF TRUST$5.8M0.62%118,134CommonSOLE
46434G103IEMGISHARES INC$5.8M0.61%83,111CommonSOLE
46429B663HDVISHARES TR$5.5M0.59%40,774CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$5.5M0.58%5,478CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$5.2M0.55%8,046CommonSOLE
37960A438CLIPGLOBAL X FDS$5.2M0.55%51,539CommonSOLE
464287804IJRISHARES TR$4.8M0.51%38,638CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$4.6M0.49%92,682CommonSOLE
78468R606SPHYSPDR SERIES TRUST$4.3M0.46%186,326CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$4.3M0.45%56,777CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.0M0.43%10,354CommonSOLE
532457108LLYELI LILLY & CO$4.0M0.43%4,360CommonSOLE
41653L602TRPAHARTFORD FDS EXCHANGE TRADED$3.7M0.39%96,069CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$3.7M0.39%28,248CommonSOLE
931142103WMTWALMART INC$3.5M0.38%28,384CommonSOLE
36828A101GEVGE VERNOVA INC$3.5M0.37%3,962CommonSOLE
464287507IJHISHARES TR$3.5M0.37%51,163CommonSOLE
90384S303ULTAULTA BEAUTY INC$3.4M0.36%6,452CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$3.3M0.35%11,323CommonSOLE
78468R556XOPSPDR SERIES TRUST$3.3M0.35%18,026CommonSOLE
20825C104COPCONOCOPHILLIPS$3.1M0.33%23,260CommonSOLE
90353W103UIUBIQUITI INC$3.1M0.32%3,860CommonSOLE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$2.7M0.29%40,270CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$2.7M0.29%70,506CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$2.7M0.29%51,267CommonSOLE
58933Y105MRKMERCK & CO INC$2.7M0.28%22,340CommonSOLE
031100100AMEAMETEK INC$2.6M0.27%11,947CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.5M0.26%5,678CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.4M0.26%5,068CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.4M0.25%5,484CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.3M0.25%4,756CommonSOLE
92826C839VVISA INC$2.2M0.24%7,338CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.2M0.23%2,591CommonSOLE
244199105DEDEERE & CO$2.1M0.23%3,752CommonSOLE
548661107LOWLOWES COS INC$2.1M0.22%8,910CommonSOLE
46436E718SGOVISHARES TR$1.9M0.20%19,139CommonSOLE
020002101ALLALLSTATE CORP$1.9M0.20%8,981CommonSOLE
742718109PGPROCTER & GAMBLE CO$1.8M0.19%12,556CommonSOLE
G2519Y108BAPCREDICORP LTD$1.8M0.19%5,274CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.8M0.19%2,884CommonSOLE
78464A516BWXSPDR SERIES TRUST$1.8M0.19%80,584CommonSOLE
260003108DOVDOVER CORP$1.7M0.18%8,106CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.6M0.17%11,209CommonSOLE
911363109URIUNITED RENTALS INC$1.6M0.17%2,162CommonSOLE
56585A102MPCMARATHON PETE CORP$1.5M0.16%6,254CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.4M0.15%28,584CommonSOLE
46435G219IGEBISHARES TR$1.4M0.15%31,575CommonSOLE
166764100CVXCHEVRON CORPORATION$1.4M0.15%6,838CommonSOLE
79466L302CRMSALESFORCE INC$1.4M0.15%7,493CommonSOLE
464287150ITOTISHARES TR$1.4M0.15%9,746CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.3M0.14%4,818CommonSOLE
756109104OREALTY INCOME CORP$1.3M0.13%20,689CommonSOLE
126117100CNACNA FINL CORP$1.3M0.13%27,510CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.2M0.13%5,074CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.2M0.13%5,716CommonSOLE
81762P102NOWSERVICENOW INC$1.2M0.13%11,653CommonSOLE
670100205NVONOVO-NORDISK A S$1.2M0.13%32,878CommonSOLE
78463X475SPGMSPDR INDEX SHS FDS$1.2M0.12%15,568CommonSOLE
G54950103LINLINDE PLC$1.2M0.12%2,374CommonSOLE
872590104TMUST-MOBILE US INC$1.2M0.12%5,494CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$1.1M0.12%12,512CommonSOLE
64110L106NFLXNETFLIX INC.$1.1M0.12%11,436CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.1M0.12%1,804CommonSOLE
718546104PSXPHILLIPS 66$1.1M0.11%5,887CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.1M0.11%11,340CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$1.1M0.11%67,048CommonSOLE
042068205ARMARM HOLDINGS PLC$1.0M0.11%6,889CommonSOLE
235851102DHRDANAHER CORP DEL$1.0M0.11%5,426CommonSOLE
G8588X103SGHCSUPER GROUP SGHC LIMITED$1.0M0.11%95,168CommonSOLE
78463V107GLDSPDR GOLD TR$1.0M0.11%2,367CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.0M0.11%2,024CommonSOLE
149123101CATCATERPILLAR INC$989,6680.10%1,357CommonSOLE
46090E103QQQINVESCO QQQ TR$979,0960.10%1,693CommonSOLE
922908769VTIVANGUARD INDEX FDS$954,1760.10%2,912CommonSOLE
78468R523BILSSPDR SERIES TRUST$916,3980.10%9,216CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$909,7190.10%9,855CommonSOLE
922908744VTVVANGUARD INDEX FDS$880,7920.09%4,478CommonSOLE
P31076105CPACOPA HOLDINGS SA$876,6160.09%7,716CommonSOLE
461202103INTUINTUIT$870,4770.09%2,013CommonSOLE
882508104TXNTEXAS INSTRS INC$863,0240.09%4,390CommonSOLE
464287200IVVISHARES TR$849,1490.09%1,296CommonSOLE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$824,7990.09%20,918CommonSOLE
594972408MSTRSTRATEGY INC$814,9420.09%6,530CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$802,3100.09%4,046CommonSOLE
876030107TPRTAPESTRY INC$786,8320.08%5,576CommonSOLE
580135101MCDMCDONALDS CORP$781,6040.08%2,522CommonSOLE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$778,0860.08%16,937CommonSOLE
668771108GENGEN DIGITAL INC$744,8600.08%39,557CommonSOLE
253868103DLRDIGITAL RLTY TR INC$732,0160.08%4,062CommonSOLE
872540109TJXTJX COS INC NEW$719,2940.08%4,504CommonSOLE
02079K107GOOGALPHABET INC$718,8810.08%2,493CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$718,4560.08%4,100CommonSOLE
66987V109NVSNOVARTIS AG$713,3500.08%4,670CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$712,4770.08%2,433CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$695,7080.07%9,672CommonSOLE
17275R102CSCOCISCO SYS INC$694,2860.07%8,898CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES COR$691,8740.07%10,282CommonSOLE
267475101DYDYCOM INDS INC$688,8260.07%2,033CommonSOLE
922908751VBVANGUARD INDEX FDS$688,7100.07%2,560CommonSOLE
031162100AMGNAMGEN INC$672,4620.07%1,914CommonSOLE
00287Y109ABBVABBVIE INC$643,1230.07%2,957CommonSOLE
745867101PHMPULTE GROUP INC$634,6730.07%5,397CommonSOLE
337738108FISVFISERV INC$616,1440.07%11,042CommonSOLE
922908629VOVANGUARD INDEX FDS$615,8640.07%4,456CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$595,4400.06%6,104CommonSOLE
743315103PGRPROGRESSIVE CORP$589,9980.06%2,976CommonSOLE
949746101WMT2WELLS FARGO & CO$567,7740.06%7,132CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$545,3400.06%905CommonSOLE
75513E101RTXRTX CORPORATION$514,2020.05%2,666CommonSOLE
191216100KOCOCA COLA CO$511,9700.05%6,732CommonSOLE
09290D101BLKBLACKROCK INC$505,0390.05%525CommonSOLE
595112103MUMICRON TECHNOLOGY INC$490,9940.05%1,418CommonSOLE
00912X302ALAIR LEASE CORP$483,0890.05%7,439CommonSOLE
55336V100MPLXMPLX LP$481,2140.05%8,432CommonSOLE
30231G102XOMEXXON MOBIL CORP$475,5350.05%2,811CommonSOLE
78464A847SPMDSPDR SERIES TRUST$475,0240.05%8,018CommonSOLE
07782B104BLTEBELITE BIO INC$473,2220.05%2,968CommonSOLE
68389X105ORCLORACLE CORP$470,0770.05%3,175CommonSOLE
254687106DISDISNEY WALT CO$469,9360.05%4,876CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$453,4660.05%1,874CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$450,1970.05%4,075CommonSOLE
922908595VBKVANGUARD INDEX FDS$449,7500.05%1,488CommonSOLE
001055102AFLAFLAC INC$444,8760.05%4,055CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$444,2430.05%2,681CommonSOLE
438516106HONHONEYWELL INTL INC$432,3890.05%1,914CommonSOLE
N00985106AERAERCAP HOLDINGS NV$429,7870.05%3,133CommonSOLE
907818108UNPUNION PAC CORP$421,2480.04%1,736CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$418,4580.04%2,057CommonSOLE
02209S103MOALTRIA GROUP INC$414,4470.04%6,280CommonSOLE
256677105DGDOLLAR GEN CORP$402,4980.04%3,390CommonSOLE
032654105ADIANALOG DEVICES INC$395,7830.04%1,244CommonSOLE
34959E109FTNTFORTINET INC$388,0090.04%4,748CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$385,7120.04%1,110CommonSOLE
89832Q109TFCTRUIST FINL CORP$384,2820.04%8,360CommonSOLE
87807B107TRPTC ENERGY CORP$377,4780.04%6,030CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$373,6240.04%7,594CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$372,0500.04%5,806CommonSOLE
093671105HRBBLOCK H & R INC$366,2800.04%11,540CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$360,6480.04%8,760CommonSOLE
37954Y889CATHGLOBAL X FDS$358,8630.04%4,592CommonSOLE
91913Y100VLOVALERO ENERGY CORP$348,8800.04%1,412CommonSOLE
46641Q746JPMBJ P MORGAN EXCHANGE TRADED F$348,0620.04%8,867CommonSOLE
032095101APHAMPHENOL CORP$345,9450.04%2,738CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$340,0060.04%3,456CommonSOLE
427866108HSYHERSHEY CO$329,9210.03%1,587CommonSOLE
055622104BPBP PLC$315,5340.03%6,714CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$311,8220.03%1,945CommonSOLE
00162Q858SDOGALPS ETF TR$311,7820.03%4,794CommonSOLE
69374H659HERDPACER FDS TR$308,2300.03%6,738CommonSOLE
29250N105ENBENBRIDGE INC$307,7310.03%5,684CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$306,3770.03%10,216CommonSOLE
78409V104SPGIS&P GLOBAL INC$300,7720.03%707CommonSOLE
78464A672SPTISPDR SERIES TRUST$297,8360.03%10,392CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$297,0640.03%11,373CommonSOLE
038222105AMATAPPLIED MATLS INC$294,6260.03%862CommonSOLE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$291,9730.03%4,350CommonSOLE
92189F106GDXVANECK ETF TRUST$283,0180.03%3,084CommonSOLE
87612E106TGTTARGET CORP$280,4600.03%2,314CommonSOLE
69374H360COWGPACER FDS TR$269,4410.03%7,986CommonSOLE
464287671IUSGISHARES TR$261,5390.03%1,481CommonSOLE
35473P553FLCBFRANKLIN TEMPLETON ETF TR$258,6440.03%12,035CommonSOLE
464287598IWDISHARES TR$256,9960.03%1,193CommonSOLE
651587107NEUNEWMARKET CORP$248,7020.03%388CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$248,3400.03%2,264CommonSOLE
00214Q104ARKKARK ETF TR$242,2430.03%3,584CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$238,9500.03%2,700CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$237,4810.03%6,276CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$235,0430.02%10,309CommonSOLE
G5960L103MDTMEDTRONIC PLC$234,6640.02%2,708CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$233,8900.02%7,009CommonSOLE
95040Q104WELLWELLTOWER INC$231,3420.02%1,170CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$229,1000.02%2,444CommonSOLE
45259A514OMAHTIDAL TRUST III$227,0520.02%12,600CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$224,1860.02%2,386CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$223,1460.02%53CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$223,0680.02%1,699CommonSOLE
060505104BACBANK AMERICA CORP$216,9750.02%4,447CommonSOLE
713448108PEPPEPSICO INC$215,0390.02%1,386CommonSOLE
92189F676SMHVANECK ETF TRUST$213,9620.02%504CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$213,8620.02%3,773CommonSOLE
69346N107PDXPIMCO DYNAMIC INCOME STRATEG$210,6060.02%9,547CommonSOLE
464287226AGGISHARES TR$206,6810.02%2,082CommonSOLE
902681105UGIUGI CORP NEW$201,0360.02%5,520CommonSOLE
72201Y101PDIPIMCO DYNAMIC INCOME FD$195,1720.02%11,405CommonSOLE
G79483106LAESSEALSQ CORP$37,2460.00%14,216CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.