Convergence Financial, LLC - Q42025 Holdings

Convergence Financial, LLC holds 190 stocks with a total portfolio value of $ 685.32M as of Q42025. In Q42025, Convergence Financial, LLC added 16 new positions, increased stakes in 84 stocks, reduced 77 holdings, and fully exited 14 positions. The largest holding is Spdr Series Trust (SPYG), representing 8.45% of the total portfolio.