Fund HoldingsConvergence Financial, LLC

Total Portfolio Value
$685.32M
Total Bought
$320.51M
Total Sold
$301.26M
Net Transaction
+$19.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500GRW
0542,690+542,690057,9058.45%+57,905
SPDR SERIES TRUST
ST STR P500VAL
0707,615+707,615040,2005.87%+40,200
SPDR SERIES TRUST
ST STR AGGRE ETF
01,299,020+1,299,020033,4504.88%+33,450
SPDR SERIES TRUST
ST STR BLO 1 ETF
0349,230+349,230031,9134.66%+31,913
SPDR SERIES TRUST
ST STR SP400VAL
0306,362+306,362025,9343.78%+25,934
SPDR SERIES TRUST
ST STR SP400GRW
0269,100+269,100024,8733.63%+24,873
SPDR SERIES TRUST
ST STR SP600SM C
0211,141+211,141019,2082.80%+19,208
SPDR SERIES TRUST
ST STR SP600GRWO
0200,153+200,153018,8522.75%+18,852
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0123,768+123,768017,8192.60%+17,819
SPDR SERIES TRUST
ST STR P500ETF
0101,683+101,68308,1571.19%+8,157
ISHARES TR
CORE HIGH DV ETF
037,760+37,76004,5920.67%+4,592
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
328,818392,856+64,03816,55619,8042.89%+3,248
MORGAN STANLEY ETF TRUST
PARA HEDG EQ ETF
092,487+92,48703,0120.44%+3,012
GE VERNOVA INC(GEV)04,138+4,13802,7040.39%+2,704
SPDR SERIES TRUST
ST PORT HIGH ETF
089,957+89,95702,1290.31%+2,129
ALPHABET INC(GOOG)31,01430,606-4087,5409,5801.40%+2,040
ISHARES TR23,55438,802+15,2482,7994,6630.68%+1,864
CROWDSTRIKE HLDGS INC(CRWD)04,888+4,88802,2910.33%+2,291
ELI LILLY & CO(LLY)04,456+4,45604,7880.70%+4,788
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
357,032361,450+4,41824,62125,9233.78%+1,302
SPDR SERIES TRUST
SP O&G EXPL PRO
08,965+8,96501,1320.17%+1,132
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
116,926127,610+10,68412,35213,4821.97%+1,130
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
135,821150,289+14,4685,7096,5590.96%+850
CREDICORP LTD(BAP)02,746+2,74607880.11%+788
ISHARES TR
CORE MSCI INTL
113,268119,357+6,0899,0819,8451.44%+764
FIDELITY COVINGTON TRUST
ENHANCED INTL
238,428250,323+11,8958,4129,1571.34%+745
PROGRESSIVE CORP(PGR)03,005+3,00506840.10%+684
NEUBERGER BERMAN ETF TRUST
SHORT DURATION I
222,811235,953+13,14211,39912,0771.76%+678
SUPER GROUP SGHC LIMITED
ORD SHS
047,932+47,93205730.08%+573
HARBOR ETF TRUST
LONG TERM GROWER
88,956106,750+17,7942,7723,3200.48%+549
SPDR GOLD TR(GLD)01,339+1,33905310.08%+531
COPA HOLDINGS SA(CPA)03,966+3,96604780.07%+478
AIR LEASE CORP
CL A
07,371+7,37104730.07%+473
BROADRIDGE FINL SOLUTIONS IN(BR)02,001+2,00104470.07%+447
SPDR SERIES TRUST
ST STR BL 12 ETF
04,467+4,46704430.06%+443
HARTFORD FDS EXCHANGE TRADED
AAA CLO ETF
40,81452,176+11,3621,5872,0300.30%+443
ISHARES INC
CORE MSCI EMKT
91,75696,431+4,6756,0496,4820.95%+434
AMAZON COM INC(AMZN)031,777+31,77707,3351.07%+7,335
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
516,158535,904+19,74611,72712,1331.77%+406
SALESFORCE INC(CRM)07,554+7,55402,0010.29%+2,001
BROADCOM INC(AVGO)25,94125,793-1488,5588,9271.30%+369
AMETEK INC11,59712,314+7172,1802,5280.37%+348
APPLE INC(AAPL)41,95440,371-1,58310,68310,9751.60%+292
WALMART INC(WMT)14,68416,077+1,3931,5131,7910.26%+278
THERMO FISHER SCIENTIFIC INC(TMO)2,3242,413+891,1271,3980.20%+271
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
31,52534,764+3,2392,0492,3090.34%+260
MERCK & CO INC(MRK)11,78711,781-69891,2400.18%+251
SPDR SERIES TRUST
ST STR P400MID
04,006+4,00602320.03%+232
ULTA BEAUTY INC(ULTA)3,2443,314+701,7742,0050.29%+231
SPDR SERIES TRUST
ST STR DOW REIT
02,290+2,29002250.03%+225
DOLLAR GEN CORP NEW(DG)01,675+1,67502220.03%+222
APPLIED MATLS INC0859+85902210.03%+221
ENTERPRISE PRODS PARTNERS L(EPD)06,381+6,38102050.03%+205
ISHARES TR017,057+17,05702,5360.37%+2,536
MICRON TECHNOLOGY INC(MU)0712+71202030.03%+203
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0796+79602010.03%+201
ADVANCED MICRO DEVICES INC(AMD)0940+94002010.03%+201
JPMORGAN CHASE & CO.(JPM)15,19015,472+2824,7914,9860.73%+194
ALPHABET INC(GOOG)2,5912,59106318130.12%+182
COLUMBIA ETF TR I
DIVERSIFID FXD
315,253326,547+11,2945,8165,9940.87%+177
GOLDMAN SACHS GROUP INC(GS)2,8132,748-652,2402,4160.35%+175
VANGUARD INDEX FDS2,6872,978+2911,2891,4530.21%+164
S&P GLOBAL INC(SPGI)01,086+1,08605680.08%+568
VANGUARD INDEX FDS03,011+3,01105750.08%+575
TEXAS INSTRS INC(TXN)03,015+3,01505230.08%+523
CATERPILLAR INC(CAT)1,2391,255+165917190.10%+128
DOVER CORP(DOV)04,069+4,06907940.12%+794
INVESCO QQQ TR0665+66504090.06%+409
DANAHER CORPORATION(DHR)03,217+3,21707360.11%+736
MARKEL GROUP INC(MKL)386385-17388280.12%+90
ACCENTURE PLC IRELAND
SHS CLASS A
4,0504,044-69991,0850.16%+86
JOHNSON & JOHNSON(JNJ)5,7245,525-1991,0611,1430.17%+82
AMGEN INC(AMGN)2,0031,976-275656470.09%+82
ELEVANCE HEALTH INC FORMERLY(ELV)02,371+2,37108310.12%+831
LINDE PLC(LIN)02,448+2,44801,0440.15%+1,044
BERKSHIRE HATHAWAY INC DEL5,8725,991+1192,9523,0110.44%+59
VANGUARD INDEX FDS0836+83605240.08%+524
GLOBAL X FDS
S&P 500 CATHOLIC
3,3123,846+5342683160.05%+48
ISHARES TR
MSCI USA MMENTM
81,66083,838+2,17820,94220,9863.06%+44
ORACLE CORP(ORCL)1,2862,074+7883624040.06%+43
NEXTERA ENERGY INC(NEE)05,575+5,57504480.07%+448
COCA-COLA FEMSA SAB DE CV(KOF)03,156+3,15602990.04%+299
WELLS FARGO CO NEW(WFC)03,674+3,67403420.05%+342
INTERNATIONAL BUSINESS MACHS(IBM)6,3736,180-1931,7981,8300.27%+32
MCDONALDS CORP(MCD)01,432+1,43204380.06%+438
TJX COS INC NEW(TJX)2,8912,89104184440.06%+26
J P MORGAN EXCHANGE TRADED F
INCOME ETF
015,343+15,34307100.10%+710
CNA FINL CORP(CNA)14,00014,056+566506710.10%+21
AMERICAN CENTY ETF TR011,383+11,38308770.13%+877
ANALOG DEVICES INC(ADI)01,339+1,33903630.05%+363
VANGUARD INDEX FDS0755+75502280.03%+228
CHEVRON CORP NEW(CVX)4,7374,946+2097367540.11%+18
ISHARES TR1,2591,255-48438600.13%+17
CISCO SYS INC(CSCO)04,444+4,44403420.05%+342
AMERICAN CENTY ETF TR09,790+9,79009980.15%+998
VANGUARD INDEX FDS01,352+1,35204530.07%+453
DUKE ENERGY CORP NEW(DUK)13,58114,471+8901,6811,6960.25%+15
SEALSQ CORP014,216+14,2160540.01%+54
LOWES COS INC(LOW)8,4808,888+4082,1312,1430.31%+12
VANGUARD BD INDEX FDS
VANGUARD ULTRA
04,358+4,35802170.03%+217
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