13F Filings History of Convergence Financial, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$685,322,411
Signature - Title
Cathleen Wrisberg - CCO
Location
Columbia, MO
Summary
This page shows a list of all the recent 13F filings made by Convergence Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Convergence Financial, LLC reported 190 stock holdings with total value $685,322,411 as of Q4 2025. Top holdings included SPYG, SPYV, SPAB, BIL, and MDYV.

Notify me when Convergence Financial, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 190 $685,322,411 +$47,664,929 -$23,344,318 +$24,320,611 SPYG, SPYV, SPAB, BIL, MDYV 13F-HR 10 Feb 2026, 20:02
Q3 2025 188 $665,932,123 +$96,073,805 -$45,529,254 +$50,544,551 SPYG, SPYV, SPAB, BIL, MDYV 13F-HR 07 Nov 2025, 18:55
Q2 2025 178 $581,136,265 +$67,008,190 -$34,381,278 +$32,626,912 SPYG, SPYV, SPAB, BIL, FLCB 13F-HR 05 Aug 2025, 19:08
Q1 2025 167 $509,188,081 +$47,600,932 -$15,825,354 +$31,775,578 BIL, SPYG, SPAB, FLCB, SPYV 13F-HR 24 Apr 2025, 18:50
Q4 2024 159 $501,354,389 +$65,653,606 -$42,254,440 +$23,399,166 SPYG, BIL, SPYV, SPAB, FLCB 13F-HR 04 Feb 2025, 19:17
Q3 2024 156 $470,688,991 +$91,326,631 -$15,281,419 +$76,045,212 SPAB, BIL, SPYG, SPYV, MDYG 13F-HR 23 Oct 2024, 17:20
Q2 2024 147 $378,213,547 +$146,733,393 -$9,885,235 +$136,848,158 BIL, SPYG, SPYV, MDYG, SPAB 13F-HR 23 Oct 2024, 17:20
Q1 2024 49 $242,203,559 +$24,898,857 -$16,836,298 +$8,062,559 BIL, SPYG, SPYV, MDYG, SLYG 13F-HR 23 Oct 2024, 17:20
Q4 2023 38 $224,015,195 +$51,908,598 -$12,110,199 +$39,798,399 BIL, SPYV, SPYG, SLYG, MDYV 13F-HR 23 Oct 2024, 17:19
Q3 2023 31 $168,440,719 +$15,923,191 -$4,263,170 +$11,660,021 SPYG, SPYV, SPSB, MDYG, MDYV 13F-HR 23 Oct 2024, 17:19
Q2 2023 29 $162,701,521 +$21,709,045 -$1,325,932 +$20,383,113 SPSB, SPYV, SPYG, MDYV, MDYG 13F-HR 23 Oct 2024, 17:19
Q1 2023 28 $135,734,548 +$28,609,883 -$11,527,591 +$17,082,292 SPYV, SPYG, SPSB, MDYV, MDYG 13F-HR 23 Oct 2024, 17:19
Q4 2022 26 $112,643,673 +$15,817,132 -$1,395,894 +$14,421,238 SPYV, SLYV, MDYV, SLYG, SPYG 13F-HR 23 Oct 2024, 17:19
Q3 2022 21 $91,152,016 +$1,109,270 -$2,202,688 -$1,093,418 SPYV, SLYG, SLYV, SPYG, MDYV 13F-HR 23 Oct 2024, 17:19
Q2 2022 21 $96,816,207 +$21,801,263 -$4,226,268 +$17,574,995 SPYV, SLYV, SLYG, SPYG, MDYV 13F-HR 23 Oct 2024, 17:18
Q1 2022 22 $93,223,558 +$9,648,039 -$7,693,826 +$1,954,213 SLYV, SLYG, MDYV, MDYG, SPYV 13F-HR 23 Oct 2024, 17:18
Q4 2021 23 $96,205,804 $0 $0 $0 SLYG, SLYV, MDYG, MDYV, SPYG 13F-HR 23 Oct 2024, 17:18