Convergence Financial, LLC
Annual return '25
-25.4%
SPY '25
+17.7%
Alpha
-43.2ptsvs SPY
Invested
$1.5B
Holdings
216
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYG
SPDR SERIES TRUST
Q4 2025: Exited (was 541.5k shares)
6.8%
02
$SPYV
SPDR SERIES TRUST
Q4 2025: Exited (was 687.8k shares)
6.3%
03
$SPAB
SPDR SERIES TRUST
Q4 2025: Exited (was 1.23M shares)
5.0%
04
$BIL
SPDR SERIES TRUST
Q4 2025: Exited (was 346.6k shares)
4.3%
05
$MDYG
SPDR SERIES TRUST
Q4 2025: Exited (was 262.1k shares)
3.6%
06
$MDYV
SPDR SERIES TRUST
Q4 2025: Exited (was 299.5k shares)
3.5%
07
$JAVA
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 357.0k shares)
3.5%
08
$MTBA
SIMPLIFY EXCHANGE TRADED FUN
Q4 2025: Exited (was 328.8k shares)
3.2%
09
$MTUM
ISHARES TR
Q4 2025: Exited (was 81.7k shares)
2.9%
10
$FLCO
FRANKLIN TEMPLETON ETF TR
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:42 UTC.