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Cathleen Wrisberg

Convergence Financial, Llc

Assets Managed
$943.134M
Holdings
217
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
37.62%(2Q avg: 20.27%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Convergence Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 217 positions.

Assets under management

The assets under management (AUM) of Convergence Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 943.134M in assets, with a quarterly growth rate of 37.62% and a 2-quarter average growth rate of 20.27%. The portfolio is managed by Cathleen Wrisberg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 126.37%
9.65%
$90.924M
1.602M shares@ $56.77 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 116.91%
7.65%
$72.123M
2.818M shares@ $25.6 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 92.81%
6.55%
$61.704M
673,338 shares@ $91.64 avg price
MDYG
Spdr S&p 400 Mid Capgrowth E
Recent Activity
Increased 103.95%
5.61%
$52.882M
548,826 shares@ $96.36 avg price
MDYV
Spdr S&p 400 Mid Cap Value E
Recent Activity
Increased 96.27%
5.45%
$51.353M
601,278 shares@ $85.41 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -7.97%
5.24%
$49.351M
499,430 shares@ $98.82 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Decreased -2.61%
2.69%
$25.336M
351,999 shares@ $71.98 avg price
MTBA
Simplify Mbs Etf
Recent Activity
Increased 17.73%
2.43%
$22.875M
462,501 shares@ $49.47 avg price
TSLA
Tesla Inc
Recent Activity
Increased 120.06%
2.27%
$21.395M
57,548 shares@ $371.79 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Increased 5.38%
2.27%
$21.368M
88,345 shares@ $241.87 avg price

1-10 of 217