Confluence Wealth Services, Inc. - Portfolio overview

Confluence Wealth Services, Inc. has 392 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT, 9.92%
2. VIG - VANGUARD DIVIDEND APPRECIATION ETF, 6.78%
3. IWF - ISHARES TR RUS 1000 GRW ETF, 5.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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