Confluence Wealth Services, Inc. - Q42025 Holdings

Confluence Wealth Services, Inc. holds 371 stocks with a total portfolio value of $ 2.41B as of Q42025. In Q42025, Confluence Wealth Services, Inc. added 20 new positions, increased stakes in 156 stocks, reduced 153 holdings, and fully exited 17 positions. The largest holding is Capital Group Divid Value Etf Shs Creation Unit (CGDV), representing 10.47% of the total portfolio.