Confluence Wealth Services, Inc. - Q12026 Holdings

Confluence Wealth Services, Inc. holds 365 stocks with a total portfolio value of $ 2.58B as of Q12026. In Q12026, Confluence Wealth Services, Inc. added 8 new positions, increased stakes in 220 stocks, reduced 89 holdings, and fully exited 14 positions. The largest holding is Capital Group Divid Value Etf Shs Creation Unit (CGDV), representing 9.97% of the total portfolio.