Confluence Wealth Services, Inc.

Confluence Wealth Services, Inc. is an Investment Adviser institutional filer with the SEC under CIK 1910411, reporting 476 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: PA
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-07-22

Top 10 portfolio positions

The largest reported holdings in Confluence Wealth Services, Inc.'s most recent 13F filing, ranked by reported market value.

1. CAPITAL GROUP DIVIDEND VALUE ETF (CGDV)
2. VANGUARD DIVIDEND APPRECIATION ETF (VIG)
3. ISHARES RUSSELL 1000 GROWTH ETF (IWF)
4. JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI)
5. VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF (VYMI)
6. CAPITAL GROUP DIVIDEND GROWERS ETF (CGDG)
7. DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV)
8. JPMORGAN CORE PLUS BOND ETF (JCPB)
9. DIMENSIONAL U.S. SMALL CAP ETF (DFAS)
10. ISHARES CORE DIVIDEND GROWTH ETF (DGRO)