Confluence Wealth Services, Inc. - Portfolio Stock Holdings
Confluence Wealth Services, Inc. disclosed 477 stock positions in a recent SEC 13F filing. $3,454,682,584 of stock holdings were filed, with the largest holdings including CGDV, VIG, and IWF. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $6,836,016,201 and has 70 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
477Est. Stock Holding Value:
$3,454,682,584Top Stock Holdings By Sector
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Portfolio Stock Holdings - Confluence Wealth Services, Inc.
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