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Portfolio (Quarterly) Guide ↗

Confluence Wealth Services, Inc.

· CIK 0001910411
13F Portfolio $3.5B AUM 476 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 476 New
Page 24 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BUFR FT VEST LADDERED BUFFER ETF 5,720.0 $209K 0.01% NEW $36.53 +2.5%
462 F FORD MTR CO COM Consumer Cyclical 14,985.0 $208K 0.01% NEW $13.90 +1.2%
463 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 3,202.0 $205K 0.01% NEW $64.00 +14.4%
464 AJG GALLAGHER ARTHUR J & CO COM Financial Services 890.0 $204K 0.01% NEW $229.57 +14.4%
465 SPACE EXPLORATION TECHN CORP CLASS A COM STK 1,193.0 $204K 0.01% NEW $170.86
466 GSK GSK PLC SPONSORED ADR Healthcare 3,882.0 $203K 0.01% NEW $52.42 -3.8%
467 TKR TIMKEN CO COM Industrials 1,400.0 $203K 0.01% NEW $145.32 -14.5%
468 ETY EATON VANCE TAX-MANAGED DIVERS COM Financial Services 13,853.0 $201K 0.01% NEW $14.54 +0.1%
469 HAL HALLIBURTON CO COM Energy 5,930.0 $201K 0.01% NEW $33.95 +2.0%
470 MMLP MARTIN MIDSTREAM PRTNRS L P UNIT L P INT Energy 36,305.0 $84K 0.00% NEW $2.31 -3.0%
471 LEO BNY MELLON STRATEGIC MUNS INC COM Financial Services 12,500.0 $81K 0.00% NEW $6.46 -4.3%
472 NRGV ENERGY VAULT HOLDINGS INC COM Utilities 13,387.0 $63K 0.00% NEW $4.71 -19.3%
473 VUZI VUZIX CORP COM NEW Technology 10,942.0 $32K 0.00% NEW $2.90 -6.7%
474 GPMT GRANITE PT MTG TR INC COM STK Real Estate 20,612.0 $31K 0.00% NEW $1.50 -31.0%
475 CHRS COHERUS ONCOLOGY INC COM Healthcare 19,803.0 $28K 0.00% NEW $1.40 +4.6%
476 VISTAGEN THERAPEUTICS INC COM 32,610.0 $7K NEW $0.23
Page 24 of 24  ·  476 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.9%
Financial Services 14.4%
Industrials 11.4%
Healthcare 10.6%
Consumer Defensive 7.2%
Energy 5.9%
Consumer Cyclical 5.7%
Communication Services 4.6%
Utilities 3.4%
Basic Materials 2.0%