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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 10 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 STBA S & T BANCORP INC COM Financial Services 32,607.0 $1.6M 0.05% NEW $49.08 +1.5%
182 BALI ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF 46,679.0 $1.6M 0.04% NEW $33.83 +3.0%
183 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 25,169.0 $1.5M 0.04% NEW $60.79 +4.4%
184 AEP AMERICAN ELEC PWR CO INC COM Utilities 10,950.0 $1.5M 0.04% NEW $136.80 -10.3%
185 FTCS FIRST TRUST CAPITAL STRENGTH ETF 15,725.0 $1.5M 0.04% NEW $93.92 +7.5%
186 BAC BANK OF AMER CORP COM Financial Services 25,650.0 $1.5M 0.04% NEW $56.98 +7.4%
187 CSX CSX CORP COM Industrials 30,652.0 $1.5M 0.04% NEW $47.53 +8.4%
188 PSX PHILLIPS 66 COM Energy 8,394.0 $1.4M 0.04% NEW $169.05 +41.9%
189 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 14,091.0 $1.4M 0.04% NEW $100.67 -0.0%
190 SEIC SEI INVTS CO COM Financial Services 16,138.0 $1.4M 0.04% NEW $87.71 +26.9%
191 AFL AFLAC INC COM Financial Services 12,058.0 $1.4M 0.04% NEW $117.24 -0.6%
192 GILD GILEAD SCIENCES INC COM Healthcare 11,162.0 $1.4M 0.04% NEW $126.34 +17.8%
193 KRYS KRYSTAL BIOTECH INC COM Healthcare 3,792.0 $1.4M 0.04% NEW $371.67 -3.8%
194 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 11,335.0 $1.4M 0.04% NEW $119.12 -3.0%
195 VB VANGUARD SMALL-CAP ETF 4,450.0 $1.3M 0.04% NEW $303.05 +0.4%
196 D DOMINION ENERGY INC COM Utilities 18,843.0 $1.3M 0.04% NEW $68.29 -2.6%
197 LEN LENNAR CORP CL A Consumer Cyclical 14,021.0 $1.3M 0.04% NEW $90.49 -5.9%
198 NXPI NXP SEMICONDUCTORS N V COM Technology 4,479.0 $1.3M 0.04% NEW $280.99 -19.6%
199 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 15,143.0 $1.3M 0.04% NEW $82.80 -0.5%
200 PPG PPG INDS INC COM Basic Materials 10,301.0 $1.2M 0.04% NEW $121.29 -6.4%
Page 10 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%