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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 2 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 554,562.0 $38.8M 1.11% NEW $69.90 +2.2%
22 JPIE JPMORGAN INCOME ETF 740,802.0 $34.1M 0.97% NEW $46.05 -0.3%
23 CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 1,168,831.0 $32.1M 0.92% NEW $27.47 -1.4%
24 MSFT MICROSOFT CORP COM Technology 84,272.0 $31.4M 0.90% NEW $373.02 +33.1%
25 IWO ISHARES RUSSELL 2000 GROWTH ETF 78,858.0 $31.1M 0.89% NEW $393.96 -2.2%
26 MFS ACTIVE CORE PLUS BOND ETF 1,167,653.0 $29.1M 0.83% NEW $24.93
27 VANGUARD CORE TAX-EXEMPT BOND ETF 329,907.0 $25.2M 0.72% NEW $76.40
28 CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 663,785.0 $24.9M 0.71% NEW $37.46 -1.5%
29 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 566,077.0 $22.8M 0.65% NEW $40.21 -1.3%
30 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 387,967.0 $21.3M 0.61% NEW $55.01 +4.4%
31 CGBL CAPITAL GROUP CORE BALANCED ETF 562,184.0 $21.3M 0.61% NEW $37.96 +0.9%
32 GOOGL ALPHABET INC CAP STK CL A Communication Services 58,617.0 $20.9M 0.60% NEW $357.36 -4.3%
33 JPM JPMORGAN CHASE & CO COM Financial Services 62,628.0 $20.5M 0.59% NEW $327.33 +8.9%
34 AVGO BROADCOM INC COM Technology 51,864.0 $19.6M 0.56% NEW $377.75 -5.9%
35 JAVA JPMORGAN ACTIVE VALUE ETF 246,308.0 $19.6M 0.56% NEW $79.41 +4.9%
36 CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF 695,835.0 $18.0M 0.51% NEW $25.85 -1.8%
37 LLY ELI LILLY & CO COM Healthcare 13,311.0 $16.0M 0.46% NEW $1199.43 -0.8%
38 CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF 416,050.0 $13.7M 0.39% NEW $32.82 +1.7%
39 VTI VANGUARD TOTAL STOCK MARKET ETF 36,627.0 $13.6M 0.39% NEW $370.03 +2.2%
40 CVX CHEVRON CORPORATION COM Energy 80,667.0 $13.4M 0.38% NEW $165.76 +20.8%
Page 2 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%