Confluence Wealth Services, Inc.

Name: Confluence Wealth Services, Inc. 13F Holdings
Creator: 13F Insight

$2.6B in tracked AUM across 365 positions as of Q1 2026.

CIK 0001910411 · last filed Mar 31, 2026

Total AUM

$2.6B

as of Q1 2026

Holdings

365

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positions

Whale Score

tracked

Activity

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no data

changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

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