13F Insight
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DOSSIER · 13F-HR · Q2 2026

Confluence Wealth Services, Inc.

$3.5B in tracked AUM across 476 positions as of Q2 2026.

CW
CIK 0001910411 · last filed Jun 30, 2026
Total AUM
$3.5B
as of Q2 2026
Holdings
476
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

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Filing history

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