CIK 1910411
Confluence Wealth Services, Inc.
Institutional 13F holdings & portfolio
Holdings
371
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 301–350 of 371
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VV | VANGUARD LARGE-CAP ETF | 1K | $100K–$500K | SH |
| HSY | HERSHEY COMPANY | 2K | $100K–$500K | SH |
| VLUE | ISHARES TR MSCI USA VALUE | 3K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORPORATION COM NEW | 2K | $100K–$500K | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 6K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INCORPORATED | 19K | $100K–$500K | SH |
| KMI | KINDER MORGAN INCORPORATED DEL | 12K | $100K–$500K | SH |
| IJJ | ISHARES TR S&P MC 400VL ETF | 2K | $100K–$500K | SH |
| VPLS | VANGUARD CORE-PLUS BOND ETF | 4K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 1K | $100K–$500K | SH |
| IJS | ISHARES TR SP SMCP600VL ETF | 3K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INCORPORATED COM NEW | 558 | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INCORPORATED | 1K | $100K–$500K | SH |
| SLF | SUN LIFE FINANCIAL INCORPORATED. (CANADA) | 5K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INCORPORATED | 2K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORPORATION | 4K | $100K–$500K | SH |
| APH | AMPHENOL CORPORATION NEW CLASS A | 2K | $100K–$500K | SH |
| CET | CENTRAL SECS CORPORATION | 6K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INCORPORATED | 1K | $100K–$500K | SH |
| ITOT | ISHARES TR CORE S&P TTL STK | 2K | $100K–$500K | SH |
| DTE | DTE ENERGY COMPANY | 2K | $100K–$500K | SH |
| CTVA | CORTEVA INCORPORATED | 4K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INCORPORATED | 3K | $100K–$500K | SH |
| OSK | OSHKOSH CORPORATION | 2K | $100K–$500K | SH |
| DWLD | DAVIS SELECT WORLDWIDE ETF | 6K | $100K–$500K | SH |
| ADSK | AUTODESK INCORPORATED | 965 | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INCORPORATED COM SHS | 2K | $100K–$500K | SH |
| DOW | DOW INCORPORATED | 12K | $100K–$500K | SH |
| ATO | ATMOS ENERGY CORPORATION | 2K | $100K–$500K | SH |
| YUMC | YUM CHINA HLDGS INCORPORATED | 6K | $100K–$500K | SH |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 4K | $100K–$500K | SH |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | 2K | $100K–$500K | SH |
| MS | MORGAN STANLEY COM NEW | 2K | $100K–$500K | SH |
| TCAF | T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY | 7K | $100K–$500K | SH |
| VEEV | VEEVA SYSTEMS INCORPORATED CLASS A COM | 1K | $100K–$500K | SH |
| QUAL | ISHARES TR MSCI USA QLT FCT | 1K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORPORATION | 453 | $100K–$500K | SH |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 4K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INCORPORATED | 4K | $100K–$500K | SH |
| STRV | EA SER TR STRIVE 500 ETF | 6K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INCORPORATED | 545 | $100K–$500K | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 817 | $100K–$500K | SH |
| ACIO | APTUS COLLARED INVESTMENT OPPORTUNITY ETF | 6K | $100K–$500K | SH |
| ASML | ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS) | 222 | $100K–$500K | SH |
| ETY | EATON VANCE TAX-MANAGED DIVERS | 15K | $100K–$500K | SH |
| VO | VANGUARD MID-CAP ETF | 801 | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INCORPORATED | 264 | $100K–$500K | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US ETF | 3K | $100K–$500K | SH |
| XEL | XCEL ENERGY INCORPORATED | 3K | $100K–$500K | SH |
| BP | BP PLC SPONSORED ADR (UNITED KINGDOM) | 7K | $100K–$500K | SH |