Confluence Wealth Services, Inc.
All 13F Filings
- Location
- Mcmurray, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,579,261
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 365 | 2,579,261 | 13F-HR | Confluence Wealth Services, Inc. |
| Q4 2025 | 1/28/2026 | 371 | 2,413,863 | 13F-HR | Confluence Wealth Services, Inc. |
| Q3 2025 | 10/28/2025 | 368 | 2,029,591 | 13F-HR | Confluence Wealth Services, Inc. |
| Q2 2025 | 7/22/2025 | 359 | 1,832,758 | 13F-HR | Confluence Wealth Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 675.9 K | 26.2% | 0 | 891.3 K | -891.3 K |
| ETFs | 1.902 M | 73.7% | 1.057 M | 0 | 1.057 M |
| Debt | 1.662 K | 0.1% | 6 | 0 | 6 |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
2,579,261
Holdings
365
QoQ value change ($000)
165,398
(6.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.