Confluence Wealth Services, Inc.
All 13F Filings
- Location
- Mcmurray, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,413,863
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 1.567 M | 64.9% | 205.7 K | 0 | 205.7 K |
| ETFs | 845 K | 35.0% | 178.6 K | 0 | 178.6 K |
| Debt | 1.656 K | 0.1% | 0 | 3 | -3 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
2,413,863
Holdings
371
QoQ value change ($000)
384,272
(18.9%)
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.