Confluence Wealth Services, Inc.

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
388
Quarter
2025 Q4
Top Holding
CGDV (10.5%)
Top 10 Concentration
48.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 388
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
CGDV
CAPITAL GROUP D...
ETF 10.47% 11.24% #1
Prev: #1
6.2 363,026 6.7%
P
S
5,788,946 $252,629,565 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD DIVIDE...
ETF 7.02% 7.69% #2
Prev: #2
4.8 48,673 6.7%
P
S
771,539 $169,568,800 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR RUS ...
ETF 5.91% 6.73% #3
Prev: #3
4.4 9,752 3.3%
P
S
301,211 $142,562,695 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JEPI
JPMORGAN EQUITY...
ETF 5.01% 5.52% #4
Prev: #4
4.0 152,932 7.8%
P
S
2,114,467 $121,032,072 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VYMI
VANGUARD INTERN...
Bond/Debt 4.98% 5.29% #5
Prev: #5
4.0 68,151 5.4%
P
S
1,336,183 $120,256,417 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFIV
DIMENSIONAL INT...
Bond/Debt 3.58% 3.78% #6
Prev: #6
3.4 71,238 4.3%
P
S
1,732,779 $86,465,659 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DGRO
ISHARES TR CORE...
Warrant 3.00% 3.14% #7 1
Prev: #8
3.2 105,355 11.2%
P
S
1,042,635 $72,379,670 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAS
DIMENSIONAL U.S...
ETF 2.91% 3.19% #8 1
Prev: #7
3.2 61,161 6.5%
P
S
1,006,896 $70,150,389 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CGDG
CAPITAL GROUP D...
ETF 2.90% 2.95% #9
Prev: #9
3.2 233,741 13.5%
P
S
1,964,081 $69,999,815 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JCPB
JPMORGAN CORE P...
ETF 2.82% #10
Prev: #—
3.1 1,439,759 no change
NEW
1,439,759 $68,172,573 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PYLD
PIMCO MULTISECT...
Unknown 2.61% #11
Prev: #—
3.0 2,358,317 no change
NEW
2,358,317 $62,919,873 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EFA
ISHARES TR MSCI...
ETF 2.48% 2.72% #12 2
Prev: #10
3.0 31,766 5.4%
P
S
622,536 $59,782,122 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAX
DIMENSIONAL WOR...
ETF 2.41% 2.62% #13 2
Prev: #11
3.0 80,015 4.7%
P
S
1,775,826 $58,122,779 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CGXU
CAPITAL GROUP I...
Unknown 2.25% 2.54% #14 2
Prev: #12
2.9 95,441 5.5%
P
S
1,836,033 $54,254,747 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CGGR
CAPITAL GROUP G...
ETF 2.02% 2.19% #15 1
Prev: #14
2.8 85,709 8.5%
P
S
1,098,989 $48,872,034 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INCORPORA...
Technology 1.88% 2.23% #16 3
Prev: #13
0.8 -10,821 -6.1%
P
S
167,305 $45,483,276 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CGCP
CAPITAL GROUP F...
ETF 1.37% 1.53% #17 1
Prev: #16
2.6 98,315 7.2%
P
S
1,460,686 $33,069,920 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CGMU
CAPITAL GROUP F...
ETF 1.27% 1.00% #18 1
Prev: #19
2.7 371,573 49.8%
P
S
1,117,976 $30,610,170 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORPO...
Technology 1.18% 1.57% #19 4
Prev: #15
0.5 -2,905 -4.7%
P
S
58,757 $28,415,660 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAT
DIMENSIONAL U.S...
ETF 1.05% 1.18% #20 3
Prev: #17
2.4 16,017 3.9%
P
S
426,378 $25,386,531 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VUSV
VANGUARD WELLIN...
ETF 1.03% #21
Prev: #—
2.4 398,801 no change
NEW
398,801 $24,982,969 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPIE
JPMORGAN INCOME...
ETF 0.88% 0.04% #22 176
Prev: #198
2.7 440,072 2446.6%
P
S
458,059 $21,203,526 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.80% 1.00% #23 5
Prev: #18
0.3 -5,849 -5.4%
P
S
103,449 $19,293,114 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWO
ISHARES TR RUS ...
ETF 0.80% 0.92% #24 4
Prev: #20
2.3 1,426 2.5%
P
S
59,528 $19,227,896 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CGHM
CAPITAL GROUP M...
ETF 0.74% 0.79% #25 4
Prev: #21
2.3 67,555 10.7%
P
S
698,946 $17,809,138 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WSO
WATSCO INCORPOR...
Industrials 0.00% 0.06%
Sold All 😨
(Was: #158)
0.3 -3,062 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BNDX
VANGUARD TOTAL ...
Bond/Debt 0.00% 0.05%
Sold All 😨
(Was: #175)
0.3 -20,256 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FI
FISERV INCORPOR...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #281)
0.3 -3,106 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LHX
L3HARRIS TECHNO...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #282)
0.3 -1,269 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STX
SEAGATE TECHNOL...
Technology 0.00% 0.02%
Sold All 😨
(Was: #294)
0.3 -1,478 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DELL
DELL TECHNOLOGI...
Technology 0.00% 0.02%
Sold All 😨
(Was: #296)
0.3 -2,401 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DUOL
DUOLINGO INCORP...
Technology 0.00% 0.02%
Sold All 😨
(Was: #300)
0.3 -1,042 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHW
SCHWAB CHARLES ...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #326)
0.3 -2,871 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SNPS
SYNOPSYS INCORP...
Technology 0.00% 0.01%
Sold All 😨
(Was: #329)
0.3 -539 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EQT
EQT CORPORATION
Energy 0.00% 0.01%
Sold All 😨
(Was: #330)
0.3 -4,871 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IGV
ISHARES TR EXPA...
ETF 0.00% 0.01%
Sold All 😨
(Was: #335)
0.3 -2,175 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OXY
OCCIDENTAL PETE...
Energy 0.00% 0.01%
Sold All 😨
(Was: #339)
0.3 -5,185 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BBY
BEST BUY INCORP...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #341)
0.3 -3,149 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CSQ
CALAMOS STRATEG...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #354)
0.3 -11,102 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPOT
SPOTIFY TECHNOL...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #362)
0.3 -294 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OHI
OMEGA HEALTHCAR...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #363)
0.3 -4,800 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
USAC
USA COMPRESSION...
Energy 0.00% 0.01%
Sold All 😨
(Was: #364)
0.3 -8,386 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 388 holdings

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