Confluence Wealth Services, Inc.

Q2 2026 13F Holdings

Location
Mcmurray, PA
Holdings as of
6/30/2026
Value ($000)
$3,497,645
Num holdings
476
Date filed
7/22/2026
Form type
13F-HR
Prev filing
5/7/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type