Holdings
Confluence Wealth Services, Inc.
As of Jun 30, 2026, Confluence Wealth Services, Inc. reported 294 positions worth US$754M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 254K | US$73.5M | +87,100 | Jun 30, 2026 |
| Nvidia Corporation | 215K | US$42.9M | +95,953 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 92,823 | US$33.2M | +19,940 | Jun 30, 2026 |
| Microsoft Corp. | 84,272 | US$31.4M | +20,018 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 62,628 | US$20.5M | +13,658 | Jun 30, 2026 |
| Broadcom Inc. | 51,864 | US$19.6M | +7,899 | Jun 30, 2026 |
| Eli Lilly And Company | 13,311 | US$16M | +2,283 | Jun 30, 2026 |
| Chevron Corporation | 80,667 | US$13.4M | +41,552 | Jun 30, 2026 |
| Walmart Inc. | 115K | US$13M | +26,879 | Jun 30, 2026 |
| Cisco Systems, Inc. | 111K | US$13M | +16,768 | Jun 30, 2026 |