Confluence Wealth Services, Inc.
Annual return '25
+20.0%
SPY '25
+17.7%
Alpha
+2.3ptsvs SPY
Invested
$2.6B
Holdings
366
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CGDV
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT
Held since at least Q1 2024
10.0%
02
$VIG
VANGUARD DIVIDEND APPRECIATION ETF
Held since at least Q1 2024
6.8%
03
$IWF
ISHARES TR RUS 1000 GRW ETF
Held since at least Q1 2024
5.3%
04
$JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
Held since at least Q1 2024
5.2%
05
$VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Held since at least Q1 2024
5.0%
06
$DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
Held since at least Q1 2024
3.6%
07
$JCPB
JPMORGAN CORE PLUS BOND ETF
Held since at least Q1 2024
3.3%
08
$PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
Held since at least Q1 2024
3.0%
09
$DFAS
DIMENSIONAL U.S. SMALL CAP ETF
Held since at least Q1 2024
2.9%
10
$CGDG
CAPITAL GROUP DIVID GROWERS ETF
Held since at least Q1 2024
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.