SEC Form 13F

Confluence Wealth Services, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$3,497,644,824
Positions476

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CAPITAL GROUP DIVIDEND VALUE ETFCGDVETF$342,970,0776,959,626
VANGUARD DIVIDEND APPRECIATION ETFVIGETF$234,239,928989,945
ISHARES RUSSELL 1000 GROWTH ETFIWFETF$188,143,6771,515,232
JPMORGAN EQUITY PREMIUM INCOME ETFJEPIETF$159,246,9002,819,530
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFVYMIETF$150,295,8951,530,507
CAPITAL GROUP DIVIDEND GROWERS ETFCGDGETF$122,007,3613,252,599
DIMENSIONAL INTERNATIONAL VALUE ETFDFIVETF$111,943,3682,072,260
JPMORGAN CORE PLUS BOND ETFJCPBETF$111,117,7242,367,229
DIMENSIONAL U.S. SMALL CAP ETFDFASETF$101,762,9601,235,907
ISHARES CORE DIVIDEND GROWTH ETFDGROETF$96,619,1131,274,825

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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