Fund HoldingsConfluence Wealth Services, Inc.

Total Portfolio Value
$2.58B
Total Bought
$223.56M
Total Sold
$29.22M
Net Transaction
+$194.33M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORPORATION104,077184,378+80,30112,52531,2811.21%+18,757
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
1,439,7591,830,246+390,48768,17386,1683.34%+17,995
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
MULTISECTOR BD
2,358,3172,985,269+626,95262,92078,2143.03%+15,294
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
2,114,4672,356,270+241,803121,032133,5535.18%+12,521
MFS ACTIVE CORE PLUS BOND ETF
CORE PLUS BD ETF
704,9011,122,766+417,86517,77427,9461.08%+10,172
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF1,336,1831,357,180+20,997120,256127,9014.96%+7,644
DIMENSIONAL INTERNATIONAL VALUE ETF
INTERNATNAL VAL
1,732,7791,779,613+46,83486,46693,9283.64%+7,462
VANGUARD DIVIDEND APPRECIATION ETF771,539816,946+45,407169,569175,6926.81%+6,124
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT
SHS CREAT UNIT
5,788,9466,043,904+254,958252,630257,1089.97%+4,478
JPMORGAN INCOME ETF
INCOME ETF
458,059555,847+97,78821,20425,6080.99%+4,404
CAPITAL GROUP FIXED INCOME ETF
CORE PLUS INCM
1,460,6861,671,683+210,99733,07037,3451.45%+4,275
DIMENSIONAL U.S. SMALL CAP ETF
US SMALL CAP ETF
1,006,8961,043,799+36,90370,15074,2452.88%+4,095
CAPITAL GROUP INTL FOCUS SHS CREATION UNIT
SHS CREAT UNIT
1,836,0331,971,772+135,73954,25558,1482.25%+3,893
CAPITAL GROUP DIVID GROWERS ETF
SHS ETF
1,964,0812,056,892+92,81170,00073,8422.86%+3,843
VANGUARD CORE TAX-EXEMPT BD ETF218,146269,435+51,28916,48520,2480.79%+3,763
DIMENSIONAL U.S. TARGETED VALUE ETF
US TARGETED VLU
426,378457,022+30,64425,38728,5411.11%+3,154
WALMART INCORPORATED(WMT)72,25187,835+15,5848,04910,9160.42%+2,867
DEERE & COMPANY(DE)09,882+9,88205,5660.22%+5,566
CAPITAL GROUP CONSERVATIVE EQUITY ETF
SHS
267,062350,607+83,5458,14310,4520.41%+2,309
MARATHON PETE CORPORATION(MPC)026,203+26,20306,3980.25%+6,398
JOHNSON & JOHNSON(JNJ)38,74342,111+3,3688,01810,2940.40%+2,276
ISHARES TR MSCI EAFE ETF622,536638,210+15,67459,78261,9892.40%+2,207
VANGUARD WELLINGTON U S ACTIVE VALUE ETF398,801433,161+34,36024,98326,9771.05%+1,994
CHEVRON CORPORATION(CVX)039,115+39,11508,0930.31%+8,093
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
WORLD EX US CORE
1,775,8261,764,001-11,82558,12359,9232.32%+1,800
CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
SHS
453,794512,908+59,11414,49016,1920.63%+1,703
CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF
SHS
155,241199,731+44,4905,0456,6130.26%+1,568
CONOCOPHILLIPS(COP)33,85835,328+1,4703,1694,6630.18%+1,494
CATERPILLAR INCORPORATED(CAT)6,0726,892+8203,4784,8830.19%+1,404
NVIDIA CORPORATION(NVDA)0118,591+118,591020,6820.80%+20,682
ISHARES TR CORE DIV GRWTH
CORE DIV GRWTH
1,042,6351,050,750+8,11572,38073,7422.86%+1,362
COSTCO WHOLESALE CORPORATION(COST)06,673+6,67306,6490.26%+6,649
ALPHABET INCORPORATED CAP STK CLASS A(GOOG)36,36744,267+7,90011,38312,7290.49%+1,347
PROCTER & GAMBLE COMPANY(PG)040,954+40,95405,9150.23%+5,915
DIMENSIONAL US MARKETWIDE VALUE ETF
US MKTWIDE VALUE
358,022371,306+13,28416,68017,9930.70%+1,313
NEXTERA ENERGY INCORPORATED(NEE)40,57848,656+8,0783,2584,5190.18%+1,262
VANGUARD CORE-PLUS BOND ETF4,15820,121+15,9633251,5610.06%+1,236
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
448,560466,852+18,29214,61015,8080.61%+1,198
PEPSICO INCORPORATED(PEP)031,322+31,32204,8640.19%+4,864
ISHARES TR RUS 2000 GRW ETF59,52864,549+5,02119,22820,2560.79%+1,028
CISCO SYSTEMS INCORPORATED(CSCO)81,79393,756+11,9636,3017,2750.28%+974
ANALOG DEVICES INCORPORATED(ADI)07,946+7,94602,5280.10%+2,528
J P MORGAN ETF ACTIVE VALUE ETF
ACTIVE VALUE ETF
200,000213,199+13,19914,34415,2970.59%+953
TEXAS PACIFIC LAND CORPORATION(TPL)04,934+4,93402,3410.09%+2,341
CAPITAL GROUP CORE BALANCED ETF
SHS
492,538532,357+39,81917,40118,3180.71%+917
VALERO ENERGY CORPORATION(VLO)08,528+8,52802,1070.08%+2,107
CF INDUSTRIES HOLD(CF)016,024+16,02402,0800.08%+2,080
CHUBB LIMITED SWITZ (SWITZERLAND)
COM
13,59915,703+2,1044,2445,1180.20%+873
UNION PAC CORPORATION(UNP)013,639+13,63903,3090.13%+3,309
MERCK & COMPANY INCORPORATED(MRK)43,20344,212+1,0094,5485,3180.21%+771
ISHARES TR NATIONAL MUN ETF91,90699,992+8,0869,84410,6140.41%+770
ISHARES TR INTL DIV GRWTH
INTL DIV GRWTH
136,047143,273+7,22611,26112,0020.47%+741
LOCKHEED MARTIN CORPORATION(LMT)02,738+2,73801,6550.06%+1,655
MCDONALDS CORPORATION(MCD)012,433+12,43303,8640.15%+3,864
EOG RES INCORPORATED(EOG)012,881+12,88101,8620.07%+1,862
ENERGY TRANSFER L P COM UT LTD PTN(ET)0218,182+218,18204,2110.16%+4,211
ABBVIE INCORPORATED(ABBV)028,030+28,03006,0960.24%+6,096
PFIZER INCORPORATED(PFE)076,950+76,95002,1610.08%+2,161
ORACLE CORPORATION(ORCL)028,834+28,83404,2420.16%+4,242
COLGATE PALMOLIVE COMPANY(CL)012,048+12,04801,0270.04%+1,027
GE VERNOVA INCORPORATED(GEV)02,112+2,11201,8430.07%+1,843
KLA CORPORATION COM NEW(KLAC)2,1562,15602,6203,1750.12%+555
AMAZON COM INCORPORATED(AMZN)26,41931,927+5,5086,0986,6490.26%+551
RTX CORPORATION(RTX)012,834+12,83402,4760.10%+2,476
ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF
ISHARES US LARG
36,40754,488+18,0811,1531,6790.07%+525
PHILIP MORRIS INTERNATIONAL INCORPORATED(PM)020,388+20,38803,3710.13%+3,371
COGNEX CORPORATION(CGNX)033,036+33,03601,6180.06%+1,618
APPLIED MATLS INCORPORATED6,1736,138-351,5862,0980.08%+512
SPDR GOLD SHARES(GLD)16,78216,636-1466,6517,1580.28%+507
AMGEN INCORPORATED(AMGN)05,661+5,66101,9920.08%+1,992
AMERICAN ELEC PWR COMPANY INCORPORATED010,270+10,27001,3460.05%+1,346
VERIZON COMMUNICATIONS INCORPORATED(VZ)048,323+48,32302,4260.09%+2,426
NETFLIX INCORPORATED.(NFLX)023,952+23,95202,3030.09%+2,303
ROCKWELL AUTOMATION INCORPORATED(ROK)02,549+2,54909150.04%+915
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
35,13843,833+8,6951,7782,2180.09%+441
L3HARRIS TECHNOLOGIES INCORPORATED(LHX)01,116+1,11603850.01%+385
TEXAS INSTRS INCORPORATED(TXN)06,530+6,53001,2680.05%+1,268
PHILLIPS 66(PSX)06,601+6,60101,2030.05%+1,203
ALTRIA GROUP INCORPORATED(MO)047,143+47,14303,1110.12%+3,111
NEW YORK TIMES COMPANY MTN BE CLASS A(NYT)25,03525,036+11,7382,0960.08%+358
LINDE PLC SHS (IRELAND)(LIN)03,141+3,14101,5570.06%+1,557
EATON CORPORATION PLC SHS (IRELAND)(ETN)010,574+10,57403,7820.15%+3,782
FASTENAL COMPANY(FAST)040,600+40,60001,8840.07%+1,884
MONOLITHIC PWR SYSTEMS INCORPORATED(MPWR)01,897+1,89702,0740.08%+2,074
MOTOROLA SOLUTIONS INCORPORATED COM NEW(MSI)05,447+5,44702,3640.09%+2,364
AT&T INCORPORATED(T)056,547+56,54701,6390.06%+1,639
COHERENT CORPORATION(COHR)6,0185,958-601,1111,4190.06%+309
AIR PRODUCTS AND CHEMICALS INCORPORATED03,600+3,60001,0460.04%+1,046
INTEL CORPORATION(INTC)020,447+20,44709020.03%+902
M & T BK CORPORATION(MTB)01,321+1,32102730.01%+273
GOLDMAN SACHS GROUP INCORPORATED(GS)264592+3282325010.02%+269
ISHARES TR MSCI EMG MKT ETF0100,705+100,70505,7190.22%+5,719
HONEYWELL INTERNATIONAL INCORPORATED(HON)05,363+5,36301,2120.05%+1,212
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT
SHS CREAT UNIT
184,061198,810+14,7496,3786,6340.26%+257
QUALCOMM INCORPORATED(QCOM)014,853+14,85301,9130.07%+1,913
ATMOS ENERGY CORPORATION(ATO)02,869+2,86905300.02%+530
SALESFORCE INCORPORATED(CRM)05,805+5,80501,0840.04%+1,084
QNITY ELECTRONICS INCORPORATED COMMON STOCK(Q)7,5937,507-866208660.03%+246
GE AEROSPACE COM NEW(GE)09,952+9,95202,8240.11%+2,824
DOW HLDGS INCORPORATED(DOW)012,565+12,56505230.02%+523
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