Long-term investor
Confluence Wealth Services, Inc. @confluencewealthservices
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001910411).
Record
- Tracked since 2025-06-30 (477 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +4.0% · 6 months +2.7% · 1 year n/a · all +2.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14020W106 · 9.8% · long · since 2025-06-30
- 921908844 · 6.7% · long · since 2025-06-30
- 464287614 · 5.4% · long · since 2025-06-30
- 46641Q332 · 4.6% · long · since 2025-06-30
- 921946794 · 4.3% · long · since 2025-06-30
- 14021L109 · 3.5% · long · since 2025-06-30
- 25434V807 · 3.2% · long · since 2025-06-30
- 46641Q670 · 3.2% · long · since 2025-12-31
- 25434V500 · 2.9% · long · since 2025-06-30
- 46434V621 · 2.8% · long · since 2025-06-30
- 72201R585 · 2.7% · long · since 2025-06-30
- 14019W109 · 2.4% · long · since 2025-06-30