MondegarAI
← Tracker

Institutional

Confluence Wealth Services, Inc.

CIK 0001910411
$0
Reported AUM
0
Positions
Q1 2026
Period
2026-05-07
Filed

The Brief · Confluence Wealth Services, Inc. · Q1 2026

AI · grounded in 13F

Confluence Wealth Services, Inc. reported no active positions for the period ending March 31, 2026. The fund added no new holdings and reduced no existing positions relative to the prior quarter. Total assets under management remained at $0.

Portfolio · Q1 2026

Top holdings

QoQ vs Q4 2025

No holdings ingested yet.

Source: SEC EDGAR · accession 0001910411-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.