Conscious Wealth Investments
Latest statistics and disclosures from Conscious Wealth Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, HD, NVDA, VCIT, IUSB, and represent 22.01% of Conscious Wealth Investments's stock portfolio.
- Added to shares of these 10 stocks: AMD (+$5.9M), YUM, PANW, AAPL, LLY, EQWL, EOG, NVDA, QQQ, BRK.B.
- Started 9 new stock positions in PANW, LLY, META, EQWL, GEV, BRK.B, VGT, AMD, YUM.
- Reduced shares in these 10 stocks: , ABT, DSI, PVH, , , , , , AMAT.
- Sold out of its positions in ABT, ADBE, AVUV, DSI, PVH, PG, XLY, XLE, XLK, NOW. ACN.
- Conscious Wealth Investments was a net buyer of stock by $7.6M.
- Conscious Wealth Investments has $180M in assets under management (AUM), dropping by 7.74%.
- Central Index Key (CIK): 0002011014
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Portfolio Holdings for Conscious Wealth Investments
Conscious Wealth Investments holds 58 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 7.5 | $13M | -5% | 19k | 699.87 |
|
| Home Depot (HD) | 3.7 | $6.7M | 20k | 338.91 |
|
|
| NVIDIA Corporation (NVDA) | 3.7 | $6.7M | +19% | 34k | 198.86 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.5 | $6.3M | +7% | 76k | 83.36 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 3.5 | $6.3M | 136k | 46.42 |
|
|
| Netflix (NFLX) | 3.4 | $6.1M | +9% | 56k | 107.70 |
|
| Advanced Micro Devices (AMD) | 3.3 | $5.9M | NEW | 23k | 258.09 |
|
| Applied Materials (AMAT) | 3.1 | $5.5M | -15% | 14k | 394.28 |
|
| Kla Corp Com New (KLAC) | 3.0 | $5.4M | -14% | 3.1k | 1748.35 |
|
| Eaton Corp SHS (ETN) | 2.9 | $5.2M | +5% | 13k | 395.13 |
|
| Amazon (AMZN) | 2.9 | $5.1M | +7% | 21k | 248.51 |
|
| Arista Networks Com Shs (ANET) | 2.8 | $5.0M | -4% | 33k | 154.33 |
|
| Apple (AAPL) | 2.6 | $4.7M | +763% | 18k | 266.43 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $4.5M | -10% | 14k | 334.43 |
|
| Yum! Brands (YUM) | 2.5 | $4.5M | NEW | 28k | 161.94 |
|
| Microsoft Corporation (MSFT) | 2.5 | $4.5M | +5% | 11k | 411.05 |
|
| Palo Alto Networks (PANW) | 2.4 | $4.4M | NEW | 27k | 164.09 |
|
| Globus Med Cl A (GMED) | 2.4 | $4.2M | -2% | 45k | 94.55 |
|
| AutoNation (AN) | 2.3 | $4.2M | 21k | 195.85 |
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| Pepsi (PEP) | 2.3 | $4.0M | +2% | 26k | 154.86 |
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| Copart (CPRT) | 2.2 | $4.0M | +11% | 120k | 33.36 |
|
| EOG Resources (EOG) | 2.2 | $4.0M | +87% | 30k | 132.39 |
|
| salesforce (CRM) | 2.2 | $4.0M | +12% | 23k | 177.54 |
|
| Pfizer (PFE) | 2.2 | $4.0M | +2% | 147k | 27.19 |
|
| Charles Schwab Corporation (SCHW) | 2.2 | $3.9M | -2% | 39k | 100.25 |
|
| Blackrock (BLK) | 2.2 | $3.9M | +3% | 3.7k | 1048.59 |
|
| Arch Cap Group Ord (ACGL) | 2.1 | $3.8M | 39k | 97.46 |
|
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| American Express Company (AXP) | 2.0 | $3.7M | 11k | 329.05 |
|
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| Eli Lilly & Co. (LLY) | 2.0 | $3.6M | NEW | 4.0k | 905.20 |
|
| Metropcs Communications (TMUS) | 1.9 | $3.5M | +10% | 18k | 190.18 |
|
| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 1.9 | $3.4M | NEW | 28k | 120.28 |
|
| Ingredion Incorporated (INGR) | 1.7 | $3.0M | +5% | 27k | 112.70 |
|
| Nextera Energy (NEE) | 1.6 | $2.8M | -3% | 31k | 91.24 |
|
| American Tower Reit (AMT) | 1.4 | $2.5M | +6% | 14k | 176.98 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 1.2 | $2.2M | +2% | 43k | 51.39 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $2.1M | +70% | 3.4k | 637.40 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.7M | 4.9k | 345.24 |
|
|
| Trane Technologies SHS (TT) | 0.5 | $824k | +51% | 1.8k | 462.56 |
|
| SYSCO Corporation (SYY) | 0.4 | $766k | +3% | 10k | 74.09 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $764k | 3.8k | 199.73 |
|
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| Coca-Cola Company (KO) | 0.4 | $715k | 9.5k | 75.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $706k | NEW | 1.5k | 474.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $703k | 2.1k | 337.12 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $670k | 13k | 50.26 |
|
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| Ge Aerospace Com New (GE) | 0.4 | $670k | 2.1k | 313.93 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $620k | 5.8k | 106.88 |
|
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| McDonald's Corporation (MCD) | 0.3 | $564k | 1.8k | 306.26 |
|
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| Delta Air Lines Com New (DAL) | 0.3 | $518k | 7.2k | 71.99 |
|
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| Caterpillar (CAT) | 0.3 | $507k | 658.00 | 770.17 |
|
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| Walt Disney Company (DIS) | 0.2 | $442k | -23% | 4.3k | 103.04 |
|
| Altria (MO) | 0.2 | $405k | +51% | 6.3k | 64.42 |
|
| Meta Platforms Cl A (META) | 0.2 | $378k | NEW | 563.00 | 671.58 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $325k | NEW | 415.00 | 784.02 |
|
| Hershey Company (HSY) | 0.1 | $266k | 1.4k | 191.89 |
|
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| Costco Wholesale Corporation (COST) | 0.1 | $230k | 234.00 | 984.75 |
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| Essex Property Trust (ESS) | 0.1 | $219k | 869.00 | 251.71 |
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| Ge Vernova (GEV) | 0.1 | $218k | NEW | 221.00 | 985.92 |
|
| Fifth Third Ban (FITB) | 0.1 | $200k | 4.0k | 49.84 |
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Past Filings by Conscious Wealth Investments
SEC 13F filings are viewable for Conscious Wealth Investments going back to 2024
- Conscious Wealth Investments 2026 Q1 filed April 23, 2026
- Conscious Wealth Investments 2025 Q4 filed Feb. 13, 2026
- Conscious Wealth Investments 2025 Q3 filed Nov. 7, 2025
- Conscious Wealth Investments 2025 Q2 filed Aug. 1, 2025
- Conscious Wealth Investments 2025 Q1 filed May 13, 2025
- Conscious Wealth Investments 2024 Q4 filed Feb. 4, 2025
- Conscious Wealth Investments 2024 Q3 filed Oct. 24, 2024
- Conscious Wealth Investments 2024 Q2 filed Aug. 9, 2024
- Conscious Wealth Investments 2024 Q1 filed April 24, 2024