Conscious Wealth Investments as of March 31, 2026
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 | 19k | 699.87 | |
| Home Depot (HD) | 3.7 | $6.7M | 20k | 338.91 | |
| NVIDIA Corporation (NVDA) | 3.7 | $6.7M | 34k | 198.86 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.5 | $6.3M | 76k | 83.36 | |
| Ishares Tr Core Univrsl Usd (IUSB) | 3.5 | $6.3M | 136k | 46.42 | |
| Netflix (NFLX) | 3.4 | $6.1M | 56k | 107.70 | |
| Advanced Micro Devices (AMD) | 3.3 | $5.9M | 23k | 258.09 | |
| Applied Materials (AMAT) | 3.1 | $5.5M | 14k | 394.28 | |
| Kla Corp Com New (KLAC) | 3.0 | $5.4M | 3.1k | 1748.35 | |
| Eaton Corp SHS (ETN) | 2.9 | $5.2M | 13k | 395.13 | |
| Amazon (AMZN) | 2.9 | $5.1M | 21k | 248.51 | |
| Arista Networks Com Shs (ANET) | 2.8 | $5.0M | 33k | 154.33 | |
| Apple (AAPL) | 2.6 | $4.7M | 18k | 266.43 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $4.5M | 14k | 334.43 | |
| Yum! Brands (YUM) | 2.5 | $4.5M | 28k | 161.94 | |
| Microsoft Corporation (MSFT) | 2.5 | $4.5M | 11k | 411.05 | |
| Palo Alto Networks (PANW) | 2.4 | $4.4M | 27k | 164.09 | |
| Globus Med Cl A (GMED) | 2.4 | $4.2M | 45k | 94.55 | |
| AutoNation (AN) | 2.3 | $4.2M | 21k | 195.85 | |
| Pepsi (PEP) | 2.3 | $4.0M | 26k | 154.86 | |
| Copart (CPRT) | 2.2 | $4.0M | 120k | 33.36 | |
| EOG Resources (EOG) | 2.2 | $4.0M | 30k | 132.39 | |
| salesforce (CRM) | 2.2 | $4.0M | 23k | 177.54 | |
| Pfizer (PFE) | 2.2 | $4.0M | 147k | 27.19 | |
| Charles Schwab Corporation (SCHW) | 2.2 | $3.9M | 39k | 100.25 | |
| Blackrock (BLK) | 2.2 | $3.9M | 3.7k | 1048.59 | |
| Arch Cap Group Ord (ACGL) | 2.1 | $3.8M | 39k | 97.46 | |
| American Express Company (AXP) | 2.0 | $3.7M | 11k | 329.05 | |
| Eli Lilly & Co. (LLY) | 2.0 | $3.6M | 4.0k | 905.20 | |
| Metropcs Communications (TMUS) | 1.9 | $3.5M | 18k | 190.18 | |
| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 1.9 | $3.4M | 28k | 120.28 | |
| Ingredion Incorporated (INGR) | 1.7 | $3.0M | 27k | 112.70 | |
| Nextera Energy (NEE) | 1.6 | $2.8M | 31k | 91.24 | |
| American Tower Reit (AMT) | 1.4 | $2.5M | 14k | 176.98 | |
| Select Sector Spdr Tr State Street Mat (XLB) | 1.2 | $2.2M | 43k | 51.39 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $2.1M | 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 | 1.8k | 462.56 | |
| SYSCO Corporation (SYY) | 0.4 | $766k | 10k | 74.09 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $764k | 3.8k | 199.73 | |
| Coca-Cola Company (KO) | 0.4 | $715k | 9.5k | 75.31 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $706k | 1.5k | 474.09 | |
| 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 | |
| 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 | |
| McDonald's Corporation (MCD) | 0.3 | $564k | 1.8k | 306.26 | |
| Delta Air Lines Com New (DAL) | 0.3 | $518k | 7.2k | 71.99 | |
| Caterpillar (CAT) | 0.3 | $507k | 658.00 | 770.17 | |
| Walt Disney Company (DIS) | 0.2 | $442k | 4.3k | 103.04 | |
| Altria (MO) | 0.2 | $405k | 6.3k | 64.42 | |
| Meta Platforms Cl A (META) | 0.2 | $378k | 563.00 | 671.58 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $325k | 415.00 | 784.02 | |
| Hershey Company (HSY) | 0.1 | $266k | 1.4k | 191.89 | |
| Costco Wholesale Corporation (COST) | 0.1 | $230k | 234.00 | 984.75 | |
| Essex Property Trust (ESS) | 0.1 | $219k | 869.00 | 251.71 | |
| Ge Vernova (GEV) | 0.1 | $218k | 221.00 | 985.92 | |
| Fifth Third Ban (FITB) | 0.1 | $200k | 4.0k | 49.84 |
