CONSCIOUS WEALTH INVESTMENTS, LLC

Est. AUM

$179.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.4M	19201	7.49%	SOLE
2	HOME DEPOT INC	COM	$6.7M	19862	3.75%	SOLE
3	NVIDIA CORPORATION	COM	$6.7M	33766	3.74%	SOLE
4	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6.3M	75804	3.52%	SOLE
5	ISHARES TR	CORE UNIVRSL USD	$6.3M	135754	3.51%	SOLE
6	NETFLIX INC.	COM	$6.1M	56252	3.37%	SOLE
7	ADVANCED MICRO DEVICES INC	COM	$5.9M	22671	3.26%	SOLE
8	APPLIED MATLS INC	COM	$5.5M	13912	3.06%	SOLE
9	KLA CORP	COM NEW	$5.4M	3091	3.01%	DFND
10	EATON CORP PLC	SHS	$5.2M	13191	2.90%	SOLE
11	AMAZON COM INC	COM	$5.1M	20672	2.86%	SOLE
12	ARISTA NETWORKS INC	COM SHS	$5.0M	32708	2.81%	SOLE
13	APPLE INC	COM	$4.7M	17678	2.62%	SOLE
14	ALPHABET INC	CAP STK CL C	$4.5M	13552	2.52%	SOLE
15	YUM BRANDS INC	COM	$4.5M	27625	2.49%	SOLE
16	MICROSOFT CORP	COM	$4.5M	10828	2.48%	SOLE
17	PALO ALTO NETWORKS INC	COM	$4.4M	26708	2.44%	SOLE
18	GLOBUS MED INC	CL A	$4.2M	44807	2.36%	SOLE
19	AUTONATION INC	COM	$4.2M	21407	2.34%	SOLE
20	PEPSICO INC	COM	$4.0M	26122	2.25%	SOLE
21	COPART INC	COM	$4.0M	120049	2.23%	SOLE
22	EOG RES INC	COM	$4.0M	30202	2.23%	SOLE
23	SALESFORCE INC	COM	$4.0M	22472	2.22%	SOLE
24	PFIZER INC	COM	$4.0M	146657	2.22%	SOLE
25	SCHWAB CHARLES CORP	COM	$3.9M	38840	2.17%	SOLE
26	BLACKROCK INC	COM	$3.9M	3696	2.16%	SOLE
27	ARCH CAP GROUP LTD	ORD	$3.8M	39142	2.13%	SOLE
28	AMERICAN EXPRESS CO	COM	$3.7M	11181	2.05%	SOLE
29	ELI LILLY & CO	COM	$3.6M	3991	2.01%	SOLE
30	T-MOBILE US INC	COM	$3.5M	18153	1.92%	SOLE
31	INVESCO EXCHANGE TRADED FD T	S&P 100 EQL WIGH	$3.4M	28202	1.89%	SOLE
32	INGREDION INC	COM	$3.0M	26993	1.69%	SOLE
33	NEXTERA ENERGY INC	COM	$2.8M	30612	1.56%	SOLE
34	AMERICAN TOWER CORP	COM	$2.5M	14105	1.39%	SOLE
35	SELECT SECTOR SPDR TR	STATE STREET MAT	$2.2M	43104	1.23%	SOLE
36	INVESCO QQQ TR	UNIT SER 1	$2.1M	3362	1.19%	SOLE
37	VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	4921	0.95%	SOLE
38	TRANE TECHNOLOGIES PLC	SHS	$824K	1782	0.46%	SOLE
39	SYSCO CORP	COM	$766K	10336	0.43%	SOLE
40	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$764K	3823	0.43%	SOLE
41	COCA COLA CO	COM	$715K	9493	0.40%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$706K	1490	0.39%	SOLE
43	ALPHABET INC	CAP STK CL A	$703K	2086	0.39%	SOLE
44	VANGUARD MUN BD FDS	TAX EXEMPT BD	$670K	13337	0.37%	SOLE
45	GE AEROSPACE	COM NEW	$670K	2135	0.37%	SOLE
46	ISHARES TR	NATIONAL MUN ETF	$620K	5798	0.35%	SOLE
47	MCDONALDS CORP	COM	$564K	1841	0.31%	SOLE
48	DELTA AIR LINES INC	COM NEW	$518K	7200	0.29%	SOLE
49	CATERPILLAR INC	COM	$507K	658	0.28%	SOLE
50	DISNEY WALT CO	COM	$442K	4290	0.25%	SOLE

1–50 of 58

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.