CONSCIOUS WEALTH INVESTMENTS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, CONSCIOUS WEALTH INVESTMENTS, LLC held in its portfolio 60 assets valued at $166,630,354 (i.e. $166.63M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($13.81M), HOME DEPOT INC ($7.60M), and ISHARES TR ($6.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 60 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CONSCIOUS WEALTH INVESTMENTS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 20379 | 13811626 | TR UNIT |
| HOME DEPOT INC | 19885 | 7603506 | COM |
| ISHARES TR | 135804 | 6333761 | CORE UNIVRSL USD |
| VANGUARD SCOTTSDALE FDS | 70416 | 5903542 | INT-TERM CORP |
| SELECT SECTOR SPDR TR | 40466 | 5488404 | STATE STREET TEC |
| ALPHABET INC | 15147 | 5018940 | CAP STK CL C |
| APPLIED MATLS INC | 16456 | 5000940 | COM |
| NVIDIA CORPORATION | 28329 | 4870002 | COM |
| KLA CORP | 3621 | 4817875 | COM NEW |
| EATON CORP PLC | 12483 | 4428687 | SHS |
| ARISTA NETWORKS INC | 34205 | 4401958 | COM SHS |
| AUTONATION INC | 21391 | 4366481 | COM |
| AMAZON COM INC | 19270 | 4293338 | COM |
| COPART INC | 107356 | 4281559 | COM |
| PEPSICO INC | 25380 | 4251620 | COM |
| NETFLIX INC | 51543 | 4168055 | COM |
| SCHWAB CHARLES CORP | 39814 | 4061823 | COM |
| MICROSOFT CORP | 10227 | 4028135 | COM |
| GLOBUS MED INC | 45760 | 4003802 | CL A |
| ARCH CAP GROUP LTD | 39180 | 3994862 | ORD |
| AMERICAN EXPRESS CO | 11219 | 3978309 | COM |
| SALESFORCE INC | 20034 | 3807102 | COM |
| PFIZER INC | 143378 | 3798492 | COM |
| BLACKROCK INC | 3588 | 3784932 | COM |
| ABBOTT LABS | 33165 | 3617442 | COM |
| T-MOBILE US INC | 16427 | 3315906 | COM |
| INGREDION INC | 25577 | 3041117 | COM |
| NEXTERA ENERGY INC | 31767 | 2834166 | COM |
| ISHARES TR | 21202 | 2689686 | ESG MSCI KLD 400 |
| AMERICAN TOWER CORP NEW | 13226 | 2268604 | COM |
| PVH CORPORATION | 33053 | 2136070 | COM |
| SELECT SECTOR SPDR TR | 42134 | 2128385 | STATE STREET MAT |
| ACCENTURE PLC IRELAND | 8986 | 2099815 | SHS CLASS A |
| SELECT SECTOR SPDR TR | 16167 | 1899784 | STATE STREET CON |
| ADOBE INC | 6983 | 1882162 | COM |
| EOG RES INC | 16086 | 1810102 | COM |
| SERVICENOW INC | 16691 | 1714854 | COM |
| VANGUARD INDEX FDS | 4979 | 1662488 | TOTAL STK MKT |
| SELECT SECTOR SPDR TR | 30851 | 1610731 | STATE STREET ENE |
| INVESCO QQQ TR | 1977 | 1180328 | UNIT SER 1 |
| SYSCO CORP | 10027 | 848485 | COM |
| INVESCO EXCHANGE TRADED FD T | 3823 | 759095 | S&P500 EQL WGT |
| COCA COLA CO | 9487 | 744824 | COM |
| ALPHABET INC | 2072 | 686350 | CAP STK CL A |
| VANGUARD MUN BD FDS | 13331 | 674815 | TAX EXEMPT BD |
| GE AEROSPACE | 2135 | 654100 | COM NEW |
| ISHARES TR | 5692 | 613655 | NATIONAL MUN ETF |
| MCDONALDS CORP | 1853 | 599408 | COM |
| DISNEY WALT CO | 5631 | 591086 | COM |
| AMERICAN CENTY ETF TR | 5166 | 578385 | US SML CP VALU |
| APPLE INC | 2048 | 565064 | COM |
| TRANE TECHNOLOGIES PLC | 1179 | 514221 | SHS |
| DELTA AIR LINES INC DEL | 7200 | 502416 | COM NEW |
| CATERPILLAR INC | 656 | 444971 | COM |
| HERSHEY CO | 1388 | 311439 | COM |
| ALTRIA GROUP INC | 4141 | 270780 | COM |
| COSTCO WHSL CORP NEW | 230 | 227537 | COM |
| PROCTER AND GAMBLE CO | 1391 | 220627 | COM |
| ESSEX PPTY TR INC | 869 | 218545 | COM |
| FIFTH THIRD BANCORP | 4000 | 215160 | COM |
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