§ 13F · FUND PROFILE
CONSCIOUS WEALTH INVESTMENTS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $169M (13F)Positions · 57Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 19K | $13M | 7.5% | −6% |
| 2 | HD | HOME DEPOT INC | 20K | $7M | 3.7% | ±0% |
| 3 | NVDA | NVIDIA CORPORATION | 34K | $7M | 3.7% | +19% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 76K | $6M | 3.5% | +8% |
| 5 | IUSB | ISHARES TR | 136K | $6M | 3.5% | ±0% |
| 6 | NFLX | NETFLIX INC. | 56K | $6M | 3.4% | +9% |
| 7 | AMD | ADVANCED MICRO DEVICES INC | 23K | $6M | 3.3% | NEW |
| 8 | AMAT | APPLIED MATLS INC | 14K | $5M | 3.1% | −15% |
| 9 | KLAC | KLA CORP | 3K | $5M | 3.0% | −15% |
| 10 | ETN | EATON CORP PLC | 13K | $5M | 2.9% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONSCIOUS SIGNAL
AC read
CONSCIOUS WEALTH INVESTMENTS, LLC is a Other fund managing $169 million in assets. The fund runs a portfolio of 57 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed