Conscious Wealth Investments, Llc Portfolio Stock Holdings
Conscious Wealth Investments, Llc disclosed 58 stock positions valued at approximately $179.5 million in its latest SEC 13F filing. The largest holdings include STATE STR SPDR S&P 500 ETF T, HOME DEPOT INC, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 58
- Portfolio Value
- $179.5M
Holdings by Sector
Conscious Wealth Investments, Llc Portfolio Holdings in Q1 2026
58 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 7.49% | 19,201 | -1,178 | -5.78% | $13,438,288 |
| HOME DEPOT INC | HD | Consumer Cyclical | 3.75% | 19,862 | -23 | -0.12% | $6,731,500 |
| NVIDIA CORPORATION | NVDA | Technology | 3.74% | 33,766 | +5,437 | +19.19% | $6,714,554 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 3.52% | 75,804 | +5,388 | +7.65% | $6,319,057 |
| ISHARES TR | IUSB | Other | 3.51% | 135,754 | -50 | -0.04% | $6,301,746 |
| NETFLIX INC. | NFLX | Communication Services | 3.37% | 56,252 | +4,709 | +9.14% | $6,058,259 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.26% | 22,671 | +22,671 | +100.00% | $5,851,061 |
| APPLIED MATLS INC | AMAT | Technology | 3.06% | 13,912 | -2,544 | -15.46% | $5,485,265 |
| KLA CORP | KLAC | Technology | 3.01% | 3,091 | -530 | -14.64% | $5,404,160 |
| EATON CORP PLC | ETN | Other | 2.90% | 13,191 | +708 | +5.67% | $5,212,112 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.86% | 20,672 | +1,402 | +7.28% | $5,137,101 |
| ARISTA NETWORKS INC | ANET | Other | 2.81% | 32,708 | -1,497 | -4.38% | $5,047,838 |
| APPLE INC | AAPL | Technology | 2.62% | 17,678 | +15,630 | +763.18% | $4,709,950 |
| ALPHABET INC | GOOG | Communication Services | 2.52% | 13,552 | -1,595 | -10.53% | $4,532,156 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 2.49% | 27,625 | +27,625 | +100.00% | $4,473,496 |
| MICROSOFT CORP | MSFT | Technology | 2.48% | 10,828 | +601 | +5.88% | $4,450,864 |
| PALO ALTO NETWORKS INC | PANW | Technology | 2.44% | 26,708 | +26,708 | +100.00% | $4,382,488 |
| GLOBUS MED INC | GMED | Healthcare | 2.36% | 44,807 | -953 | -2.08% | $4,236,675 |
| AUTONATION INC | AN | Consumer Cyclical | 2.34% | 21,407 | +16 | +0.07% | $4,192,538 |
| PEPSICO INC | PEP | Consumer Defensive | 2.25% | 26,122 | +742 | +2.92% | $4,045,224 |
| COPART INC | CPRT | Industrials | 2.23% | 120,049 | +12,693 | +11.82% | $4,004,753 |
| EOG RES INC | EOG | Energy | 2.23% | 30,202 | +14,116 | +87.75% | $3,998,443 |
| SALESFORCE INC | CRM | Technology | 2.22% | 22,472 | +2,438 | +12.17% | $3,989,570 |
| PFIZER INC | PFE | Healthcare | 2.22% | 146,657 | +3,279 | +2.29% | $3,987,490 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 2.17% | 38,840 | -974 | -2.45% | $3,893,795 |
| BLACKROCK INC | BLK | Other | 2.16% | 3,696 | +108 | +3.01% | $3,875,598 |
| ARCH CAP GROUP LTD | G0450A105 | Other | 2.12% | 39,142 | -38 | -0.10% | $3,814,668 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 2.05% | 11,181 | -38 | -0.34% | $3,679,056 |
| ELI LILLY & CO | LLY | Healthcare | 2.01% | 3,991 | +3,991 | +100.00% | $3,612,656 |
| T-MOBILE US INC | TMUS | Communication Services | 1.92% | 18,153 | +1,726 | +10.51% | $3,452,422 |
| INVESCO EXCHANGE TRADED FD T | EQWL | Other | 1.89% | 28,202 | +28,202 | +100.00% | $3,392,137 |
| INGREDION INC | INGR | Consumer Defensive | 1.69% | 26,993 | +1,416 | +5.54% | $3,042,239 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.56% | 30,612 | -1,155 | -3.64% | $2,793,047 |
| AMERICAN TOWER CORP | AMT | Real Estate | 1.39% | 14,105 | +879 | +6.65% | $2,496,297 |
| SELECT SECTOR SPDR TR | XLB | Other | 1.23% | 43,104 | +970 | +2.30% | $2,214,957 |
| INVESCO QQQ TR | QQQ | Other | 1.19% | 3,362 | +1,385 | +70.06% | $2,142,939 |
| VANGUARD INDEX FDS | VTI | Other | 0.95% | 4,921 | -58 | -1.16% | $1,698,926 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.46% | 1,782 | +603 | +51.15% | $824,282 |
| SYSCO CORP | SYY | Consumer Defensive | 0.43% | 10,336 | +309 | +3.08% | $765,794 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.43% | 3,823 | - | - | $763,568 |
| COCA COLA CO | KO | Consumer Defensive | 0.40% | 9,493 | +6 | +0.06% | $714,918 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.39% | 1,490 | +1,490 | +100.00% | $706,394 |
| ALPHABET INC | GOOGL | Communication Services | 0.39% | 2,086 | +14 | +0.68% | $703,232 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.37% | 13,337 | +6 | +0.05% | $670,318 |
| GE AEROSPACE | GE | Industrials | 0.37% | 2,135 | - | - | $670,241 |
| ISHARES TR | MUB | Other | 0.35% | 5,798 | +106 | +1.86% | $619,690 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.31% | 1,841 | -12 | -0.65% | $563,825 |
| DELTA AIR LINES INC | DAL | Industrials | 0.29% | 7,200 | - | - | $518,328 |
| CATERPILLAR INC | CAT | Industrials | 0.28% | 658 | +2 | +0.30% | $506,772 |
| DISNEY WALT CO | DIS | Communication Services | 0.25% | 4,290 | -1,341 | -23.81% | $442,042 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.23% | 6,280 | +2,139 | +51.65% | $404,558 |
| META PLATFORMS INC | META | Communication Services | 0.21% | 563 | +563 | +100.00% | $378,100 |
| VANGUARD WORLD FD | VGT | Other | 0.18% | 415 | +415 | +100.00% | $325,368 |
| HERSHEY CO | HSY | Consumer Defensive | 0.15% | 1,388 | - | - | $266,343 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.13% | 234 | +4 | +1.74% | $230,432 |
| ESSEX PPTY TR INC | ESS | Real Estate | 0.12% | 869 | - | - | $218,736 |
| GE VERNOVA INC | GEV | Utilities | 0.12% | 221 | +221 | +100.00% | $217,888 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.11% | 4,020 | +20 | +0.50% | $200,357 |