Conscious Wealth Investments, LLC Top Holdings and 13F Report (2026) About Conscious Wealth Investments, LLCInvestment ActivityConscious Wealth Investments, LLC has $179.52 million in total holdings as of March 31, 2026.Conscious Wealth Investments, LLC owns shares of 58 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 19.78% of the portfolio was purchased this quarter.About 15.56% of the portfolio was sold this quarter.This quarter, Conscious Wealth Investments, LLC has purchased 60 new stocks and bought additional shares in 29 stocks.Conscious Wealth Investments, LLC sold shares of 15 stocks and completely divested from 11 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $13,438,288Home Depot $6,731,500NVIDIA $6,714,554Vanguard Intermediate-Term Corporate Bond ETF $6,319,057iShares Core Total USD Bond Market ETF $6,301,746 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $5,851,061 Holding988498101 - Yum! Brands $4,473,496 Holding697435105 - Palo Alto Networks $4,382,488 Holding532457108 - Eli Lilly and Company $3,612,656 Holding46137V449 - Invesco S&P 100 Equal Weight ETF $3,392,137 Holding Largest Purchases this Quarter Advanced Micro Devices 22,671 shares (about $5.85M)Yum! Brands 27,625 shares (about $4.47M)Palo Alto Networks 26,708 shares (about $4.38M)Apple 15,630 shares (about $4.16M)Eli Lilly and Company 3,991 shares (about $3.61M) Largest Sales this Quarter Applied Materials 2,544 shares (about $1.00M)KLA 530 shares (about $926.63K)SPDR S&P 500 ETF Trust 1,178 shares (about $824.45K)Alphabet 1,595 shares (about $533.41K)ARISTA NETWORKS INC 1,497 shares (about $231.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofConscious Wealth Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$13,438,288$824,452 â–¼-5.8%19,2017.5%FinanceHDHome Depot$6,731,500$7,795 â–¼-0.1%19,8623.7%Retail/WholesaleNVDANVIDIA$6,714,554$1,081,177 â–²19.2%33,7663.7%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$6,319,057$449,146 â–²7.7%75,8043.5%ETFIUSBiShares Core Total USD Bond Market ETF$6,301,746$2,321 â–¼0.0%135,7543.5%ManufacturingNFLXNetflix$6,058,259$507,152 â–²9.1%56,2523.4%Consumer DiscretionaryAMDAdvanced Micro Devices$5,851,061$5,851,061 â–²New Holding22,6713.3%Computer and TechnologyAMATApplied Materials$5,485,265$1,003,056 â–¼-15.5%13,9123.1%Computer and TechnologyKLACKLA$5,404,160$926,627 â–¼-14.6%3,0913.0%Computer and TechnologyETNEaton$5,212,112$279,749 â–²5.7%13,1912.9%IndustrialsAMZNAmazon.com$5,137,101$348,404 â–²7.3%20,6722.9%Retail/WholesaleARISTA NETWORKS INC$5,047,838$231,033 â–¼-4.4%32,7082.8%COM SHSAAPLApple$4,709,950$4,164,301 â–²763.2%17,6782.6%Computer and TechnologyGOOGAlphabet$4,532,156$533,411 â–¼-10.5%13,5522.5%Computer and TechnologyYUMYum! Brands$4,473,496$4,473,496 â–²New Holding27,6252.5%Retail/WholesaleMSFTMicrosoft$4,450,864$247,042 â–²5.9%10,8282.5%Computer and TechnologyPANWPalo Alto Networks$4,382,488$4,382,488 â–²New Holding26,7082.4%Computer and TechnologyGMEDGlobus Medical$4,236,675$90,110 â–¼-2.1%44,8072.4%MedicalANAutoNation$4,192,538$3,134 â–²0.1%21,4072.3%Retail/WholesalePEPPepsiCo$4,045,224$114,905 â–²2.9%26,1222.3%Consumer StaplesCPRTCopart$4,004,753$423,430 â–²11.8%120,0492.2%Business ServicesEOGEOG Resources$3,998,443$1,868,817 â–²87.8%30,2022.2%EnergyCRMSalesforce$3,989,570$432,831 â–²12.2%22,4722.2%Computer and TechnologyPFEPfizer$3,987,490$89,153 â–²2.3%146,6572.2%MedicalSCHWCharles Schwab$3,893,795$97,646 â–¼-2.4%38,8402.2%FinanceBLACKROCK INC$3,875,598$113,248 â–²3.0%3,6962.2%COMACGLArch Capital Group$3,814,668$3,703 â–¼-0.1%39,1422.1%FinanceAXPAmerican Express$3,679,056$12,504 â–¼-0.3%11,1812.0%FinanceLLYEli Lilly and Company$3,612,656$3,612,656 â–²New Holding3,9912.0%MedicalTMUST-Mobile US$3,452,422$328,259 â–²10.5%18,1531.9%Computer and TechnologyEQWLInvesco S&P 100 Equal Weight ETF$3,392,137$3,392,137 â–²New Holding28,2021.9%ETFINGRIngredion$3,042,239$159,590 â–²5.5%26,9931.7%Consumer StaplesNEENextEra Energy$2,793,047$105,383 â–¼-3.6%30,6121.6%UtilitiesAMTAmerican Tower$2,496,297$155,565 â–²6.6%14,1051.4%FinanceXLBMaterials Select Sector SPDR Fund$2,214,957$49,845 â–²2.3%43,1041.2%ETFQQQInvesco QQQ$2,142,939$882,799 â–²70.1%3,3621.2%FinanceVTIVanguard Total Stock Market ETF$1,698,926$20,024 â–¼-1.2%4,9210.9%ETFTTTrane Technologies$824,282$278,924 â–²51.1%1,7820.5%ConstructionSYYSysco$765,794$22,894 â–²3.1%10,3360.4%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$763,5680.0%3,8230.4%ETFKOCocaCola$714,918$452 â–²0.1%9,4930.4%Consumer StaplesBRK.BBerkshire Hathaway$706,394$706,394 â–²New Holding1,4900.4%FinanceGOOGLAlphabet$703,232$4,720 â–²0.7%2,0860.4%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$670,318$302 â–²0.0%13,3370.4%ETFGEGE Aerospace$670,2410.0%2,1350.4%AerospaceMUBiShares National Muni Bond ETF$619,690$11,329 â–²1.9%5,7980.3%ETFMCDMcDonald's$563,825$3,675 â–¼-0.6%1,8410.3%Retail/WholesaleDALDelta Air Lines$518,3280.0%7,2000.3%TransportationCATCaterpillar$506,772$1,540 â–²0.3%6580.3%IndustrialsDISWalt Disney$442,042$138,177 â–¼-23.8%4,2900.2%Consumer DiscretionaryMOAltria Group$404,558$137,795 â–²51.7%6,2800.2%Consumer StaplesMETAMeta Platforms$378,100$378,100 â–²New Holding5630.2%Computer and TechnologyVGTVanguard Information Technology ETF$325,368$325,368 â–²New Holding4150.2%ETFHSYHershey$266,3430.0%1,3880.1%Consumer StaplesCOSTCostco Wholesale$230,432$3,939 â–²1.7%2340.1%Retail/WholesaleESSEssex Property Trust$218,7360.0%8690.1%FinanceGE VERNOVA INC$217,888$217,888 â–²New Holding2210.1%COMFITBFifth Third Bancorp$200,357$997 â–²0.5%4,0200.1%FinanceXLKTechnology Select Sector SPDR Fund$0$5,488,404 â–¼-100.0%00.0%ETFABTAbbott Laboratories$0$3,617,442 â–¼-100.0%00.0%MedicalDSIiShares ESG MSCI KLD 400 ETF$0$2,689,686 â–¼-100.0%00.0%ETFPVHPVH$0$2,136,070 â–¼-100.0%00.0%Consumer DiscretionaryACNAccenture$0$2,099,815 â–¼-100.0%00.0%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$0$1,899,784 â–¼-100.0%00.0%FinanceADBEAdobe$0$1,882,162 â–¼-100.0%00.0%Computer and TechnologyNOWServiceNow$0$1,714,854 â–¼-100.0%00.0%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$0$1,610,731 â–¼-100.0%00.0%ETFAVUVAvantis U.S. Small Cap Value ETF$0$578,385 â–¼-100.0%00.0%ETFPGProcter & Gamble$0$220,627 â–¼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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