Conscious Wealth Investments, LLC Top Holdings and 13F Report (2026) About Conscious Wealth Investments, LLCInvestment ActivityConscious Wealth Investments, LLC has $194.52 million in total holdings as of June 30, 2026.Conscious Wealth Investments, LLC owns shares of 67 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 8.72% of the portfolio was purchased this quarter.About 5.43% of the portfolio was sold this quarter.This quarter, Conscious Wealth Investments, LLC has purchased 58 new stocks and bought additional shares in 23 stocks.Conscious Wealth Investments, LLC sold shares of 30 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $13,762,439Advanced Micro Devices $12,301,865Palo Alto Networks $9,171,072Applied Materials $7,858,368NVIDIA $6,880,211 Largest New Holdings this Quarter 58933Y105 - Merck & Co., Inc. $3,921,796 Holding81369Y803 - Technology Select Sector SPDR Fund $1,635,517 Holding81369Y704 - Industrial Select Sector SPDR Fund $1,522,719 Holding78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $435,276 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $373,701 Holding Largest Purchases this Quarter KLA 27,724 shares (about $6.03M)Merck & Co., Inc. 31,066 shares (about $3.92M)Technology Select Sector SPDR Fund 9,047 shares (about $1.64M)Industrial Select Sector SPDR Fund 8,523 shares (about $1.52M)SPDR Bloomberg 1-3 Month T-Bill ETF 4,754 shares (about $435.28K) Largest Sales this Quarter Salesforce 10,877 shares (about $1.85M)Copart 60,507 shares (about $1.64M)SPDR S&P 500 ETF Trust 807 shares (about $603.80K)Delta Air Lines 3,995 shares (about $338.10K)AutoNation 886 shares (about $175.85K) 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$13,762,439$603,800 â–¼-4.2%18,3947.1%ETFAMDAdvanced Micro Devices$12,301,865$30,462 â–¼-0.2%22,6156.3%TechnologyPANWPalo Alto Networks$9,171,072$31,483 â–²0.3%26,8004.7%TechnologyAMATApplied Materials$7,858,368$9,591 â–²0.1%13,9294.0%TechnologyNVDANVIDIA$6,880,211$118,349 â–¼-1.7%33,1953.5%TechnologyHDHome Depot$6,763,050$176,745 â–²2.7%20,3953.5%Consumer DiscretionaryKLACKLA$6,701,328$6,029,129 â–²896.9%30,8153.4%TechnologyIUSBiShares Core Total USD Bond Market ETF$6,164,529$27,275 â–¼-0.4%135,1563.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$6,153,486$26,905 â–¼-0.4%75,4743.2%ETFAAPLApple$5,883,916$90,128 â–²1.6%17,9533.0%TechnologyARISTA NETWORKS INC$5,738,796$30,194 â–²0.5%32,8813.0%COM SHSETNEaton$5,173,458$141,838 â–¼-2.7%12,8392.7%IndustrialsAMZNAmazon.com$4,991,861$126,016 â–¼-2.5%20,1632.6%Consumer DiscretionaryGOOGAlphabet$4,611,432$80,671 â–¼-1.7%13,3192.4%Communication ServicesLLYEli Lilly and Company$4,536,042$153,943 â–¼-3.3%3,8602.3%HealthcareEOGEOG Resources$4,209,534$122,641 â–¼-2.8%29,3472.2%EnergyMSFTMicrosoft$4,203,052$104,221 â–¼-2.4%10,5662.2%TechnologyANAutoNation$4,072,895$175,848 â–¼-4.1%20,5212.1%Consumer DiscretionaryYUMYum! Brands$4,072,294$6,623 â–²0.2%27,6702.1%Consumer DiscretionaryMRKMerck & Co., Inc.$3,921,796$3,921,796 â–²New Holding31,0662.0%HealthcareAXPAmerican Express$3,848,505$73,666 â–¼-1.9%10,9712.0%FinanceSCHWCharles Schwab$3,814,518$68,889 â–¼-1.8%38,1512.0%FinanceNFLXNetflix$3,804,455$57,881 â–¼-1.5%55,4092.0%Communication ServicesEQWLInvesco S&P 100 Equal Weight ETF$3,782,821$138,276 â–²3.8%29,2721.9%ETFACGLArch Capital Group$3,771,709$164,521 â–¼-4.2%37,5061.9%FinanceBLACKROCK INC$3,725,760$112,147 â–¼-2.9%3,5881.9%COMPEPPepsiCo$3,502,464$24,030 â–¼-0.7%25,9441.8%Consumer StaplesTMUST-Mobile US$3,345,223$118,689 â–¼-3.4%17,5311.7%Communication ServicesGMEDGlobus Medical$3,279,215$130,112 â–¼-3.8%43,0971.7%HealthcareNEENextEra Energy$2,663,872$27,874 â–¼-1.0%30,2951.4%UtilitiesINGRIngredion$2,646,943$101,093 â–¼-3.7%26,0001.4%Consumer StaplesQQQInvesco QQQ$2,414,752$31,195 â–²1.3%3,4061.2%ETFAMTAmerican Tower$2,238,477$66,679 â–¼-2.9%13,6971.2%Real EstateXLBMaterials Select Sector SPDR Fund$2,078,366$81,111 â–¼-3.8%41,4851.1%ETFCRMSalesforce$1,972,659$1,850,506 â–¼-48.4%11,5951.0%TechnologyVTIVanguard Total Stock Market ETF$1,818,0630.0%4,9210.9%ETFXLKTechnology Select Sector SPDR Fund$1,635,517$1,635,517 â–²New Holding9,0470.8%ETFCPRTCopart$1,618,129$1,644,354 â–¼-50.4%59,5420.8%IndustrialsXLIIndustrial Select Sector SPDR Fund$1,522,719$1,522,719 â–²New Holding8,5230.8%ETFTTTrane Technologies$896,550$59,206 â–²7.1%1,9080.5%IndustrialsKOCocaCola$851,176$73,035 â–²9.4%10,3840.4%Consumer StaplesSYYSysco$840,140$650 â–²0.1%10,3440.4%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$813,336$147,153 â–²22.1%16,2830.4%ETFRSPInvesco S&P 500 Equal Weight ETF$811,041$2,340 â–¼-0.3%3,8120.4%ETFBRK.BBerkshire Hathaway$805,474$75,896 â–²10.4%1,6450.4%FinanceGOOGLAlphabet$797,056$72,901 â–²10.1%2,2960.4%Communication ServicesMUBiShares National Muni Bond ETF$761,982$146,408 â–²23.8%7,1770.4%ETFGEGE Aerospace$723,647$3,748 â–¼-0.5%2,1240.4%IndustrialsCATCaterpillar$651,458$65,858 â–²11.2%7320.3%IndustrialsMCDMcDonald's$555,794$69,936 â–²14.4%2,1060.3%Consumer DiscretionaryDISWalt Disney$488,487$76,047 â–²18.4%5,0810.3%Communication ServicesMOAltria Group$454,874$3,504 â–¼-0.8%6,2320.2%Consumer StaplesMETAMeta Platforms$437,147$74,682 â–²20.6%6790.2%Communication ServicesBILSPDR Bloomberg 1-3 Month T-Bill ETF$435,276$435,276 â–²New Holding4,7540.2%ETFVGTVanguard Information Technology ETF$385,153$337,009 â–²700.0%3,3200.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$373,701$373,701 â–²New Holding2,2770.2%ETFGE VERNOVA INC$311,776$73,359 â–²30.8%2890.2%COMCOSTCostco Wholesale$289,917$72,479 â–²33.3%3120.1%Consumer StaplesPGProcter & Gamble$281,538$281,538 â–²New Holding1,9010.1%Consumer StaplesDALDelta Air Lines$271,239$338,097 â–¼-55.5%3,2050.1%IndustrialsABBVAbbVie$257,124$257,124 â–²New Holding1,0040.1%HealthcareESSEssex Property Trust$255,4950.0%8690.1%Real EstateHSYHershey$236,8340.0%1,3880.1%Consumer StaplesFITBFifth Third Bancorp$231,7930.0%4,0200.1%FinanceAMGNAmgen$222,308$222,308 â–²New Holding6070.1%HealthcareINTCIntel$214,696$214,696 â–²New Holding2,0360.1%TechnologyDSIiShares ESG MSCI KLD 400 ETF$210,604$210,604 â–²New Holding1,4980.1%ETFPFEPfizer$0$3,987,490 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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