Conscious Wealth Investments, LLC 13F Holdings · Q2 2026
Conscious Wealth Investments, LLC reported 67 securities worth $194.52M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (7.08%), AMD (6.32%), PANW (4.71%). Among its top 25 positions this quarter: 1 new, 8 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $13.8M | 7.08% | 18,394 | Trimmed |
| 2 | AMD | ADVANCED MICRO DEVICES INC | $12.3M | 6.32% | 22,615 | Trimmed |
| 3 | PANW | PALO ALTO NETWORKS INC | $9.2M | 4.71% | 26,800 | Added |
| 4 | AMAT | APPLIED MATLS INC | $7.9M | 4.04% | 13,929 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $6.9M | 3.54% | 33,195 | Trimmed |
| 6 | HD | HOME DEPOT INC | $6.8M | 3.48% | 20,395 | Added |
| 7 | KLAC | KLA CORP | $6.7M | 3.45% | 30,815 | Added |
| 8 | IUSB | ISHARES TR | $6.2M | 3.17% | 135,156 | Trimmed |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $6.2M | 3.16% | 75,474 | Trimmed |
| 10 | AAPL | APPLE INC | $5.9M | 3.02% | 17,953 | Added |
| 11 | ANET | ARISTA NETWORKS INC | $5.7M | 2.95% | 32,881 | Added |
| 12 | ETN | EATON CORP PLC | $5.2M | 2.66% | 12,839 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $5.0M | 2.57% | 20,163 | Trimmed |
| 14 | GOOG | ALPHABET INC | $4.6M | 2.37% | 13,319 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $4.5M | 2.33% | 3,860 | Trimmed |
| 16 | EOG | EOG RES INC | $4.2M | 2.16% | 29,347 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $4.2M | 2.16% | 10,566 | Trimmed |
| 18 | AN | AUTONATION INC | $4.1M | 2.09% | 20,521 | Trimmed |
| 19 | YUM | YUM BRANDS INC | $4.1M | 2.09% | 27,670 | Added |
| 20 | MRK | MERCK & CO INC | $3.9M | 2.02% | 31,066 | New |
| 21 | AXP | AMERICAN EXPRESS CO | $3.8M | 1.98% | 10,971 | Trimmed |
| 22 | NFLX | NETFLIX INC. | $3.8M | 1.96% | 55,409 | Trimmed |
| 23 | SCHW | SCHWAB CHARLES CORP | $3.8M | 1.96% | 38,151 | Trimmed |
| 24 | ACGL | ARCH CAP GROUP LTD | $3.8M | 1.94% | 37,506 | Trimmed |
| 25 | EQWL | INVESCO EXCHANGE TRADED FD T | $3.8M | 1.94% | 29,272 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR