Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

CONSCIOUS WEALTH INVESTMENTS, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

CONSCIOUS WEALTH INVESTMENTS, LLC (CIK 2011014) reported $194.5M across 67 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($13.8M, 7.08%), AMD ($12.3M, 6.32%), PANW ($9.2M, 4.71%), AMAT ($7.9M, 4.04%), NVDA ($6.9M, 3.54%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$13.8M7.08%18,394Trimmed
2AMDADVANCED MICRO DEVICES INC$12.3M6.32%22,615Trimmed
3PANWPALO ALTO NETWORKS INC$9.2M4.71%26,800Added
4AMATAPPLIED MATLS INC$7.9M4.04%13,929Added
5NVDANVIDIA CORPORATION$6.9M3.54%33,195Trimmed
6HDHOME DEPOT INC$6.8M3.48%20,395Added
7KLACKLA CORP$6.7M3.45%30,815Added
8IUSBISHARES TR$6.2M3.17%135,156Trimmed
9VCITVANGUARD SCOTTSDALE FDS$6.2M3.16%75,474Trimmed
10AAPLAPPLE INC$5.9M3.02%17,953Added
11ANETARISTA NETWORKS INC$5.7M2.95%32,881Added
12ETNEATON CORP PLC$5.2M2.66%12,839Trimmed
13AMZNAMAZON COM INC$5.0M2.57%20,163Trimmed
14GOOGALPHABET INC$4.6M2.37%13,319Trimmed
15LLYELI LILLY & CO$4.5M2.33%3,860Trimmed
16MSFTMICROSOFT CORP$4.2M2.16%10,566Trimmed
17EOGEOG RES INC$4.2M2.16%29,347Trimmed
18YUMYUM BRANDS INC$4.1M2.09%27,670Added
19ANAUTONATION INC$4.1M2.09%20,521Trimmed
20MRKMERCK & CO INC$3.9M2.02%31,066New
21AXPAMERICAN EXPRESS CO$3.8M1.98%10,971Trimmed
22SCHWSCHWAB CHARLES CORP$3.8M1.96%38,151Trimmed
23NFLXNETFLIX INC.$3.8M1.96%55,409Trimmed
24EQWLINVESCO EXCHANGE TRADED FD T$3.8M1.94%29,272Added
25ACGLARCH CAP GROUP LTD$3.8M1.94%37,506Trimmed

Source: SEC Form 13F filings · as of 2026-06-30