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Funds / Conscious Wealth Investments, LLC
Institutional Fund

Conscious Wealth Investments, LLC

Atlanta, GACIK 20110145 filings on record

Portfolio Value
$179.52M
Q1 2026
Holdings
58
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+7.7%
from $166.63M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Spdr S&P 500 ETF Tr7.5%
  • Home Depot Inc3.7%
  • Nvidia Corporation3.7%
  • Vanguard Scottsdale Fds3.5%
  • Ishares Tr3.5%
  • Netflix Inc3.4%
  • Other74.6%

Portfolio Holdings

58 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Spdr S&P 500 ETF Tr19.2K$13.44M7.5%1.2KReduced
2Home Depot Inc19.9K$6.73M3.7%23Reduced
3Nvidia Corporation33.8K$6.71M3.7%+5.4KAdded
4Vanguard Scottsdale Fds75.8K$6.32M3.5%+5.4KAdded
5Ishares Tr135.8K$6.30M3.5%50Reduced
6Netflix Inc56.3K$6.06M3.4%+4.7KAdded
7Advanced Micro Devices Inc22.7K$5.85M3.3%+22.7KNew
8Applied Matls Inc13.9K$5.49M3.1%2.5KReduced
9Kla Corp3.1K$5.40M3.0%530Reduced
10Eaton Corp PLC13.2K$5.21M2.9%+708Added

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