CONSCIOUS WEALTH INVESTMENTS, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 70.3%; sector active share 16.6% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
67 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.7% | $65,109,253 |
| Unclassified | 21.9% | $43,555,175 |
| Consumer Cyclical | 10.5% | $20,803,751 |
| Financial Services | 7.7% | $15,371,289 |
| Communication Services | 6.7% | $13,294,718 |
| Healthcare | 6.3% | $12,499,326 |
| Industrials | 5.2% | $10,299,597 |
| Consumer Defensive | 4.5% | $8,946,279 |
| Energy | 1.9% | $3,807,186 |
| Utilities | 1.3% | $2,658,992 |
| Real Estate | 1.3% | $2,493,809 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KLAC | Kla Corp | +27,724 | 30,815 | $9,297,193 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +2,946 | 16,283 | $823,594 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +2,905 | 3,320 | $396,806 | |
| MUB | iShares National Muni Bond ETF | +1,379 | 7,177 | $772,388 | |
| EQWL | Victory Portfolios II | +1,070 | 29,272 | $3,776,673 | |
| KO | Coca Cola Co | +891 | 10,384 | $843,907 | |
| DIS | Walt Disney Co | +791 | 5,081 | $489,046 | |
| HD | Home Depot, Inc. | +533 | 20,395 | $7,192,908 | |
| AAPL | Apple Inc. | +275 | 17,953 | $5,194,880 | |
| MCD | Mcdonalds Corp | +265 | 2,106 | $569,272 | |
| GOOGL | Alphabet Inc. | +210 | 2,296 | $820,521 | |
| ANET | Arista Networks, Inc. | +173 | 32,881 | $5,585,824 | |
| BRK-B | Berkshire Hathaway Inc | +155 | 1,645 | $823,141 | |
| TT | Trane Technologies plc | +126 | 1,908 | $937,133 | |
| META | Meta Platforms, Inc. | +116 | 679 | $382,473 | |
| PANW | Palo Alto Networks Inc | +92 | 26,800 | $9,139,336 | |
| COST | Costco Wholesale Corp | +78 | 312 | $291,866 | |
| CAT | Caterpillar Inc | +74 | 732 | $779,506 | |
| GEV | GE Vernova Inc. | +68 | 289 | $339,534 | |
| YUM | Yum Brands Inc | +45 | 27,670 | $4,423,326 | |
| QQQ | Invesco Qqq Trust, Series 1 | +44 | 3,406 | $2,508,178 | |
| AMAT | Applied Materials Inc | +17 | 13,929 | $10,070,667 | |
| SYY | Sysco Corp | +8 | 10,344 | $864,551 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPRT | Copart Inc | −60,507 | 59,542 | $1,678,488 | |
| CRM | Salesforce, Inc. | −10,877 | 11,595 | $1,816,472 | |
| DAL | Delta Air Lines, Inc. | −3,995 | 3,205 | $300,180 | |
| GMED | Globus Medical Inc | −1,710 | 43,097 | $3,405,093 | |
| ACGL | Arch Capital Group Ltd. | −1,636 | 37,506 | $3,640,332 | |
| — | −1,619 | 41,485 | $2,108,682 | ||
| INGR | Ingredion Inc | −993 | 26,000 | $2,462,460 | |
| AN | Autonation, Inc. | −886 | 20,521 | $3,812,596 | |
| EOG | Eog Resources Inc | −855 | 29,347 | $3,807,186 | |
| NFLX | Netflix Inc | −843 | 55,409 | $3,956,202 | |
| SPY | Spdr S&P 500 ETF Trust | −807 | 18,394 | $13,736,087 | |
| SCHW | Schwab Charles Corp | −689 | 38,151 | $3,520,192 | |
| TMUS | T-Mobile US, Inc. | −622 | 17,531 | $2,940,474 | |
| IUSB | iShares Core Universal USD Bond ETF | −598 | 135,156 | $6,237,449 | |
| NVDA | Nvidia Corp | −571 | 33,195 | $6,641,987 | |
| AMZN | Amazon Com Inc | −509 | 20,163 | $4,805,649 | |
| AMT | American Tower Corp | −408 | 13,697 | $2,240,418 | |
| ETN | Eaton Corp plc | −352 | 12,839 | $5,470,954 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | −330 | 75,474 | $6,237,926 | |
| NEE | Nextera Energy Inc | −317 | 30,295 | $2,658,992 | |
| MSFT | Microsoft Corp | −262 | 10,566 | $3,941,329 | |
| GOOG | Alphabet Inc. | −233 | 13,319 | $4,706,002 | |
| AXP | American Express Co | −210 | 10,971 | $3,710,940 | |
| PEP | Pepsico Inc | −178 | 25,944 | $3,512,817 | |
| LLY | ELI LILLY & Co | −131 | 3,860 | $4,629,800 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MRK | Merck & Co., Inc. | 31,066 | $3,991,981 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | 9,047 | $1,723,634 | |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | 8,523 | $1,578,715 | |
| — | 4,754 | $435,656 | ||
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2,277 | $374,042 | |
| INTC | Intel Corp | 2,036 | $284,286 | |
| PG | PROCTER & GAMBLE Co | 1,901 | $278,762 | |
| ABBV | AbbVie Inc. | 1,004 | $252,646 | |
| AMGN | Amgen Inc | 607 | $219,806 | |
| DSI | iShares ESG MSCI KLD 400 ETF | 1,498 | $213,300 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PFE | Pfizer Inc | 146,657 | $4,118,128 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 18,394 | $13,736,087 | 6.91% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 22,615 | $13,137,279 | 6.61% | |
| AMAT |
Applied Materials Inc
Technology
|
Added | 13,929 | $10,070,667 | 5.06% | |
| KLAC |
Kla Corp
Technology
|
Added | 30,815 | $9,297,193 | 4.68% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 26,800 | $9,139,336 | 4.60% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 20,395 | $7,192,908 | 3.62% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 33,195 | $6,641,987 | 3.34% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Reduced | 75,474 | $6,237,926 | 3.14% | |
| IUSB |
iShares Core Universal USD Bond ETF
|
Reduced | 135,156 | $6,237,449 | 3.14% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 32,881 | $5,585,824 | 2.81% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 12,839 | $5,470,954 | 2.75% | |
| AAPL |
Apple Inc.
Technology
|
Added | 17,953 | $5,194,880 | 2.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 20,163 | $4,805,649 | 2.42% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 13,319 | $4,706,002 | 2.37% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 3,860 | $4,629,800 | 2.33% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Added | 27,670 | $4,423,326 | 2.22% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 31,066 | $3,991,981 | 2.01% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 55,409 | $3,956,202 | 1.99% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 10,566 | $3,941,329 | 1.98% | |
| AN |
Autonation, Inc.
Consumer Cyclical
|
Reduced | 20,521 | $3,812,596 | 1.92% | |
| EOG |
Eog Resources Inc
Energy
|
Reduced | 29,347 | $3,807,186 | 1.91% | |
| EQWL |
Victory Portfolios II
|
Added | 29,272 | $3,776,673 | 1.90% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 10,971 | $3,710,940 | 1.87% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
Reduced | 37,506 | $3,640,332 | 1.83% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 38,151 | $3,520,192 | 1.77% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 25,944 | $3,512,817 | 1.77% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 3,588 | $3,450,077 | 1.74% | |
| GMED |
Globus Medical Inc
Healthcare
|
Reduced | 43,097 | $3,405,093 | 1.71% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Reduced | 17,531 | $2,940,474 | 1.48% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 30,295 | $2,658,992 | 1.34% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,406 | $2,508,178 | 1.26% | |
| INGR |
Ingredion Inc
Consumer Defensive
|
Reduced | 26,000 | $2,462,460 | 1.24% | |
| AMT |
American Tower Corp
Real Estate
|
Reduced | 13,697 | $2,240,418 | 1.13% | |
|
|
Reduced | 41,485 | $2,108,682 | 1.06% | ||
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Held | 4,921 | $1,820,966 | 0.92% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 11,595 | $1,816,472 | 0.91% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
NEW | 9,047 | $1,723,634 | 0.87% | |
| CPRT |
Copart Inc
Industrials
|
Reduced | 59,542 | $1,678,488 | 0.84% | |
| XLI |
State Street(R) Industrial Select Sector SPDR(R) ETF
|
NEW | 8,523 | $1,578,715 | 0.79% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 1,908 | $937,133 | 0.47% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 10,344 | $864,551 | 0.43% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 10,384 | $843,907 | 0.42% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Added | 16,283 | $823,594 | 0.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,645 | $823,141 | 0.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,296 | $820,521 | 0.41% | |
| RSP |
Victory Portfolios II
|
Reduced | 3,812 | $811,079 | 0.41% | |
| GE |
General Electric Co
Industrials
|
Reduced | 2,124 | $793,802 | 0.40% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 732 | $779,506 | 0.39% | |
| MUB |
iShares National Muni Bond ETF
|
Added | 7,177 | $772,388 | 0.39% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 2,106 | $569,272 | 0.29% |
Showing the top 50 of 67 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.