DOSSIER · 13F-HR · Q2 2026

CONSCIOUS WEALTH INVESTMENTS, LLC

$195M in tracked AUM across 67 positions as of Q2 2026.

CW
CIK 0002011014 · last filed Jun 30, 2026
Total AUM
$195M
as of Q2 2026
Holdings
67
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

CONSCIOUS WEALTH INVESTMENTS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$14M18K7.1%
02
AMD
ADVANCED MICRO DEVICES INC
$12M23K6.3%
03
PANW
PALO ALTO NETWORKS INC
$9M27K4.7%
04
AMAT
APPLIED MATLS INC
$8M14K4.0%
05
NVDA
NVIDIA CORPORATION
$7M33K3.5%
06
HD
HOME DEPOT INC
$7M20K3.5%
07
KLAC
KLA CORP
$7M31K3.4%
08
IUSB
ISHARES TR
$6M135K3.2%
09
VCIT
VANGUARD SCOTTSDALE FDS
$6M75K3.2%
10
AAPL
APPLE INC
$6M18K3.0%

Filing history

2026Q2Jun 30
$195M 8.4%
67 positionsView →
2026Q1Mar 31
$180M 7.7%
58 positionsView →
2025Q4Dec 31
$167M 1.2%
60 positionsView →
2025Q3Sep 30
$169M 7.7%
57 positionsView →
2025Q2Jun 30
$157M 8.7%
55 positionsLocked
2025Q1Mar 31
$144M 2.4%
53 positionsLocked
2024Q4Dec 31
$147M 1.5%
49 positionsLocked
2024Q3Sep 30
$145M 4.5%
49 positionsLocked
2024Q2Jun 30
$139M 5.8%
48 positionsLocked
2024Q1Mar 31
$132M 4.9%
47 positionsLocked
2023Q4Dec 31
$125M
51 positionsLocked