Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 2011014) reported $179.5M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($13.4M, 7.49%), HD ($6.7M, 3.75%), NVDA ($6.7M, 3.74%), VCIT ($6.3M, 3.52%), IUSB ($6.3M, 3.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $13.4M | 7.49% | 19,201 | Trimmed |
| 2 | HD | HOME DEPOT INC | $6.7M | 3.75% | 19,862 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $6.7M | 3.74% | 33,766 | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $6.3M | 3.52% | 75,804 | Added |
| 5 | IUSB | ISHARES TR | $6.3M | 3.51% | 135,754 | Trimmed |
| 6 | NFLX | NETFLIX INC. | $6.1M | 3.37% | 56,252 | Added |
| 7 | AMD | ADVANCED MICRO DEVICES INC | $5.9M | 3.26% | 22,671 | New |
| 8 | AMAT | APPLIED MATLS INC | $5.5M | 3.06% | 13,912 | Trimmed |
| 9 | KLAC | KLA CORP | $5.4M | 3.01% | 3,091 | Trimmed |
| 10 | ETN | EATON CORP PLC | $5.2M | 2.90% | 13,191 | Added |
| 11 | AMZN | AMAZON COM INC | $5.1M | 2.86% | 20,672 | Added |
| 12 | ANET | ARISTA NETWORKS INC | $5.0M | 2.81% | 32,708 | Trimmed |
| 13 | AAPL | APPLE INC | $4.7M | 2.62% | 17,678 | Added |
| 14 | GOOG | ALPHABET INC | $4.5M | 2.52% | 13,552 | Trimmed |
| 15 | YUM | YUM BRANDS INC | $4.5M | 2.49% | 27,625 | New |
| 16 | MSFT | MICROSOFT CORP | $4.5M | 2.48% | 10,828 | Added |
| 17 | PANW | PALO ALTO NETWORKS INC | $4.4M | 2.44% | 26,708 | New |
| 18 | GMED | GLOBUS MED INC | $4.2M | 2.36% | 44,807 | Trimmed |
| 19 | AN | AUTONATION INC | $4.2M | 2.34% | 21,407 | Added |
| 20 | PEP | PEPSICO INC | $4.0M | 2.25% | 26,122 | Added |
| 21 | CPRT | COPART INC | $4.0M | 2.23% | 120,049 | Added |
| 22 | EOG | EOG RES INC | $4.0M | 2.23% | 30,202 | Added |
| 23 | CRM | SALESFORCE INC | $4.0M | 2.22% | 22,472 | Added |
| 24 | PFE | PFIZER INC | $4.0M | 2.22% | 146,657 | Added |
| 25 | SCHW | SCHWAB CHARLES CORP | $3.9M | 2.17% | 38,840 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31