CONSCIOUS WEALTH INVESTMENTS, LLC

CIK: 0002011014SEC EDGAR →

Portfolio Value

$166.6M

Holdings

60

As of

Q4 2025

New Positions

3

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR S&P 500 ETF TR

20,379$13.8M
8.29%
2

HOME DEPOT INC

19,885$7.6M
4.56%
3

ISHARES TR

135,804$6.3M
3.80%
4

VANGUARD SCOTTSDALE FDS

70,416$5.9M
3.54%
5

SELECT SECTOR SPDR TR

40,466$5.5M
3.29%
6

ALPHABET INC

15,147$5.0M
3.01%
7

APPLIED MATLS INC

16,456$5.0M
3.00%
8

NVIDIA CORPORATION

28,329$4.9M
2.92%
9

KLA CORP

3,621$4.8M
2.89%
10

EATON CORP PLC

12,483$4.4M
2.66%

Quarterly Changes

Top Buys

XLKNEW
$5.5M
NOW↑ Increased
$2.1M
XLYNEW
$1.9M
XLENEW
$1.6M
CPRT↑ Increased
$892K

Top Sells

NVDA↓ Decreased
$2.2M
PVH↓ Decreased
$2.0M
ANET↓ Decreased
$1.8M
SPY↓ Decreased
$1.7M
ADBE↓ Decreased
$1.2M

New Positions (4)

$5.5M · 40K shares
$1.9M · 16K shares
$1.6M · 31K shares
$215K · 4K shares

Closed Positions (1)

$231K · 612 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services18$60.2M36.1%
Technology10$33.2M19.9%
Consumer Cyclical5$19.0M11.4%
Communication Services5$13.8M8.3%
Healthcare3$11.4M6.9%
Industrials6$10.8M6.5%
Consumer Defensive8$9.9M5.9%
Utilities1$2.8M1.7%
Real Estate2$2.5M1.5%
Energy1$1.8M1.1%
Unknown1$1.2M0.7%