CONSCIOUS WEALTH INVESTMENTS, LLC

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$179,525
Net value change ($000)
+12,895 (7.7%)
New positions
9
Sold out positions
11
Turnover %
26.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMD 5,851 NEW
YUM 4,473 NEW
PANW 4,382 NEW
AAPL 4,145 733.6%
LLY 3,613 NEW
EQWL 3,392 NEW
EOG 2,188 120.9%
NFLX 1,890 45.3%
NVDA 1,845 37.9%
QQQ 963 81.6%
Top Reduces (Value $000, Stocks/ETFs)
XLK -5,488 -100.0%
ABT -3,617 -100.0%
DSI -2,690 -100.0%
PVH -2,136 -100.0%
ACN -2,100 -100.0%
XLY -1,900 -100.0%
ADBE -1,882 -100.0%
NOW -1,715 -100.0%
XLE -1,611 -100.0%
HD -872 -11.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type