CONSCIOUS WEALTH INVESTMENTS, LLC

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$204,221
Net value change ($000)
+9,700 (5.0%)
New positions
4
Sold out positions
6
Turnover %
9.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
CAH 3,414 NEW
MMM 3,114 NEW
CRM 2,744 139.1%
ATR 1,968 NEW
AMD 1,816 14.8%
PANW 1,599 17.4%
MSFT 1,464 34.8%
ANET 1,301 22.7%
NVDA 927 13.5%
EQWL 921 24.3%
Top Reduces (Value $000, Stocks/ETFs)
GMED -3,279 -100.0%
XLB -2,078 -100.0%
XLK -1,636 -100.0%
CPRT -1,618 -100.0%
XLI -1,523 -100.0%
HD -952 -14.1%
AN -729 -17.9%
AMAT -651 -8.3%
KLAC -509 -7.6%
ITOT -374 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type