CONSCIOUS WEALTH INVESTMENTS, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 179,525
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 58 | 179,525 | 13F-HR | CONSCIOUS WEALTH INVESTMENTS, LLC |
| Q4 2025 | 2/13/2026 | 60 | 166,630 | 13F-HR | CONSCIOUS WEALTH INVESTMENTS, LLC |
| Q3 2025 | 11/7/2025 | 57 | 168,644 | 13F-HR | CONSCIOUS WEALTH INVESTMENTS, LLC |
| Q2 2025 | 8/1/2025 | 55 | 156,544 | 13F-HR | CONSCIOUS WEALTH INVESTMENTS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 141.6 K | 78.9% | 0 | 18.05 K | -18.05 K |
| ETFs | 37.89 K | 21.1% | 37.27 K | 0 | 37.27 K |
| Other | 0 | 0.0% | 0 | 6.334 K | -6.334 K |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
179,525
Holdings
58
QoQ value change ($000)
12,895
(7.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.