Conscious Wealth Investments, LLC holds a diversified book of 67 reported positions worth $194.5M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Merck & Co. Inc. and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 7% of the reported non-option book. Cloning the disclosed picks since 2025 would be +13% (+16.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Conscious Wealth Investments, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 5.5 points over this window.
Growth of $10,000 cloning Conscious Wealth Investments, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
78% mapped to company sectors
+4 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Conscious Wealth Investments, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 67 | $4.5B |
| Hoffman, Alan N Investment Management | 9 / 67 | $161.9M |
| Greenbrier Partners Capital Management, LLC | 9 / 67 | $1.2B |
| Uhlmann Price Securities, LLC | 36 / 67 | $2.5B |
| Ramsey Quantitative Systems | 6 / 67 | $96.9M |
| 9823 Capital, L.P. | 8 / 67 | $126.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 67 | $393.3M |
| Ebert Capital Management Inc. | 14 / 67 | $90.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Conscious Wealth Investments, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $13.8M | 18.4K | 7.1% | ▼−4.2% Reduced · −807 sh | |
| 2 | Advanced Micro Devices Inc COM | $12.3M | 22.6K | 6.3% | ▼−0.2% Reduced · −56 sh | |
| 3 | Palo Alto Networks Inc COM | $9.2M | 26.8K | 4.7% | ▲+0.3% Added · +92 sh | |
| 4 | Applied Matls Inc COM | $7.9M | 13.9K | 4.0% | ▲+0.1% Added · +17 sh | |
| 5 | Nvidia Corporation COM | $6.9M | 33.2K | 3.5% | ▼−1.7% Reduced · −571 sh | |
| 6 | Home Depot Inc COM | $6.8M | 20.4K | 3.5% | ▲+2.7% Added · +533 sh | |
| 7 | Kla Corp COM NEW | $6.7M | 30.8K | 3.4% | ▲+897% Added · +28K sh | |
| 8 | Ishares TR CORE UNIVRSL USD | $6.2M | 135.2K | 3.2% | ▼−0.4% Reduced · −598 sh | |
| 9 | Vanguard Scottsdale FDS INT-TERM CORP | $6.2M | 75.5K | 3.2% | ▼−0.4% Reduced · −330 sh | |
| 10 | Apple Inc COM | $5.9M | 18.0K | 3.0% | ▲+1.6% Added · +275 sh | |
| 11 | Arista Networks Inc COM SHS | $5.7M | 32.9K | 3.0% | ▲+0.5% Added · +173 sh | |
| 12 | Eaton Corp PLC SHS | $5.2M | 12.8K | 2.7% | ▼−2.7% Reduced · −352 sh | |
| 13 | Amazon Com Inc COM | $5.0M | 20.2K | 2.6% | ▼−2.5% Reduced · −509 sh | |
| 14 | Alphabet Inc CAP STK CL C | $4.6M | 13.3K | 2.4% | ▼−1.7% Reduced · −233 sh | |
| 15 | Eli Lilly & Co COM | $4.5M | 3.9K | 2.3% | ▼−3.3% Reduced · −131 sh | |
| 16 | Eog Res Inc COM | $4.2M | 29.3K | 2.2% | ▼−2.8% Reduced · −855 sh | |
| 17 | Microsoft Corp COM | $4.2M | 10.6K | 2.2% | ▼−2.4% Reduced · −262 sh | |
| 18 | Autonation Inc COM | $4.1M | 20.5K | 2.1% | ▼−4.1% Reduced · −886 sh | |
| 19 | Yum Brands Inc COM | $4.1M | 27.7K | 2.1% | ▲+0.2% Added · +45 sh | |
| 20 | Merck & Co Inc COM | $3.9M | 31.1K | 2.0% | ▲New New position | |
| 21 | American Express Co COM | $3.8M | 11.0K | 2.0% | ▼−1.9% Reduced · −210 sh | |
| 22 | Schwab Charles Corp COM | $3.8M | 38.2K | 2.0% | ▼−1.8% Reduced · −689 sh | |
| 23 | Netflix Inc. COM | $3.8M | 55.4K | 2.0% | ▼−1.5% Reduced · −843 sh | |
| 24 | Invesco Exchange Traded FD T S&P 100 EQL WIGH | $3.8M | 29.3K | 1.9% | ▲+3.8% Added · +1K sh | |
| 25 | Arch Cap Group Ltd ORD | $3.8M | 37.5K | 1.9% | ▼−4.2% Reduced · −2K sh | |
| 26 | BlackRock Inc COM | $3.7M | 3.6K | 1.9% | ▼−2.9% Reduced · −108 sh | |
| 27 | Pepsico Inc COM | $3.5M | 25.9K | 1.8% | ▼−0.7% Reduced · −178 sh | |
| 28 | T-Mobile US Inc COM | $3.3M | 17.5K | 1.7% | ▼−3.4% Reduced · −622 sh | |
| 29 | Globus Med Inc CL A | $3.3M | 43.1K | 1.7% | ▼−3.8% Reduced · −2K sh | |
| 30 | NextEra Energy Inc COM | $2.7M | 30.3K | 1.4% | ▼−1.0% Reduced · −317 sh | |
| 31 | Ingredion Inc COM | $2.6M | 26.0K | 1.4% | ▼−3.7% Reduced · −993 sh | |
| 32 | Invesco QQQ TR UNIT SER 1 | $2.4M | 3.4K | 1.2% | ▲+1.3% Added · +44 sh | |
| 33 | American Tower Corp COM | $2.2M | 13.7K | 1.2% | ▼−2.9% Reduced · −408 sh | |
| 34 | Select Sector SPDR TR ST STR MATER ETF | $2.1M | 41.5K | 1.1% | ▼−3.8% Reduced · −2K sh | |
| 35 | Salesforce Inc COM | $2.0M | 11.6K | 1.0% | ▼−48% Reduced · −11K sh | |
| 36 | Vanguard Index FDS TOTAL STK MKT | $1.8M | 4.9K | 0.9% | —Held | |
| 37 | Select Sector SPDR TR ST STR TECHN ETF | $1.6M | 9.0K | 0.8% | ▲New New position | |
| 38 | Copart Inc COM | $1.6M | 59.5K | 0.8% | ▼−50% Reduced · −61K sh | |
| 39 | Select Sector SPDR TR ST STR INDL ETF | $1.5M | 8.5K | 0.8% | ▲New New position | |
| 40 | Trane Technologies PLC SHS | $897K | 1.9K | 0.5% | ▲+7.1% Added · +126 sh | |
| 41 | Coca Cola Co COM | $851K | 10.4K | 0.4% | ▲+9.4% Added · +891 sh | |
| 42 | Sysco Corp COM | $840K | 10.3K | 0.4% | ▲+0.1% Added · +8 sh | |
| 43 | Vanguard Mun BD FDS TAX EXEMPT BD | $813K | 16.3K | 0.4% | ▲+22% Added · +3K sh | |
| 44 | Invesco Exchange Traded FD T S&P500 EQL WGT | $811K | 3.8K | 0.4% | ▼−0.3% Reduced · −11 sh | |
| 45 | Berkshire Hathaway Inc Del CL B NEW | $805K | 1.6K | 0.4% | ▲+10% Added · +155 sh | |
| 46 | Alphabet Inc CAP STK CL A | $797K | 2.3K | 0.4% | ▲+10% Added · +210 sh | |
| 47 | Ishares TR NATIONAL MUN ETF | $762K | 7.2K | 0.4% | ▲+24% Added · +1K sh | |
| 48 | Ge Aerospace COM NEW | $724K | 2.1K | 0.4% | ▼−0.5% Reduced · −11 sh | |
| 49 | Caterpillar Inc COM | $651K | 732 | 0.3% | ▲+11% Added · +74 sh | |
| 50 | McDonalds Corp COM | $556K | 2.1K | 0.3% | ▲+14% Added · +265 sh |
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Use Arkolith to show CONSCIOUS WEALTH INVESTMENTS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.