StockDriftsStockDriftsTop 50 Conscious Wealth Investments, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 7.49% | 19.2K | $13.4M | -5.78%(-1.18K) | $457.01(+62.43%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 3.75% | 19.9K | $6.7M | -0.12%(-23) | $335.38(-9.79%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.74% | 33.8K | $6.7M | +19.19%(+5.44K) | $130.30(+73.32%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.52% | 75.8K | $6.3M | +7.65%(+5.39K) | $79.04(+4.46%) | 2026-03-31 | |
| IUSB | ISHARES TR | 3.51% | 135.8K | $6.3M | -0.04%(-50) | $45.22(+1.70%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 3.37% | 56.3K | $6.1M | +9.14%(+4.71K) | $57.57(+52.08%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.26% | 22.7K | $5.9M | new | $208.79(+113.37%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 3.06% | 13.9K | $5.5M | -15.46%(-2.54K) | $151.43(+188.32%) | 2026-03-31 | |
| KLAC | KLA CORP | 3.01% | 3.1K | $5.4M | -14.64%(-530) | $531.66(+247.91%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 2.9% | 13.2K | $5.2M | +5.67%(+708) | $320.78(+26.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +42.48% |
| Top 20 Holdings Unweighted | — | — | — | — | +46.10% |
Conscious Wealth Investments, Llc reports $179.52M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are SPY (7.5%), HD (3.8%) and NVDA (3.7%). The top 20 holdings account for 62.78% of reported assets. Its disclosed equity book has returned +42.48% cumulatively over 9 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Conscious Wealth Investments, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011014). View Conscious Wealth Investments, Llc’s 13F filings on SEC