CONSCIOUS WEALTH INVESTMENTS, LLC: 13F holdings

CIK 20110142026Q2

Positions67
Reported value$194.5m
Filed2026-08-11

Change since last quarter

Positions67 (+9 vs prior quarter)
Reported value$194.5m (+8.4%)

Top 10 holdings

SecuritySharesValueWeight
SPY STATE STR SPDR S&P 500 ETF T18,394$13.8m7.1%
AMD ADVANCED MICRO DEVICES INC22,615$12.3m6.3%
PANW PALO ALTO NETWORKS INC26,800$9.2m4.7%
AMAT APPLIED MATLS INC13,929$7.9m4.0%
NVDA NVIDIA CORPORATION33,195$6.9m3.5%
HD HOME DEPOT INC20,395$6.8m3.5%
KLAC KLA CORP30,815$6.7m3.4%
IUSB ISHARES TR135,156$6.2m3.2%
VCIT VANGUARD SCOTTSDALE FDS75,474$6.2m3.2%
AAPL APPLE INC17,953$5.9m3.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2011014")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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