CONSCIOUS WEALTH INVESTMENTS, LLC
•CIK: 2011014•Filing: Q4 2025
**CONSCIOUS WEALTH INVESTMENTS, LLC** manages $167M across a diversified portfolio of 60 positions. The fund exhibits a clear tilt toward technology and market indices, evidenced by top holdings including SPY at $13.8M and HD at $7.6M. Significant allocations are also directed toward sector-specific plays, notably XLK ($5.5M) and the semiconductor equipment space with AMAT ($5.0M) and KLAC ($4.8M). This structure suggests a growth-oriented mandate capitalizing on established market leaders and key industrial trends.
Total AUM
$166.6M
QoQ Performance
-1.2%
Positions
54
Top 10 Concentration
38.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SPY8.3%
HD4.6%
IUSB3.8%
VCIT3.5%
XLK3.3%
GOOG3.0%
AMAT3.0%
NVDA2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.8%
Technology13.8%
ETF8.3%
Consumer7.6%
Financial7.2%
Communication4.8%
Healthcare4.5%
Consumer Staples3.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑29 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023