CONSCIOUS WEALTH INVESTMENTS, LLC

ATLANTA, GA · CIK 2011014 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAtlanta, GA

$194.5m reported value +8.4% vs Q1 2026

67positions

42.0%in top 10

10 new 21 added 31 reduced 1 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Parnassus – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	18,394	$13.8m7.08%	7.08%	Reduced -807	-807 -4.2%
2	ADVANCED MICRO DEVICES INC COM AMD	AMD	22,615	$12.3m6.32%	6.32%	Reduced -56	-56 -0.2%
3	PALO ALTO NETWORKS INC COM PANW	PANW	26,800	$9.2m4.71%	4.71%	Added +92	+92 0.3%
4	APPLIED MATLS INC COM AMAT	AMAT	13,929	$7.9m4.04%	4.04%	Added +17	+17 0.1%
5	NVIDIA CORPORATION COM NVDA	NVDA	33,195	$6.9m3.54%	3.54%	Reduced -571	-571 -1.7%
6	HOME DEPOT INC COM HD	HD	20,395	$6.8m3.48%	3.48%	Added +533	+533 2.7%
7	KLA CORP COM NEW KLAC	KLAC	30,815	$6.7m3.45%	3.45%	Reduced -95	-95 -0.3%
8	ISHARES TR CORE TOTAL USD IUSB	IUSB	135,156	$6.2m3.17%	3.17%	Reduced -598	-598 -0.4%
9	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	75,474	$6.2m3.16%	3.16%	Reduced -330	-330 -0.4%
10	APPLE INC COM AAPL	AAPL	17,953	$5.9m3.02%	3.02%	Added +275	+275 1.6%
11	ARISTA NETWORKS INC COM SHS ANET	ANET	32,881	$5.7m2.95%	2.95%	Added +173	+173 0.5%
12	EATON CORP PLC SHS ETN	ETN	12,839	$5.2m2.66%	2.66%	Reduced -352	-352 -2.7%
13	AMAZON COM INC COM AMZN	AMZN	20,163	$5.0m2.57%	2.57%	Reduced -509	-509 -2.5%
14	ALPHABET INC CAP STK CL C GOOG	GOOG	13,319	$4.6m2.37%	2.37%	Reduced -233	-233 -1.7%
15	ELI LILLY & CO COM LLY	LLY	3,860	$4.5m2.33%	2.33%	Reduced -131	-131 -3.3%
16	EOG RES INC COM EOG	EOG	29,347	$4.2m2.16%	2.16%	Reduced -855	-855 -2.8%
17	MICROSOFT CORP COM MSFT	MSFT	10,566	$4.2m2.16%	2.16%	Reduced -262	-262 -2.4%
18	AUTONATION INC COM AN	AN	20,521	$4.1m2.09%	2.09%	Reduced -886	-886 -4.1%
19	YUM BRANDS INC COM YUM	YUM	27,670	$4.1m2.09%	2.09%	Added +45	+45 0.2%
20	MERCK & CO INC COM MRK	MRK	31,066	$3.9m2.02%	2.02%	New
21	AMERICAN EXPRESS CO COM AXP	AXP	10,971	$3.8m1.98%	1.98%	Reduced -210	-210 -1.9%
22	SCHWAB CHARLES CORP COM SCHW	SCHW	38,151	$3.8m1.96%	1.96%	Reduced -689	-689 -1.8%
23	NETFLIX INC COM NFLX	NFLX	55,409	$3.8m1.96%	1.96%	Reduced -843	-843 -1.5%
24	INVESCO EXCHANGE TRADED FD T S&P 100 EQL WIGH EQWL	EQWL	29,272	$3.8m1.94%	1.94%	Added +1.1k	+1,070 3.8%
25	ARCH CAP GROUP LTD ORD ACGL	ACGL	37,506	$3.8m1.94%	1.94%	Reduced -1.6k	-1,636 -4.2%
26	BLACKROCK INC COM BLK	BLK	3,588	$3.7m1.92%	1.92%	Reduced -108	-108 -2.9%
27	PEPSICO INC COM PEP	PEP	25,944	$3.5m1.80%	1.80%	Reduced -178	-178 -0.7%
28	T-MOBILE US INC COM TMUS	TMUS	17,531	$3.3m1.72%	1.72%	Reduced -622	-622 -3.4%
29	GLOBUS MED INC CL A GMED	GMED	43,097	$3.3m1.69%	1.69%	Reduced -1.7k	-1,710 -3.8%
30	NEXTERA ENERGY INC COM NEE	NEE	30,295	$2.7m1.37%	1.37%	Reduced -317	-317 -1.0%
31	INGREDION INC COM INGR	INGR	26,000	$2.6m1.36%	1.36%	Reduced -993	-993 -3.7%
32	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,406	$2.4m1.24%	1.24%	Added +44	+44 1.3%
33	AMERICAN TOWER CORP NEW COM AMT	AMT	13,697	$2.2m1.15%	1.15%	Reduced -408	-408 -2.9%
34	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	41,485	$2.1m1.07%	1.07%	Reduced -1.6k	-1,619 -3.8%
35	SALESFORCE INC COM CRM	CRM	11,595	$2.0m1.01%	1.01%	Reduced -10.9k	-10,877 -48.4%
36	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,921	$1.8m0.93%	0.93%	Unchanged
37	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	9,047	$1.6m0.84%	0.84%	New
38	COPART INC COM CPRT	CPRT	59,542	$1.6m0.83%	0.83%	Reduced -60.5k	-60,507 -50.4%
39	SELECT SECTOR SPDR TR INDL XLI	XLI	8,523	$1.5m0.78%	0.78%	New
40	TRANE TECHNOLOGIES PLC SHS TT	TT	1,908	$896.5k0.46%	0.46%	Added +126	+126 7.1%
41	COCA COLA CO COM KO	KO	10,384	$851.2k0.44%	0.44%	Added +891	+891 9.4%
42	SYSCO CORP COM SYY	SYY	10,344	$840.1k0.43%	0.43%	Added +8	+8 0.1%
43	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	16,283	$813.3k0.42%	0.42%	Added +2.9k	+2,946 22.1%
44	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,812	$811.0k0.42%	0.42%	Reduced -11	-11 -0.3%
45	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,645	$805.5k0.41%	0.41%	Added +155	+155 10.4%
46	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,296	$797.1k0.41%	0.41%	Added +210	+210 10.1%
47	ISHARES TR NATIONAL MUN ETF MUB	MUB	7,177	$762.0k0.39%	0.39%	Added +1.4k	+1,379 23.8%
48	GE AEROSPACE COM NEW GE	GE	2,124	$723.6k0.37%	0.37%	Reduced -11	-11 -0.5%
49	CATERPILLAR INC COM CAT	CAT	732	$651.5k0.33%	0.33%	Added +74	+74 11.2%
50	MCDONALDS CORP COM MCD	MCD	2,106	$555.8k0.29%	0.29%	Added +265	+265 14.4%
51	DISNEY WALT CO COM DIS	DIS	5,081	$488.5k0.25%	0.25%	Added +791	+791 18.4%
52	ALTRIA GROUP INC COM MO	MO	6,232	$454.9k0.23%	0.23%	Reduced -48	-48 -0.8%
53	META PLATFORMS INC CL A META	META	679	$437.1k0.22%	0.22%	Added +116	+116 20.6%
54	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	4,754	$435.3k0.22%	0.22%	New
55	VANGUARD WORLD FD INF TECH ETF VGT	VGT	3,320	$385.2k0.20%	0.20%	Unchanged
56	ISHARES TR CORE S&P TTL STK ITOT	ITOT	2,277	$373.7k0.19%	0.19%	New
57	GE VERNOVA INC COM GEV	GEV	289	$311.8k0.16%	0.16%	Added +68	+68 30.8%
58	COSTCO WHSL CORP NEW COM COST	COST	312	$289.9k0.15%	0.15%	Added +78	+78 33.3%
59	PROCTER AND GAMBLE CO COM PG	PG	1,901	$281.5k0.14%	0.14%	New
60	DELTA AIR LINES INC DEL COM NEW DAL	DAL	3,205	$271.2k0.14%	0.14%	Reduced -4.0k	-3,995 -55.5%
61	ABBVIE INC COM ABBV	ABBV	1,004	$257.1k0.13%	0.13%	New
62	ESSEX PPTY TR INC COM ESS	ESS	869	$255.5k0.13%	0.13%	Unchanged
63	HERSHEY CO COM HSY	HSY	1,388	$236.8k0.12%	0.12%	Unchanged
64	FIFTH THIRD BANCORP COM FITB	FITB	4,020	$231.8k0.12%	0.12%	Unchanged
65	AMGEN INC COM AMGN	AMGN	607	$222.3k0.11%	0.11%	New
66	INTEL CORP COM INTC	INTC	2,036	$214.7k0.11%	0.11%	New
67	ISHARES TR MSCI KLD400 SOC DSI	DSI	1,498	$210.6k0.11%	0.11%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PFIZER INC PFE	PFE	146,657	$4.0m146.7k shares