CONSCIOUS WEALTH INVESTMENTS, LLC - Portfolio Stock Holdings

CONSCIOUS WEALTH INVESTMENTS, LLC disclosed 68 stock positions in a recent SEC 13F filing. $198,839,407 of stock holdings were filed, with the largest holdings including SPY, AMD, and AMAT. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $272,797,562 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.