Conscious Wealth Investments, LLC Portfolio Holdings

Conscious Wealth Investments, LLC

  • $169 Billion
  • Q3 2025

Conscious Wealth Investments, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $169 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $15.5B, Home Depot, Inc. with a value of $7.54B, Nvidia Corp with a value of $7.05B, Ishares Core Total Usd Bond Ma with a value of $6.39B, and Arista Networks Inc with a value of $6.17B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $157B to 169B.

Conscious Wealth Investments, LLC is based out at Miami Beach, FL

Below you can find more details about Conscious Wealth Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $169 Billion
ETFs: $37.3 Billion
Technology: $37.1 Billion
Consumer Cyclical: $24.5 Billion
Communication Services: $14.6 Billion
Financial Services: $12.1 Billion
Healthcare: $9.85 Billion
Consumer Defensive: $8.79 Billion
Industrials: $6.11 Billion
Other: $8.23 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.5 Billion 9.18% of portfolio
22,692
Q3 2025 Reduced 0.12%
$367B
$7.54 Billion 4.47% of portfolio
19,863
Q3 2025 Reduced 0.08%
$465B
$7.05 Billion 4.18% of portfolio
34,792
Q3 2025 Reduced 1.14%
$0
$6.39 Billion 3.79% of portfolio
136,429
Q3 2025 Added 24.48%
Arista Networks Inc
-
$6.17 Billion 3.66% of portfolio
-
Q3 2025 Reduced 1.21%
$161B
$6.01 Billion 3.57% of portfolio
4,976
Q3 2025 Reduced 1.62%
$0
$5.88 Billion 3.49% of portfolio
69,926
Q3 2025 Added 0.28%
$1.74T
$5.69 Billion 3.37% of portfolio
20,182
Q3 2025 Reduced 2.11%
$197B
$5.24 Billion 3.1% of portfolio
22,461
Q3 2025 Reduced 0.95%
$3.78T
$4.77 Billion 2.83% of portfolio
9,218
Q3 2025 Reduced 0.93%
$49.1B
$4.78 Billion 2.83% of portfolio
4,269
Q3 2025 Reduced 0.51%
$2.39T
$4.51 Billion 2.67% of portfolio
18,466
Q3 2025 Reduced 0.85%
$9.75B
$4.38 Billion 2.6% of portfolio
21,906
Q3 2025 Reduced 0.12%
$255B
$4.31 Billion 2.56% of portfolio
11,962
Q3 2025 Reduced 1.06%
$167B
$4.18 Billion 2.48% of portfolio
44,232
Q3 2025 Reduced 1.04%
$140B
$4.14 Billion 2.46% of portfolio
10,853
Q3 2025 Added 0.45%
Blackrock Inc
-
$3.9 Billion 2.32% of portfolio
-
Q3 2025 Reduced 0.55%
$204B
$3.84 Billion 2.28% of portfolio
26,281
Q3 2025 Reduced 0.02%
$169B
$3.77 Billion 2.24% of portfolio
4,102
Q3 2025 Added 1.64%
$34.2B
$3.58 Billion 2.13% of portfolio
41,527
Q3 2025 Added 0.21%
$237B
$3.54 Billion 2.1% of portfolio
13,614
Q3 2025 Added 10.3%
$141B
$3.48 Billion 2.06% of portfolio
141,114
Q3 2025 Added 0.11%
$228B
$3.41 Billion 2.02% of portfolio
27,610
Q3 2025 Added 0.46%
$9.78B
$3.39 Billion 2.01% of portfolio
78,799
Q3 2025 Added 3.07%
$151B
$3.12 Billion 1.85% of portfolio
9,183
Q3 2025 Added 6.64%
$152B
$2.97 Billion 1.76% of portfolio
11,884
Q3 2025 Added 15.65%
$6.51B
$2.96 Billion 1.76% of portfolio
49,052
Q3 2025 Added 5.06%
$168B
$2.93 Billion 1.74% of portfolio
35,976
Q3 2025 Reduced 0.07%
$64.7B
$2.73 Billion 1.62% of portfolio
25,810
Q3 2025 Added 0.81%
$269B
$2.71 Billion 1.61% of portfolio
12,897
Q3 2025 Added 0.28%
$0
$2.72 Billion 1.61% of portfolio
20,930
Q3 2025 Added 1.67%
$7.05B
$2.69 Billion 1.59% of portfolio
23,273
Q3 2025 Added 0.2%
$84B
$2.12 Billion 1.26% of portfolio
11,852
Q3 2025 Added 0.51%
$0
$1.78 Billion 1.06% of portfolio
20,768
Q3 2025 New
$0
$1.49 Billion 0.88% of portfolio
4,430
Q3 2025 New
$0
$1.15 Billion 0.68% of portfolio
1,832
Q3 2025 New
$193B
$868 Million 0.51% of portfolio
7,708
Q3 2025 Added 63.65%
$37.9B
$744 Million 0.44% of portfolio
10,015
Q1 2025 New
$0
$697 Million 0.41% of portfolio
3,707
Q1 2025 Reduced 8.65%
$0
$679 Million 0.4% of portfolio
13,450
Q3 2025 Added 21.18%
$328B
$656 Million 0.39% of portfolio
2,123
Q3 2025 Added 5.57%
$306B
$646 Million 0.38% of portfolio
9,382
Q1 2025 Reduced 2.14%
$0
$619 Million 0.37% of portfolio
5,755
Q3 2025 Added 10.74%
$4.3T
$608 Million 0.36% of portfolio
2,249
Q3 2025 Added 5.69%
$1.65T
$567 Million 0.34% of portfolio
2,015
Q3 2025 Added 0.3%
$224B
$546 Million 0.32% of portfolio
1,829
Q3 2024 Reduced 12.19%
$96.9B
$529 Million 0.31% of portfolio
1,179
Q1 2025 New
$0
$469 Million 0.28% of portfolio
4,799
Q3 2025 Added 6.1%
$37.5B
$413 Million 0.24% of portfolio
7,200
Q3 2025 Reduced 0.73%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $169 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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