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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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