SEC 13F Intelligence

Managers / Q4 2025 · view latest →

CONSCIOUS WEALTH INVESTMENTS, LLC

CIK 0002011014 · 227 MIRACLE MILE, SUITE #4, CORAL GABLES, GA, 33134 · (305) 876-6903

Reported Value
$167M
Q4 2025
Positions
60
Filings on Record
10
2019–present window
Filed
Feb 13, 2026
original filing

Summary

Conscious Wealth Investments, LLC reported $167M in U.S.-listed holdings across 60 positions for Q4 2025.

Its largest position, Spdr S P 500 Etf Tr, represents 8.3% of the portfolio.

Compared with Q3 2025, the fund opened 4 new positions and exited 1.

Portfolio Metrics

Turnover
+9.3%
vs prior filed quarter
Top-10 Concentration
+38.0%
share of reported value
Largest Position
+8.3%
Spdr S P 500 Etf Tr
New / Exited
4 / 1
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $125MQ4 ’23Q1 ’24: $132MQ2 ’24: $139MQ2 ’24Q3 ’24: $145MQ4 ’24: $147MQ4 ’24Q1 ’25: $144MQ2 ’25: $157MQ2 ’25Q3 ’25: $169MQ4 ’25: $167MQ4 ’25Q1 ’26: $180Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 64.7%ETP: 27.2%Other: 6.6%REIT: 1.5%
  • Common Stock · 64.7% · $108M
  • ETP · 27.2% · $45M
  • Other · 6.6% · $11M
  • REIT · 1.5% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SELECT SECTOR SPDR TRNEW+40.5K40.5K+$5M$5M
SELECT SECTOR SPDR TRNEW+16.2K16.2K+$2M$2M
XLESELECT SECTOR SPDR TRNEW+30.9K30.9K+$2M$2M
FITBFIFTH THIRD BANCORPNEW+4.0K4.0K+$215,160$215,160
NFLXNETFLIX INCADDED+47.3K51.5K$607,403$4M
NOWSERVICENOW INCADDED+12.6K16.7K$2M$2M
XLBSELECT SECTOR SPDR TRADDED+21.4K42.1K+$349,079$2M
CEGCONSTELLATION ENERGY CORPSOLD OUT6120$230,724$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

44 positions
#IssuerClass% PortfolioValueShares
1SPDR S&P 500 ETF TRTR UNIT8.29%$14M20.4K
2XLBSELECT SECTOR SPDR TRSTATE STREET TEC · STATE STREET MAT · STATE STREET CON · STATE STREET ENE6.68%$11M129.6K
3ISHARES TRCORE UNIVRSL USD · ESG MSCI KLD 400 · NATIONAL MUN ETF5.78%$10M162.7K
4HDHOME DEPOT INChistory →COM4.56%$8M19.9K
5VANGUARD SCOTTSDALE FDSINT-TERM CORP3.54%$6M70.4K
6GOOGALPHABET INCCAP STK CL C · CAP STK CL A3.42%$6M17.2K
7AMATAPPLIED MATLS INChistory →COM3.00%$5M16.5K
8NVDANVIDIA CORPORATIONhistory →COM2.92%$5M28.3K
9KLACKLA CORPhistory →COM NEW2.89%$5M3.6K
10EATON CORP PLCSHS2.66%$4M12.5K
11ANETARISTA NETWORKS INChistory →COM SHS2.64%$4M34.2K
12ANAUTONATION INChistory →COM2.62%$4M21.4K
13AMZNAMAZON COM INChistory →COM2.58%$4M19.3K
14CPRTCOPART INChistory →COM2.57%$4M107.4K
15PEPPEPSICO INChistory →COM2.55%$4M25.4K
16NFLXNETFLIX INChistory →COM2.50%$4M51.5K
17SCHWSCHWAB CHARLES CORPhistory →COM2.44%$4M39.8K
18MSFTMICROSOFT CORPhistory →COM2.42%$4M10.2K
19GMEDGLOBUS MED INChistory →CL A2.40%$4M45.8K
20ARCH CAP GROUP LTDORD2.40%$4M39.2K
21AXPAMERICAN EXPRESS COhistory →COM2.39%$4M11.2K
22CRMSALESFORCE INChistory →COM2.28%$4M20.0K
23PFEPFIZER INChistory →COM2.28%$4M143.4K
24BLKBLACKROCK INChistory →COM2.27%$4M3.6K
25ABTABBOTT LABShistory →COM2.17%$4M33.2K
26TMUST-MOBILE US INChistory →COM1.99%$3M16.4K
27INGRINGREDION INChistory →COM1.83%$3M25.6K
28NEENEXTERA ENERGY INChistory →COM1.70%$3M31.8K
29AMTAMERICAN TOWER CORP NEWhistory →COM1.36%$2M13.2K
30PVHPVH CORPORATIONhistory →COM1.28%$2M33.1K
31ACCENTURE PLC IRELANDSHS CLASS A1.26%$2M9.0K
32ADBEADOBE INChistory →COM1.13%$2M7.0K
33EOGEOG RES INChistory →COM1.09%$2M16.1K
34NOWSERVICENOW INChistory →COM1.03%$2M16.7K
35VANGUARD INDEX FDSTOTAL STK MKT1.00%$2M5.0K
36NDQINVESCO QQQ TRUNIT SER 10.71%$1M2.0K
37SYYSYSCO CORPCOM0.51%$848,48510.0K
38INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT0.46%$759,0953.8K
39KOCOCA COLA COCOM0.45%$744,8249.5K
40VANGUARD MUN BD FDSTAX EXEMPT BD0.40%$674,81513.3K
41GE AEROSPACECOM NEW0.39%$654,1002.1K
42MCDMCDONALDS CORPCOM0.36%$599,4081.9K
43DISDISNEY WALT COCOM0.35%$591,0865.6K
44AMERICAN CENTY ETF TRUS SML CP VALU0.35%$578,3855.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$180M58Apr 23, 202613F-HRchanges · EDGAR ↗
Q4 2025$167M60Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$169M57Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$157M55Aug 1, 202513F-HRchanges · EDGAR ↗
Q1 2025$144M53May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$147M49Feb 4, 202513F-HRchanges · EDGAR ↗
Q3 2024$145M49Oct 24, 202413F-HRchanges · EDGAR ↗
Q2 2024$139M48Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$132M47Apr 24, 202413F-HRchanges · EDGAR ↗
Q4 2023$125M51Feb 14, 202413F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Parnassus

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.