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CIK: 0002011014
Total reported value
$194.5M
$194.5M
58 檔
20.3%
During the Q1 2026 filing period, Conscious Wealth Investments, LLC (CIK: 0002011014) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $194.5M across 58 reported positions.
In Q1 2026, Conscious Wealth Investments, LLC displayed an active expansion posture, initiating 9 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.49% | -0.41% | -5.78% | |
| 2 | HD | Home Depot Inc | Stock-Consumer Disc | 3.75% | -0.27% | -0.12% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.74% | -0.20% | +19.19% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.52% | -0.36% | +7.65% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.51% | -0.34% | -0.04% | |
| 6 | NFLX | Netflix Inc | Stock-Comm Services | 3.37% | -1.41% | +9.14% | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 3.26% | +3.06% | — | |
| 8 | AMAT | Applied Materials Inc | Stock-Tech | 3.06% | +0.98% | -15.46% | |
| 9 | KLAC | Kla CORP | Stock-Tech | 3.01% | +0.43% | -14.64% | |
| 10 | ETN | Eaton Corporation plc | Stock-Industrials | 2.90% | -0.24% | +5.67% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.86% | -0.29% | +7.28% | |
| 12 | ANET | Arista Networks Inc | Stock-Tech | 2.81% | +0.14% | -4.38% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.62% | +0.40% | +763.18% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.52% | -0.15% | -10.53% | |
| 15 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 2.49% | -0.40% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | -0.32% | +5.88% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.44% | +2.27% | — | |
| 18 | GMED | Globus Medical Inc - A | Stock-Healthcare | 2.36% | -0.67% | -2.08% | |
| 19 | AN | Autonation Inc | Stock-Consumer Disc | 2.34% | -0.25% | +0.07% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.25% | -0.45% | +2.92% | |
| 21 | CPRT | Copart Inc | Stock-Industrials | 2.23% | -1.40% | +11.82% | |
| 22 | EOG | Eog Resources Inc | Stock-Energy | 2.23% | -0.07% | +87.75% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 2.22% | -1.21% | +12.17% | |
| 24 | PFE | Pfizer Inc | Stock-Healthcare | 2.22% | -2.22% | EXIT | |
| 25 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.17% | -0.21% | -2.45% | |
| 26 | BLK | Blackrock Inc | Stock-Financials | 2.16% | -0.24% | +3.01% | |
| 27 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 2.12% | -0.18% | -0.10% | |
| 28 | AXP | American Express Co | Stock-Financials | 2.05% | -0.07% | -0.34% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.01% | +0.32% | — | |
| 30 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.92% | -0.20% | +10.51% | |
| 31 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 1.89% | +0.05% | — | |
| 32 | INGR | Ingredion Inc | Stock-Consumer Staples | 1.69% | -0.33% | +5.54% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 1.56% | -0.19% | -3.64% | |
| 34 | AMT | American Tower CORP | Stock-Real Estate | 1.39% | -0.24% | +6.65% | |
| 35 | XLB | Ss Materials Select Sector | ETF-Other | 1.23% | -0.16% | +2.30% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.19% | +0.05% | +70.06% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | -0.02% | -1.16% | |
| 38 | TT | Trane Technologies plc | Stock-Industrials | 0.46% | — | +51.15% | |
| 39 | SYY | Sysco CORP | Stock-Consumer Staples | 0.43% | — | +3.08% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.43% | -0.01% | — | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | +0.04% | +0.06% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | +0.02% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.02% | +0.68% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.37% | +0.05% | +0.04% | |
| 45 | GE | General Electric | Stock-Industrials | 0.37% | — | — | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.35% | +0.04% | +1.86% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | -0.02% | -0.65% | |
| 48 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.29% | -0.15% | — | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.28% | +0.05% | +0.30% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.25% | — | -23.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.3% | +763.18% | Add |
| 2 | EOG | Eog Resources Inc | +1.1% | +87.75% | Add |
| 3 | NFLX | Netflix Inc | +0.9% | +9.14% | Add |
| 4 | NVDA | Nvidia CORP | +0.8% | +19.19% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +70.06% | Add |
| 6 | AMZN | Amazon.com Inc | +0.3% | +7.28% | Add |
| 7 | ETN | Eaton Corporation plc | +0.2% | +5.67% | Add |
| 8 | ANET | Arista Networks Inc | +0.2% | -4.38% | Trim |
| 9 | TT | Trane Technologies plc | +0.2% | +51.15% | Add |
| 10 | KLAC | Kla CORP | +0.1% | -14.64% | Trim |
| 11 | MO | Altria Group Inc | +0.1% | +51.65% | Add |
| 12 | AMAT | Applied Materials Inc | +0.1% | -15.46% | Trim |
| 13 | MSFT | Microsoft CORP | +0.1% | +5.88% | Add |
| 14 | AMT | American Tower CORP | 0% | +6.65% | Add |
| 15 | CAT | Caterpillar Inc | 0% | +0.30% | Add |
| 16 | DAL | Delta Air Lines Inc | 0% | — | Unchanged |
| 17 | COST | Costco Wholesale CORP | 0% | +1.74% | Add |
| 18 | ESS | Essex Property Trust Inc | 0% | — | Unchanged |
| 19 | VCIT | Vanguard Int-term Corporate | 0% | +7.65% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | +0.68% | Add |
| 21 | GE | General Electric | 0% | — | Unchanged |
| 22 | FITB | Fifth Third Bancorp | 0% | +0.50% | Add |
| 23 | MUB | Ishares National Muni Bond E | 0% | +1.86% | Add |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +0.04% | Add |
| 25 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 26 | GMED | Globus Medical Inc - A | 0% | -2.08% | Trim |
| 27 | HSY | Hershey Co/the | 0% | — | Unchanged |
| 28 | XLB | Ss Materials Select Sector | -0.1% | +2.30% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -1.16% | Trim |
| 30 | MCD | Mcdonald's CORP | -0.1% | -0.65% | Trim |
| 31 | KO | Coca-cola Co/the | -0.1% | +0.06% | Add |
| 32 | PFE | Pfizer Inc | -0.1% | +2.29% | Add |
| 33 | CRM | Salesforce Inc | -0.1% | +12.17% | Add |
| 34 | TMUS | T-mobile US Inc | -0.1% | +10.51% | Add |
| 35 | SYY | Sysco CORP | -0.1% | +3.08% | Add |
| 36 | DIS | Walt Disney Co/the | -0.1% | -23.81% | Trim |
| 37 | BLK | Blackrock Inc | -0.1% | +3.01% | Add |
| 38 | NEE | Nextera Energy Inc | -0.1% | -3.64% | Trim |
| 39 | INGR | Ingredion Inc | -0.1% | +5.54% | Add |
| 40 | SCHW | Schwab (charles) CORP | -0.3% | -2.45% | Trim |
| 41 | ACGL | Arch Capital Group Ltd. | -0.3% | -0.10% | Trim |
| 42 | AN | Autonation Inc | -0.3% | +0.07% | Add |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.3% | -0.04% | Trim |
| 44 | PEP | Pepsico Inc | -0.3% | +2.92% | Add |
| 45 | AXP | American Express Co | -0.3% | -0.34% | Trim |
| 46 | CPRT | Copart Inc | -0.3% | +11.82% | Add |
| 47 | GOOG | Alphabet Inc-cl C | -0.5% | -10.53% | Trim |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | -5.78% | Trim |
| 49 | HD | Home Depot Inc | -0.8% | -0.12% | Trim |
| 50 | AMD | Advanced Micro Devices | — | NEW | New buy |
According to official SEC Form 13F filings, Conscious Wealth Investments, LLC reported a total U.S. public equity portfolio value of $194.5M across 58 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, HD, NVDA) accounted for 20.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
AMD
市值: $5.9M
Top Position Liquidated / Trimmed
XLK
前期市值: $5.5M
During Q1 2026, Conscious Wealth Investments, LLC's top holdings by market value included SPY (7.5%)、HD (3.8%)、NVDA (3.7%). The largest single position, SPY, represented 7.5% of total portfolio value.
In Q1 2026, Conscious Wealth Investments, LLC made 64 total portfolio adjustments, initiating 9 new buys, adding to 29 positions, trimming 15 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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