13F Filings History of CONSCIOUS WEALTH INVESTMENTS, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$166,630,354
Signature - Title
Brandon Hatton - Chief Compliance Officer
Location
Coral Gables, GA
Summary
This page shows a list of all the recent 13F filings made by CONSCIOUS WEALTH INVESTMENTS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CONSCIOUS WEALTH INVESTMENTS, LLC reported 60 stock holdings with total value $166,630,354 as of Q4 2025. Top holdings included SPY, HD, IUSB, VCIT, and XLK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 60 $166,630,354 +$21,293,363 -$14,664,582 +$6,628,781 SPY, HD, IUSB, VCIT, XLK 13F-HR 13 Feb 2026, 09:27
Q3 2025 57 $168,644,288 +$7,673,394 -$2,586,362 +$5,087,032 SPY, HD, NVDA, IUSB, ANET 13F-HR 07 Nov 2025, 08:47
Q2 2025 55 $156,543,896 +$5,139,582 -$4,385,295 +$754,287 SPY, HD, NVDA, VCIT, IUSB 13F-HR 01 Aug 2025, 15:02
Q1 2025 53 $143,965,102 +$29,455,042 -$26,738,172 +$2,716,870 SPY, HD, VCIT, IUSB, NFLX 13F-HR 13 May 2025, 14:13
Q4 2024 49 $147,470,195 +$6,438,889 -$7,873,732 -$1,434,843 SPY, XLK, HD, IUSB, VCIT 13F-HR 04 Feb 2025, 11:06
Q3 2024 49 $145,352,376 +$3,065,863 -$3,604,706 -$538,843 SPY, XLK, HD, IUSB, VCIT 13F-HR 24 Oct 2024, 16:42
Q2 2024 48 $139,158,708 +$738,771 -$1,189,392 -$450,621 SPY, XLK, HD, IUSB, VCIT 13F-HR 09 Aug 2024, 17:28
Q1 2024 47 $131,554,038 +$13,202,109 -$9,379,454 +$3,822,655 SPY, XLK, IUSB, HD, VCIT 13F-HR 24 Apr 2024, 16:54
Q4 2023 51 $125,408,956 $0 $0 $0 SPY, XLK, HD, IUSB, VCIT 13F-HR 14 Feb 2024, 11:19