# EDGAR Filing Document

**Accession Number:** 0002011014
**File Stem:** 0001951757-26-000721
**Filing Date:** 2026-4
**Character Count:** 9296
**Document Hash:** 89c75e81309d13f63288b03e06ae0a3d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000721.hdr.sgml**: 20260423

**ACCESSION NUMBER**: 0001951757-26-000721

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260423

**DATE AS OF CHANGE**: 20260423

**EFFECTIVENESS DATE**: 20260423

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CONSCIOUS WEALTH INVESTMENTS, LLC
- **CENTRAL INDEX KEY:** 0002011014

**ORGANIZATION NAME:**
- **EIN:** 882099050
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23852
- **FILM NUMBER:** 26889724

**BUSINESS ADDRESS:**
- **STREET 1:** 227 MIRACLE MILE
- **STREET 2:** SUITE #4
- **CITY:** CORAL GABLES
- **STATE:** GA
- **ZIP:** 33134
- **BUSINESS PHONE:** (305) 876-6903

**MAIL ADDRESS:**
- **STREET 1:** 901 BERNINA AVE
- **STREET 2:** APT 2
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30307

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** CONSCIOUS WEALTH INVESTMENTS LLC<br>**Address:** 901 BERNINA AVE<br>APT 2<br>ATLANTA, GA 30307

**Form 13F File Number:** 028-23852

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brandon Hatton<br>**Title:** Chief Compliance Officer<br>**Phone:** (404) 826.7747

**Signature, Place, and Date of Signing:**

Brandon Hatton  Atlanta, GA  04-23-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 58

**Form 13F Information Table Value Total:** $179524511

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name      | Form 13F File Number   |
|:---|:---|:---|
|  | Parnassus |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| KLA CORP | COM NEW | 482480100 |  | 5404160 | 3091 | SH |  | DFND | 1.0 | 0 | 0 | 3091 |
| APPLE INC | COM | 037833100 |  | 4709950 | 17678 | SH |  | SOLE |  | 0 | 0 | 17678 |
| ARCH CAP GROUP LTD | ORD | G0450A105 |  | 3814668 | 39142 | SH |  | SOLE |  | 0 | 0 | 39142 |
| AMERICAN TOWER CORP | COM | 03027X100 |  | 2496297 | 14105 | SH |  | SOLE |  | 0 | 0 | 14105 |
| AMAZON COM INC | COM | 023135106 |  | 5137101 | 20672 | SH |  | SOLE |  | 0 | 0 | 20672 |
| AUTONATION INC | COM | 05329W102 |  | 4192538 | 21407 | SH |  | SOLE |  | 0 | 0 | 21407 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 5047838 | 32708 | SH |  | SOLE |  | 0 | 0 | 32708 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 3679056 | 11181 | SH |  | SOLE |  | 0 | 0 | 11181 |
| BLACKROCK INC | COM | 09290D101 |  | 3875598 | 3696 | SH |  | SOLE |  | 0 | 0 | 3696 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 706394 | 1490 | SH |  | SOLE |  | 0 | 0 | 1490 |
| CATERPILLAR INC | COM | 149123101 |  | 506772 | 658 | SH |  | SOLE |  | 0 | 0 | 658 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 230432 | 234 | SH |  | SOLE |  | 0 | 0 | 234 |
| COPART INC | COM | 217204106 |  | 4004753 | 120049 | SH |  | SOLE |  | 0 | 0 | 120049 |
| SALESFORCE INC | COM | 79466L302 |  | 3989570 | 22472 | SH |  | SOLE |  | 0 | 0 | 22472 |
| DELTA AIR LINES INC | COM NEW | 247361702 |  | 518328 | 7200 | SH |  | SOLE |  | 0 | 0 | 7200 |
| DISNEY WALT CO | COM | 254687106 |  | 442042 | 4290 | SH |  | SOLE |  | 0 | 0 | 4290 |
| EOG RES INC | COM | 26875P101 |  | 3998443 | 30202 | SH |  | SOLE |  | 0 | 0 | 30202 |
| INVESCO EXCHANGE TRADED FD T | S 100 EQL WIGH | 46137V449 |  | 3392137 | 28202 | SH |  | SOLE |  | 0 | 0 | 28202 |
| ESSEX PPTY TR INC | COM | 297178105 |  | 218736 | 869 | SH |  | SOLE |  | 0 | 0 | 869 |
| EATON CORP PLC | SHS | G29183103 |  | 5212112 | 13191 | SH |  | SOLE |  | 0 | 0 | 13191 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 200357 | 4020 | SH |  | SOLE |  | 0 | 0 | 4020 |
| GE AEROSPACE | COM NEW | 369604301 |  | 670241 | 2135 | SH |  | SOLE |  | 0 | 0 | 2135 |
| GE VERNOVA INC | COM | 36828A101 |  | 217888 | 221 | SH |  | SOLE |  | 0 | 0 | 221 |
| GLOBUS MED INC | CL A | 379577208 |  | 4236675 | 44807 | SH |  | SOLE |  | 0 | 0 | 44807 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 4532156 | 13552 | SH |  | SOLE |  | 0 | 0 | 13552 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 703232 | 2086 | SH |  | SOLE |  | 0 | 0 | 2086 |
| HERSHEY CO | COM | 427866108 |  | 266343 | 1388 | SH |  | SOLE |  | 0 | 0 | 1388 |
| INGREDION INC | COM | 457187102 |  | 3042239 | 26993 | SH |  | SOLE |  | 0 | 0 | 26993 |
| COCA COLA CO | COM | 191216100 |  | 714918 | 9493 | SH |  | SOLE |  | 0 | 0 | 9493 |
| ELI LILLY  CO | COM | 532457108 |  | 3612656 | 3991 | SH |  | SOLE |  | 0 | 0 | 3991 |
| MCDONALDS CORP | COM | 580135101 |  | 563825 | 1841 | SH |  | SOLE |  | 0 | 0 | 1841 |
| META PLATFORMS INC | CL A | 30303M102 |  | 378100 | 563 | SH |  | SOLE |  | 0 | 0 | 563 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 404558 | 6280 | SH |  | SOLE |  | 0 | 0 | 6280 |
| MICROSOFT CORP | COM | 594918104 |  | 4450864 | 10828 | SH |  | SOLE |  | 0 | 0 | 10828 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 619690 | 5798 | SH |  | SOLE |  | 0 | 0 | 5798 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 2793047 | 30612 | SH |  | SOLE |  | 0 | 0 | 30612 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 4382488 | 26708 | SH |  | SOLE |  | 0 | 0 | 26708 |
| PEPSICO INC | COM | 713448108 |  | 4045224 | 26122 | SH |  | SOLE |  | 0 | 0 | 26122 |
| PFIZER INC | COM | 717081103 |  | 3987490 | 146657 | SH |  | SOLE |  | 0 | 0 | 146657 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2142939 | 3362 | SH |  | SOLE |  | 0 | 0 | 3362 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 763568 | 3823 | SH |  | SOLE |  | 0 | 0 | 3823 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 3893795 | 38840 | SH |  | SOLE |  | 0 | 0 | 38840 |
| SYSCO CORP | COM | 871829107 |  | 765794 | 10336 | SH |  | SOLE |  | 0 | 0 | 10336 |
| T-MOBILE US INC | COM | 872590104 |  | 3452422 | 18153 | SH |  | SOLE |  | 0 | 0 | 18153 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 824282 | 1782 | SH |  | SOLE |  | 0 | 0 | 1782 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 325368 | 415 | SH |  | SOLE |  | 0 | 0 | 415 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 670318 | 13337 | SH |  | SOLE |  | 0 | 0 | 13337 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1698926 | 4921 | SH |  | SOLE |  | 0 | 0 | 4921 |
| SELECT SECTOR SPDR TR | STATE STREET MAT | 81369Y100 |  | 2214957 | 43104 | SH |  | SOLE |  | 0 | 0 | 43104 |
| YUM BRANDS INC | COM | 988498101 |  | 4473496 | 27625 | SH |  | SOLE |  | 0 | 0 | 27625 |
| APPLIED MATLS INC | COM | 038222105 |  | 5485265 | 13912 | SH |  | SOLE |  | 0 | 0 | 13912 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 5851061 | 22671 | SH |  | SOLE |  | 0 | 0 | 22671 |
| HOME DEPOT INC | COM | 437076102 |  | 6731500 | 19862 | SH |  | SOLE |  | 0 | 0 | 19862 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 6301746 | 135754 | SH |  | SOLE |  | 0 | 0 | 135754 |
| NETFLIX INC. | COM | 64110L106 |  | 6058259 | 56252 | SH |  | SOLE |  | 0 | 0 | 56252 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6714554 | 33766 | SH |  | SOLE |  | 0 | 0 | 33766 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 13438288 | 19201 | SH |  | SOLE |  | 0 | 0 | 19201 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 6319057 | 75804 | SH |  | SOLE |  | 0 | 0 | 75804 |

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