# EDGAR Filing Document

**Accession Number:** 0002011014
**File Stem:** 0001951757-25-001012
**Filing Date:** 2025-8
**Character Count:** 8979
**Document Hash:** 43f00390f53507fd499e537c49e8252d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001012.hdr.sgml**: 20250801

**ACCESSION NUMBER**: 0001951757-25-001012

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250801

**DATE AS OF CHANGE**: 20250801

**EFFECTIVENESS DATE**: 20250801

**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:** 251175767

**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:** 1700 NORTHSIDE DRIVE
- **STREET 2:** SUITE A7 #5763
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30318

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**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:** 1700 NORTHSIDE DRIVE<br>SUITE A7 #5763<br>ATLANTA, GA 30318

**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  08-01-2025<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:** 55

**Form 13F Information Table Value Total:** $156543896

      (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 |
| COPART INC | COM | 217204106 |  | 3550882 | 76451 | SH |  | DFND | 1.0 | 0 | 495 | 75956 |
| KLA CORP | COM NEW | 482480100 |  | 4634350 | 5058 | SH |  | DFND | 1.0 | 0 | 54 | 5004 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 14432944 | 22719 | SH |  | SOLE |  | 0 | 0 | 22719 |
| HOME DEPOT INC | COM | 437076102 |  | 7500842 | 19878 | SH |  | SOLE |  | 0 | 0 | 19878 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6176985 | 35192 | SH |  | SOLE |  | 0 | 0 | 35192 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 5774297 | 69731 | SH |  | SOLE |  | 0 | 0 | 69731 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 5052539 | 109603 | SH |  | SOLE |  | 0 | 0 | 109603 |
| NETFLIX INC | COM | 64110L106 |  | 5015251 | 4291 | SH |  | SOLE |  | 0 | 0 | 4291 |
| MICROSOFT CORP | COM | 594918104 |  | 4769613 | 9305 | SH |  | SOLE |  | 0 | 0 | 9305 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 4694685 | 39582 | SH |  | SOLE |  | 0 | 0 | 39582 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 4376283 | 44697 | SH |  | SOLE |  | 0 | 0 | 44697 |
| AMAZON COM INC | COM | 023135106 |  | 4302693 | 18624 | SH |  | SOLE |  | 0 | 0 | 18624 |
| APPLIED MATLS INC | COM | 038222105 |  | 4272867 | 22676 | SH |  | SOLE |  | 0 | 0 | 22676 |
| AUTONATION INC | COM | 05329W102 |  | 4238750 | 21933 | SH |  | SOLE |  | 0 | 0 | 21933 |
| EATON CORP PLC | SHS | G29183103 |  | 4214059 | 10804 | SH |  | SOLE |  | 0 | 0 | 10804 |
| BLACKROCK INC | COM | 09290D101 |  | 4065606 | 3625 | SH |  | SOLE |  | 0 | 0 | 3625 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 4049400 | 20618 | SH |  | SOLE |  | 0 | 0 | 20618 |
| SERVICENOW INC | COM | 81762P102 |  | 4008227 | 4036 | SH |  | SOLE |  | 0 | 0 | 4036 |
| PVH CORPORATION | COM | 693656100 |  | 3953320 | 52504 | SH |  | SOLE |  | 0 | 0 | 52504 |
| PEPSICO INC | COM | 713448108 |  | 3781936 | 26286 | SH |  | SOLE |  | 0 | 0 | 26286 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 3730541 | 12090 | SH |  | SOLE |  | 0 | 0 | 12090 |
| ARCH CAP GROUP LTD | ORD | G0450A105 |  | 3569118 | 41442 | SH |  | SOLE |  | 0 | 0 | 41442 |
| ABBOTT LABS | COM | 002824100 |  | 3517831 | 27484 | SH |  | SOLE |  | 0 | 0 | 27484 |
| PFIZER INC | COM | 717081103 |  | 3425269 | 140957 | SH |  | SOLE |  | 0 | 0 | 140957 |
| SALESFORCE INC | COM | 79466L302 |  | 3300823 | 12343 | SH |  | SOLE |  | 0 | 0 | 12343 |
| ADOBE INC | COM | 00724F101 |  | 3191977 | 8611 | SH |  | SOLE |  | 0 | 0 | 8611 |
| EOG RES INC | COM | 26875P101 |  | 3152452 | 25602 | SH |  | SOLE |  | 0 | 0 | 25602 |
| T-MOBILE US INC | COM | 872590104 |  | 3076776 | 12861 | SH |  | SOLE |  | 0 | 0 | 12861 |
| INGREDION INC | COM | 457187102 |  | 3072876 | 23226 | SH |  | SOLE |  | 0 | 0 | 23226 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 2865814 | 10276 | SH |  | SOLE |  | 0 | 0 | 10276 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 2590008 | 36000 | SH |  | SOLE |  | 0 | 0 | 36000 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 2532940 | 11792 | SH |  | SOLE |  | 0 | 0 | 11792 |
| GLOBUS MED INC | CL A | 379577208 |  | 2523137 | 46688 | SH |  | SOLE |  | 0 | 0 | 46688 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 2484113 | 20586 | SH |  | SOLE |  | 0 | 0 | 20586 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 1902815 | 6446 | SH |  | SOLE |  | 0 | 0 | 6446 |
| SYSCO CORP | COM | 871829107 |  | 784976 | 10015 | SH |  | SOLE |  | 0 | 0 | 10015 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 691467 | 3707 | SH |  | SOLE |  | 0 | 0 | 3707 |
| COCA COLA CO | COM | 191216100 |  | 650923 | 9382 | SH |  | SOLE |  | 0 | 0 | 9382 |
| DISNEY WALT CO | COM | 254687106 |  | 564776 | 4710 | SH |  | SOLE |  | 0 | 0 | 4710 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 555285 | 1179 | SH |  | SOLE |  | 0 | 0 | 1179 |
| MCDONALDS CORP | COM | 580135101 |  | 553583 | 1829 | SH |  | SOLE |  | 0 | 0 | 1829 |
| GE AEROSPACE | COM NEW | 369604301 |  | 543593 | 2011 | SH |  | SOLE |  | 0 | 0 | 2011 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 540299 | 11099 | SH |  | SOLE |  | 0 | 0 | 11099 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 539760 | 5197 | SH |  | SOLE |  | 0 | 0 | 5197 |
| APPLE INC | COM | 037833100 |  | 449583 | 2128 | SH |  | SOLE |  | 0 | 0 | 2128 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 428192 | 4523 | SH |  | SOLE |  | 0 | 0 | 4523 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 395288 | 7253 | SH |  | SOLE |  | 0 | 0 | 7253 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 393262 | 2009 | SH |  | SOLE |  | 0 | 0 | 2009 |
| CATERPILLAR INC | COM | 149123101 |  | 278242 | 647 | SH |  | SOLE |  | 0 | 0 | 647 |
| HERSHEY CO | COM | 427866108 |  | 258487 | 1388 | SH |  | SOLE |  | 0 | 0 | 1388 |
| ESSEX PPTY TR INC | COM | 297178105 |  | 252592 | 869 | SH |  | SOLE |  | 0 | 0 | 869 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 239933 | 4042 | SH |  | SOLE |  | 0 | 0 | 4042 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 210014 | 1341 | SH |  | SOLE |  | 0 | 0 | 1341 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 209344 | 224 | SH |  | SOLE |  | 0 | 0 | 224 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 202278 | 612 | SH |  | SOLE |  | 0 | 0 | 612 |

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