CONSCIOUS WEALTH INVESTMENTS, LLC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, CONSCIOUS WEALTH INVESTMENTS, LLC opened 6 positions, added to 5, reduced 4, sold out of 1 and left 1 unchanged. The largest increase in value was XLB (+$2,078,366); the largest decrease was XLB (-$2,214,957).
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 2026-03-31 4,921; Shares 2026-06-30 4,921.
Two Form 13F-HR filings compared (SEC CIK 2011014): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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