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Conscious Wealth Investments, LLC
Conscious Wealth Investments, LLC is a registered investment adviser founded in February 2022 by Brandon T. Hatton and headquartered in Atlanta, Georgia. The firm specializes in providing personalized advisory and wealth management services, with a holistic and values-driven approach tailored to families, entrepreneurs, and founder-led businesses. Serving high-net-worth individuals and families, Conscious Wealth Investments offers governance, legacy planning, succession planning, and strategic investment advice designed to align financial goals with personal values, purpose, and intergenerational empowerment. The firm’s team consists of wealth strategists, CPAs, estate planners, and other advisors working collaboratively to support complex family needs and business transitions.
Investment Strategy
Conscious Wealth Investments, LLC employs a holistic, values-based investment strategy that integrates wealth management, business succession, legacy planning, and impact investing. The firm prioritizes aligning clients' values, goals, and stages of life to craft bespoke strategies supporting sustainable prosperity, family governance, and legacy creation. Their multi-disciplinary approach leverages a coordinated team—including financial strategists, M&A advisors, and estate planners—to guide clients through capital allocation, tax optimization, business exits, philanthropy, and next-generation education, always aiming to foster both financial growth and long-lasting, positive influence.
Latest 13F Filing Activity
Conscious Wealth Investments, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 55 equity positions with a total 13F market value of $157M. The fund increased holdings in Eaton Corp. PLC, Nvidia Corporation, SPDR S&P 500 Etf TR among other positions. Conscious Wealth Investments, LLC reduced exposure to Delta Air Lines Inc. Del, Copart Inc., Arch Cap Group LTD among others.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 9.22% | $14.4M | 22,719 | $480.69 | $617.85 | +$1.7M |
H HD | HOME DEPOT INC | 4.79% | $7.5M | 19,878 | $351.65 | $366.64 | +$158.4K |
N NVDA | NVIDIA CORPORATION | 3.95% | $6.2M | 35,192 | $109.11 | $157.99 | +$1.9M |
V VCIT | VANGUARD SCOTTSDALE FDS | 3.69% | $5.8M | 69,731 | $81.26 | $82.92 | +$157.1K |
I IUSB | ISHARES TR | 3.23% | $5.1M | 109,603 | $46.06 | $46.23 | +$103.3K |
Industry Allocation
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