SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Nautilus Advisors LLC

CIK 0002083253 · 888 PROSPECT ST SUITE 200, LA JOLLA, CA, 92037 · 6195734590

Reported Value
$136M
Q2 2025
Positions
164
Filings on Record
6
2019–present window
Filed
Aug 26, 2025
original filing

Summary

Nautilus Advisors LLC reported $136M in U.S.-listed holdings across 164 positions for Q2 2025.

Its largest position, AMZN, represents 5.7% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+30.9%
share of reported value
Largest Position
+5.7%
Amazon Com

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’25: $136MQ2 ’25Q3 ’25: $149MQ3 ’25Q4 ’25: $153MQ4 ’25Q1 ’26: $146MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 57.7%ETP: 40.9%Other: 0.9%ADR: 0.4%
  • Common Stock · 57.7% · $79M
  • ETP · 40.9% · $56M
  • Other · 0.9% · $1M
  • ADR · 0.4% · $567,409

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
AMZNAMAZON COM INCNEW+35.5K35.5K+$8M$8M
NFLXNETFLIX INCNEW+4.6K4.6K+$6M$6M
SPDR S&P 500 ETF TRNEW+9.8K9.8K+$6M$6M
AAPLAPPLE INCNEW+27.1K27.1K+$6M$6M
GOOGLALPHABET INCNEW+20.7K20.7K+$4M$4M
DFACDIMENSIONAL ETF TRUSTNEW+86.5K86.5K+$3M$3M
T ROWE PRICE ETF INCNEW+61.5K61.5K+$3M$3M
MSFTMICROSOFT CORPNEW+5.0K5.0K+$2M$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

45 positions
#IssuerClass% PortfolioValueShares
1AMZNAMAZON COM INChistory →COM5.71%$8M35.5K
2NFLXNETFLIX INChistory →COM4.49%$6M4.6K
3SPDR S&P 500 ETF TRTR UNIT4.45%$6M9.8K
4AAPLAPPLE INChistory →COM4.08%$6M27.1K
5DFACDIMENSIONAL ETF TRUSTUS CORE EQUITY 2 · INTERNATNAL VAL · SHORT DURATION F4.04%$6M140.8K
6GOOGLALPHABET INCCAP STK CL A · CAP STK CL C3.95%$5M30.5K
7J P MORGAN EXCHANGE TRADED FJPMORGAM LTD DUR · NASDAQ EQT PREM2.16%$3M55.7K
8T ROWE PRICE ETF INCPRICE DIV GRWT1.91%$3M61.5K
9MSFTMICROSOFT CORPhistory →COM1.83%$2M5.0K
10COSTCOSTCO WHSL CORP NEWhistory →COM1.80%$2M2.5K
11VANGUARD WORLD FDINF TECH ETF · MEGA GRWTH IND1.68%$2M4.8K
12VVISA INChistory →COM CL A1.67%$2M6.4K
13GOLDMAN SACHS ETF TREQUAL WEIGHT US1.58%$2M26.4K
14BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.48%$2M4.1K
15NVDANVIDIA CORPORATIONhistory →COM1.44%$2M12.4K
16CRMSALESFORCE INChistory →COM1.37%$2M6.9K
17CGDGCAPITAL GROUP DIVIDEND GROWEhistory →SHS ETF1.29%$2M52.3K
18CMGCHIPOTLE MEXICAN GRILL INChistory →COM1.15%$2M27.8K
19ABBVABBVIE INChistory →COM1.13%$2M8.3K
20ICEINTERCONTINENTAL EXCHANGE INhistory →COM1.06%$1M7.9K
21CGGRUSDCAPITAL GROUP GROWTH ETFhistory →SHS CREATION UNI1.02%$1M34.2K
22VUGVANGUARD INDEX FDShistory →GROWTH ETF1.01%$1M3.1K
23RBB FUND TRUSTFIRST EAGLE GBL1.01%$1M34.1K
24QCOMQUALCOMM INChistory →COM1.01%$1M8.6K
25AMATAPPLIED MATLS INCCOM0.95%$1M7.1K
26JANUS DETROIT STR TRHENDRSN SHRT ETF0.92%$1M25.5K
271RGREV GROUP INCCOM0.87%$1M25.0K
28FXEINVESCO CURRENCYSHARES EUROEURO SHS0.84%$1M10.6K
29SCHWSCHWAB CHARLES CORPCOM0.84%$1M12.5K
30SHAKSHAKE SHACK INCCL A0.83%$1M8.0K
31CGBLCAPITAL GROUP CORE BALANCEDSHS0.82%$1M33.5K
32ADPAUTOMATIC DATA PROCESSING INCOM0.82%$1M3.6K
33METAMETA PLATFORMS INCCL A0.80%$1M1.5K
34ABTABBOTT LABSCOM0.73%$990,6477.3K
35SBUXSTARBUCKS CORPCOM0.71%$972,24510.6K
36SIMPLIFY EXCHANGE TRADED FUNMBS ETF0.69%$940,72918.8K
37LOWLOWES COS INCCOM0.68%$927,8604.2K
38INVESCO EXCH TRADED FD TR IICALIF AMT MUN0.64%$875,71737.5K
39CINFCINCINNATI FINL CORPCOM0.58%$796,2755.3K
40GILDGILEAD SCIENCES INCCOM0.58%$793,4977.2K
41VANGUARD SPECIALIZED FUNDSDIV APP ETF0.58%$788,9833.9K
42ISHARES TRESG OPTIMIZED0.58%$785,8506.2K
43ITWILLINOIS TOOL WKS INCCOM0.57%$777,8493.1K
44PIMCO ETF TRENHAN SHRT MA AC0.57%$777,8397.7K
45CGDVUSDCAPITAL GROUP DIVIDEND VALUESHS CREATION UNI0.57%$776,99819.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$146M162Apr 17, 202613F-HRchanges · EDGAR ↗
Q4 2025$153M173Jan 22, 202613F-HRchanges · EDGAR ↗
Q3 2025$149M171Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$136M164Aug 26, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.