SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Nautilus Advisors LLC

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

Reported Value
$149M
Q3 2025
Positions
171
Filings on Record
6
2019–present window
Filed
Nov 12, 2025
original filing

Summary

Nautilus Advisors LLC reported $149M in U.S.-listed holdings across 171 positions for Q3 2025.

Its largest position, AMZN, represents 5.1% of the portfolio.

Compared with Q2 2025, the fund opened 12 new positions and exited 5.

Portfolio Metrics

Turnover
+4.1%
vs prior filed quarter
Top-10 Concentration
+30.3%
share of reported value
Largest Position
+5.1%
Amazon Com
New / Exited
12 / 5
positions this quarter

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: 56.6%ETP: 41.6%Other: 1.0%ADR: 0.5%REIT: 0.3%
  • Common Stock · 56.6% · $84M
  • ETP · 41.6% · $62M
  • Other · 1.0% · $1M
  • ADR · 0.5% · $717,139
  • REIT · 0.3% · $488,789

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
HARRIS OAKMARK ETF TRUSTNEW+23.4K23.4K+$627,777$627,777
DIMENSIONAL ETF TRUSTNEW+10.0K10.0K+$500,271$500,271
AREALEXANDRIA REAL ESTATE EQ INNEW+5.9K5.9K+$488,789$488,789
NATOTHEMES ETF TRNEW+8.3K8.3K+$324,079$324,079
TJXTJX COS INC NEWNEW+1.6K1.6K+$237,715$237,715
BDXBECTON DICKINSON & CONEW+1.2K1.2K+$233,196$233,196
BBARRICK MNG CORPNEW+6.9K6.9K+$227,424$227,424
BTCWWISDOMTREE BITCOIN FDNEW+1.9K1.9K+$226,290$226,290

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

Holdings — Q3 2025

44 positions
#IssuerClass% PortfolioValueShares
1AMZNAMAZON COM INChistory →COM5.11%$8M34.6K
2GOOGLALPHABET INCCAP STK CL A · CAP STK CL C5.00%$7M30.5K
3AAPLAPPLE INChistory →COM4.56%$7M26.6K
4SPDR S&P 500 ETF TRTR UNIT4.27%$6M9.5K
5DFACDIMENSIONAL ETF TRUSTUS CORE EQUITY 2 · INTERNATNAL VAL · INTL SMALL CAP V4.10%$6M152.0K
6NFLXNETFLIX INChistory →COM3.69%$5M4.6K
7J P MORGAN EXCHANGE TRADED FJPMORGAM LTD DUR · NASDAQ EQT PREM2.34%$3M64.6K
8T ROWE PRICE ETF INCPRICE DIV GRWT1.79%$3M60.6K
9MSFTMICROSOFT CORPhistory →COM1.75%$3M5.0K
10COSTCOSTCO WHSL CORP NEWhistory →COM1.74%$3M2.8K
11VANGUARD WORLD FDINF TECH ETF · MEGA GRWTH IND1.74%$3M4.9K
12BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.70%$3M5.0K
13RBB FUND TRUSTFIRST EAGLE GBL · FIRST EAGLE OVER1.59%$2M52.6K
14GOLDMAN SACHS ETF TREQUAL WEIGHT US1.56%$2M27.3K
15NVDANVIDIA CORPORATIONhistory →COM1.51%$2M12.0K
16VVISA INChistory →COM CL A1.47%$2M6.4K
17ABBVABBVIE INChistory →COM1.35%$2M8.6K
18CGDGCAPITAL GROUP DIVIDEND GROWEhistory →SHS ETF1.24%$2M53.2K
19CGGRUSDCAPITAL GROUP GROWTH ETFhistory →SHS CREATION UNI1.10%$2M37.3K
20CRMSALESFORCE INChistory →COM1.10%$2M6.9K
21VUGVANGUARD INDEX FDShistory →GROWTH ETF1.02%$2M3.2K
22AMATAPPLIED MATLS INCCOM0.98%$1M7.1K
23QCOMQUALCOMM INCCOM0.96%$1M8.6K
241RGREV GROUP INCCOM0.95%$1M25.0K
25ICEINTERCONTINENTAL EXCHANGE INCOM0.90%$1M7.9K
26PIMCO ETF TRMULTISECTOR BD0.85%$1M46.9K
27CGBLCAPITAL GROUP CORE BALANCEDSHS0.81%$1M34.8K
28SCHWSCHWAB CHARLES CORPCOM0.80%$1M12.4K
29CMGCHIPOTLE MEXICAN GRILL INCCOM0.76%$1M28.9K
30FXEINVESCO CURRENCYSHARES EUROEURO SHS0.76%$1M10.4K
31JANUS DETROIT STR TRHENDRSN SHRT ETF0.74%$1M22.2K
32METAMETA PLATFORMS INCCL A0.73%$1M1.5K
33ADPAUTOMATIC DATA PROCESSING INCOM0.71%$1M3.6K
34LOWLOWES COS INCCOM0.71%$1M4.2K
35RDDTREDDIT INCCL A0.67%$1M4.3K
36SIMPLIFY EXCHANGE TRADED FUNMBS ETF0.66%$986,55419.6K
37ABTABBOTT LABSCOM0.66%$975,8517.3K
38ORCLORACLE CORPCOM0.60%$884,8023.1K
39SBUXSTARBUCKS CORPCOM0.58%$861,81310.2K
40CINFCINCINNATI FINL CORPCOM0.57%$845,3615.3K
41ISHARES TRESG OPTIMIZED0.57%$841,0306.2K
42VANGUARD SPECIALIZED FUNDSDIV APP ETF0.56%$830,7683.9K
43JNJJOHNSON & JOHNSONCOM0.56%$825,0054.4K
44ITWILLINOIS TOOL WKS INCCOM0.55%$820,3513.1K

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 ↗.