Q2 2026 13F · SEC CIK 1800245

Natural Investments, LLC

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $455.2M
Reported positions: 301
Holdings vs S&P 500, 3 yrs: —
Assets under management: $2.0B

Natural Investments, LLC is a wealth manager that reported 301 positions worth $455.2M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Apple Inc (AAPL, 7.5%), Nvidia Corporation (NVDA, 5.1%), Microsoft Corp (MSFT, 4.0%).

Natural Investments, LLC holdings largest 50 of 301 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Natural Investments, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	7.5%	7.2%	117,657	+1.8%	$34.0M
NVDANvidia Corporation	5.1%	4.8%	115,946	+4.5%	$23.2M
MSFTMicrosoft Corp	4.0%	4.4%	49,008	+2.8%	$18.3M
VEGNETF Ser Solutions	3.8%	2.8%	209,479	+5.1%	$17.2M
GOOGLAlphabet Inc	3.0%	2.5%	37,638	+5.3%	$13.4M
JSTCTidal Trust I	2.9%	2.8%	573,564	-1.0%	$13.1M
DSIIshares Tr	2.8%	2.9%	88,429	-9.6%	$12.6M
CHGXEa Series Trust	2.7%	2.1%	369,592	+17.4%	$12.3M
VGSRManager Directed Portfolios	2.2%	2.1%	880,979	+8.5%	$10.0M
GRNBVaneck ETF Trust	1.9%	1.8%	355,772	+20.0%	$8.6M
ABBVAbbvie Inc	1.8%	1.7%	33,331	+2.8%	$8.4M
NXTEInvestment Managers Ser Tr I	1.7%	1.5%	141,248	-9.8%	$7.7M
HASIHa Sustainable Infra Cap Inc	1.7%	1.8%	193,258	-4.4%	$7.5M
HDHome Depot Inc	1.5%	1.4%	19,131	+7.6%	$6.7M
LLYEli Lilly & Co	1.5%	1.2%	5,609	+2.0%	$6.7M
JPMJpmorgan Chase & Co	1.2%	1.2%	17,036	+3.0%	$5.6M
TSMTaiwan Semiconductor Manufac	1.2%	1.8%	11,518	-45.2%	$5.5M
BRK-ABerkshire Hathaway Inc Del	1.2%	1.2%	7	+0.0%	$5.2M
PANWPalo Alto Networks Inc	1.1%	0.7%	15,212	-12.5%	$5.2M
OWNSQuaker Invt Tr	1.1%	1.1%	295,066	+15.1%	$5.1M
MAMastercard Incorporated	1.0%	1.0%	8,532	+7.5%	$4.4M
GOOGAlphabet Inc	1.0%	0.8%	12,260	+4.9%	$4.3M
ASMLAsml Hldg NV	0.9%	1.0%	1,950	-35.8%	$3.9M
COSTCostco Wholesale Corporation	0.9%	0.8%	4,144	+24.0%	$3.9M
ETHOAmplify ETF Tr	0.8%	0.7%	43,995	-2.8%	$3.5M
PGProcter & Gamble Co	0.8%	0.8%	23,677	+4.3%	$3.5M
AMDAdvanced Micro Devices Inc	0.8%	—	5,900	—	$3.4M
ABTAbbott Laboratories	0.7%	0.9%	35,541	+0.2%	$3.2M
BEPCBrookfield Renewable Corp Cl A Ex Sub Vt	0.6%	0.8%	79,241	-0.7%	$2.9M
SPYState Str Spdr S&p 500 ETF T	0.6%	—	3,894	—	$2.9M
AXPAmerican Express Co	0.6%	0.6%	8,506	+2.1%	$2.9M
UPSUnited Parcel Svcs Inc	0.6%	0.6%	25,520	-3.3%	$2.7M
VVisa Inc	0.6%	0.5%	7,586	+6.4%	$2.6M
CVMCCalvert US Mid-Cap Core Responsible Inde	0.6%	0.5%	33,504	+6.8%	$2.5M
AZNAstrazeneca PLC	0.6%	—	13,360	—	$2.5M
ETNEaton Corp PLC	0.6%	0.5%	5,929	+1.1%	$2.5M
JNJJohnson & Johnson	0.5%	0.5%	9,613	+11.7%	$2.4M
ULUnilever PLC	0.5%	0.5%	37,894	+0.1%	$2.3M
ECLEcolab Inc	0.5%	0.5%	8,021	+0.2%	$2.2M
UNPUnion Pac Corp	0.5%	—	7,832	—	$2.1M
LRCXLam Research Corp	0.4%	—	4,717	—	$2.0M
AVGOBroadcom Inc	0.4%	—	5,412	—	$2.0M
PNCPnc Finl Svcs Group Inc	0.4%	0.4%	8,232	+1.0%	$2.0M
MRKMerck & Co Inc	0.4%	0.4%	15,454	+5.9%	$2.0M
PLDPrologis Inc	0.4%	—	14,349	—	$1.9M
FTSDFranklin ETF Tr	0.4%	0.5%	20,933	+4.1%	$1.9M
CSCOCisco Sys Inc	0.4%	—	16,082	—	$1.9M
TTTrane Technologies PLC	0.4%	0.6%	3,786	-32.3%	$1.9M
AWKAmerican Wtr Wks Co Inc New Com	0.4%	0.5%	14,038	-3.7%	$1.8M
LINLinde PLC	0.4%	0.8%	3,468	-47.1%	$1.8M

What Natural Investments, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.6% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$455.2M	301
Q1 2026	$405.4M	288
Q4 2025	$401.8M	280
Q3 2025	$403.3M	238
Q2 2025	$386.6M	255
Q1 2025	$352.7M	246
Q4 2024	$361.3M	246

Questions about Natural Investments, LLC's portfolio

What stocks does Natural Investments, LLC own?

Natural Investments, LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 301 positions worth $455.2M. The largest are Apple Inc (AAPL) at 7.5%, Nvidia Corporation (NVDA) at 5.1%, Microsoft Corp (MSFT) at 4.0%, ETF Ser Solutions (VEGN) at 3.8% and Alphabet Inc (GOOGL) at 3.0%.

What did Natural Investments, LLC buy last quarter?

In Q2 2026, Natural Investments, LLC added Costco Wholesale Corporation (COST) (+24.0% shares), Vaneck ETF Trust (GRNB) (+20.0% shares) and Ea Series Trust (CHGX) (+17.4% shares), compared with its Q1 2026 filing.

What did Natural Investments, LLC sell last quarter?

In Q2 2026, Natural Investments, LLC cut from its top 50 Amazon Com Inc (AMZN), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Intercontinental Exchange Inc (ICE), cut from its top 50 Shopify Inc (SHOP), cut from its top 50 Xylem Inc (XYL), Linde PLC (LIN) (-47.1% shares), Taiwan Semiconductor Manufac (TSM) (-45.2% shares) and Asml Hldg NV (ASML) (-35.8% shares), compared with its Q1 2026 filing.

When is Natural Investments, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Natural Investments, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Natural Investments, LLC manage?

Natural Investments, LLC reported $2.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $455.2M.