Natural Investments, LLC Portfolio Holdings

Natural Investments, LLC

$403 Million
Q3 2025

Natural Investments, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $403 Million distributed in 264 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25.9M, Apple Inc. with a value of $23.5M, Nvidia Corp with a value of $22.4M, Ishares S&P 100 ETF with a value of $16.2M, and Alphabet Inc. with a value of $11.1M.

Examining the 13F form we can see an increase of $16.7M in the current position value, from $387M to 403M.

Below you can find more details about Natural Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $403 Million

Technology: $108 Million

ETFs: $45 Million

Financial Services: $44.4 Million

Healthcare: $40.5 Million

Industrials: $24.8 Million

Consumer Cyclical: $22.3 Million

Communication Services: $17.8 Million

Consumer Defensive: $15.4 Million

Other: $22.5 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
OEF Ishares S&P 100 ETF ETFs	$0	$16.2 Million 4.01% of portfolio	168,641	Q3 2025 Added 9,135.54%
QVAL Ea Ser Tr Alpha Architect U S ETFs	$0	$7.75 Million 1.92% of portfolio	283,777	Q3 2025 New
NUAG Nuveen Enhanced Yield U.S. Agg ETFs	$0	$2.5 Million 0.62% of portfolio	78,424	Q3 2025 New
WOMN Impact Shs Fds I Tr Ywca Women ETFs	$0	$2.49 Million 0.62% of portfolio	143,324	Q3 2025 New
IBUY Amplify ETF Tr Amplify Online ETFs	$0	$2.4 Million 0.6% of portfolio	37,690	Q3 2025 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.76 Million 0.44% of portfolio	2,646	Q3 2025 Added 0.11%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$1.56 Million 0.39% of portfolio	63,705	Q3 2025 New
FTSD Franklin ETF Tr Liberty Short ETFs	$0	$1.58 Million 0.39% of portfolio	17,387	Q3 2025 Added 4.1%
NORW Global X Msci Norway ETF ETFs	$0	$1.36 Million 0.34% of portfolio	36,734	Q3 2025 New

VCEB Vanguard World Fd Esg U S Corp ETFs	$0	$1 Million 0.25% of portfolio	7,726	Q3 2025 New
PLW Invesco 1 30 Laddered Treasury ETFs	$0	$868,000 0.22% of portfolio	19,912	Q3 2025 New
FDL First Tr Morningstar Dividend ETFs	$0	$836,000 0.21% of portfolio	12,488	Q3 2025 New
LVHD Franklin U.S. Low Volatility H ETFs	$0	$852,000 0.21% of portfolio	10,222	Q3 2025 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$792,000 0.2% of portfolio	1,319	Q1 2025 Reduced 0.68%
PPA Invesco Exchange Traded Fd Tr ETFs	$0	$641,000 0.16% of portfolio	16,848	Q3 2025 New
FGLD Franklin Templeton Holdings Trust	$0	$502,000 0.12% of portfolio	9,728	Q3 2025 Added 17.46%
VGSH Vanguard ETFs	$0	$431,000 0.11% of portfolio	7,183	Q3 2025 New
STOT Spdr Doubleline Short Duration ETFs	$0	$357,000 0.09% of portfolio	12,279	Q3 2025 New

STPZ Pimco ETF Tr 1 5 Yr Us Tips In ETFs	$0	$352,000 0.09% of portfolio	3,568	Q3 2025 New
FXD First Tr Exchange Traded Fd ETFs	$0	$310,000 0.08% of portfolio	2,054	Q3 2025 New
DFAU Dimensional ETF Tr ETFs	$0	$330,000 0.08% of portfolio	8,569	Q3 2025 New
SGOL Abrdn Gold ETF Trust ETFs	$5.65B	$204,000 0.05% of portfolio	5,554	Q3 2025 Reduced 34.24%
XNTK Spdr Series Trust Spdr Nyse Te ETFs	$0	$212,000 0.05% of portfolio	3,846	Q3 2025 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$207,000 0.05% of portfolio	633	Q3 2025 New

Summary

Portfolio
No. of Stocks 264
Current Value $403 Million
Prior Value $387 Million
Filing
Period Q3 2025
Filing Date October 10, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 41 stocks
Additional Purchases 87 stocks
Sold out of 0 stocks
Reduced holdings in 92 stocks

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Natural Investments, LLC Portfolio Holdings