Nautilus Advisors LLC

CIK 0002083253 • 7 13F filings • Aug 26, 2025 – Jul 14, 2026

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Filer information

Filed by: Nautilus Advisors LLC, Principal
Address: 888 Prospect St Suite 200, La Jolla, CA, 92037
Phone: 6195730268
AUM: $153.2M

AUM over time

$165.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2026

Q3 2025

Q2 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $125.6M149 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$840K	0.7%	7,429 SH	New
ABBVIE INC	COM	$1.3M	1.0%Prev: 1.2%	7,260 SH	Decreased-259 SH
ADOBE INC	COM	$239K	0.2%	538 SH	New
ADVANCED MICRO DEVICES INC	COM	$386K	0.3%Prev: 0.9%	3,196 SH	Decreased+884 SH
ALPHABET INC	CAP STK CL A	$4.0M	3.1%Prev: 3.9%	20,899 SH	Decreased+2,159 SH
ALPHABET INC	CAP STK CL C	$2.0M	1.6%Prev: 1.8%	10,494 SH	Decreased+1,539 SH
AMAZON COM INC	COM	$8.6M	6.8%Prev: 5.0%	38,993 SH	Increased+6,060 SH
AMCOR PLC	ORD	$294K	0.2%	31,210 SH	New
AMERICAN EXPRESS CO	COM	$431K	0.3%Prev: 0.2%	1,453 SH	Increased+536 SH
AMGEN INC	COM	$529K	0.4%Prev: 0.5%	2,030 SH	Decreased-66 SH
APOLLO GLOBAL MGMT INC	COM	$221K	0.2%	1,340 SH	New
APPLE INC	COM	$7.0M	5.5%Prev: 4.9%	27,839 SH	Decreased+3,600 SH
APPLIED MATLS INC	COM	$1.2M	1.0%Prev: 1.4%	7,453 SH	Decreased+2,818 SH
ASML HOLDING N V	N Y REGISTRY SHS	$324K	0.3%	468 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$1.1M	0.8%Prev: 0.5%	3,608 SH	Increased+182 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$638K	0.5%Prev: 0.9%	1,408 SH	Decreased-1,522 SH
BLACKROCK INC	COM	$277K	0.2%	270 SH	New
BLACKSTONE INC	COM	$267K	0.2%	1,550 SH	New
BOOKING HOLDINGS INC	COM	$219K	0.2%	44 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$551K	0.4%Prev: 0.5%	9,746 SH	Decreased-2,346 SH
BROADCOM INC	COM	$317K	0.3%Prev: 0.4%	1,366 SH	Decreased-295 SH
CAPITAL GROUP CORE BALANCED	SHS	$1.4M	1.1%Prev: 0.7%	44,493 SH	Increased+15,219 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$844K	0.7%Prev: 1.2%	28,475 SH	Decreased-25,755 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$617K	0.5%	17,496 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$607K	0.5%	16,343 SH	New
CARRIER GLOBAL CORPORATION	COM	$748K	0.6%Prev: 0.3%	10,962 SH	Increased+1,838 SH
CATERPILLAR INC	COM	$358K	0.3%Prev: 0.5%	988 SH	Decreased+31 SH
CAVA GROUP INC	COM	$202K	0.2%	1,787 SH	New
CHEVRON CORP NEW	COM	$396K	0.3%	2,733 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$1.6M	1.3%Prev: 0.5%	26,650 SH	Increased+300 SH
CIBUS INC	CL A COM STK	$60K	0.0%Prev: 0.0%	21,501 SH	Increased
CINCINNATI FINL CORP	COM	$768K	0.6%Prev: 0.5%	5,347 SH	Decreased+16 SH
CLOROX CO DEL	COM	$441K	0.4%Prev: 0.1%	2,718 SH	Increased+169 SH
COCA COLA CO	COM	$536K	0.4%Prev: 0.4%	8,614 SH	Decreased+1,306 SH
COLGATE PALMOLIVE CO	COM	$392K	0.3%Prev: 0.2%	4,313 SH	Increased+96 SH
CONSTELLATION BRANDS INC	CL A	$708K	0.6%Prev: 0.2%	3,203 SH	Increased+181 SH
CORNING INC	COM	$285K	0.2%Prev: 0.6%	6,000 SH	Decreased-70 SH
COSTCO WHSL CORP NEW	COM	$2.3M	1.8%	2,505 SH	New
CROWDSTRIKE HLDGS INC	CL A	$245K	0.2%Prev: 0.4%	716 SH	Decreased-1,583 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$923K	0.7%Prev: 1.6%	26,012 SH	Decreased-21,419 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.3M	1.1%	28,389 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.9M	2.3%	82,994 SH	New
DISNEY WALT CO	COM	$309K	0.2%	2,776 SH	New
ELI LILLY & CO	COM	$382K	0.3%Prev: 0.4%	494 SH	Decreased-61 SH
EMERSON ELEC CO	COM	$665K	0.5%Prev: 0.5%	5,369 SH	Decreased+63 SH
FEDEX CORP	COM	$331K	0.3%	1,175 SH	New
GILEAD SCIENCES INC	COM	$668K	0.5%Prev: 0.6%	7,232 SH	Decreased+209 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$1.6M	1.3%Prev: 1.7%	20,705 SH	Decreased-9,405 SH
GOLDMAN SACHS ETF TR	S&P 500 CORE PRE	$388K	0.3%	7,850 SH	New
HOME DEPOT INC	COM	$425K	0.3%Prev: 0.2%	1,092 SH	Increased+177 SH
ILLINOIS TOOL WKS INC	COM	$798K	0.6%Prev: 0.5%	3,146 SH	Increased+70 SH
INTERCONTINENTAL EXCHANGE IN	COM	$1.2M	0.9%Prev: 0.7%	7,915 SH	Increased+165 SH
INTERNATIONAL BUSINESS MACHS	COM	$502K	0.4%Prev: 0.2%	2,282 SH	Increased+442 SH
INVESCO CURRENCYSHARES EURO	EURO SHS	$905K	0.7%Prev: 0.4%	9,457 SH	Increased+3,916 SH
INVESCO CURRENCYSHARES JAPAN	JAPANESE YEN	$338K	0.3%	5,768 SH	New
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$912K	0.7%Prev: 0.2%	36,920 SH	Increased+18,680 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$469K	0.4%	40,693 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$695K	0.6%Prev: 0.4%	3,964 SH	Increased+1,170 SH
INVESCO QQQ TR	UNIT SER 1	$670K	0.5%Prev: 0.8%	1,310 SH	Decreased-502 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$258K	0.2%Prev: 0.1%	4,854 SH	Increased
ISHARES INC	MSCI GERMANY ETF	$233K	0.2%Prev: 0.2%	7,320 SH	Decreased
ISHARES TR	CALIF MUN BD ETF	$450K	0.4%	7,850 SH	New
ISHARES TR	CORE S&P SCP ETF	$402K	0.3%Prev: 0.4%	3,490 SH	Decreased-994 SH
ISHARES TR	ESG AW MSCI EAFE	$305K	0.2%Prev: 0.2%	4,000 SH	Decreased
ISHARES TR	ESG AWARE MSCI	$350K	0.3%Prev: 0.3%	8,335 SH	Decreased-133 SH
ISHARES TR	MSCI USA ESG SLC	$754K	0.6%	6,200 SH	New
ISHARES TR	MSCI USA MIN VOL	$261K	0.2%	2,935 SH	New
ISHARES TR	RUS MID CAP ETF	$246K	0.2%Prev: 0.2%	2,787 SH	Decreased-9 SH
ISHARES TR	SHRT NAT MUN ETF	$250K	0.2%Prev: 0.1%	2,370 SH	Increased
ISHARES TR	TIPS BD ETF	$320K	0.3%Prev: 0.2%	3,000 SH	Increased
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$377K	0.3%Prev: 0.2%	4,653 SH	Increased+1,066 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$961K	0.8%Prev: 0.2%	16,706 SH	Increased+11,804 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$826K	0.7%	18,110 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.1M	0.9%Prev: 1.1%	19,468 SH	Decreased-9,298 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$2.3M	1.8%	46,552 SH	New
JOHNSON & JOHNSON	COM	$671K	0.5%Prev: 0.7%	4,638 SH	Decreased+341 SH
JPMORGAN CHASE & CO.	COM	$270K	0.2%	1,125 SH	New
KIMBERLY-CLARK CORP	COM	$420K	0.3%Prev: 0.2%	3,206 SH	Increased+646 SH
LOCKHEED MARTIN CORP	COM	$306K	0.2%Prev: 0.2%	630 SH	Increased+84 SH
LOWES COS INC	COM	$981K	0.8%Prev: 0.4%	3,976 SH	Increased-17 SH
MARVELL TECHNOLOGY INC	COM	$216K	0.2%Prev: 0.2%	1,955 SH	Decreased+470 SH
MASTERCARD INCORPORATED	CL A	$283K	0.2%Prev: 0.2%	538 SH	Decreased+19 SH
MCCORMICK & CO INC	COM NON VTG	$617K	0.5%Prev: 0.2%	8,088 SH	Increased+182 SH
MCDONALDS CORP	COM	$222K	0.2%	765 SH	New
MEDTRONIC PLC	SHS	$354K	0.3%Prev: 0.2%	4,435 SH	Increased+756 SH
META PLATFORMS INC	CL A	$1.2M	1.0%Prev: 0.7%	2,082 SH	Increased+452 SH
MICROSOFT CORP	COM	$2.3M	1.8%Prev: 1.9%	5,453 SH	Decreased-752 SH
NETFLIX INC	COM	$4.1M	3.2%	4,561 SH	New
NEXTERA ENERGY INC	COM	$284K	0.2%Prev: 0.1%	3,966 SH	Increased+1,223 SH
NVIDIA CORPORATION	COM	$1.7M	1.4%Prev: 1.7%	12,850 SH	Decreased+847 SH
PACER FDS TR	PACER US SMALL	$606K	0.5%	13,773 SH	New
PACER FDS TR	US CASH COWS 100	$349K	0.3%Prev: 0.2%	6,188 SH	Increased+1,926 SH
PALO ALTO NETWORKS INC	COM	$298K	0.2%Prev: 0.4%	1,638 SH	Decreased+84 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$1.9M	1.5%	18,584 SH	New
PIMCO ETF TR	MULTISECTOR BD	$951K	0.8%Prev: 0.2%	36,689 SH	Increased+23,175 SH
PIMCO ETF TR	MUNI INCOME OPP	$285K	0.2%	6,320 SH	New
PNC FINL SVCS GROUP INC	COM	$211K	0.2%Prev: 0.1%	1,095 SH	Decreased
PRICE T ROWE GROUP INC	COM	$658K	0.5%Prev: 0.2%	5,814 SH	Increased+2,137 SH
PROCTER AND GAMBLE CO	COM	$733K	0.6%	4,373 SH	New
PUBLIC STORAGE OPER CO	COM	$241K	0.2%	806 SH	New
PULTE GROUP INC	COM	$348K	0.3%Prev: 0.2%	3,195 SH	Decreased
QUALCOMM INC	COM	$1.4M	1.1%Prev: 0.9%	9,104 SH	Decreased+1,375 SH
REDDIT INC	CL A	$248K	0.2%Prev: 0.4%	1,519 SH	Decreased-3,418 SH
REGENERON PHARMACEUTICALS	COM	$212K	0.2%	298 SH	New
REV GROUP INC	COM	$1.3M	1.0%	40,000 SH	New
RTX CORPORATION	COM	$204K	0.2%Prev: 0.2%	1,765 SH	Decreased+121 SH
SALESFORCE INC	COM	$2.4M	1.9%Prev: 0.8%	7,132 SH	Increased+1,103 SH
SCHWAB CHARLES CORP	COM	$950K	0.8%	12,831 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$271K	0.2%Prev: 0.3%	9,938 SH	Decreased-3,990 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$386K	0.3%Prev: 0.3%	16,656 SH	Decreased-294 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$682K	0.5%Prev: 0.5%	24,624 SH	Decreased+1,193 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$623K	0.5%Prev: 0.5%	24,108 SH	Decreased-410 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$312K	0.2%	3,225 SH	New
SERVICENOW INC	COM	$278K	0.2%Prev: 0.2%	262 SH	Increased-1,667 SH
SHAKE SHACK INC	CL A	$1.0M	0.8%Prev: 0.3%	8,020 SH	Increased+18 SH
SHELL PLC	SPON ADS	$378K	0.3%Prev: 0.4%	6,029 SH	Decreased-561 SH
SHOPIFY INC	CL A	$486K	0.4%	4,570 SH	New
SIMPLIFY EXCHANGE TRADED FUN	MBS ETF	$866K	0.7%Prev: 0.3%	17,435 SH	Increased+8,318 SH
SPDR S&P 500 ETF TR	TR UNIT	$5.9M	4.7%	9,991 SH	New
STARBUCKS CORP	COM	$1.0M	0.8%Prev: 0.5%	11,114 SH	Increased+2,506 SH
SYSCO CORP	COM	$576K	0.5%Prev: 0.3%	7,534 SH	Increased+510 SH
T ROWE PRICE ETF INC	PRICE DIV GRWT	$2.4M	1.9%	60,078 SH	New
TARGET CORP	COM	$715K	0.6%Prev: 0.4%	5,287 SH	Increased+1,128 SH
TCW ETF TRUST	FLEXIBLE INCOME	$380K	0.3%	9,821 SH	New
TESLA INC	COM	$518K	0.4%Prev: 0.5%	1,283 SH	Decreased-922 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$263K	0.2%	11,925 SH	New
THE TRADE DESK INC	COM CL A	$494K	0.4%	4,200 SH	New
TOYOTA MOTOR CORP	ADS	$242K	0.2%	1,244 SH	New
UNITED PARCEL SERVICE INC	CL B	$248K	0.2%	1,971 SH	New
US BANCORP DEL	COM NEW	$230K	0.2%	4,805 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$294K	0.2%	3,800 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$216K	0.2%	3,000 SH	New
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$400K	0.3%	4,015 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$380K	0.3%	2,000 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$1.3M	1.1%	3,226 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$546K	0.4%	2,069 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$350K	0.3%Prev: 0.3%	649 SH	Decreased-139 SH
VANGUARD INDEX FDS	SMALL CP ETF	$433K	0.3%	1,800 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$579K	0.5%Prev: 0.5%	13,142 SH	Decreased-242 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$284K	0.2%	4,000 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$825K	0.7%Prev: 0.5%	4,214 SH	Decreased+672 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$259K	0.2%	5,423 SH	New
VANGUARD WORLD FD	COMM SRVC ETF	$279K	0.2%	1,800 SH	New
VANGUARD WORLD FD	INF TECH ETF	$1.1M	0.9%	1,800 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$1.0M	0.8%	3,000 SH	New
VERIZON COMMUNICATIONS INC	COM	$301K	0.2%Prev: 0.2%	7,523 SH	Decreased-355 SH
VISA INC	COM CL A	$2.0M	1.6%Prev: 1.4%	6,401 SH	Decreased-17 SH
WASTE MGMT INC DEL	COM	$442K	0.4%Prev: 0.3%	2,190 SH	Increased+111 SH
XCEL ENERGY INC	COM	$347K	0.3%Prev: 0.2%	5,146 SH	Increased+467 SH

Sold (vs prior filing)

2023 ETF SERIES TRUST — $1.5M
2023 ETF SERIES TRUST — $1.2M
ABBOTT LABORATORIES — $651K
AMPHENOL CORP — $247K
ASML HLDG NV — $1.1M
BARRICK MNG CORP — $499K
BECTON DICKINSON & CO — $723K
CAPITAL GROUP GROWTH ETF — $1.9M
CAPITAL GROUP INTL FOCUS EQT — $621K
CAPITAL GRP FIXED INCM ETF T — $590K
CARDINAL HEALTH INC — $307K
CHARLES SCHWAB CORP (THE) — $1.2M
CHEVRON CORPORATION — $380K
CISCO SYS INC — $338K
COSTCO WHOLESALE CORPORATION — $3.6M
DELL TECHNOLOGIES INC — $382K
DEVON ENERGY CORP NEW — $314K
DIMENSIONAL ETF TRUST — $972K
DIMENSIONAL ETF TRUST — $1.7M
DIMENSIONAL ETF TRUST — $610K
… and 61 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 22, 2026	Q4 2025	13F-HR	0001214659-26-000734	$153.2M	View
Aug 26, 2025	Q4 2024	13F-HR	0001214659-25-012724	$125.6M	View
Oct 6, 2026	Q3 2026