NATURAL INVESTMENTS, LLC
CIK 0001800245 · WINDSOR, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$455.2K
2026 Q2
Positions
301
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
35.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
7.5%
NVDA
NVIDIA CORPORATION
5.1%
MSFT
MICROSOFT CORP
4.0%
VEGN
ETF SER SOLUTIONS
3.8%
GOOGL
ALPHABET INC
3.0%
JSTC
TIDAL TRUST I
2.9%
DSI
ISHARES TR
2.8%
CHGX
EA SERIES TRUST
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.