Henrickson Nauta Wealth Advisors, Inc.
Sector Allocation
- Other90.8%$372.5M
- Technology3.8%$15.4M
- Industrials1.9%$7.8M
- Financials1.2%$4.9M
- Healthcare0.8%$3.4M
- Energy0.7%$2.9M
- Consumer Discretionary0.4%$1.7M
- Consumer Staples0.2%$955,050
- Materials0.2%$642,869
- Utilities0.1%$278,755
AUM History
13fpro.ai/research/fund/henrickson-nauta-wealth-advisors-inc-1903859
Conviction and streaks
Diversifying · top 10 = 75.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- DIMENSIONAL$105.0M
- DIMENSIONAL$52.8M
- DIMENSIONAL$26.9M
- AMERICAN$24.7M
- DIMENSIONAL$20.9M
- AMERICAN$20.6M
- DIMENSIONAL$18.8M
- AMERICAN$15.0M
- AMERICAN$12.9M
- AMERICAN$12.5M
- DIMENSIONAL$8.5M
- DIMENSIONAL$6.0M
- DIMENSIONAL$5.2M
SPY
$4.9MITW
$4.9M- ISHARES$4.2M
- DIMENSIONAL$2.8M
NVDA
$2.5MUFPI
$2.4M- DIMENSIONAL$2.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/henrickson-nauta-wealth-advisors-inc-1903859
Henrickson Nauta Wealth Advisors, Inc. 13F holdings — Q2 2026
$410.5M portfolio (+15.2% QoQ) · 118 holdings · Q2 2026 13F · top 10 are 76% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$105.0M
25.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$52.8M
12.9% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - US TARGETED VLU
$26.9M
6.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
AMERICAN CENTY ETF TR - US EQT ETF
$24.7M
6.0% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$20.9M
5.1% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
AMERICAN CENTY ETF TR - INTL EQT ETF
$20.6M
5.0% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - INTL SMALL CAP V
$18.8M
4.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
AMERICAN CENTY ETF TR - INTL SMCP VLU
$15.0M
3.7% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
AMERICAN CENTY ETF TR - US SML CP VALU
$12.9M
3.1% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
AMERICAN CENTY ETF TR - AVANTIS EMGMKT
$12.5M
3.0% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $105.0M | 25.6% | +3% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $52.8M | 12.9% | +6% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - US TARGETED VLU | $26.9M | 6.5% | +3% | — | — | — | — | |
| 4 | AMERICAN CENTY ETF TR - US EQT ETF | $24.7M | 6.0% | -2% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $20.9M | 5.1% | +4% | — | — | — | — | |
| 6 | AMERICAN CENTY ETF TR - INTL EQT ETF | $20.6M | 5.0% | -1% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $18.8M | 4.6% | +3% | — | — | — | — | |
| 8 | AMERICAN CENTY ETF TR - INTL SMCP VLU | $15.0M | 3.7% | -2% | — | — | — | — | |
| 9 | AMERICAN CENTY ETF TR - US SML CP VALU | $12.9M | 3.1% | +0.0% | — | — | — | — | |
| 10 | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $12.5M | 3.0% | -2% | — | — | — | — |
All holdings — Henrickson Nauta Wealth Advisors, Inc. (Q2 2026)
118 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DIMENSIONAL ETF TRUST - WORLD EX US COREetf/fund | — | $8.5M | 2.1% | 232K | -0.2% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL ESTetf/fund | — | $6.0M | 1.5% | 209K | -2% | — | — | 13F |
| 13 | — | DIMENSIONAL ETF TRUST - INFLATION PROTEetf/fund | — | $5.2M | 1.3% | 125K | +14% | — | — | 13F |
| 14 | SPDR S&P 500 ETF TRUSTetf/fund | — | $4.9M | 1.2% | 6,627 | +13% | 10+ qtrs | — | 13F | |
| 15 | ILLINOIS TOOL WORKS INC | Industrials | $4.9M | 1.2% | 18K | +0.1% | 10+ qtrs | 63.8 | 13F | |
| 16 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $4.2M | 1.0% | 5,619 | +39% | — | — | 13F |
| 17 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETFetf/fund | — | $2.8M | 0.7% | 59K | -5% | — | — | 13F |
| 18 | NVIDIA CORP | Technology | $2.5M | 0.6% | 12K | +41% | 10+ qtrs | 86.0 | 13F | |
| 19 | UFP INDUSTRIES INC | Industrials | $2.4M | 0.6% | 26K | +11% | 10+ qtrs | 48.9 | 13F | |
| 20 | — | DIMENSIONAL ETF TRUST - INTERNATIONALetf/fund | — | $2.2M | 0.5% | 49K | +5% | — | — | 13F |
| 21 | Apple Inc. | Technology | $2.1M | 0.5% | 7,267 | +36% | 10+ qtrs | 75.7 | 13F | |
| 22 | MICROSOFT CORP | Technology | $2.0M | 0.5% | 5,349 | +37% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | KLA CORP | Technology | $1.6M | 0.4% | 5,344 | +776% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Alphabet Inc. | Technology | $1.5M | 0.4% | 4,309 | +10% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $1.5M | 0.4% | 15K | — | — | — | 13F |
| 26 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.5M | 0.4% | 2,022 | +41% | |||
| 27 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.4M | 0.3% | 10K | -0.4% | |||
| 28 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | — | $1.4M | 0.3% | 30K | +0.1% | |||
| 29 | — | AMERICAN CENTY ETF TR - AVAN RE INTL ETF | — | $1.4M | 0.3% | 17K | — | |||
| 30 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.3% | 2,064 | +36% | |||
| 31 | — | ISHARES TR - RUS 1000 ETF | — | $1.2M | 0.3% | 2,839 | -0.9% | |||
| 32 | $JPM | JPMORGAN CHASE & CO | Financials | $1.2M | 0.3% | 3,531 | +0.8% | |||
| 33 | $MPC | Marathon Petroleum Corp | Energy | $1.1M | 0.3% | 4,421 | -0.4% | |||
| 34 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.1M | 0.3% | 7,346 | +1% | |||
| 35 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.3% | 6,659 | +15% | |||
| 36 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.0M | 0.3% | 8,328 | +330% | |||
| 37 | — | DIMENSIONAL ETF TRUST - EMER MARK SU ETF | — | $1.0M | 0.2% | 20K | +0.9% | |||
| 38 | — | ISHARES INC - MSCI CDA ETF | — | $992K | 0.2% | 17K | — | |||
| 39 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | — | $957K | 0.2% | 19K | +102% | |||
| 40 | — | ISHARES TR - MSCI UK ETF NEW | — | $934K | 0.2% | 20K | — | |||
| 41 | $GOOG | Alphabet Inc. | Technology | $900K | 0.2% | 2,546 | +10% | |||
| 42 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $897K | 0.2% | 7,101 | -0.2% | |||
| 43 | — | ISHARES TR - S&P 500 VAL ETF | — | $833K | 0.2% | 3,668 | -2% | |||
| 44 | — | GLOBAL X FDS - US INFR DEV ETF | — | $821K | 0.2% | 14K | -0.9% | |||
| 45 | — | VANGUARD WORLD FD - INF TECH ETF | — | $790K | 0.2% | 6,613 | +853% | |||
| 46 | — | SPDR SERIES TRUST - ST STR SP SEMI | — | $765K | 0.2% | 1,226 | +21% | |||
| 47 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $676K | 0.2% | 3,549 | +38% | |||
| 48 | $AMZN | AMAZON COM INC | Consumer Discretionary | $669K | 0.2% | 2,806 | +33% | |||
| 49 | $AVGO | Broadcom Inc. | Technology | $649K | 0.2% | 1,717 | +35% | |||
| 50 | — | ISHARES TR - 1 3 YR TREAS BD | — | $640K | 0.2% | 7,791 | -7% | |||
| 51 | $JNJ | JOHNSON & JOHNSON | Healthcare | $586K | 0.1% | 2,309 | +28% | |||
| 52 | $SYK | STRYKER CORP | Healthcare | $577K | 0.1% | 1,832 | +19% | |||
| 53 | $YMM | Full Truck Alliance Co. Ltd. | Technology | $562K | 0.1% | 13K | — | |||
| 54 | — | ISHARES TR - CORE MSCI EAFE | — | $553K | 0.1% | 5,726 | — | |||
| 55 | — | ISHARES TR - MSCI ACWI ETF | — | $544K | 0.1% | 3,467 | -7% | |||
| 56 | — | AMERICAN CENTY ETF TR - AVANTIS RESPON U | — | $539K | 0.1% | 6,091 | — | |||
| 57 | $ORCL | ORACLE CORP | Technology | $496K | 0.1% | 3,386 | +49% | |||
| 58 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $495K | 0.1% | 1,499 | — | |||
| 59 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $462K | 0.1% | 4,526 | -8% | |||
| 60 | $IVZ | Invesco Ltd. | Financials | $453K | 0.1% | 2,564 | +20% | |||
| 61 | $LLY | ELI LILLY & Co | Healthcare | $451K | 0.1% | 376 | +17% | |||
| 62 | — | ISHARES INC - MSCI SWITZERLAND | — | $451K | 0.1% | 7,178 | — | |||
| 63 | $GLD | SPDR GOLD TRUST | Financials | $449K | 0.1% | 1,219 | -25% | |||
| 64 | $TXN | TEXAS INSTRUMENTS INC | Technology | $439K | 0.1% | 1,472 | +8% | |||
| 65 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $427K | 0.1% | 3,338 | -1% | |||
| 66 | — | ISHARES TR - SELECT DIVID ETF | — | $424K | 0.1% | 2,713 | — | |||
| 67 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $417K | 0.1% | 1,376 | New | |||
| 68 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $408K | 0.1% | 5,068 | +433% | |||
| 69 | $MU | MICRON TECHNOLOGY INC | Technology | $407K | 0.1% | 352 | New | |||
| 70 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $403K | 0.1% | 5,663 | +11% | |||
| 71 | $APD | Air Products & Chemicals, Inc. | Materials | $401K | 0.1% | 1,367 | -0.5% | |||
| 72 | $WMT | Walmart Inc. | Consumer Staples | $381K | 0.1% | 3,367 | +21% | |||
| 73 | — | AMERICAN CENTY ETF TR - REAL ESTATE ETF | — | $375K | 0.1% | 7,925 | -36% | |||
| 74 | $ABBV | AbbVie Inc. | Healthcare | $375K | 0.1% | 1,491 | +61% | |||
| 75 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $374K | 0.1% | 643 | New | |||
| 76 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $369K | 0.1% | 3,553 | — | |||
| 77 | $OKE | ONEOK INC /NEW/ | Energy | $360K | 0.1% | 4,143 | -2% | |||
| 78 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $350K | 0.1% | 2,559 | +8% | |||
| 79 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $348K | 0.1% | 1,225 | +0.1% | |||
| 80 | $TSLA | Tesla, Inc. | Consumer Discretionary | $347K | 0.1% | 826 | -0.5% | |||
| 81 | $PFE | PFIZER INC | Healthcare | $328K | 0.1% | 14K | New | |||
| 82 | — | ISHARES TR - RUS TP200 GR ETF | — | $326K | 0.1% | 1,123 | +0.1% | |||
| 83 | — | ISHARES INC - MSCI GERMANY ETF | — | $325K | 0.1% | 7,857 | — | |||
| 84 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $311K | 0.1% | 785 | +0.1% | |||
| 85 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $305K | 0.1% | 3,540 | +500% | |||
| 86 | $VLO | VALERO ENERGY CORP/TX | Energy | $304K | 0.1% | 1,167 | +2% | |||
| 87 | $PEP | PEPSICO INC | Consumer Staples | $304K | 0.1% | 2,242 | +5% | |||
| 88 | — | DIMENSIONAL ETF TRUST - CALIF MUN BD ETF | — | $300K | 0.1% | 5,970 | — | |||
| 89 | $FITB | FIFTH THIRD BANCORP | Financials | $294K | 0.1% | 5,213 | +0.3% | |||
| 90 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $290K | 0.1% | 1,914 | +1% | |||
| 91 | $PH | Parker-Hannifin Corp | Industrials | $286K | 0.1% | 292 | +3% | |||
| 92 | — | VANGUARD INDEX FDS - VALUE ETF | — | $285K | 0.1% | 1,310 | — | |||
| 93 | — | ISHARES TR - NATIONAL MUN ETF | — | $282K | 0.1% | 2,618 | — | |||
| 94 | $CMS | CMS ENERGY CORP | Utilities | $279K | 0.1% | 3,644 | +9% | |||
| 95 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $276K | 0.1% | 7,513 | — | |||
| 96 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $270K | 0.1% | 1,842 | +9% | |||
| 97 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $258K | 0.1% | 730 | New | |||
| 98 | $INTC | INTEL CORP | Technology | $255K | 0.1% | 1,827 | New | |||
| 99 | $V | VISA INC. | Financials | $247K | 0.1% | 720 | New | |||
| 100 | — | ISHARES TR - RUS MD CP GR ETF | — | $246K | 0.1% | 1,683 | — | |||
| 101 | $PKG | PACKAGING CORP OF AMERICA | Materials | $242K | 0.1% | 1,016 | +0.6% | |||
| 102 | — | ISHARES INC - MSCI SWEDEN ETF | — | $240K | 0.1% | 4,807 | — | |||
| 103 | $LRCX | LAM RESEARCH CORP | Technology | $238K | 0.1% | 550 | New | |||
| 104 | $CVS | CVS HEALTH Corp | Healthcare | $233K | 0.1% | 2,248 | New | |||
| 105 | $PSX | Phillips 66 | Energy | $232K | 0.1% | 1,375 | +0.4% | |||
| 106 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | — | $229K | 0.1% | 4,741 | New | |||
| 107 | $CAT | CATERPILLAR INC | Industrials | $227K | 0.1% | 213 | New | |||
| 108 | — | ISHARES TR - SHRT NAT MUN ETF | — | $225K | 0.1% | 2,110 | -25% | |||
| 109 | $CB | Chubb Ltd | Financials | $222K | 0.1% | 649 | -4% | |||
| 110 | $CSCO | CISCO SYSTEMS, INC. | Technology | $219K | 0.1% | 1,861 | New | |||
| 111 | $CVX | CHEVRON CORP | Energy | $216K | 0.1% | 1,302 | New | |||
| 112 | — | ISHARES TR - CORE MSCI INTL | — | $210K | 0.1% | 2,360 | New | |||
| 113 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $210K | 0.1% | 419 | -3% | |||
| 114 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | — | $209K | 0.1% | 2,104 | -8% | |||
| 115 | — | ISHARES TR - GLOBAL 100 ETF | — | $203K | 0.1% | 1,488 | New | |||
| 116 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $190K | 0.1% | 11K | +6% | |||
| 117 | $GIFT | GIFTIFY, INC. | Consumer Discretionary | $135K | 0.0% | 142K | — | |||
| 118 | $OXBR | OXBRIDGE RE HOLDINGS Ltd | Financials | $70K | 0.0% | 68K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 15 new, 57 added to, 26 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
- VANGUARD INDEX FDS - SMALL CP ETF$417K
first bought this quarter
$MUMICRON TECHNOLOGY INC$407K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$374K
first bought this quarter
$PFEPFIZER INC$328K
first bought this quarter
$HDHOME DEPOT, INC.$258K
first bought this quarter
$INTCINTEL CORP$255K
first bought this quarter
+9 more in the Excel export
Added to (57)
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF+3%
now $105.0M
- DIMENSIONAL ETF TRUST - INTL CORE EQUITY+6%
now $52.8M
$KLACKLA CORP+776%
now $1.6M · held 10+ qtrs
- ISHARES TR - CORE S&P500 ETF+39%
now $4.2M
- ISHARES TR - RUS 1000 GRW ETF+330%
now $1.0M
- DIMENSIONAL ETF TRUST - EMERGING MKTS CO+4%
now $20.9M
+51 more in the Excel export
Trimmed (26)
- AMERICAN CENTY ETF TR - US EQT ETF-2%
now $24.7M
- AMERICAN CENTY ETF TR - INTL EQT ETF-1%
now $20.6M
- AMERICAN CENTY ETF TR - INTL SMCP VLU-2%
now $15.0M
- AMERICAN CENTY ETF TR - AVANTIS EMGMKT-2%
now $12.5M
- AMERICAN CENTY ETF TR - REAL ESTATE ETF-36%
now $375K
$GLDSPDR GOLD TRUST-25%
now $449K · held 10+ qtrs, 2 trims in a row
+20 more in the Excel export
Holdings by quarter
Every 13F Henrickson Nauta Wealth Advisors, Inc. has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Henrickson Nauta Wealth Advisors?
Q2 2026 13F filed with the SEC on Jul 9, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Henrickson Nauta Wealth Advisors's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+2.6%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 5% over the last 4
Top 10 weight
76%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Henrickson Nauta Wealth Advisors, Inc. disclosed 118 positions worth $410.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 15 new positions and exited 3 and a full exit from $ACN. The portfolio is most concentrated in Other (90.8% of disclosed assets). All figures are sourced directly from Henrickson Nauta Wealth Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1903859.
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AI-Powered Hedge Fund Analysis: Henrickson Nauta Wealth Advisors, Inc.
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Every holding in Henrickson Nauta Wealth Advisors, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.