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Henrickson Nauta Wealth Advisors

Latest statistics and disclosures from Henrickson Nauta Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, UFPI, DFIC, AVUS, AVDE, and represent 56.05% of Henrickson Nauta Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFIC, DFAC, UFPI, DISV, DFAT, DFEM, AVUV, AVEM, DFSU, DFIP.
Started 2 new stock positions in IWR, VTI.
Reduced shares in these 10 stocks: DFAX, IWM, , AVDV, IHI, TXN, PKG, QQQ, IWP, VGT.
Sold out of its positions in IWP, IWM, IHI, PKG, XSD, TXN.
Henrickson Nauta Wealth Advisors was a net buyer of stock by $16M.
Henrickson Nauta Wealth Advisors has $244M in assets under management (AUM), dropping by -0.69%.
Central Index Key (CIK): 0001903859

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Portfolio Holdings for Henrickson Nauta Wealth Advisors

Henrickson Nauta Wealth Advisors holds 78 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	24.0	$59M	+7%	1.9M	30.64	View chart
Ufp Industries (UFPI)	10.1	$25M	+7%	234k	105.79	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	9.2	$23M	+27%	859k	26.30	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	6.6	$16M	+2%	189k	85.73	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	6.0	$15M		236k	62.58	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.1	$13M	+9%	271k	46.31	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.1	$10M	-2%	153k	65.56	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.4	$8.3M	+12%	336k	24.64	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.4	$8.3M	+23%	300k	27.49	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.3	$8.1M	+9%	103k	77.91	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.0	$7.3M	+11%	131k	55.83	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.5	$6.1M	-8%	247k	24.60	View chart
Illinois Tool Works (ITW)	1.7	$4.1M		18k	226.81	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.4	$3.5M	+2%	75k	47.19	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$3.1M	-3%	5.9k	524.58	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.0	$2.5M	+16%	102k	24.38	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.9	$2.3M	+30%	56k	41.17	View chart
Dimensional Etf Trust International (DFSI)	0.6	$1.4M	+54%	43k	33.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.2M	+3%	2.3k	527.10	View chart
Microsoft Corporation (MSFT)	0.5	$1.1M	+2%	3.0k	381.36	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$1.1M		15k	77.04	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$1.1M		10k	109.25	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$1.1M	+110%	32k	33.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$972k		5.5k	175.37	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.4	$966k		17k	56.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$963k		11k	88.73	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$847k		2.9k	287.75	View chart
JPMorgan Chase & Co. (JPM)	0.3	$796k	+2%	3.5k	227.14	View chart
Apple (AAPL)	0.3	$795k	+8%	4.2k	190.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$786k		2.7k	292.35	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$772k		9.3k	82.58	View chart
Meta Platforms Cl A (META)	0.3	$723k		1.3k	546.29	View chart
Gilead Sciences (GILD)	0.3	$715k		7.1k	101.40	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.3	$702k		20k	34.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$685k		7.3k	94.22	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$683k	-4%	6.7k	102.35	View chart
Ishares Msci Cda Etf (EWC)	0.3	$667k		17k	38.74	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$665k		1.9k	343.86	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$591k	+29%	15k	40.26	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.2	$547k	+58%	17k	31.36	View chart
Marathon Petroleum Corp (MPC)	0.2	$544k		4.5k	121.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$535k	+4%	3.5k	152.84	View chart
Stryker Corporation (SYK)	0.2	$531k		1.5k	348.35	View chart
Kla Corp Com New (KLAC)	0.2	$469k		713.00	657.14	View chart
NVIDIA Corporation (NVDA)	0.2	$423k	-2%	3.9k	107.58	View chart
Oracle Corporation (ORCL)	0.2	$411k		3.1k	133.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$410k		5.7k	71.55	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$395k		1.4k	285.14	View chart
Air Products & Chemicals (APD)	0.1	$358k		1.4k	262.04	View chart
Ishares Msci Switzerland (EWL)	0.1	$357k		7.2k	49.70	View chart
Travelers Companies (TRV)	0.1	$342k		1.4k	245.17	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$338k	-2%	2.8k	122.22	View chart
Oneok (OKE)	0.1	$331k		4.1k	81.25	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$312k	-7%	3.9k	79.91	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$288k		2.7k	105.08	View chart
Tractor Supply Company (TSCO)	0.1	$282k		5.5k	51.32	View chart
Ishares Msci Germany Etf (EWG)	0.1	$281k		7.9k	35.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$280k	+4%	1.8k	155.37	View chart
Global X Fds Global X Uranium (URA)	0.1	$278k		13k	21.59	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$278k	-3%	4.4k	62.82	View chart
Pepsi (PEP)	0.1	$274k	+6%	1.9k	144.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$270k	NEW	1.0k	257.43	View chart
CMS Energy Corporation (CMS)	0.1	$252k		3.5k	71.55	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$247k	-46%	554.00	446.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$246k		5.1k	48.09	View chart
Johnson & Johnson (JNJ)	0.1	$239k	+9%	1.6k	148.69	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$235k		665.00	353.35	View chart
Procter & Gamble Company (PG)	0.1	$229k		1.4k	163.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$228k		950.00	239.60	View chart
Enterprise Products Partners (EPD)	0.1	$222k	+2%	7.7k	28.95	View chart
TJX Companies (TJX)	0.1	$217k		1.7k	127.49	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$215k	-46%	1.1k	194.35	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$209k		1.3k	159.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$206k	-48%	404.00	509.41	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$204k	NEW	2.6k	78.44	View chart
Fifth Third Ban (FITB)	0.1	$202k		6.0k	33.83	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$160k	+2%	12k	12.89	View chart
Oxbridge Re Hldgs SHS (OXBR)	0.0	$100k	+15%	69k	1.46	View chart

Past Filings by Henrickson Nauta Wealth Advisors

SEC 13F filings are viewable for Henrickson Nauta Wealth Advisors going back to 2021

Henrickson Nauta Wealth Advisors 2025 Q1 filed April 14, 2025
Henrickson Nauta Wealth Advisors 2024 Q4 filed Jan. 14, 2025
Henrickson Nauta Wealth Advisors 2024 Q3 filed Oct. 11, 2024
Henrickson Nauta Wealth Advisors 2024 Q2 filed July 31, 2024
Henrickson Nauta Wealth Advisors 2024 Q1 filed April 15, 2024
Henrickson Nauta Wealth Advisors 2023 Q4 filed Jan. 12, 2024
Henrickson Nauta Wealth Advisors 2023 Q3 filed Oct. 10, 2023
Henrickson Nauta Wealth Advisors 2023 Q2 filed July 12, 2023
Henrickson Nauta Wealth Advisors 2023 Q1 filed April 11, 2023
Henrickson Nauta Wealth Advisors 2022 Q4 filed Feb. 2, 2023
Henrickson Nauta Wealth Advisors 2022 Q3 filed Oct. 27, 2022
Henrickson Nauta Wealth Advisors 2022 Q2 filed Aug. 9, 2022
Henrickson Nauta Wealth Advisors 2022 Q1 filed May 16, 2022
Henrickson Nauta Wealth Advisors 2021 Q4 filed Feb. 11, 2022

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