Henrickson Nauta Wealth Advisors, Inc. has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $282 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $71M, Dimensional ETF Tr Dimensional with a value of $30.2M, American Centy ETF Tr Avantis with a value of $19.8M, Ufp Industries Inc with a value of $18.7M, and American Centy ETF Tr Avantis with a value of $17.3M.

Examining the 13F form we can see an increase of $27.7M in the current position value, from $255M to 282M.

Henrickson Nauta Wealth Advisors, Inc. is based out at Belmont, MI

Below you can find more details about Henrickson Nauta Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $282 Million
ETFs: $237 Million
Basic Materials: $19.1 Million
Technology: $5.46 Million
Industrials: $4.68 Million
Communication Services: $1.99 Million
Financial Services: $1.98 Million
Healthcare: $1.63 Million
Energy: $1.3 Million
Other: $1.49 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $282 Million
  • Prior Value $255 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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