Henrickson Nauta Wealth Advisors, Inc. Portfolio Holdings

Henrickson Nauta Wealth Advisors, Inc.

  • $309 Million
  • Q3 2025

Henrickson Nauta Wealth Advisors, Inc. has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $309 Million distributed in 94 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 $78.2M, Dimensional ETF Tr Dimensional with a value of $34.2M, American Centy ETF Tr Avantis with a value of $21.4M, American Centy ETF Tr Avantis with a value of $18.4M, and Dimensional ETF Tr U S Target with a value of $17.7M.

Examining the 13F form we can see an increase of $26.3M in the current position value, from $282M to 309M.

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 $309 Million
ETFs: $260 Million
Basic Materials: $17.8 Million
Technology: $6.75 Million
Industrials: $4.96 Million
Communication Services: $2.52 Million
Financial Services: $2.08 Million
Healthcare: $1.89 Million
Energy: $1.62 Million
Other: $2.59 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.62B
$17.4 Million 5.64% of portfolio
186,254
Q3 2025 Reduced 1.11%
$6.08B
$311,000 0.1% of portfolio
5,478
Q3 2025 Reduced 0.16%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $309 Million
  • Prior Value $282 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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