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Portfolio (Quarterly) Guide ↗

Henrickson Nauta Wealth Advisors, Inc.

· CIK 0001903859
13F Portfolio $410M AUM 118 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 49 Added 21 Reduced 3 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWF ISHARES TR 8,328.0 $1.0M 0.25% +6K +330.4% $124.17 -1.9%
22 DFSE DIMENSIONAL ETF TRUST 20,467.0 $1.0M 0.24% +189.0 +0.9% $48.88 +0.2%
23 DUSB DIMENSIONAL ETF TRUST 18,849.0 $957K 0.23% +10K +101.9% $50.78 -0.0%
24 GOOG ALPHABET INC 2,546.0 $900K 0.22% +223.0 +9.6% $353.33
25 VGT VANGUARD WORLD FD 6,613.0 $790K 0.19% +6K +852.9% $119.52 -1.3%
26 XSD SPDR SERIES TRUST 1,226.0 $765K 0.19% +211.0 +20.8% $623.71 -21.3%
27 XLK SELECT SECTOR SPDR TR 3,549.0 $676K 0.17% +969.0 +37.6% $190.53 -4.0%
28 AMZN AMAZON COM INC Consumer Cyclical 2,806.0 $669K 0.16% +697.0 +33.0% $238.37 +9.2%
29 AVGO BROADCOM INC Technology 1,717.0 $649K 0.16% +449.0 +35.4% $377.75 -5.9%
30 JNJ JOHNSON & JOHNSON Healthcare 2,309.0 $586K 0.14% +499.0 +27.6% $253.94 +6.3%
31 SYK STRYKER CORPORATION Healthcare 1,832.0 $577K 0.14% +288.0 +18.6% $314.90 +4.7%
32 ORCL ORACLE CORP Technology 3,386.0 $496K 0.12% +1K +49.3% $146.53 +1.6%
33 PPA INVESCO EXCHANGE TRADED FD T 2,564.0 $453K 0.11% +434.0 +20.4% $176.65 -2.4%
34 LLY ELI LILLY & CO Healthcare 376.0 $451K 0.11% +54.0 +16.8% $1200.06 -0.8%
35 TXN TEXAS INSTRS INC Technology 1,472.0 $439K 0.11% +104.0 +7.6% $298.09 -12.2%
36 VO VANGUARD INDEX FDS 5,068.0 $408K 0.10% +4K +433.5% $80.57 +3.2%
37 VEA VANGUARD TAX-MANAGED FDS 5,663.0 $403K 0.10% +548.0 +10.7% $71.25 +3.1%
38 WMT WALMART INC Consumer Defensive 3,367.0 $381K 0.09% +579.0 +20.8% $113.27 -7.9%
39 ABBV ABBVIE INC Healthcare 1,491.0 $375K 0.09% +564.0 +60.8% $251.59 +4.5%
40 XOM EXXON MOBIL CORP Energy 2,559.0 $350K 0.09% +181.0 +7.6% $136.69 +15.7%
Page 2 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.6%
Financial Services 23.5%
Industrials 13.2%
Healthcare 8.5%
Basic Materials 6.8%
Communication Services 6.6%
Energy 6.4%
Consumer Cyclical 4.4%
Consumer Defensive 2.3%
Utilities 0.7%