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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ACN	ACCENTURE PLC IRELAND	Technology	1,385	$275K	0.08%	SOLD
2	VTI	VANGUARD INDEX FDS	—	849	$272K	0.08%	SOLD
3	TSCO	TRACTOR SUPPLY CO	Consumer Cyclical	5,277	$239K	0.07%	SOLD

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%