Portfolio (Quarterly) Guide ↗

Henrickson Nauta Wealth Advisors, Inc.

· CIK 0001903859

13F Portfolio $356M AUM 106 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 5 Added 92 Reduced 22 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	MDT	MEDTRONIC PLC	Healthcare	2,113	$212K	0.03%	SOLD
22	ADCT	ADC THERAPEUTICS SA	Healthcare	19,411	$69K	0.01%	SOLD

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Sector Allocation

Financial Services 23.5%

Technology 20.3%

Industrials 15.5%

Energy 8.4%

Communication Services 8.3%

Basic Materials 8.0%

Healthcare 7.6%

Consumer Cyclical 4.7%

Consumer Defensive 2.9%

Utilities 0.8%