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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VB VANGUARD INDEX FDS 1,376.0 $417K 0.10% NEW $303.12 +0.3%
2 MU MICRON TECHNOLOGY INC Technology 352.0 $407K 0.10% NEW $1155.30 -18.8%
3 AMD ADVANCED MICRO DEVICES INC Technology 643.0 $374K 0.09% NEW $580.91 -17.2%
4 PFE PFIZER INC Healthcare 13,628.0 $328K 0.08% NEW $24.08 +17.5%
5 HD HOME DEPOT INC Consumer Cyclical 730.0 $258K 0.06% NEW $352.80 -5.1%
6 INTC INTEL CORP Technology 1,827.0 $255K 0.06% NEW $139.59 -36.8%
7 V VISA INC Financial Services 720.0 $247K 0.06% NEW $342.88 +12.0%
8 LRCX LAM RESEARCH CORP Technology 550.0 $238K 0.06% NEW $433.33 -27.8%
9 CVS CVS HEALTH CORP Healthcare 2,248.0 $233K 0.06% NEW $103.45 -8.8%
10 DFNM DIMENSIONAL ETF TRUST 4,741.0 $229K 0.06% NEW $48.34 -1.5%
11 CAT CATERPILLAR INC Industrials 213.0 $227K 0.06% NEW $1066.99 -23.0%
12 CSCO CISCO SYS INC Technology 1,861.0 $219K 0.05% NEW $117.46 -4.3%
13 CVX CHEVRON CORPORATION Energy 1,302.0 $216K 0.05% NEW $165.79 +20.8%
14 IDEV ISHARES TR 2,360.0 $210K 0.05% NEW $89.01 +4.9%
15 IOO ISHARES TR 1,488.0 $203K 0.05% NEW $136.56 +4.9%

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%