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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 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVUS AMERICAN CENTY ETF TR 192,534.0 $24.7M 6.01% -3K -1.6% $128.08 +1.9%
2 AVDE AMERICAN CENTY ETF TR 231,296.0 $20.6M 5.03% -3K -1.4% $89.20 +5.8%
3 AVDV AMERICAN CENTY ETF TR 145,978.0 $15.0M 3.67% -3K -1.8% $103.06 +9.0%
4 AVEM AMERICAN CENTY ETF TR 129,783.0 $12.5M 3.05% -2K -1.9% $96.49 -2.0%
5 DFGR DIMENSIONAL ETF TRUST 208,828.0 $6.0M 1.47% -5K -2.4% $28.97 +1.9%
6 DFSD DIMENSIONAL ETF TRUST 59,382.0 $2.8M 0.69% -3K -4.7% $47.75 -0.8%
7 IWB ISHARES TR 2,839.0 $1.2M 0.28% -27.0 -0.9% $409.50 +2.5%
8 IVE ISHARES TR 3,668.0 $833K 0.20% -80.0 -2.1% $227.06 +4.8%
9 PAVE GLOBAL X FDS 13,917.0 $821K 0.20% -125.0 -0.9% $59.02 -4.8%
10 SHY ISHARES TR 7,791.0 $640K 0.16% -574.0 -6.9% $82.11 -0.1%
11 ACWI ISHARES TR 3,467.0 $544K 0.13% -281.0 -7.5% $156.97 +2.5%
12 STIP ISHARES TR 4,526.0 $462K 0.11% -406.0 -8.2% $102.16 -1.2%
13 GLD SPDR GOLD TR Financial Services 1,219.0 $449K 0.11% -410.0 -25.2% $368.52 +14.3%
14 VONG VANGUARD SCOTTSDALE FDS 3,338.0 $427K 0.10% -35.0 -1.0% $127.83 -1.9%
15 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,367.0 $401K 0.10% -7.0 -0.5% $293.18 +4.6%
16 AVRE AMERICAN CENTY ETF TR 7,925.0 $375K 0.09% -4K -36.0% $47.38 +2.0%
17 OKE ONEOK INC NEW Energy 4,143.0 $360K 0.09% -80.0 -1.9% $86.95 +9.1%
18 SUB ISHARES TR 2,110.0 $225K 0.06% -702.0 -25.0% $106.47 -0.1%
19 CB CHUBB LIMITED Financial Services 649.0 $222K 0.05% -25.0 -3.7% $341.81 +0.6%
20 BERKSHIRE HATHAWAY INC DEL 419.0 $210K 0.05% -13.0 -3.0% $500.13
Page 1 of 2  ·  21 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%