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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
Page 3 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHY ISHARES TR 8,365.0 $691K 0.19% -8K -50.0% $82.57 -0.5%
42 GOOG ALPHABET INC Communication Services 2,323.0 $666K 0.19% -2K -39.5% $286.86 +33.4%
43 URA GLOBAL X FDS 12,862.0 $623K 0.17% -13K -50.0% $48.43 +5.0%
44 AVRE AMERICAN CENTY ETF TR 12,387.0 $545K 0.15% -12K -50.0% $44.02 +9.0%
45 ACWI ISHARES TR 3,748.0 $519K 0.15% -4K -50.0% $138.37 +13.8%
46 IEFA ISHARES TR 5,726.0 $518K 0.14% -6K -50.0% $90.53 +8.4%
47 STIP ISHARES TR 4,932.0 $510K 0.14% -5K -50.0% $103.43 -0.0%
48 SYK STRYKER CORPORATION Healthcare 1,544.0 $507K 0.14% -1K -41.5% $328.55 -5.1%
49 AVSU AMERICAN CENTY ETF TR 6,091.0 $450K 0.13% -6K -50.0% $73.92 +17.0%
50 JNJ JOHNSON & JOHNSON Healthcare 1,810.0 $442K 0.12% -1K -44.6% $244.45 -5.7%
51 AMZN AMAZON COM INC Consumer Cyclical 2,109.0 $439K 0.12% -788.0 -27.2% $208.31 +26.1%
52 TRV TRAVELERS COMPANIES INC Financial Services 1,499.0 $437K 0.12% -773.0 -34.0% $291.67 +4.5%
53 EWL ISHARES INC 7,178.0 $422K 0.12% -7K -50.0% $58.81 +6.6%
54 DVY ISHARES TR 2,713.0 $411K 0.12% -3K -50.0% $151.41 +2.6%
55 XOM EXXON MOBIL CORP Energy 2,378.0 $403K 0.11% -2K -39.7% $169.66 -11.1%
56 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,374.0 $399K 0.11% -1K -50.2% $290.49 -0.8%
57 AVGO BROADCOM INC Technology 1,268.0 $392K 0.11% -191.0 -13.1% $309.51 +36.5%
58 OKE ONEOK INC NEW Energy 4,223.0 $382K 0.11% -4K -48.3% $90.40 +1.2%
59 WMT WALMART INC Consumer Defensive 2,788.0 $347K 0.10% -715.0 -20.4% $124.52 -5.0%
60 MOAT VANECK ETF TRUST 3,553.0 $344K 0.10% -2K -36.9% $96.70 +5.5%
Page 3 of 5  ·  92 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
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%