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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 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PG PROCTER & GAMBLE CO Consumer Defensive 1,695.0 $245K 0.07% -1K -38.9% $144.47 -1.0%
82 FITB FIFTH THIRD BANCORP Financial Services 5,196.0 $241K 0.07% -6K -52.3% $46.46 +7.2%
83 TSCO TRACTOR SUPPLY CO Consumer Cyclical 5,277.0 $239K 0.07% -715.0 -11.9% $45.30 -34.2%
84 EWD ISHARES INC 4,807.0 $234K 0.07% -5K -50.0% $48.72 +9.2%
85 CB CHUBB LTD SWITZ Financial Services 674.0 $220K 0.06% -326.0 -32.6% $326.91 -0.4%
86 IWP ISHARES TR 1,683.0 $216K 0.06% -2K -50.0% $128.12 +9.9%
87 PKG PACKAGING CORP AMER Consumer Cyclical 1,010.0 $214K 0.06% -580.0 -36.5% $212.22 +2.9%
88 BERKSHIRE HATHAWAY INC DEL 432.0 $207K 0.06% -44.0 -9.2% $478.96
89 AVGE AMERICAN CENTY ETF TR 2,293.0 $202K 0.06% -2K -51.4% $88.02 +12.5%
90 ABBV ABBVIE INC Healthcare 927.0 $202K 0.06% -783.0 -45.8% $217.43 -2.0%
91 HBAN HUNTINGTON BANCSHARES INC Financial Services 10,005.0 $158K 0.04% -7K -40.9% $15.83 +1.4%
92 OXBR OXBRIDGE RE HLDGS LTD Financial Services 67,780.0 $80K 0.02% -70K -50.7% $1.18 -15.3%
Page 5 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%