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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 2 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 7,267.0 $2.1M 0.51% +2K +35.5% $289.36 +8.3%
22 MSFT MICROSOFT CORP Technology 5,349.0 $2.0M 0.49% +1K +37.3% $373.00 +33.1%
23 KLAC KLA CORP Technology 5,344.0 $1.6M 0.39% +5K +776.1% $301.72 -39.1%
24 GOOGL ALPHABET INC Communication Services 4,309.0 $1.5M 0.38% +407.0 +10.4% $357.36 -4.3%
25 EFA ISHARES TR 14,632.0 $1.5M 0.37% $103.88 +4.2%
26 QQQ INVESCO QQQ TR Financial Services 2,022.0 $1.5M 0.36% +587.0 +40.9% $736.54 -3.4%
27 IVW ISHARES TR 10,456.0 $1.4M 0.35% $137.53 +0.8%
28 DFSU DIMENSIONAL ETF TRUST 30,004.0 $1.4M 0.34% $46.63 +3.6%
29 AVSD AMERICAN CENTY ETF TR 17,010.0 $1.4M 0.33% $79.88 +4.3%
30 META META PLATFORMS INC Communication Services 2,064.0 $1.2M 0.28% +544.0 +35.8% $563.36 +2.3%
31 IWB ISHARES TR 2,839.0 $1.2M 0.28% -27.0 -0.9% $409.50 +2.5%
32 JPM JPMORGAN CHASE & CO Financial Services 3,531.0 $1.2M 0.28% +29.0 +0.8% $327.38 +8.9%
33 MPC MARATHON PETE CORP Energy 4,421.0 $1.1M 0.28% $255.69 +41.7%
34 IJR ISHARES TR 7,346.0 $1.1M 0.27% +81.0 +1.1% $148.31 -1.0%
35 SPMO INVESCO EXCH TRADED FD TR II 6,659.0 $1.1M 0.26% +845.0 +14.5% $161.53 -8.7%
36 IWF ISHARES TR 8,328.0 $1.0M 0.25% +6K +330.4% $124.17 -1.9%
37 DFSE DIMENSIONAL ETF TRUST 20,467.0 $1.0M 0.24% +189.0 +0.9% $48.88 +0.2%
38 EWC ISHARES INC 17,215.0 $992K 0.24% $57.64 +8.0%
39 DUSB DIMENSIONAL ETF TRUST 18,849.0 $957K 0.23% +10K +101.9% $50.78 -0.0%
40 EWU ISHARES TR 20,246.0 $934K 0.23% $46.14 +5.9%
Page 2 of 6  ·  118 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%