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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 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PAVE GLOBAL X FDS 14,042.0 $714K 0.20% NEW $50.82 +10.3%
42 GLD SPDR GOLD TR Financial Services 1,629.0 $701K 0.20% -1K -42.4% $430.35 -3.7%
43 SHY ISHARES TR 8,365.0 $691K 0.19% -8K -50.0% $82.57 -0.5%
44 GOOG ALPHABET INC Communication Services 2,323.0 $666K 0.19% -2K -39.5% $286.86 +33.7%
45 SPMO INVESCO EXCH TRADED FD TR II 5,814.0 $653K 0.18% +364.0 +6.7% $112.28 +32.8%
46 URA GLOBAL X FDS 12,862.0 $623K 0.17% -13K -50.0% $48.43 +4.0%
47 AVRE AMERICAN CENTY ETF TR 12,387.0 $545K 0.15% -12K -50.0% $44.02 +9.3%
48 ACWI ISHARES TR 3,748.0 $519K 0.15% -4K -50.0% $138.37 +14.0%
49 IEFA ISHARES TR 5,726.0 $518K 0.14% -6K -50.0% $90.53 +8.7%
50 STIP ISHARES TR 4,932.0 $510K 0.14% -5K -50.0% $103.43 -0.1%
51 SYK STRYKER CORPORATION Healthcare 1,544.0 $507K 0.14% -1K -41.5% $328.55 -5.2%
52 VGT VANGUARD WORLD FD 694.0 $485K 0.14% +98.0 +16.4% $698.27 -83.1%
53 DUSB DIMENSIONAL ETF TRUST 9,335.0 $473K 0.13% NEW $50.71 +0.1%
54 AVSU AMERICAN CENTY ETF TR 6,091.0 $450K 0.13% -6K -50.0% $73.92 +16.8%
55 JNJ JOHNSON & JOHNSON Healthcare 1,810.0 $442K 0.12% -1K -44.6% $244.45 -6.0%
56 AMZN AMAZON COM INC Consumer Cyclical 2,109.0 $439K 0.12% -788.0 -27.2% $208.31 +28.1%
57 TRV TRAVELERS COMPANIES INC Financial Services 1,499.0 $437K 0.12% -773.0 -34.0% $291.67 +5.2%
58 EWL ISHARES INC 7,178.0 $422K 0.12% -7K -50.0% $58.81 +7.0%
59 DVY ISHARES TR 2,713.0 $411K 0.12% -3K -50.0% $151.41 +2.8%
60 XOM EXXON MOBIL CORP Energy 2,378.0 $403K 0.11% -2K -39.7% $169.66 -9.3%
Page 3 of 6  ·  106 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%