BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC 2,546.0 $900K 0.22% +223.0 +9.6% $353.33
42 GILD GILEAD SCIENCES INC Healthcare 7,101.0 $897K 0.22% $126.34 +17.2%
43 IVE ISHARES TR 3,668.0 $833K 0.20% -80.0 -2.1% $227.06 +4.8%
44 PAVE GLOBAL X FDS 13,917.0 $821K 0.20% -125.0 -0.9% $59.02 -4.8%
45 VGT VANGUARD WORLD FD 6,613.0 $790K 0.19% +6K +852.9% $119.52 -1.3%
46 XSD SPDR SERIES TRUST 1,226.0 $765K 0.19% +211.0 +20.8% $623.71 -21.3%
47 XLK SELECT SECTOR SPDR TR 3,549.0 $676K 0.17% +969.0 +37.6% $190.53 -4.0%
48 AMZN AMAZON COM INC Consumer Cyclical 2,806.0 $669K 0.16% +697.0 +33.0% $238.37 +9.2%
49 AVGO BROADCOM INC Technology 1,717.0 $649K 0.16% +449.0 +35.4% $377.75 -5.9%
50 SHY ISHARES TR 7,791.0 $640K 0.16% -574.0 -6.9% $82.11 -0.1%
51 JNJ JOHNSON & JOHNSON Healthcare 2,309.0 $586K 0.14% +499.0 +27.6% $253.94 +6.3%
52 SYK STRYKER CORPORATION Healthcare 1,832.0 $577K 0.14% +288.0 +18.6% $314.90 +4.7%
53 URA GLOBAL X FDS 12,862.0 $562K 0.14% $43.70 +10.0%
54 IEFA ISHARES TR 5,726.0 $553K 0.14% $96.58 +4.5%
55 ACWI ISHARES TR 3,467.0 $544K 0.13% -281.0 -7.5% $156.97 +2.5%
56 AVSU AMERICAN CENTY ETF TR 6,091.0 $539K 0.13% $88.52 +1.0%
57 ORCL ORACLE CORP Technology 3,386.0 $496K 0.12% +1K +49.3% $146.53 +1.6%
58 TRV TRAVELERS COMPANIES INC Financial Services 1,499.0 $495K 0.12% $330.11 +12.4%
59 STIP ISHARES TR 4,526.0 $462K 0.11% -406.0 -8.2% $102.16 -1.2%
60 PPA INVESCO EXCHANGE TRADED FD T 2,564.0 $453K 0.11% +434.0 +20.4% $176.65 -2.4%
Page 3 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%