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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 4 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LLY ELI LILLY & CO Healthcare 376.0 $451K 0.11% +54.0 +16.8% $1200.06 -0.8%
62 EWL ISHARES INC 7,178.0 $451K 0.11% $62.85 +2.1%
63 GLD SPDR GOLD TR Financial Services 1,219.0 $449K 0.11% -410.0 -25.2% $368.52 +14.3%
64 TXN TEXAS INSTRS INC Technology 1,472.0 $439K 0.11% +104.0 +7.6% $298.09 -12.2%
65 VONG VANGUARD SCOTTSDALE FDS 3,338.0 $427K 0.10% -35.0 -1.0% $127.83 -1.9%
66 DVY ISHARES TR 2,713.0 $424K 0.10% $156.30 +5.5%
67 VB VANGUARD INDEX FDS 1,376.0 $417K 0.10% NEW $303.12 +0.3%
68 VO VANGUARD INDEX FDS 5,068.0 $408K 0.10% +4K +433.5% $80.57 +3.2%
69 MU MICRON TECHNOLOGY INC Technology 352.0 $407K 0.10% NEW $1155.30 -18.8%
70 VEA VANGUARD TAX-MANAGED FDS 5,663.0 $403K 0.10% +548.0 +10.7% $71.25 +3.1%
71 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,367.0 $401K 0.10% -7.0 -0.5% $293.18 +4.6%
72 WMT WALMART INC Consumer Defensive 3,367.0 $381K 0.09% +579.0 +20.8% $113.27 -7.9%
73 AVRE AMERICAN CENTY ETF TR 7,925.0 $375K 0.09% -4K -36.0% $47.38 +2.0%
74 ABBV ABBVIE INC Healthcare 1,491.0 $375K 0.09% +564.0 +60.8% $251.59 +4.5%
75 AMD ADVANCED MICRO DEVICES INC Technology 643.0 $374K 0.09% NEW $580.91 -17.2%
76 MOAT VANECK ETF TRUST 3,553.0 $369K 0.09% $103.96 +9.5%
77 OKE ONEOK INC NEW Energy 4,143.0 $360K 0.09% -80.0 -1.9% $86.95 +9.1%
78 XOM EXXON MOBIL CORP Energy 2,559.0 $350K 0.09% +181.0 +7.6% $136.69 +15.7%
79 XAR SPDR SERIES TRUST 1,225.0 $348K 0.09% $283.72 -6.0%
80 TSLA TESLA INC Consumer Cyclical 826.0 $347K 0.09% $420.60 -17.8%
Page 4 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%