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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 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFE PFIZER INC Healthcare 13,628.0 $328K 0.08% NEW $24.08 +17.5%
82 IWY ISHARES TR 1,123.0 $326K 0.08% $290.54 -2.1%
83 EWG ISHARES INC 7,857.0 $325K 0.08% $41.37 +7.1%
84 VCR VANGUARD WORLD FD 785.0 $311K 0.08% $396.73 -0.7%
85 VUG VANGUARD INDEX FDS 3,540.0 $305K 0.07% +3K +500.0% $86.14 +1.5%
86 VLO VALERO ENERGY CORP Energy 1,167.0 $304K 0.07% +18.0 +1.6% $260.44 +33.6%
87 PEP PEPSICO INC Consumer Defensive 2,242.0 $304K 0.07% +102.0 +4.8% $135.42 +5.0%
88 DFCA DIMENSIONAL ETF TRUST 5,970.0 $300K 0.07% $50.18 -1.4%
89 FITB FIFTH THIRD BANCORP Financial Services 5,213.0 $294K 0.07% $56.37 -2.3%
90 TJX TJX COS INC NEW Consumer Cyclical 1,914.0 $290K 0.07% +19.0 +1.0% $151.52 -9.7%
91 PH PARKER-HANNIFIN CORP Industrials 292.0 $286K 0.07% +9.0 +3.2% $977.75 +6.3%
92 VTV VANGUARD INDEX FDS 1,310.0 $285K 0.07% $217.93 +4.1%
93 MUB ISHARES TR 2,618.0 $282K 0.07% $107.62 -2.0%
94 CMS CMS ENERGY CORP Utilities 3,644.0 $279K 0.07% +316.0 +9.5% $76.50 -9.5%
95 EPD ENTERPRISE PRODS PARTNERS L 7,513.0 $276K 0.07% $36.76
96 PG PROCTER & GAMBLE CO Consumer Defensive 1,842.0 $270K 0.07% +147.0 +8.7% $146.60 -1.1%
97 HD HOME DEPOT INC Consumer Cyclical 730.0 $258K 0.06% NEW $352.80 -5.1%
98 INTC INTEL CORP Technology 1,827.0 $255K 0.06% NEW $139.59 -36.8%
99 V VISA INC Financial Services 720.0 $247K 0.06% NEW $342.88 +12.0%
100 IWP ISHARES TR 1,683.0 $246K 0.06% $146.41 -2.7%
Page 5 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%