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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 1 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 2,367,747.0 $105.0M 25.59% +69K +3.0% $44.36 +2.8%
2 DFIC DIMENSIONAL ETF TRUST 1,417,906.0 $52.8M 12.87% +77K +5.7% $37.26 +5.9%
3 DFAT DIMENSIONAL ETF TRUST 384,676.0 $26.9M 6.55% +11K +2.9% $69.90 +2.2%
4 AVUS AMERICAN CENTY ETF TR 192,534.0 $24.7M 6.01% -3K -1.6% $128.08 +1.9%
5 DFEM DIMENSIONAL ETF TRUST 515,022.0 $20.9M 5.10% +19K +3.9% $40.64 -1.1%
6 AVDE AMERICAN CENTY ETF TR 231,296.0 $20.6M 5.03% -3K -1.4% $89.20 +5.8%
7 DISV DIMENSIONAL ETF TRUST 468,855.0 $18.8M 4.58% +15K +3.4% $40.13 +11.2%
8 AVDV AMERICAN CENTY ETF TR 145,978.0 $15.0M 3.67% -3K -1.8% $103.06 +9.0%
9 AVUV AMERICAN CENTY ETF TR 103,370.0 $12.9M 3.14% $124.76 +0.8%
10 AVEM AMERICAN CENTY ETF TR 129,783.0 $12.5M 3.05% -2K -1.9% $96.49 -2.0%
11 DFAX DIMENSIONAL ETF TRUST 231,888.0 $8.5M 2.08% $36.84 +3.9%
12 DFGR DIMENSIONAL ETF TRUST 208,828.0 $6.0M 1.47% -5K -2.4% $28.97 +1.9%
13 DFIP DIMENSIONAL ETF TRUST 125,241.0 $5.2M 1.26% +15K +13.6% $41.26 -2.0%
14 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,627.0 $4.9M 1.21% +744.0 +12.7% $746.77 +2.6%
15 ITW ILLINOIS TOOL WKS INC Industrials 18,038.0 $4.9M 1.19% $270.47 +5.6%
16 IVV ISHARES TR 5,619.0 $4.2M 1.02% +2K +38.6% $748.85 +2.8%
17 DFSD DIMENSIONAL ETF TRUST 59,382.0 $2.8M 0.69% -3K -4.7% $47.75 -0.8%
18 NVDA NVIDIA CORPORATION Technology 12,357.0 $2.5M 0.60% +4K +40.8% $200.08 +4.8%
19 UFPI UFP INDUSTRIES INC Basic Materials 26,001.0 $2.4M 0.57% +2K +10.6% $90.74 -4.8%
20 DFSI DIMENSIONAL ETF TRUST 48,794.0 $2.2M 0.54% +2K +4.5% $45.10 +5.4%
Page 1 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%