Henrickson Nauta Wealth Advisors, Inc. has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $629 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $169M, Dimensional ETF Tr Dimensional with a value of $83.4M, American Centy ETF Tr Avantis with a value of $42.5M, Dimensional ETF Tr U S Target with a value of $40.5M, and American Centy ETF Tr Avantis with a value of $37.5M.

Examining the 13F form we can see an increase of $320M in the current position value, from $309M to 629M.

Henrickson Nauta Wealth Advisors, Inc. is based out at Belmont, MI

Below you can find more details about Henrickson Nauta Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $629 Million
ETFs: $564 Million
Technology: $11.3 Million
Industrials: $9.23 Million
Basic Materials: $5.36 Million
Healthcare: $5.34 Million
Communication Services: $4.51 Million
Financial Services: $4.47 Million
Energy: $4.11 Million
Other: $4.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $629 Million
  • Prior Value $309 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 26 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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