Henrickson Nauta Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Henrickson Nauta Wealth Advisors, Inc. held in its portfolio 119 assets valued at $677,645,016 (i.e. $677.65M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($176.75M), DIMENSIONAL ETF TRUST ($87.90M), and AMERICAN CENTY ETF TR ($44.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 119 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Henrickson Nauta Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4365195 | 176746744 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 2499134 | 87894542 | INTL CORE EQUITY |
| AMERICAN CENTY ETF TR | 390002 | 44674694 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 712009 | 43923822 | US TARGETED VLU |
| AMERICAN CENTY ETF TR | 466866 | 39305409 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 867166 | 33524644 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 911656 | 31324515 | EMERGING MKTS CO |
| AMERICAN CENTY ETF TR | 294787 | 28326039 | INTL SMCP VLU |
| AMERICAN CENTY ETF TR | 208549 | 22137509 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 257557 | 20648324 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 468608 | 15735852 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 343760 | 9147458 | GLOBAL REAL EST |
| ILLINOIS TOOL WKS INC | 35980 | 9144325 | COM |
| SPDR S&P 500 ETF TR | 11344 | 7847303 | TR UNIT |
| DIMENSIONAL ETF TRUST | 183849 | 7653629 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 125538 | 6029580 | SHORT DURATION F |
| UFP INDUSTRIES INC | 51381 | 4874515 | COM |
| DIMENSIONAL ETF TRUST | 91744 | 4019546 | INTERNATIONAL |
| ISHARES TR | 4441 | 3086006 | CORE S&P500 ETF |
| MICROSOFT CORP | 6056 | 2898042 | COM |
| ISHARES TR | 29264 | 2876651 | MSCI EAFE ETF |
| ISHARES TR | 21158 | 2633325 | S&P 500 GRWT ETF |
| AMERICAN CENTY ETF TR | 34020 | 2581778 | AVANTIS RESPONSI |
| DIMENSIONAL ETF TRUST | 53866 | 2386619 | US SUSTAINABILTY |
| NVIDIA CORPORATION | 11807 | 2210776 | COM |
| ISHARES TR | 5732 | 2175007 | RUS 1000 ETF |
| APPLE INC | 7805 | 2047707 | COM |
| JPMORGAN CHASE & CO. | 5702 | 1907936 | COM |
| ISHARES INC | 34429 | 1881568 | MSCI CDA ETF |
| ISHARES TR | 3870 | 1841075 | RUS 1000 GRW ETF |
| ISHARES TR | 40492 | 1824165 | MSCI UK ETF NEW |
| ISHARES TR | 14530 | 1812182 | CORE S&P SCP ETF |
| ALPHABET INC | 5722 | 1798565 | CAP STK CL A |
| GILEAD SCIENCES INC | 14125 | 1714210 | COM |
| META PLATFORMS INC | 2540 | 1677975 | CL A |
| DIMENSIONAL ETF TRUST | 38106 | 1637598 | EMERGING MARKETS |
| ISHARES TR | 7558 | 1634720 | S&P 500 VAL ETF |
| KLA CORP | 1017 | 1418486 | COM NEW |
| MARATHON PETE CORP | 8319 | 1417670 | COM |
| ISHARES TR | 16748 | 1388401 | 1 3 YR TREAS BD |
| GLOBAL X FDS | 25724 | 1269994 | GLOBAL X URANIUM |
| ALPHABET INC | 3842 | 1208501 | CAP STK CL C |
| SPDR GOLD TR | 2826 | 1167647 | GOLD SHS |
| AMERICAN CENTY ETF TR | 24774 | 1086340 | REAL ESTATE ETF |
| ISHARES TR | 7496 | 1082048 | MSCI ACWI ETF |
| ISHARES TR | 11452 | 1048545 | CORE MSCI EAFE |
| ISHARES TR | 9864 | 1010961 | 0-5 YR TIPS ETF |
| STRYKER CORPORATION | 2638 | 966697 | COM |
| AMERICAN CENTY ETF TR | 12182 | 953485 | AVANTIS RESPON U |
| ISHARES INC | 14356 | 869277 | MSCI SWITZERLAND |
| INVESCO QQQ TR | 1326 | 826261 | UNIT SER 1 |
| ORACLE CORP | 4202 | 814044 | COM |
| ISHARES TR | 5426 | 787041 | SELECT DIVID ETF |
| AIR PRODS & CHEMS INC | 2759 | 712815 | COM |
| AMAZON COM INC | 2897 | 697907 | COM |
| ISHARES INC | 15714 | 677765 | MSCI GERMANY ETF |
| JOHNSON & JOHNSON | 3268 | 669270 | COM |
| INVESCO EXCH TRADED FD TR II | 5450 | 658732 | S&P 500 MOMNTM |
| VANGUARD TAX-MANAGED FDS | 10230 | 656152 | VAN FTSE DEV MKT |
| TRAVELERS COMPANIES INC | 2272 | 647936 | COM |
| ACCENTURE PLC IRELAND | 2233 | 616204 | SHS CLASS A |
| ISHARES TR | 5624 | 601149 | SHRT NAT MUN ETF |
| VANECK ETF TRUST | 5631 | 597434 | MRNGSTR WDE MOAT |
| GRAYSCALE BITCOIN TRUST ETF | 8188 | 591207 | SHS REP COM UT |
| ONEOK INC NEW | 8173 | 579201 | COM |
| VANGUARD INDEX FDS | 1180 | 578471 | GROWTH ETF |
| VANGUARD INDEX FDS | 1900 | 568841 | MID CAP ETF |
| FIFTH THIRD BANCORP | 10890 | 542104 | COM |
| VANGUARD INDEX FDS | 2642 | 518598 | VALUE ETF |
| TJX COS INC NEW | 3360 | 517108 | COM |
| BROADCOM INC | 1459 | 501560 | COM |
| PARKER-HANNIFIN CORP | 538 | 499469 | COM |
| ELI LILLY & CO | 462 | 492010 | COM |
| ISHARES INC | 9613 | 481710 | MSCI SWEDEN ETF |
| EXXON MOBIL CORP | 3946 | 477672 | COM |
| ISHARES TR | 3366 | 477568 | RUS MD CP GR ETF |
| ENTERPRISE PRODS PARTNERS L | 15026 | 476775 | COM |
| PEPSICO INC | 3419 | 475070 | COM |
| VANGUARD INDEX FDS | 1387 | 473258 | TOTAL STK MKT |
| VANGUARD WORLD FD | 596 | 455448 | INF TECH ETF |
| INTERNATIONAL BUSINESS MACHS | 1443 | 436399 | COM |
| TESLA INC | 979 | 423868 | COM |
| AMERICAN CENTY ETF TR | 4718 | 416694 | AVANTIS ALL EQT |
| WALMART INC | 3503 | 400516 | COM |
| SELECT SECTOR SPDR TR | 2719 | 397555 | STATE STREET TEC |
| PROCTER AND GAMBLE CO | 2773 | 387926 | COM |
| VALERO ENERGY CORP | 2160 | 385063 | COM |
| ABBVIE INC | 1710 | 383022 | COM |
| ISHARES TR | 3695 | 368909 | RUS MID CAP ETF |
| ISHARES TR | 14462 | 364009 | GLOBAL REIT ETF |
| CMS ENERGY CORP | 5047 | 355188 | COM |
| TEXAS INSTRS INC | 1786 | 343131 | COM |
| PACKAGING CORP AMER | 1590 | 336635 | COM |
| CVS HEALTH CORP | 4108 | 331516 | COM |
| SPDR SERIES TRUST | 937 | 326366 | STATE STREET SPD |
| DISNEY WALT CO | 2717 | 311287 | COM |
| HUNTINGTON BANCSHARES INC | 16920 | 309636 | COM |
| CHUBB LIMITED | 1000 | 309290 | COM |
| PHILLIPS 66 | 2247 | 307053 | COM |
| TRACTOR SUPPLY CO | 5992 | 301458 | COM |
| ISHARES TR | 2086 | 284614 | S&P MC 400VL ETF |
| MORGAN STANLEY | 1483 | 278358 | COM NEW |
| WELLS FARGO CO NEW | 2792 | 269121 | COM |
| PFIZER INC | 10451 | 265769 | COM |
| VANECK ETF TRUST | 1814 | 251638 | URANIUM AND NUCL |
| ABBOTT LABS | 1963 | 250776 | COM |
| HOME DEPOT INC | 680 | 237345 | COM |
| BERKSHIRE HATHAWAY INC DEL | 476 | 237329 | CL B NEW |
| COLGATE PALMOLIVE CO | 3071 | 237049 | COM |
| DIMENSIONAL ETF TRUST | 4894 | 235842 | US MKTWIDE VALUE |
| SCHWAB CHARLES CORP | 2238 | 231910 | COM |
| CHEVRON CORP NEW | 1368 | 214074 | COM |
| ISHARES TR | 834 | 213111 | RUSSELL 2000 ETF |
| ISHARES TR | 1786 | 213069 | MSCI DENMARK ETF |
| AMEREN CORP | 2109 | 212186 | COM |
| MEDTRONIC PLC | 2113 | 211955 | SHS |
| INVESCO EXCHANGE TRADED FD T | 1253 | 209957 | AEROSPACE DEFN |
| OXBRIDGE RE HLDGS LTD | 137400 | 185490 | SHS |
| ADC THERAPEUTICS SA | 19411 | 68715 | SHS |
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