Henrickson Nauta Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Henrickson Nauta Wealth Advisors, Inc.Investment ActivityHenrickson Nauta Wealth Advisors, Inc. has $244.38 million in total holdings as of March 31, 2025.Henrickson Nauta Wealth Advisors, Inc. owns shares of 78 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.98% of the portfolio was purchased this quarter.About 1.30% of the portfolio was sold this quarter.This quarter, Henrickson Nauta Wealth Advisors, Inc. has purchased 82 new stocks and bought additional shares in 42 stocks.Henrickson Nauta Wealth Advisors, Inc. sold shares of 19 stocks and completely divested from 6 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $58,718,743UFP Industries $24,698,791Dimensional International Core Equity 2 ETF $22,596,487Avantis U.S. Equity ETF $16,196,663Avantis International Equity ETF $14,752,170 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $269,529 Holding464287499 - iShares Russell Mid-Cap ETF $204,258 Holding Largest Purchases this Quarter Dimensional International Core Equity 2 ETF 184,527 shares (about $4.85M)Dimensional U.S. Core Equity 2 ETF 139,473 shares (about $4.27M)UFP Industries 16,056 shares (about $1.70M)Dimensional International Small Cap Value ETF 57,667 shares (about $1.59M)Dimensional U.S. Targeted Value ETF 23,098 shares (about $1.07M) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 24,157 shares (about $594.26K)Avantis International Small Cap Value ETF 3,956 shares (about $259.36K)Invesco QQQ 485 shares (about $216.58K)Vanguard Information Technology ETF 375 shares (about $191.03K)Technology Select Sector SPDR Fund 949 shares (about $184.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHenrickson Nauta Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$58,718,743$4,273,415 ▲7.8%1,916,42524.0%ETFUFPIUFP Industries$24,698,791$1,698,564 ▲7.4%233,47010.1%ConstructionDFICDimensional International Core Equity 2 ETF$22,596,487$4,852,975 ▲27.4%859,1979.2%ETFAVUSAvantis U.S. Equity ETF$16,196,663$341,292 ▲2.2%188,9266.6%ETFAVDEAvantis International Equity ETF$14,752,170$212,334 ▲1.5%235,7336.0%ETFDFATDimensional U.S. Targeted Value ETF$12,539,796$1,069,662 ▲9.3%270,7815.1%ETFAVDVAvantis International Small Cap Value ETF$10,015,348$259,356 ▼-2.5%152,7664.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$8,288,115$895,750 ▲12.1%336,3733.4%ETFDISVDimensional International Small Cap Value ETF$8,258,747$1,585,236 ▲23.8%300,4333.4%ETFAVUVAvantis U.S. Small Cap Value ETF$8,052,841$723,393 ▲9.9%103,3613.3%ETFAVEMAvantis Emerging Markets Equity ETF$7,286,331$722,274 ▲11.0%130,5093.0%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$6,086,137$594,262 ▼-8.9%247,4042.5%ETFITWIllinois Tool Works$4,086,439$1,134 ▲0.0%18,0171.7%IndustrialsDFSDDimensional Short-Duration Fixed Income ETF$3,543,347$81,308 ▲2.3%75,0871.4%ETFSPYSPDR S&P 500 ETF Trust$3,104,999$124,326 ▼-3.8%5,9191.3%FinanceDFGRDimensional Global Real Estate ETF$2,488,276$354,266 ▲16.6%102,0621.0%ETFDFIPDimensional Inflation-Protected Securities ETF$2,290,467$539,495 ▲30.8%55,6340.9%ETFDFSIDimensional International Sustainability Core 1 ETF$1,435,790$507,469 ▲54.7%42,9490.6%ETFIVViShares Core S&P 500 ETF$1,224,977$44,803 ▲3.8%2,3240.5%ETFMSFTMicrosoft$1,137,215$28,602 ▲2.6%2,9820.5%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,127,2490.0%14,6320.5%FinanceACWIiShares MSCI ACWI ETF$1,112,384$328 ▼0.0%10,1820.5%ManufacturingDFSUDimensional US Sustainability Core 1 ETF$1,069,003$561,628 ▲110.7%31,9010.4%ETFIVEiShares S&P 500 Value ETF$972,0760.0%5,5430.4%ETFAVSDAvantis Responsible International Equity ETF$965,5510.0%17,0100.4%ETFIVWiShares S&P 500 Growth ETF$962,454$4,348 ▼-0.4%10,8470.4%ETFIWBiShares Russell 1000 ETF$846,560$4,316 ▼-0.5%2,9420.3%ETFJPMJPMorgan Chase & Co.$796,131$15,673 ▲2.0%3,5050.3%FinanceAAPLApple$794,861$59,986 ▲8.2%4,1740.3%Computer and TechnologyGLDSPDR Gold Shares$786,1290.0%2,6890.3%FinanceSHYiShares 1-3 Year Treasury Bond ETF$771,541$12,882 ▼-1.6%9,3430.3%ManufacturingMETAMeta Platforms$723,288$7,102 ▲1.0%1,3240.3%Computer and TechnologyGILDGilead Sciences$715,073$1,724 ▲0.2%7,0520.3%MedicalEWUiShares MSCI United Kingdom ETF$701,9290.0%20,2460.3%ETFIJRiShares Core S&P Small-Cap ETF$684,5080.0%7,2650.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$682,471$31,114 ▼-4.4%6,6680.3%ETFEWCiShares MSCI Canada ETF$666,898$4,687 ▲0.7%17,2150.3%ETFIWFiShares Russell 1000 Growth ETF$665,3690.0%1,9350.3%ETFAVREAvantis Real Estate ETF$590,695$133,663 ▲29.2%14,6720.2%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$546,871$201,819 ▲58.5%17,4370.2%ETFMPCMarathon Petroleum$543,524$122 ▼0.0%4,4720.2%EnergyGOOGLAlphabet$534,772$24,148 ▲4.7%3,4990.2%Computer and TechnologySYKStryker$531,229$1,393 ▲0.3%1,5250.2%MedicalKLACKLA$468,544$4,600 ▲1.0%7130.2%Computer and TechnologyNVDANVIDIA$423,316$10,865 ▼-2.5%3,9350.2%Computer and TechnologyORCLOracle$410,553$933 ▼-0.2%3,0790.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$409,6950.0%5,7260.2%ETFACNAccenture$394,914$3,137 ▼-0.8%1,3850.2%Computer and TechnologyAPDAir Products and Chemicals$357,947$3,931 ▲1.1%1,3660.1%Basic MaterialsEWLiShares MSCI Switzerland ETF$356,7550.0%7,1780.1%ETFTRVTravelers Companies$342,251$2,942 ▲0.9%1,3960.1%FinanceDVYiShares Select Dividend ETF$338,306$8,678 ▼-2.5%2,7680.1%ETFOKEONEOK$330,595$1,219 ▲0.4%4,0690.1%EnergyMOATVanEck Morningstar Wide Moat ETF$311,717$26,929 ▼-8.0%3,9010.1%ETFSUBiShares Short-Term National Muni Bond ETF$288,129$736 ▼-0.3%2,7420.1%ETFTSCOTractor Supply$281,644$1,437 ▲0.5%5,4880.1%Retail/WholesaleEWGiShares MSCI Germany ETF$281,2890.0%7,8570.1%ETFGOOGAlphabet$280,132$12,740 ▲4.8%1,8030.1%Computer and TechnologyURAGlobal X Uranium ETF$277,6910.0%12,8620.1%ETFGRAYSCALE BITCOIN TRUST ETF$277,616$11,371 ▼-3.9%4,4190.1%SHS REP COM UTPEPPepsiCo$273,776$16,724 ▲6.5%1,8990.1%Consumer StaplesVTIVanguard Total Stock Market ETF$269,529$269,529 ▲New Holding1,0470.1%ETFCMSCMS Energy$251,774$930 ▲0.4%3,5190.1%UtilitiesQQQInvesco QQQ$247,391$216,579 ▼-46.7%5540.1%FinanceVEAVanguard FTSE Developed Markets ETF$245,9800.0%5,1150.1%ETFJNJJohnson & Johnson$238,505$21,263 ▲9.8%1,6040.1%MedicalVUGVanguard Growth ETF$234,9750.0%6650.1%ETFPGProcter & Gamble$228,876$654 ▲0.3%1,3990.1%Consumer StaplesVOVanguard Mid-Cap ETF$227,6200.0%9500.1%ETFEPDEnterprise Products Partners$222,365$4,864 ▲2.2%7,6810.1%EnergyTJXTJX Companies$216,864$3,952 ▲1.9%1,7010.1%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$214,953$184,440 ▼-46.2%1,1060.1%ETFVTVVanguard Value ETF$209,0630.0%1,3100.1%ETFVGTVanguard Information Technology ETF$205,802$191,029 ▼-48.1%4040.1%ETFIWRiShares Russell Mid-Cap ETF$204,258$204,258 ▲New Holding2,6040.1%ETFFITBFifth Third Bancorp$202,100$1,928 ▲1.0%5,9740.1%FinanceHBANHuntington Bancshares$159,604$4,086 ▲2.6%12,3820.1%FinanceOXBROxbridge Re$100,302$13,724 ▲15.9%68,7000.0%FinanceIWMiShares Russell 2000 ETF$0$278,166 ▼-100.0%00.0%FinanceXSDSPDR S&P Semiconductor ETF$0$277,558 ▼-100.0%00.0%ETFIHIiShares U.S. Medical Devices ETF$0$249,696 ▼-100.0%00.0%ETFTXNTexas Instruments$0$235,720 ▼-100.0%00.0%Computer and TechnologyPKGPackaging Co. of America$0$225,805 ▼-100.0%00.0%IndustrialsIWPiShares Russell Mid-Cap Growth ETF$0$213,320 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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