Henrickson Nauta Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Henrickson Nauta Wealth Advisors, Inc.Investment ActivityHenrickson Nauta Wealth Advisors, Inc. has $288.97 million in total holdings as of June 30, 2025.Henrickson Nauta Wealth Advisors, Inc. owns shares of 85 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.82% of the portfolio was purchased this quarter.About 2.07% of the portfolio was sold this quarter.This quarter, Henrickson Nauta Wealth Advisors, Inc. has purchased 78 new stocks and bought additional shares in 32 stocks.Henrickson Nauta Wealth Advisors, Inc. sold shares of 26 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $71,013,845Dimensional International Core Equity 2 ETF $30,206,075Avantis U.S. Equity ETF $19,847,703UFP Industries $18,714,357Avantis International Equity ETF $17,349,150 Largest New Holdings this Quarter 025072281 - Avantis Responsible U.S. Equity ETF $404,740 Holding023135106 - Amazon.com $278,924 Holding882508104 - Texas Instruments $268,267 Holding464287481 - iShares Russell Mid-Cap Growth ETF $233,398 Holding464286756 - iShares MSCI Sweden ETF $219,850 Holding Largest Purchases this Quarter Dimensional International Core Equity 2 ETF 112,373 shares (about $3.49M)Dimensional U.S. Core Equity 2 ETF 64,989 shares (about $2.33M)Dimensional International Small Cap Value ETF 43,346 shares (about $1.43M)Dimensional Emerging Markets Core Equity 2 ETF 37,193 shares (about $1.10M)Dimensional U.S. Targeted Value ETF 19,117 shares (about $1.03M) Largest Sales this Quarter UFP Industries 45,121 shares (about $4.48M)iShares MSCI ACWI ETF 4,305 shares (about $553.62K)Dimensional US Sustainability Core 1 ETF 7,209 shares (about $282.95K)Dimensional Short-Duration Fixed Income ETF 2,999 shares (about $143.98K)Avantis International Small Cap Value ETF 1,614 shares (about $127.96K) 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$71,013,845$2,329,205 ▲3.4%1,981,41424.6%ETFDFICDimensional International Core Equity 2 ETF$30,206,075$3,493,672 ▲13.1%971,57010.5%ETFAVUSAvantis U.S. Equity ETF$19,847,703$800,207 ▲4.2%196,8636.9%ETFUFPIUFP Industries$18,714,357$4,483,223 ▼-19.3%188,3496.5%ConstructionAVDEAvantis International Equity ETF$17,349,150$97,471 ▼-0.6%234,4166.0%ETFDFATDimensional U.S. Targeted Value ETF$15,642,914$1,031,555 ▲7.1%289,8985.4%ETFAVDVAvantis International Small Cap Value ETF$11,983,296$127,958 ▼-1.1%151,1524.1%ETFDISVDimensional International Small Cap Value ETF$11,313,770$1,426,517 ▲14.4%343,7793.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$11,087,440$1,103,888 ▲11.1%373,5663.8%ETFAVUVAvantis U.S. Small Cap Value ETF$9,598,837$182,655 ▲1.9%105,3663.3%ETFAVEMAvantis Emerging Markets Equity ETF$8,910,687$34,407 ▼-0.4%130,0073.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$7,225,840$40,413 ▼-0.6%246,0282.5%ETFITWIllinois Tool Works$4,458,910$4,203 ▲0.1%18,0341.5%IndustrialsSPYSPDR S&P 500 ETF Trust$3,631,713$25,332 ▼-0.7%5,8781.3%FinanceDFSDDimensional Short-Duration Fixed Income ETF$3,460,936$143,982 ▼-4.0%72,0881.2%ETFDFGRDimensional Global Real Estate ETF$3,209,202$470,868 ▲17.2%119,6121.1%ETFDFIPDimensional Inflation-Protected Securities ETF$2,677,444$351,373 ▲15.1%64,0380.9%ETFDFSIDimensional International Sustainability Core 1 ETF$1,729,553$36,927 ▲2.2%43,8860.6%ETFMSFTMicrosoft$1,591,253$107,941 ▲7.3%3,1990.6%Computer and TechnologyIVViShares Core S&P 500 ETF$1,444,337$1,242 ▲0.1%2,3260.5%ETFEFAiShares MSCI EAFE ETF$1,307,9540.0%14,6320.5%FinanceIVWiShares S&P 500 Growth ETF$1,182,254$12,001 ▼-1.0%10,7380.4%ETFAVSDAvantis Responsible International Equity ETF$1,149,0770.0%17,0100.4%ETFIVEiShares S&P 500 Value ETF$1,083,2130.0%5,5430.4%ETFJPMJPMorgan Chase & Co.$1,045,846$29,575 ▲2.9%3,6070.4%FinanceMETAMeta Platforms$1,022,255$45,024 ▲4.6%1,3850.4%Computer and TechnologyIWBiShares Russell 1000 ETF$973,208$25,807 ▼-2.6%2,8660.3%ETFDFSUDimensional US Sustainability Core 1 ETF$969,161$282,953 ▼-22.6%24,6920.3%ETFAAPLApple$941,609$85,153 ▲9.9%4,5890.3%Computer and TechnologyGLDSPDR Gold Shares$881,873$62,185 ▲7.6%2,8930.3%FinanceIWFiShares Russell 1000 Growth ETF$821,5620.0%1,9350.3%ETFEWUiShares MSCI United Kingdom ETF$804,1710.0%20,2460.3%ETFEWCiShares MSCI Canada ETF$795,3200.0%17,2150.3%ETFIJRiShares Core S&P Small-Cap ETF$793,9920.0%7,2650.3%ETFGILDGilead Sciences$783,407$1,552 ▲0.2%7,0660.3%MedicalACWIiShares MSCI ACWI ETF$755,782$553,623 ▼-42.3%5,8770.3%ManufacturingMPCMarathon Petroleum$737,087$5,814 ▼-0.8%4,4370.3%EnergyNVDANVIDIA$728,375$106,649 ▲17.2%4,6100.3%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$709,774$64,382 ▼-8.3%8,5660.2%ManufacturingORCLOracle$681,198$8,089 ▲1.2%3,1160.2%Computer and TechnologyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$670,808$7,155 ▲1.1%17,6250.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$665,932$20,273 ▼-3.0%6,4710.2%ETFAVREAvantis Real Estate ETF$647,9160.0%14,6720.2%ETFKLACKLA$633,663$5,378 ▼-0.8%7070.2%Computer and TechnologyQQQInvesco QQQ$631,676$326,044 ▲106.7%1,1450.2%FinanceGOOGLAlphabet$618,807$2,115 ▲0.3%3,5110.2%Computer and TechnologySYKStryker$602,074$1,187 ▼-0.2%1,5220.2%MedicalURAGlobal X Uranium ETF$499,1740.0%12,8620.2%ETFIEFAiShares Core MSCI EAFE ETF$478,0060.0%5,7260.2%ETFACNAccenture$419,520$5,677 ▲1.4%1,4040.1%Computer and TechnologyAVSUAvantis Responsible U.S. Equity ETF$404,740$404,740 ▲New Holding5,9000.1%ETFEWLiShares MSCI Switzerland ETF$393,4360.0%7,1780.1%ETFAPDAir Products and Chemicals$386,986$1,692 ▲0.4%1,3720.1%Basic MaterialsTRVTravelers Companies$375,084$1,605 ▲0.4%1,4020.1%FinanceGRAYSCALE BITCOIN TRUST ETF$374,8830.0%4,4190.1%SHS REP COM UTDVYiShares Select Dividend ETF$367,6500.0%2,7680.1%ETFMOATVanEck Morningstar Wide Moat ETF$365,8610.0%3,9010.1%ETFGOOGAlphabet$354,780$34,946 ▲10.9%2,0000.1%Computer and TechnologyOKEONEOK$334,468$2,286 ▲0.7%4,0970.1%EnergyEWGiShares MSCI Germany ETF$332,4390.0%7,8570.1%ETFVTIVanguard Total Stock Market ETF$314,264$3,951 ▼-1.2%1,0340.1%ETFVEAVanguard FTSE Developed Markets ETF$291,6060.0%5,1150.1%ETFVUGVanguard Growth ETF$289,828$1,754 ▼-0.6%6610.1%ETFTSCOTractor Supply$289,549$53 ▼0.0%5,4870.1%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$286,480$5,104 ▼-1.8%2,6940.1%ETFXLKTechnology Select Sector SPDR Fund$280,434$253 ▲0.1%1,1070.1%ETFAMZNAmazon.com$278,924$278,924 ▲New Holding1,2710.1%Retail/WholesaleTXNTexas Instruments$268,267$268,267 ▲New Holding1,2920.1%Computer and TechnologyVGTVanguard Information Technology ETF$268,0440.0%4040.1%ETFVOVanguard Mid-Cap ETF$265,8380.0%9500.1%ETFJNJJohnson & Johnson$247,308$2,291 ▲0.9%1,6190.1%MedicalCMSCMS Energy$240,877$2,910 ▼-1.2%3,4770.1%UtilitiesFITBFifth Third Bancorp$239,048$6,663 ▼-2.7%5,8120.1%FinanceIWRiShares Russell Mid-Cap ETF$236,179$3,311 ▼-1.4%2,5680.1%ETFPGProcter & Gamble$235,370$12,430 ▲5.6%1,4770.1%Consumer StaplesIWPiShares Russell Mid-Cap Growth ETF$233,398$233,398 ▲New Holding1,6830.1%ETFEPDEnterprise Products Partners$232,978$5,210 ▼-2.2%7,5130.1%EnergyVTVVanguard Value ETF$231,5290.0%1,3100.1%ETFPEPPepsiCo$230,063$20,735 ▼-8.3%1,7420.1%Consumer StaplesEWDiShares MSCI Sweden ETF$219,850$219,850 ▲New Holding4,8070.1%FinancePHParker-Hannifin$217,147$217,147 ▲New Holding3110.1%IndustrialsIBMInternational Business Machines$216,053$216,053 ▲New Holding7330.1%Computer and TechnologyTJXTJX Companies$214,291$4,199 ▲2.0%1,7350.1%Retail/WholesaleHBANHuntington Bancshares$199,913$7,609 ▼-3.7%11,9280.1%FinanceOXBROxbridge Re$119,5380.0%68,7000.0%FinanceShowing 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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