Henrickson Nauta Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Henrickson Nauta Wealth Advisors, Inc.Investment ActivityHenrickson Nauta Wealth Advisors, Inc. has $246.07 million in total holdings as of December 31, 2024.Henrickson Nauta Wealth Advisors, Inc. owns shares of 82 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.71% of the portfolio was purchased this quarter.About 1.89% of the portfolio was sold this quarter.This quarter, Henrickson Nauta Wealth Advisors, Inc. has purchased 82 new stocks and bought additional shares in 26 stocks.Henrickson Nauta Wealth Advisors, Inc. sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $61,464,758UFP Industries $24,491,687Avantis U.S. Equity ETF $17,926,728Dimensional International Core Equity 2 ETF $17,436,859Avantis International Equity ETF $14,258,705 Largest New Holdings this Quarter GRAYSCALE BITCOIN TRUST ETF $340,509 HoldingiShares U.S. Medical Devices ETF $249,696 HoldingiShares Russell Mid-Cap Growth ETF $213,320 HoldingTJX Companies $201,788 Holding Largest Purchases this Quarter Dimensional International Core Equity 2 ETF 133,432 shares (about $3.45M)Dimensional International Small Cap Value ETF 38,647 shares (about $1.03M)Dimensional Emerging Markets Core Equity 2 ETF 34,355 shares (about $899.76K)Dimensional U.S. Targeted Value ETF 15,231 shares (about $847.76K)Dimensional Inflation-Protected Securities ETF 8,449 shares (about $342.11K) Largest Sales this Quarter UFP Industries 23,561 shares (about $2.65M)Avantis U.S. Small Cap Value ETF 3,442 shares (about $332.26K)Apple 674 shares (about $168.78K)Avantis U.S. Equity ETF 1,595 shares (about $154.60K)Dimensional US Sustainability Core 1 ETF 3,404 shares (about $129.01K) 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$61,464,758$276,685 ▲0.5%1,776,95225.0%ETFUFPIUFP Industries$24,491,687$2,654,147 ▼-9.8%217,41410.0%ConstructionAVUSAvantis U.S. Equity ETF$17,926,728$154,603 ▼-0.9%184,9457.3%ETFDFICDimensional International Core Equity 2 ETF$17,436,859$3,448,553 ▲24.7%674,6707.1%ETFAVDEAvantis International Equity ETF$14,258,705$10,494 ▼-0.1%232,3405.8%ETFDFATDimensional U.S. Targeted Value ETF$13,786,054$847,759 ▲6.6%247,6835.6%ETFAVDVAvantis International Small Cap Value ETF$10,199,477$40,480 ▼-0.4%156,7224.1%ETFAVUVAvantis U.S. Small Cap Value ETF$9,081,129$332,255 ▼-3.5%94,0763.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$7,857,505$899,758 ▲12.9%300,0193.2%ETFAVEMAvantis Emerging Markets Equity ETF$6,912,072$112,465 ▼-1.6%117,5722.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$6,751,005$28,490 ▼-0.4%271,5612.7%ETFDISVDimensional International Small Cap Value ETF$6,450,280$1,026,849 ▲18.9%242,7662.6%ETFITWIllinois Tool Works$4,567,1270.0%18,0121.9%Industrial ProductsSPYSPDR S&P 500 ETF Trust$3,607,629$35,748 ▼-1.0%6,1561.5%FinanceDFSDDimensional Short-Duration Fixed Income ETF$3,439,301$99,995 ▲3.0%73,3641.4%ETFDFGRDimensional Global Real Estate ETF$2,235,530$263,520 ▲13.4%87,5310.9%ETFDFIPDimensional Inflation-Protected Securities ETF$1,722,088$342,110 ▲24.8%42,5300.7%ETFIVViShares Core S&P 500 ETF$1,318,140$24,726 ▼-1.8%2,2390.5%ETFMSFTMicrosoft$1,225,333$60,276 ▼-4.7%2,9070.5%Computer and TechnologyACWIiShares MSCI ACWI ETF$1,196,7380.0%10,1850.5%ManufacturingEFAiShares MSCI EAFE ETF$1,106,3260.0%14,6320.4%FinanceIVWiShares S&P 500 Growth ETF$1,106,2710.0%10,8960.4%ETFIVEiShares S&P 500 Value ETF$1,058,0480.0%5,5430.4%ETFAAPLApple$966,365$168,782 ▼-14.9%3,8590.4%Computer and TechnologyIWBiShares Russell 1000 ETF$952,6270.0%2,9570.4%ETFAVSDAvantis Responsible International Equity ETF$947,1170.0%17,0100.4%ETFDFSIDimensional International Sustainability Core 1 ETF$912,216$125,225 ▲15.9%27,7690.4%ETFIJRiShares Core S&P Small-Cap ETF$837,0730.0%7,2650.3%ETFJPMJPMorgan Chase & Co.$823,7600.0%3,4360.3%FinanceSHYiShares 1-3 Year Treasury Bond ETF$778,724$11,477 ▼-1.5%9,4990.3%ManufacturingIWFiShares Russell 1000 Growth ETF$777,0570.0%1,9350.3%ETFMETAMeta Platforms$767,604$18,151 ▲2.4%1,3110.3%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$701,385$45,673 ▼-6.1%6,9720.3%ETFEWCiShares MSCI Canada ETF$688,8770.0%17,0940.3%ETFEWUiShares MSCI United Kingdom ETF$686,3390.0%20,2460.3%ETFGLDSPDR Gold Shares$651,0880.0%2,6890.3%FinanceGILDGilead Sciences$649,8230.0%7,0350.3%MedicalGOOGLAlphabet$632,519$8,898 ▲1.4%3,3410.3%Computer and TechnologyMPCMarathon Petroleum$624,031$1,395 ▲0.2%4,4730.3%Oils/EnergyDFSUDimensional US Sustainability Core 1 ETF$573,844$129,012 ▼-18.4%15,1410.2%ETFSYKStryker$547,5680.0%1,5210.2%MedicalNVDANVIDIA$542,029$138,999 ▲34.5%4,0360.2%Computer and TechnologyQQQInvesco QQQ$531,406$43,985 ▲9.0%1,0390.2%FinanceORCLOracle$514,211$2,166 ▲0.4%3,0860.2%Computer and TechnologyACNAccenture$490,956$1,758 ▲0.4%1,3960.2%Computer and TechnologyVGTVanguard Information Technology ETF$484,520$101,382 ▲26.5%7790.2%ETFXLKTechnology Select Sector SPDR Fund$477,884$102,553 ▲27.3%2,0550.2%ETFAVREAvantis Real Estate ETF$475,876$13,917 ▼-2.8%11,3520.2%ETFKLACKLA$445,128$1,261 ▼-0.3%7060.2%Computer and TechnologyOKEONEOK$407,0580.0%4,0540.2%Oils/EnergyIEFAiShares Core MSCI EAFE ETF$402,4230.0%5,7260.2%ETFMOATVanEck Morningstar Wide Moat ETF$392,955$834 ▲0.2%4,2380.2%ETFAPDAir Products and Chemicals$391,844$290 ▲0.1%1,3510.2%Basic MaterialsDVYiShares Select Dividend ETF$372,763$9,848 ▼-2.6%2,8390.2%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$364,511$15,572 ▲4.5%11,0020.1%ETFURAGlobal X Uranium ETF$344,4440.0%12,8620.1%ETFGRAYSCALE BITCOIN TRUST ETF$340,509$340,509 ▲New Holding4,6000.1%SHS REP COM UTTRVTravelers Companies$333,3850.0%1,3840.1%FinanceEWLiShares MSCI Switzerland ETF$329,9090.0%7,1780.1%ETFGOOGAlphabet$327,747$18,663 ▲6.0%1,7210.1%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$289,9650.0%2,7490.1%ETFTSCOTractor Supply$289,708$229,909 ▲384.5%5,4600.1%Retail/WholesaleIWMiShares Russell 2000 ETF$278,166$45,072 ▲19.3%1,2590.1%FinanceXSDSPDR S&P Semiconductor ETF$277,558$2,236 ▼-0.8%1,1170.1%ETFVUGVanguard Growth ETF$272,985$5,747 ▼-2.1%6650.1%ETFPEPPepsiCo$271,180$4,867 ▼-1.8%1,7830.1%Consumer StaplesVOVanguard Mid-Cap ETF$250,9240.0%9500.1%ETFFITBFifth Third Bancorp$250,171$3,932 ▲1.6%5,9170.1%FinanceEWGiShares MSCI Germany ETF$250,017$67,142 ▼-21.2%7,8570.1%ETFIHIiShares U.S. Medical Devices ETF$249,696$249,696 ▲New Holding4,2790.1%ETFVEAVanguard FTSE Developed Markets ETF$244,5990.0%5,1150.1%ETFOXBROxbridge Re$244,346$51,506 ▲26.7%59,3000.1%FinanceTXNTexas Instruments$235,720$1,500 ▼-0.6%1,2570.1%Computer and TechnologyEPDEnterprise Products Partners$235,6080.0%7,5130.1%Oils/EnergyPGProcter & Gamble$233,929$3,522 ▼-1.5%1,3950.1%Consumer StaplesCMSCMS Energy$233,6650.0%3,5060.1%UtilitiesPKGPackaging Co. of America$225,8050.0%1,0030.1%Industrial ProductsVTVVanguard Value ETF$221,7830.0%1,3100.1%ETFIWPiShares Russell Mid-Cap Growth ETF$213,320$213,320 ▲New Holding1,6830.1%ETFJNJJohnson & Johnson$211,296$25,888 ▼-10.9%1,4610.1%MedicalTJXTJX Companies$201,788$201,788 ▲New Holding1,6700.1%Retail/WholesaleHBANHuntington Bancshares$198,168$9,658 ▼-4.6%12,0650.1%FinanceEWDiShares MSCI Sweden ETF$0$208,651 ▼-100.0%00.0%FinanceCLColgate-Palmolive$0$201,526 ▼-100.0%00.0%Consumer StaplesXOMExxon Mobil$0$200,450 ▼-100.0%00.0%Oils/EnergyRDE INC$0$76,289 ▼-100.0%00.0%COMShowing 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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