Henrickson Nauta Wealth Advisors, Inc.
All 13F Filings
- Location
- Belmont, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 410,451
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 118 | 410,451 | 13F-HR | Henrickson Nauta Wealth Advisors, Inc. |
| Q1 2026 | 4/16/2026 | 106 | 356,319 | 13F-HR | Henrickson Nauta Wealth Advisors, Inc. |
| Q4 2025 | 1/7/2026 | 119 | 677,645 | 13F-HR | Henrickson Nauta Wealth Advisors, Inc. |
| Q3 2025 | 10/17/2025 | 94 | 316,083 | 13F-HR | Henrickson Nauta Wealth Advisors, Inc. |
| Q2 2025 | 7/8/2025 | 85 | 288,969 | 13F-HR | Henrickson Nauta Wealth Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 35.39 K | 8.6% | 8.366 K | 0 | 8.366 K |
| ETFs | 375.1 K | 91.4% | 45.77 K | 0 | 45.77 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
410,451
Holdings
118
QoQ value change ($000)
54,132
(15.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.