Henrickson Nauta Wealth Advisors, Inc.
CIK: 0001903859SEC EDGAR →
Portfolio Value
$677.6B
Holdings
119
As of
Q4 2025
New Positions
119
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 4,365,195 | $176.7B | 26.08% |
| 2 | DIMENSIONAL ETF TRUST | 2,499,134 | $87.9B | 12.97% |
| 3 | AMERICAN CENTY ETF TR | 390,002 | $44.7B | 6.59% |
| 4 | DIMENSIONAL ETF TRUST | 712,009 | $43.9B | 6.48% |
| 5 | AMERICAN CENTY ETF TR | 466,866 | $39.3B | 5.80% |
| 6 | DIMENSIONAL ETF TRUST | 867,166 | $33.5B | 4.95% |
| 7 | DIMENSIONAL ETF TRUST | 911,656 | $31.3B | 4.62% |
| 8 | AMERICAN CENTY ETF TR | 294,787 | $28.3B | 4.18% |
| 9 | AMERICAN CENTY ETF TR | 208,549 | $22.1B | 3.27% |
| 10 | AMERICAN CENTY ETF TR | 257,557 | $20.6B | 3.05% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (119)
$176.7B · 4.4M shares
$87.9B · 2.5M shares
$44.7B · 390K shares
$43.9B · 712K shares
$39.3B · 467K shares
$33.5B · 867K shares
$31.3B · 912K shares
$28.3B · 295K shares
$22.1B · 209K shares
$20.6B · 258K shares
$15.7B · 469K shares
$9.1B · 344K shares
$9.1B · 36K shares
$7.8B · 11K shares
$7.7B · 184K shares
$6.0B · 126K shares
$4.9B · 51K shares
$4.0B · 92K shares
$3.1B · 4K shares
$2.9B · 6K shares
$2.9B · 29K shares
$2.6B · 21K shares
$2.6B · 34K shares
$2.4B · 54K shares
$2.2B · 12K shares
$2.2B · 6K shares
$2.0B · 8K shares
$1.9B · 6K shares
$1.9B · 34K shares
$1.8B · 4K shares
$1.8B · 40K shares
$1.8B · 15K shares
$1.8B · 6K shares
$1.7B · 14K shares
$1.7B · 3K shares
$1.6B · 38K shares
$1.6B · 8K shares
$1.4B · 1K shares
$1.4B · 8K shares
$1.4B · 17K shares
$1.3B · 26K shares
$1.2B · 4K shares
$1.2B · 3K shares
$1.1B · 25K shares
$1.1B · 7K shares
$1.0B · 11K shares
$1.0B · 10K shares
$966.0M · 3K shares
$953.0M · 12K shares
$869.0M · 14K shares
$826.0M · 1K shares
$814.0M · 4K shares
$787.0M · 5K shares
$712.0M · 3K shares
$697.0M · 3K shares
$677.0M · 16K shares
$669.0M · 3K shares
$658.0M · 5K shares
$656.0M · 10K shares
$647.0M · 2K shares
$616.0M · 2K shares
$601.0M · 6K shares
$597.0M · 6K shares
$591.0M · 8K shares
$579.0M · 8K shares
$578.0M · 1K shares
$568.0M · 2K shares
$542.0M · 11K shares
$518.0M · 3K shares
$517.0M · 3K shares
$501.0M · 1K shares
$499.0M · 538 shares
$492.0M · 462 shares
$481.0M · 10K shares
$477.0M · 4K shares
$477.0M · 3K shares
$476.0M · 15K shares
$475.0M · 3K shares
$473.0M · 1K shares
$455.0M · 596 shares
$436.0M · 1K shares
$423.0M · 979 shares
$416.0M · 5K shares
$400.0M · 4K shares
$397.0M · 3K shares
$387.0M · 3K shares
$385.0M · 2K shares
$383.0M · 2K shares
$368.0M · 4K shares
$364.0M · 14K shares
$355.0M · 5K shares
$343.0M · 2K shares
$336.0M · 2K shares
$331.0M · 4K shares
$326.0M · 937 shares
$311.0M · 3K shares
$309.0M · 17K shares
$309.0M · 1K shares
$307.0M · 2K shares
$301.0M · 6K shares
$284.0M · 2K shares
$278.0M · 1K shares
$269.0M · 3K shares
$265.0M · 10K shares
$251.0M · 2K shares
$250.0M · 2K shares
$237.0M · 3K shares
$237.0M · 680 shares
$237.0M · 476 shares
$235.0M · 5K shares
$231.0M · 2K shares
$214.0M · 1K shares
$213.0M · 2K shares
$213.0M · 834 shares
$212.0M · 2K shares
$211.0M · 2K shares
$209.0M · 1K shares
$185.0M · 137K shares
$68.0M · 19K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $626.7B | 92.5% |
| Technology | 10 | $11.9B | 1.8% |
| Industrials | 2 | $9.6B | 1.4% |
| Basic Materials | 2 | $5.6B | 0.8% |
| Healthcare | 10 | $5.3B | 0.8% |
| Unknown | 7 | $5.0B | 0.7% |
| Communication Services | 4 | $5.0B | 0.7% |
| Energy | 7 | $3.9B | 0.6% |
| Consumer Cyclical | 6 | $2.5B | 0.4% |
| Consumer Defensive | 4 | $1.5B | 0.2% |
| Utilities | 2 | $567.0M | 0.1% |