Arkolith/Funds/Henrickson Nauta Wealth Advisors, Inc.

Henrickson Nauta Wealth Advisors, Inc.

CIK 1903859
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Henrickson Nauta Wealth Advisors, Inc. holds a focused book of 118 stocks worth $410.5M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened VANGUARD INDEX FDS and trimmed AMERICAN CENTY ETF TR. Their largest long position is DIMENSIONAL ETF TRUST at 26% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
15
new positions
Added to
57
existing
Trimmed
26
reduced
Sold out
2
exited

Concentration

Top-heavy: focused book

Top 5 holdings
56%
Top 10 holdings
76%
Top 20 holdings
86%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • DIMENSIONAL ETF TRUST
    +3.0%$3.0M
  • DIMENSIONAL ETF TRUST
    +5.7%$2.9M
  • KLA CORP
    +776%$1.4M
  • ISHARES TR
    +39%$1.2M
  • ISHARES TR
    +330%$794K
  • DIMENSIONAL ETF TRUST
    +3.9%$779K
Trimmed / exited
  • AMERICAN CENTY ETF TR
    −1.6%$396K
  • AMERICAN CENTY ETF TR
    −1.4%$299K
  • AMERICAN CENTY ETF TR
    −1.8%$278K
  • AMERICAN CENTY ETF TR
    −1.8%$236K
  • AMERICAN CENTY ETF TR
    −36%$211K
  • SPDR GOLD TR
    −25%$151K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

118 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$105.0M2.37M
25.6%
+3.0%
Added · +69K sh
2Dimensional ETF Trust
INTL CORE EQUITY
$52.8M1.42M
12.9%
+5.7%
Added · +77K sh
3Dimensional ETF Trust
US TARGETED VLU
$26.9M384.7K
6.6%
+2.9%
Added · +11K sh
4American Centy ETF TR
US EQT ETF
$24.7M192.5K
6.0%
−1.6%
Reduced · −3K sh
5Dimensional ETF Trust
EMERGING MKTS CO
$20.9M515.0K
5.1%
+3.9%
Added · +19K sh
6American Centy ETF TR
INTL EQT ETF
$20.6M231.3K
5.0%
−1.4%
Reduced · −3K sh
7Dimensional ETF Trust
INTL SMALL CAP V
$18.8M468.9K
4.6%
+3.4%
Added · +15K sh
8American Centy ETF TR
INTL SMCP VLU
$15.0M146.0K
3.7%
−1.8%
Reduced · −3K sh
9American Centy ETF TR
US SML CP VALU
$12.9M103.4K
3.1%
~0%
Added · +3 sh
10American Centy ETF TR
AVANTIS EMGMKT
$12.5M129.8K
3.1%
−1.8%
Reduced · −2K sh
11Dimensional ETF Trust
WORLD EX US CORE
$8.5M231.9K
2.1%
−0.2%
Reduced · −400 sh
12Dimensional ETF Trust
GLOBAL REAL EST
$6.0M208.8K
1.5%
−2.4%
Reduced · −5K sh
13Dimensional ETF Trust
INFLATION PROTE
$5.2M125.2K
1.3%
+14%
Added · +15K sh
14State STR SPDR S&P 500 ETF T
TR UNIT
$4.9M6.6K
1.2%
+13%
Added · +744 sh
15Illinois Tool WKS Inc
COM
$4.9M18.0K
1.2%
+0.1%
Added · +13 sh
16Ishares TR
CORE S&P500 ETF
$4.2M5.6K
1.0%
+39%
Added · +2K sh
17Dimensional ETF Trust
SHOR DUR FIX ETF
$2.8M59.4K
0.7%
−4.7%
Reduced · −3K sh
18Nvidia Corporation
COM
$2.5M12.4K
0.6%
+41%
Added · +4K sh
19Ufp Industries Inc
COM
$2.4M26.0K
0.6%
+11%
Added · +2K sh
20Dimensional ETF Trust
INTERNATIONAL
$2.2M48.8K
0.5%
+4.5%
Added · +2K sh
21Apple Inc
COM
$2.1M7.3K
0.5%
+36%
Added · +2K sh
22Microsoft Corp
COM
$2.0M5.3K
0.5%
+37%
Added · +1K sh
23Kla Corp
COM NEW
$1.6M5.3K
0.4%
+776%
Added · +5K sh
24Alphabet Inc
CAP STK CL A
$1.5M4.3K
0.4%
+10%
Added · +407 sh
25Ishares TR
MSCI EAFE ETF
$1.5M14.6K
0.4%
Held
26Invesco QQQ TR
UNIT SER 1
$1.5M2.0K
0.4%
+41%
Added · +587 sh
27Ishares TR
S&P 500 GRWT ETF
$1.4M10.5K
0.4%
−0.4%
Reduced · −43 sh
28Dimensional ETF Trust
US SUSTAINABILTY
$1.4M30.0K
0.3%
+0.1%
Added · +43 sh
29American Centy ETF TR
AVAN RE INTL ETF
$1.4M17.0K
0.3%
Held
30Meta Platforms Inc
CL A
$1.2M2.1K
0.3%
+36%
Added · +544 sh
31Ishares TR
RUS 1000 ETF
$1.2M2.8K
0.3%
−0.9%
Reduced · −27 sh
32JPMorgan Chase & Co
COM
$1.2M3.5K
0.3%
+0.8%
Added · +29 sh
33Marathon Pete Corp
COM
$1.1M4.4K
0.3%
−0.4%
Reduced · −17 sh
34Ishares TR
CORE S&P SCP ETF
$1.1M7.3K
0.3%
+1.1%
Added · +81 sh
35Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$1.1M6.7K
0.3%
+15%
Added · +845 sh
36Ishares TR
RUS 1000 GRW ETF
$1.0M8.3K
0.3%
+330%
Added · +6K sh
37Dimensional ETF Trust
EMER MARK SU ETF
$1.0M20.5K
0.2%
+0.9%
Added · +189 sh
38Ishares Inc
MSCI CDA ETF
$992K17.2K
0.2%
Held
39Dimensional ETF Trust
ULTR FIX INC ETF
$957K18.8K
0.2%
+102%
Added · +10K sh
40Ishares TR
MSCI UK ETF NEW
$934K20.2K
0.2%
Held
41Alphabet Inc
CAP STK CL C
$900K2.5K
0.2%
+9.6%
Added · +223 sh
42Gilead Sciences Inc
COM
$897K7.1K
0.2%
−0.1%
Reduced · −11 sh
43Ishares TR
S&P 500 VAL ETF
$833K3.7K
0.2%
−2.1%
Reduced · −80 sh
44Global X FDS
US INFR DEV ETF
$821K13.9K
0.2%
−0.9%
Reduced · −125 sh
45Vanguard World FD
INF TECH ETF
$790K6.6K
0.2%
+853%
Added · +6K sh
46SPDR Series Trust
ST STR SP SEMI
$765K1.2K
0.2%
+21%
Added · +211 sh
47Select Sector SPDR TR
ST STR TECHN ETF
$676K3.5K
0.2%
+38%
Added · +969 sh
48Amazon Com Inc
COM
$669K2.8K
0.2%
+33%
Added · +697 sh
49Broadcom Inc
COM
$649K1.7K
0.2%
+35%
Added · +449 sh
50Ishares TR
1 3 YR TREAS BD
$640K7.8K
0.2%
−6.9%
Reduced · −574 sh
Showing 50 of 118 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 2026118$410.5M13F-HR
Q1 2026Mar 31, 2026Apr 16, 2026106$356.3M13F-HR
Q4 2025Dec 31, 2025Jan 7, 2026119$677.6M13F-HR
Q3 2025Sep 30, 2025Oct 17, 202594$316.1M13F-HR
Q2 2025Jun 30, 2025Jul 8, 202585$289.0M13F-HR
Q1 2025Mar 31, 2025Apr 14, 202578$244.4M13F-HR
Q4 2024Dec 31, 2024Jan 14, 202582$246.1M13F-HR
Q3 2024Sep 30, 2024Oct 11, 202482$251.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.