StockDriftsStockDriftsTop 50 Henrickson Nauta Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 25.59% | 2.37M | $105.0M | +2.99%(+68.63K) | $34.39(+33.90%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 12.87% | 1.42M | $52.8M | +5.73%(+76.85K) | $30.73(+27.95%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.55% | 384.7K | $26.9M | +2.87%(+10.72K) | $54.67(+32.35%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 6.01% | 192.5K | $24.7M | -1.58%(-3.09K) | $92.48(+43.16%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.1% | 515.0K | $20.9M | +3.87%(+19.16K) | $29.66(+36.22%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 5.03% | 231.3K | $20.6M | -1.43%(-3.35K) | $70.48(+33.82%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 4.58% | 468.9K | $18.8M | +3.40%(+15.41K) | $32.64(+35.36%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.67% | 146.0K | $15.0M | -1.81%(-2.70K) | $77.29(+43.67%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.14% | 103.4K | $12.9M | +0.00%(+3) | $89.78(+42.75%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.05% | 129.8K | $12.5M | -1.85%(-2.44K) | $69.04(+35.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.01% | +52.12% | — | — | +42.28% |
| Top 20 Holdings Unweighted | +13.67% | +46.86% | — | — | +35.02% |
Henrickson Nauta Wealth Advisors, Inc. reports $410.45M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (25.6%), DFIC (12.9%) and DFAT (6.5%). The top 20 holdings account for 86.23% of reported assets. Its disclosed equity book has returned +52.12% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Henrickson Nauta Wealth Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1903859). View Henrickson Nauta Wealth Advisors, Inc.’s 13F filings on SEC