Henrickson Nauta Wealth Advisors, Inc.

13F filer · CIK 0001903859

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$410MU.S. long equity reported on 13F

Positions5712 new · 2 closed

Net flow last quarter+$7.15MBuys minus sells

Top 10 positions weight7.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202657 positions
DFAXGulf Resources, Inc.	$8.54M	2.08%	Not reported	-0.2%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$4.95M	1.21%	Not reported	+12.7%	Q1 2022
ITWIllinois Tool Works Inc	$4.88M	1.19%	0.01%	+0.1%	Q1 2022
NVDANvidia Corp	$2.47M	0.60%	0.00%	+40.8%	Q1 2022
UFPIUfp Industries Inc	$2.36M	0.57%	0.05%	+10.6%	Q1 2022
AAPLApple Inc.	$2.1M	0.51%	0.00%	+35.5%	Q1 2022
MSFTMicrosoft Corp	$2M	0.49%	0.00%	+37.3%	Q1 2022
KLACKla Corp	$1.61M	0.39%	0.00%	-12.4%	Q1 2022
GOOGLAlphabet Inc.	$1.54M	0.38%	0.00%	+10.4%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$1.49M	0.36%	Not reported	+40.9%	Q3 2024
METAMeta Platforms, Inc.	$1.16M	0.28%	Not reported	+35.8%	Q1 2022
JPMJPMorgan Chase & Co	$1.16M	0.28%	0.00%	+0.8%	Q1 2022
MPCMarathon Petroleum Corp	$1.13M	0.28%	0.00%	-0.4%	Q1 2022
GOOGAlphabet Inc.	$900K	0.22%	Not reported	+9.6%	Q1 2022
GILDGilead Sciences, Inc.	$897K	0.22%	0.00%	-0.2%	Q1 2022
AMZNAmazon Com Inc	$669K	0.16%	0.00%	+33.1%	Q2 2025
AVGOBroadcom Inc.	$649K	0.16%	0.00%	+35.4%	Q3 2025
JNJJohnson & Johnson	$586K	0.14%	0.00%	+27.6%	Q1 2024
SYKStryker Corp	$577K	0.14%	0.00%	+18.7%	Q1 2022
ORCLOracle Corp	$496K	0.12%	0.00%	+49.3%	Q1 2022
TRVTravelers Companies, Inc.	$495K	0.12%	0.00%	Not reported	Q1 2022
LLYELI LILLY & Co	$451K	0.11%	0.00%	+16.8%	Q4 2025
GLDSPDR Gold Trust	$449K	0.11%	0.00%	-25.2%	Q3 2022
TXNTexas Instruments Inc	$439K	0.11%	0.00%	+7.6%	Q1 2022
MUMicron Technology Inc	$407K	0.10%	0.00%	New	Q2 2026
APDAir Products & Chemicals, Inc.	$401K	0.10%	0.00%	-0.5%	Q1 2022
WMTWalmart Inc.	$381K	0.09%	0.00%	+20.8%	Q3 2025
ABBVAbbVie Inc.	$375K	0.09%	0.00%	+60.8%	Q3 2025
AMDAdvanced Micro Devices Inc	$374K	0.09%	0.00%	New	Q2 2026
OKEOneok Inc	$360K	0.09%	0.00%	-1.9%	Q3 2022
XOMExxonMobil Holdings Corp	$350K	0.09%	0.00%	+7.6%	Q3 2024
TSLATesla, Inc.	$347K	0.08%	0.00%	-0.5%	Q3 2025
PFEPfizer Inc	$328K	0.08%	0.00%	Not reported	Q1 2022
VLOValero Energy Corp	$304K	0.07%	0.00%	+1.6%	Q4 2025
PEPPepsico Inc	$304K	0.07%	0.00%	+4.8%	Q1 2022
FITBFifth Third Bancorp	$294K	0.07%	0.00%	+0.3%	Q1 2022
TJXTJX Companies Inc	$290K	0.07%	0.00%	+1.0%	Q4 2024
PHParker-Hannifin Corp	$286K	0.07%	0.00%	+3.2%	Q2 2025
CMSCMS Energy Corp	$279K	0.07%	0.00%	+9.5%	Q1 2022
EPDEnterprise Products Partners L.P.	$276K	0.07%	0.00%	Not reported	Q3 2022
PGPROCTER & GAMBLE Co	$270K	0.07%	0.00%	+8.7%	Q1 2024
HDHome Depot, Inc.	$258K	0.06%	0.00%	Not reported	Q3 2025
INTCIntel Corp	$255K	0.06%	0.00%	New	Q2 2026
VVisa Inc.	$247K	0.06%	0.00%	New	Q2 2026
PKGPackaging Corp of America	$242K	0.06%	0.00%	+0.6%	Q3 2024
LRCXLam Research Corp	$238K	0.06%	0.00%	New	Q2 2026
CVSCVS HEALTH Corp	$233K	0.06%	0.00%	Not reported	Q4 2025
PSXPhillips 66	$232K	0.06%	0.00%	+0.4%	Q4 2025
CATCaterpillar Inc	$227K	0.06%	0.00%	New	Q2 2026
CBChubb Ltd	$222K	0.05%	0.00%	-3.7%	Q4 2025

Q1 2026Reported Apr 16, 202647 positions
DFAXGulf Resources, Inc.	$7.89M	2.21%	Not reported	-50.4%	Q1 2022
ITWIllinois Tool Works Inc	$4.72M	1.32%	0.01%	-49.9%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$3.83M	1.07%	Not reported	-48.1%	Q1 2022
UFPIUfp Industries Inc	$2.17M	0.61%	0.04%	-54.2%	Q1 2022
NVDANvidia Corp	$1.53M	0.43%	0.00%	-25.7%	Q1 2022
MSFTMicrosoft Corp	$1.44M	0.40%	0.00%	-35.7%	Q1 2022
AAPLApple Inc.	$1.36M	0.38%	0.00%	-31.3%	Q1 2022
GOOGLAlphabet Inc.	$1.12M	0.31%	0.00%	-31.8%	Q1 2022
MPCMarathon Petroleum Corp	$1.08M	0.30%	0.00%	-46.7%	Q1 2022
JPMJPMorgan Chase & Co	$1.03M	0.29%	0.00%	-38.6%	Q1 2022
GILDGilead Sciences, Inc.	$991K	0.28%	0.00%	-49.7%	Q1 2022
KLACKla Corp	$899K	0.25%	0.00%	-40.0%	Q1 2022
METAMeta Platforms, Inc.	$870K	0.24%	Not reported	-40.2%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$829K	0.23%	Not reported	+8.2%	Q3 2024
GLDSPDR Gold Trust	$701K	0.20%	0.00%	-42.4%	Q3 2022
GOOGAlphabet Inc.	$666K	0.19%	Not reported	-39.5%	Q1 2022
SYKStryker Corp	$507K	0.14%	0.00%	-41.5%	Q1 2022
JNJJohnson & Johnson	$442K	0.12%	0.00%	-44.6%	Q1 2024
AMZNAmazon Com Inc	$439K	0.12%	0.00%	-27.2%	Q2 2025
TRVTravelers Companies, Inc.	$437K	0.12%	0.00%	-34.0%	Q1 2022
XOMExxonMobil Holdings Corp	$403K	0.11%	0.00%	-39.7%	Q3 2024
APDAir Products & Chemicals, Inc.	$399K	0.11%	0.00%	-50.2%	Q1 2022
AVGOBroadcom Inc.	$392K	0.11%	0.00%	-13.1%	Q3 2025
OKEOneok Inc	$382K	0.11%	0.00%	-48.3%	Q3 2022
WMTWalmart Inc.	$347K	0.10%	0.00%	-20.4%	Q3 2025
ORCLOracle Corp	$334K	0.09%	0.00%	-46.0%	Q1 2022
PEPPepsico Inc	$332K	0.09%	0.00%	-37.4%	Q1 2022
TSLATesla, Inc.	$309K	0.09%	0.00%	-15.2%	Q3 2025
TJXTJX Companies Inc	$303K	0.08%	0.00%	-43.6%	Q4 2024
LLYELI LILLY & Co	$296K	0.08%	0.00%	-30.3%	Q4 2025
EPDEnterprise Products Partners L.P.	$284K	0.08%	0.00%	-50.0%	Q3 2022
VLOValero Energy Corp	$284K	0.08%	0.00%	-46.8%	Q4 2025
ACNAccenture plc	$275K	0.08%	0.00%	-38.0%	Q1 2022
TXNTexas Instruments Inc	$266K	0.07%	0.00%	-23.4%	Q1 2022
CMSCMS Energy Corp	$258K	0.07%	0.00%	-34.1%	Q1 2022
PHParker-Hannifin Corp	$253K	0.07%	0.00%	-47.4%	Q2 2025
PSXPhillips 66	$249K	0.07%	0.00%	-39.1%	Q4 2025
PGPROCTER & GAMBLE Co	$245K	0.07%	0.00%	-38.9%	Q1 2024
FITBFifth Third Bancorp	$241K	0.07%	0.00%	-52.3%	Q1 2022
TSCOTractor Supply Co	$239K	0.07%	0.00%	-11.9%	Q1 2022
CBChubb Ltd	$220K	0.06%	0.00%	-32.6%	Q4 2025
PKGPackaging Corp of America	$214K	0.06%	0.00%	-36.5%	Q3 2024
BRK.BBerkshire Hathaway Inc	$207K	0.06%	Not reported	-9.2%	Q4 2025
ABBVAbbVie Inc.	$202K	0.06%	0.00%	-45.8%	Q3 2025
HBANHuntington Bancshares Inc	$158K	0.04%	0.00%	-40.9%	Q1 2022
GIFTGiftify, Inc.	$142K	0.04%	0.42%	Not reported	Q3 2024
OXBROXBRIDGE RE HOLDINGS Ltd	$80K	0.02%	0.87%	-50.7%	Q1 2022
Q4 2025Reported Jan 7, 202662 positions
DFAXGulf Resources, Inc.	$15.7M	2.32%	Not reported	+100.1%	Q1 2022
ITWIllinois Tool Works Inc	$9.14M	1.35%	0.01%	+98.9%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$7.85M	1.16%	Not reported	+90.7%	Q1 2022
UFPIUfp Industries Inc	$4.87M	0.72%	0.09%	-72.4%	Q1 2022
MSFTMicrosoft Corp	$2.9M	0.43%	0.00%	+75.0%	Q1 2022
NVDANvidia Corp	$2.21M	0.33%	0.00%	+133.6%	Q1 2022
AAPLApple Inc.	$2.05M	0.30%	0.00%	+57.8%	Q1 2022
JPMJPMorgan Chase & Co	$1.91M	0.28%	0.00%	+64.0%	Q1 2022
GOOGLAlphabet Inc.	$1.8M	0.27%	0.00%	+51.1%	Q1 2022
GILDGilead Sciences, Inc.	$1.71M	0.25%	0.00%	+100.3%	Q1 2022
METAMeta Platforms, Inc.	$1.68M	0.25%	Not reported	+73.9%	Q1 2022
KLACKla Corp	$1.42M	0.21%	0.00%	+43.2%	Q1 2022
MPCMarathon Petroleum Corp	$1.42M	0.21%	0.00%	+87.8%	Q1 2022
GOOGAlphabet Inc.	$1.21M	0.18%	Not reported	+78.5%	Q1 2022
GLDSPDR Gold Trust	$1.17M	0.17%	0.00%	+38.9%	Q3 2022
SYKStryker Corp	$967K	0.14%	0.00%	+72.2%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$826K	0.12%	Not reported	+97.3%	Q3 2024
ORCLOracle Corp	$814K	0.12%	0.00%	+30.7%	Q1 2022
APDAir Products & Chemicals, Inc.	$713K	0.11%	0.00%	+99.8%	Q1 2022
AMZNAmazon Com Inc	$698K	0.10%	0.00%	+78.8%	Q2 2025
JNJJohnson & Johnson	$669K	0.10%	0.00%	+83.3%	Q1 2024
TRVTravelers Companies, Inc.	$648K	0.10%	0.00%	+58.0%	Q1 2022
ACNAccenture plc	$616K	0.09%	0.00%	+47.1%	Q1 2022
GBTCGrayscale Bitcoin Trust ETF	$591K	0.09%	0.00%	+124.9%	Q1 2024
OKEOneok Inc	$579K	0.09%	0.00%	+100.0%	Q3 2022
FITBFifth Third Bancorp	$542K	0.08%	0.00%	+90.6%	Q1 2022
TJXTJX Companies Inc	$517K	0.08%	0.00%	+89.3%	Q4 2024
AVGOBroadcom Inc.	$502K	0.07%	0.00%	+82.8%	Q3 2025
PHParker-Hannifin Corp	$499K	0.07%	0.00%	+70.3%	Q2 2025
LLYELI LILLY & Co	$492K	0.07%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$478K	0.07%	0.00%	+89.3%	Q3 2024
EPDEnterprise Products Partners L.P.	$477K	0.07%	0.00%	+100.0%	Q3 2022
PEPPepsico Inc	$475K	0.07%	0.00%	+63.8%	Q1 2022
IBMInternational Business Machines Corp	$436K	0.06%	0.00%	+102.7%	Q2 2025
TSLATesla, Inc.	$424K	0.06%	0.00%	+107.9%	Q3 2025
WMTWalmart Inc.	$401K	0.06%	0.00%	+53.8%	Q3 2025
PGPROCTER & GAMBLE Co	$388K	0.06%	0.00%	+75.6%	Q1 2024
VLOValero Energy Corp	$385K	0.06%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$383K	0.06%	0.00%	+87.7%	Q3 2025
CMSCMS Energy Corp	$355K	0.05%	0.00%	+43.9%	Q1 2022
TXNTexas Instruments Inc	$343K	0.05%	0.00%	+37.4%	Q1 2022
PKGPackaging Corp of America	$337K	0.05%	0.00%	+52.7%	Q3 2024
CVSCVS HEALTH Corp	$332K	0.05%	0.00%	New	Q4 2025
DISWalt Disney Co	$311K	0.05%	0.00%	New	Q4 2025
HBANHuntington Bancshares Inc	$310K	0.05%	0.00%	+43.7%	Q1 2022
CBChubb Ltd	$309K	0.05%	0.00%	New	Q4 2025
PSXPhillips 66	$307K	0.05%	0.00%	New	Q4 2025
TSCOTractor Supply Co	$301K	0.04%	0.00%	+9.4%	Q1 2022
MSMorgan Stanley	$278K	0.04%	0.00%	New	Q4 2025
WFCWells Fargo & Company	$269K	0.04%	0.00%	New	Q4 2025

Q3 2025Reported Oct 17, 202545 positions
UFPIUfp Industries Inc	$17.4M	5.51%	0.32%	-1.1%	Q1 2022
DFAXGulf Resources, Inc.	$7.35M	2.33%	Not reported	-4.8%	Q1 2022
ITWIllinois Tool Works Inc	$4.72M	1.49%	0.01%	+0.3%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$3.96M	1.25%	Not reported	+1.2%	Q1 2022
MSFTMicrosoft Corp	$1.79M	0.57%	0.00%	+8.2%	Q1 2022
AAPLApple Inc.	$1.26M	0.40%	0.00%	+7.8%	Q1 2022
JPMJPMorgan Chase & Co	$1.1M	0.35%	0.00%	-3.6%	Q1 2022
METAMeta Platforms, Inc.	$1.07M	0.34%	Not reported	+5.5%	Q1 2022
NVDANvidia Corp	$943K	0.30%	0.00%	+9.7%	Q1 2022
GOOGLAlphabet Inc.	$920K	0.29%	0.00%	+7.8%	Q1 2022
ORCLOracle Corp	$904K	0.29%	0.00%	+3.2%	Q1 2022
MPCMarathon Petroleum Corp	$854K	0.27%	0.00%	-0.2%	Q1 2022
GILDGilead Sciences, Inc.	$783K	0.25%	0.00%	-0.2%	Q1 2022
KLACKla Corp	$766K	0.24%	0.00%	+0.4%	Q1 2022
GLDSPDR Gold Trust	$723K	0.23%	0.00%	-29.7%	Q3 2022
SYKStryker Corp	$566K	0.18%	0.00%	+0.7%	Q1 2022
GOOGAlphabet Inc.	$524K	0.17%	Not reported	+7.6%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$403K	0.13%	Not reported	-41.3%	Q3 2024
TRVTravelers Companies, Inc.	$402K	0.13%	0.00%	+2.6%	Q1 2022
APDAir Products & Chemicals, Inc.	$377K	0.12%	0.00%	+0.7%	Q1 2022
ACNAccenture plc	$374K	0.12%	0.00%	+8.1%	Q1 2022
AMZNAmazon Com Inc	$356K	0.11%	0.00%	+27.5%	Q2 2025
JNJJohnson & Johnson	$331K	0.10%	0.00%	+10.1%	Q1 2024
GBTCGrayscale Bitcoin Trust ETF	$327K	0.10%	0.00%	-17.6%	Q1 2024
TSCOTractor Supply Co	$312K	0.10%	0.00%	-0.2%	Q1 2022
OKEOneok Inc	$298K	0.09%	0.00%	-0.2%	Q3 2022
PEPPepsico Inc	$293K	0.09%	0.00%	+19.9%	Q1 2022
AVGOBroadcom Inc.	$263K	0.08%	0.00%	New	Q3 2025
CMSCMS Energy Corp	$257K	0.08%	0.00%	+0.9%	Q1 2022
TJXTJX Companies Inc	$257K	0.08%	0.00%	+2.3%	Q4 2024
FITBFifth Third Bancorp	$255K	0.08%	0.00%	-1.7%	Q1 2022
PGPROCTER & GAMBLE Co	$243K	0.08%	0.00%	+6.9%	Q1 2024
PHParker-Hannifin Corp	$239K	0.08%	0.00%	+1.6%	Q2 2025
TXNTexas Instruments Inc	$239K	0.08%	0.00%	+0.6%	Q1 2022
XOMExxonMobil Holdings Corp	$235K	0.07%	0.00%	Not reported	Q3 2024
EPDEnterprise Products Partners L.P.	$235K	0.07%	0.00%	Not reported	Q3 2022
WMTWalmart Inc.	$235K	0.07%	0.00%	New	Q3 2025
PKGPackaging Corp of America	$227K	0.07%	0.00%	Not reported	Q3 2024
ABBVAbbVie Inc.	$211K	0.07%	0.00%	New	Q3 2025
TSLATesla, Inc.	$209K	0.07%	0.00%	New	Q3 2025
HBANHuntington Bancshares Inc	$205K	0.06%	0.00%	-1.3%	Q1 2022
HDHome Depot, Inc.	$204K	0.06%	0.00%	New	Q3 2025
IBMInternational Business Machines Corp	$201K	0.06%	0.00%	-2.9%	Q2 2025
GIFTGiftify, Inc.	$160K	0.05%	0.49%	Not reported	Q3 2024
OXBROXBRIDGE RE HOLDINGS Ltd	$123K	0.04%	0.90%	Not reported	Q1 2022

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