13F Filings History of Henrickson Nauta Wealth Advisors, Inc.

Latest 13F report
Q3 2025 - 17 Oct 2025
Value $
$316,083,167
Signature - Title
Jeffery Nauta - Chief Compliance Officer
Location
Belmont, MI
Summary
This page shows a list of all the recent 13F filings made by Henrickson Nauta Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Henrickson Nauta Wealth Advisors, Inc. reported 94 stock holdings with total value $316,083,167 as of Q3 2025. Top holdings included DFAC, DFIC, AVUS, AVDE, and DFAT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 94 $316,083,167 +$10,639,703 -$2,564,897 +$8,074,806 DFAC, DFIC, AVUS, AVDE, DFAT 13F-HR 17 Oct 2025, 12:20
Q2 2025 85 $288,969,059 +$13,917,552 -$5,981,504 +$7,936,048 DFAC, DFIC, AVUS, UFPI, AVDE 13F-HR 08 Jul 2025, 16:40
Q1 2025 78 $244,377,076 +$19,512,576 -$3,166,016 +$16,346,560 DFAC, UFPI, DFIC, AVUS, AVDE 13F-HR 14 Apr 2025, 17:12
Q4 2024 82 $246,066,762 +$9,120,834 -$4,641,130 +$4,479,704 DFAC, UFPI, AVUS, DFIC, AVDE 13F-HR 14 Jan 2025, 06:06
Q3 2024 82 $251,880,587 +$5,424,113 -$6,141,864 -$717,751 DFAC, UFPI, AVUS, AVDE, DFIC 13F-HR 11 Oct 2024, 16:22
Q2 2024 76 $234,227,397 +$7,135,810 -$1,305,937 +$5,829,873 DFAC, UFPI, AVUS, AVDE, DFIC 13F-HR 31 Jul 2024, 17:01
Q1 2024 72 $226,654,095 +$20,922,669 -$5,616,766 +$15,305,903 DFAC, UFPI, AVUS, AVDE, DFIC 13F-HR 15 Apr 2024, 12:11
Q4 2023 73 $203,893,347 +$22,833,652 -$1,361,492 +$21,472,160 DFAC, UFPI, AVUS, AVDE, DFAT 13F-HR 12 Jan 2024, 17:11
Q3 2023 58 $163,641,486 +$21,339,732 -$1,340,639 +$19,999,093 DFAC, UFPI, AVUS, DFIC, AVDE 13F-HR 10 Oct 2023, 11:21
Q2 2023 58 $147,289,157 +$7,616,149 -$5,386,236 +$2,229,913 DFAC, AVUS, AVDE, DFAT, AVDV 13F-HR 12 Jul 2023, 14:42
Q1 2023 59 $138,824,224 +$7,890,644 -$1,227,437 +$6,663,207 DFAC, AVUS, AVDE, AVDV, DFAT 13F-HR 11 Apr 2023, 17:23
Q4 2022 56 $125,939,599 +$9,172,701 -$387,725 +$8,784,976 DFAC, AVUS, AVDE, AVDV, AVUV 13F-HR 02 Feb 2023, 16:36
Q3 2022 46 $104,851,000 +$6,091,376 -$3,978,311 +$2,113,065 DFAC, AVUS, AVDE, AVDV, AVUV 13F-HR 26 Oct 2022, 21:33
Q2 2022 44 $109,351,000 +$9,148,180 -$2,732,585 +$6,415,595 DFAC, AVUS, AVDE, AVDV, AVUV 13F-HR 08 Aug 2022, 19:31
Q1 2022 47 $120,225,000 +$4,183,508 -$6,854,589 -$2,671,081 DFAC, AVDE, AVDV, AVUS, AVUV 13F-HR 16 May 2022, 15:39
Q4 2021 284 $122,227,000 $0 $0 $0 DFAC, AVDE, AVUS, AVDV, AVUV 13F-HR 10 Feb 2022, 19:41