• 13F History

Henrickson Nauta Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$244M
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 78 stock holdings with total value $244M as of Q1 2025. Top holdings included DFAC, UFPI, DFIC, AVUS, and AVDE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 78 $244M +$19.5M -$3.17M +$16.3M DFAC, UFPI, DFIC, AVUS, AVDE 13F-HR 4/14/2025, 05:12 PM
Q4 2024 82 $246M +$9.12M -$4.64M +$4.48M DFAC, UFPI, AVUS, DFIC, AVDE 13F-HR 1/14/2025, 06:06 AM
Q3 2024 82 $252M +$5.42M -$6.14M -$718K DFAC, UFPI, AVUS, AVDE, DFIC 13F-HR 10/11/2024, 04:22 PM
Q2 2024 76 $234M +$7.14M -$1.31M +$5.83M DFAC, UFPI, AVUS, AVDE, DFIC 13F-HR 7/31/2024, 05:01 PM
Q1 2024 72 $227M +$20.9M -$5.62M +$15.3M DFAC, UFPI, AVUS, AVDE, DFIC 13F-HR 4/15/2024, 12:11 PM
Q4 2023 73 $204M +$22.8M -$1.36M +$21.5M DFAC, UFPI, AVUS, AVDE, DFAT 13F-HR 1/12/2024, 05:11 PM
Q3 2023 58 $164M +$21.3M -$916K +$20.4M DFAC, UFPI, AVUS, DFIC, AVDE 13F-HR 10/10/2023, 11:21 AM
Q2 2023 58 $147M +$7.62M -$4.93M +$2.68M DFAC, AVUS, AVDE, DFAT, AVDV 13F-HR 7/12/2023, 02:42 PM
Q1 2023 59 $139M +$7.89M -$1.02M +$6.87M DFAC, AVUS, AVDE, AVDV, DFAT 13F-HR 4/11/2023, 05:23 PM
Q4 2022 56 $126M +$9.17M -$388K +$8.78M DFAC, AVUS, AVDE, AVDV, AVUV 13F-HR 2/2/2023, 03:36 PM
Q3 2022 46 $105M +$6.09M -$3.34M +$2.75M DFAC, AVUS, AVDE, AVDV, AVUV 13F-HR 10/26/2022, 09:33 PM
Q2 2022 43 $109M +$8.48M -$930K +$7.55M DFAC, AVUS, AVDE, AVDV, AVUV 13F-HR 8/8/2022, 07:31 PM
Q1 2022 47 $120M +$4.18M -$652K +$3.53M DFAC, AVDE, AVDV, AVUS, AVUV 13F-HR 5/16/2022, 03:39 PM
Q4 2021 227 $122M DFAC, AVDE, AVUS, AVDV, AVUV 13F-HR 2/10/2022, 06:41 PM