Henrickson Nauta Wealth Advisors: Recent Portfolio Activity Analysis
A detailed look at the investment activities of Henrickson Nauta Wealth Advisors Inc. as of June 30, 2026.
As of June 30, 2026, Henrickson Nauta Wealth Advisors Inc.'s portfolio has shown notable changes in holdings across various sectors.
The firm appears to have continued its focus on Dimensional Fund Trust ETFs during this quarter. Significant increases were observed in positions like DFIC (DIMENSIONAL ETF TRUST) with a 5.73% share increase, and DFAC (DIMENSIONAL ETF TRUST) which saw a modest but positive change of 2.99%. Additionally, the position in DFEM (DIMENSIONAL ETF TRUST) increased by 3.87%, while DISV also saw a rise of 3.4%. The position in DFAT (DIMENSIONAL ETF TRUST) increased by 2.87%, and there was a small addition to the holding of DFIP (DIMENSIONAL ETF TRUST).
Conversely, Henrickson Nauta Wealth Advisors Inc. reduced its position in several Dimensional Fund Trust holdings and two American Century ETFs during the quarter. The largest reduction was seen in AVDE (AMERICAN CENTY ETF TR), which experienced a 1.43% decrease, followed by slight reductions in AVUV, DFGR (DIMENSIONAL ETF TRUST), and AVRE (AMERICAN CENTY ETF TR). The firm also decreased its position in the Vanguard fund known as VANGUARD WORLD FD (VGT") by 0.23%, indicating a minor reduction.
Henrickson Nauta Wealth Advisors Inc. initiated new positions or increased existing ones significantly in certain individual stocks and ETFs this quarter, suggesting strategic adjustments to their portfolio allocation. Notably, they added shares of KLAC, a Technology company known for its semiconductor manufacturing services. This acquisition was substantial, with KLAC's position growing by 776% in terms of percentage change from the prior period. The firm also increased holdings in IWF (ISHARES TR) and VGT (VANGUARD WORLD FD), indicating a potential interest in broad market exposure or specific sectors like Technology.
In terms of sector allocation, the portfolio remains heavily concentrated with 91.48% allocated to Unknown holdings as of June 30, 2026. While this is still the dominant category, there are active positions in other sectors too. The firm holds Technology stocks like NVDA, with a small allocation of 0.6%. Other sectors present include Industrials (KLAC") at 0.39%, Communication Services, Healthcare, Energy, Financial Services, Basic Materials, and Consumer Cyclical holdings.
Furthermore, the portfolio includes a position in VB, which is categorized under Technology but has an allocation of just 0.23% as per the disclosed data.