Henrickson Nauta Wealth Advisors, Inc. has filed a Form 13F-HR/A with the Securities and Exchange Commission for the period ending September 30, 2026. The filing represents a restatement of the firm's institutional holdings report.
The firm, located at 2325 Belmont Center Dr. NE Suite A in Belmont, Michigan, reported a total of 118 equity securities held at the end of the quarter. The filing lists Jeffery Nauta, the firm's Chief Compliance Officer, as the authorized signatory.
The portfolio is heavily diversified across a wide range of asset classes. The top holdings include major technology companies such as Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Alphabet Inc. The firm also holds significant positions in exchange-traded funds (ETFs), including the iShares Core S&P 500 ETF, the Vanguard Index Funds Morningstar Mid Cap ETF, and the iShares MSCI EAFE ETF.
Other notable positions listed in the filing include Johnson & Johnson, JPMorgan Chase & Co., Eli Lilly & Co., and Procter & Gamble Co. The portfolio also includes exposure to commodities through the SPDR Gold Trust and various sector-specific ETFs, such as the VanEck Morningstar Wide Moat ETF and the iShares Select Dividend ETF.
