SEC Form 13F · Q2 2026

Henrickson Nauta Wealth Advisors, Inc.

Institutional Holdings Report

13F-HRMI
$410.5M
Portfolio Value
118
Holdings
Q2 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
Henrickson Nauta Wealth Advisors, Inc.
CIK
1903859
Accession No.
0001951757-26-000941
Location
BELMONT, MI
Form Type
13F-HR
Portfolio Value
$410.5M
Holdings Reported
118
Reporting Period
Q2 2026
Filed
July 9, 2026

About this Filing

Henrickson Nauta Wealth Advisors, Inc. is an institutional investment manager based in BELMONT, MI reporting approximately $410.5M in 13(f) securities across 118 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.