Henrickson Nauta Wealth Advisors, Inc.

CIK
0001903859
City
BELMONT
State / Country
MI

Top Portfolio Positions

56 positions · $57,186,920 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
ITW
Illinois Tool Works Inc
Industrials
35,980 $8,861,874 15.50%
SPY
Spdr S&P 500 Etf Trust
11,344 $7,735,700 13.53%
UFPI
Ufp Industries Inc
Basic Materials
51,381 $4,678,240 8.18%
MSFT
Microsoft Corp
Technology
6,056 $2,928,802 5.12%
NVDA
Nvidia Corp
Technology
11,807 $2,202,005 3.85%
AAPL
Apple Inc.
Technology
7,805 $2,121,867 3.71%
JPM
Jpmorgan Chase & Co
Financial Services
5,702 $1,837,298 3.21%
GOOGL
Alphabet Inc.
Communication Services
5,722 $1,790,986 3.13%
GILD
Gilead Sciences, Inc.
Healthcare
14,125 $1,733,702 3.03%
META
Meta Platforms, Inc.
Communication Services
2,540 $1,676,628 2.93%

Portfolio Trend

17 quarters · across all stocks

Holdings in ADCT

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Report Date Value (USD) Shares
2025-12-31 $68,520 19,411