Henrickson Nauta Wealth Advisors, Inc.

Portfolio Overview

Henrickson Nauta Wealth Advisors, Inc. has reported a significant expansion in assets under management, with the total portfolio value surging by 222.2%, rising from $210.30M in the previous quarter (Q3 2025) to $677.65M as of December 31, 2025. This dramatic increase suggests a substantial influx of new client capital rather than merely market appreciation, as the growth far exceeds typical quarterly market returns.

The portfolio consists of 119 holdings...