DOSSIER · 13F-HR · Q2 2026
Henrickson Nauta Wealth Advisors, Inc.
$410M in tracked AUM across 118 positions as of Q2 2026.
HN
CIK 0001903859 · last filed Jun 30, 2026
AI Analysis · Q2 2026
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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Showing 12 of 18