Fund Universe

Henrickson Nauta Wealth Advisors, Inc.

CIK 0001903859 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.801
AUM ($M)
410
Positions
118
Turnover
0.04
Top-10 wt
76%
Herfindahl
0.102
History (qtrs)
6
Excess Return
+4.7%

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Quarter
Activity this period
Security type

Holdings · 121 positions · portfolio value $410M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
DFAC funds › DIMENSIONAL ETF TRUST ADD 25.6% +0.5% 105.0 2,367,747 +68,630 5
DFIC funds › DIMENSIONAL ETF TRUST ADD 12.9% -0.5% 52.8 1,417,906 +76,849 5
DFAT funds › DIMENSIONAL ETF TRUST ADD 6.6% -0.0% 26.9 384,676 +10,718 5
AVUS funds › AMERICAN CENTY ETF TR TRIM ETP 6.0% -0.1% 24.7 192,534 -3,091 5
DFEM funds › DIMENSIONAL ETF TRUST ADD 5.1% +0.3% 20.9 515,022 +19,165 5
AVDE funds › AMERICAN CENTY ETF TR TRIM ETP 5.0% -0.6% 20.6 231,296 -3,349 5
DISV funds › DIMENSIONAL ETF TRUST ADD 4.6% -0.4% 18.8 468,855 +15,407 5
AVDV funds › AMERICAN CENTY ETF TR TRIM ETP 3.7% -0.5% 15.0 145,978 -2,697 5
AVUV funds › AMERICAN CENTY ETF TR ADD ETP 3.1% -0.1% 12.9 103,370 +3 5
AVEM funds › AMERICAN CENTY ETF TR TRIM ETP 3.1% +0.1% 12.5 129,783 -2,442 5
DFAX funds › DIMENSIONAL ETF TRUST TRIM 2.1% -0.1% 8.5 231,888 -400 5
DFGR funds › DIMENSIONAL ETF TRUST TRIM 1.5% -0.1% 6.0 208,828 -5,177 5
DFIP funds › DIMENSIONAL ETF TRUST ADD 1.3% -0.0% 5.2 125,241 +15,010 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 1.2% +0.1% 4.9 6,627 +744 5
ITW funds › ILLINOIS TOOL WKS INC ADD 1.2% -0.1% 4.9 18,038 +13 5
IVV funds › ISHARES TR ADD 1.0% +0.3% 4.2 5,619 +1,564 5
DFSD funds › DIMENSIONAL ETF TRUST TRIM 0.7% -0.1% 2.8 59,382 -2,912 5
NVDA funds › NVIDIA CORPORATION ADD 0.6% +0.2% 2.5 12,357 +3,583 5
UFPI funds › UFP INDUSTRIES INC ADD 0.6% -0.0% 2.4 26,001 +2,483 5
DFSI funds › DIMENSIONAL ETF TRUST ADD 0.5% -0.0% 2.2 48,794 +2,125 5
AAPL funds › APPLE INC ADD 0.5% +0.1% 2.1 7,267 +1,905 5
MSFT funds › MICROSOFT CORP ADD 0.5% +0.1% 2.0 5,349 +1,452 5
KLAC funds › KLA CORP ADD 0.4% +0.1% 1.6 5,344 +4,734 5
GOOGL funds › ALPHABET INC ADD Common Stock 0.4% +0.1% 1.5 4,309 +407 5
EFA funds › ISHARES TR HOLD 0.4% -0.0% 1.5 14,632 +0 5
QQQ funds › INVESCO QQQ TR ADD 0.4% +0.1% 1.5 2,022 +587 5
IVW funds › ISHARES TR TRIM 0.4% +0.0% 1.4 10,456 -43 5
DFSU funds › DIMENSIONAL ETF TRUST ADD 0.3% -0.0% 1.4 30,004 +43 5
AVSD funds › AMERICAN CENTY ETF TR HOLD ETP 0.3% -0.0% 1.4 17,010 +0 5
META funds › META PLATFORMS INC ADD 0.3% +0.0% 1.2 2,064 +544 5
IWB funds › ISHARES TR TRIM 0.3% -0.0% 1.2 2,839 -27 5
JPM funds › JPMORGAN CHASE & CO ADD 0.3% -0.0% 1.2 3,531 +29 5
MPC funds › MARATHON PETE CORP TRIM 0.3% -0.0% 1.1 4,421 -17 5
IJR funds › ISHARES TR ADD 0.3% +0.0% 1.1 7,346 +81 5
SPMO funds › INVESCO EXCH TRADED FD TR II ADD 0.3% +0.1% 1.1 6,659 +845 4 +9.8%
IWF funds › ISHARES TR ADD 0.3% +0.0% 1.0 8,328 +6,393 5
DFSE funds › DIMENSIONAL ETF TRUST ADD 0.2% +0.0% 1.0 20,467 +189 5
EWC funds › ISHARES INC HOLD 0.2% -0.0% 1.0 17,215 +0 5
DUSB funds › DIMENSIONAL ETF TRUST ADD 0.2% +0.1% 1.0 18,849 +9,514 2 -27.5%
EWU funds › ISHARES TR HOLD 0.2% -0.0% 0.9 20,246 +0 5
GOOG funds › ALPHABET INC ADD Common Stock 0.2% +0.0% 0.9 2,546 +223 5
GILD funds › GILEAD SCIENCES INC TRIM 0.2% -0.1% 0.9 7,101 -11 5
IVE funds › ISHARES TR TRIM 0.2% -0.0% 0.8 3,668 -80 5
PAVE funds › GLOBAL X FDS TRIM 0.2% -0.0% 0.8 13,917 -125 2 -16.3%
VGT funds › VANGUARD WORLD FD ADD 0.2% +0.1% 0.8 6,613 +5,919 5
XSD funds › SPDR SERIES TRUST ADD 0.2% +0.1% 0.8 1,226 +211 3 +98.4%
XLK funds › SELECT SECTOR SPDR TR ADD 0.2% +0.1% 0.7 3,549 +969 5
AMZN funds › AMAZON COM INC ADD Common Stock 0.2% +0.0% 0.7 2,806 +697 5 -3.6%
AVGO funds › BROADCOM INC ADD 0.2% +0.0% 0.6 1,717 +449 4 +7.3%
SHY funds › ISHARES TR TRIM 0.2% -0.0% 0.6 7,791 -574 5
JNJ funds › JOHNSON & JOHNSON ADD 0.1% +0.0% 0.6 2,309 +499 5
SYK funds › STRYKER CORPORATION ADD 0.1% -0.0% 0.6 1,832 +288 5
URA funds › GLOBAL X FDS HOLD 0.1% -0.0% 0.6 12,862 +0 5
IEFA funds › ISHARES TR HOLD 0.1% -0.0% 0.6 5,726 +0 5
ACWI funds › ISHARES TR TRIM 0.1% -0.0% 0.5 3,467 -281 5
AVSU funds › AMERICAN CENTY ETF TR HOLD ETP 0.1% +0.0% 0.5 6,091 +0 5 +4.7%
ORCL funds › ORACLE CORP ADD 0.1% +0.0% 0.5 3,386 +1,118 5
TRV funds › TRAVELERS COMPANIES INC HOLD 0.1% -0.0% 0.5 1,499 +0 5
STIP funds › ISHARES TR TRIM 0.1% -0.0% 0.5 4,526 -406 5
PPA funds › INVESCO EXCHANGE TRADED FD T ADD 0.1% +0.0% 0.5 2,564 +434 3 +9.1%
LLY funds › ELI LILLY & CO ADD 0.1% +0.0% 0.5 376 +54 3 -2.2%
EWL funds › ISHARES INC HOLD 0.1% -0.0% 0.5 7,178 +0 5
GLD funds › SPDR GOLD TR TRIM 0.1% -0.1% 0.4 1,219 -410 5
TXN funds › TEXAS INSTRS INC ADD 0.1% +0.0% 0.4 1,472 +104 5 +15.5%
VONG funds › VANGUARD SCOTTSDALE FDS TRIM 0.1% +0.0% 0.4 3,338 -35 2 -5.8%
DVY funds › ISHARES TR HOLD 0.1% -0.0% 0.4 2,713 +0 5
VB funds › VANGUARD INDEX FDS NEW 0.1% +0.1% 0.4 1,376 +1,376 1 +25.5%
VO funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.4 5,068 +4,118 5
MU funds › MICRON TECHNOLOGY INC NEW 0.1% +0.1% 0.4 352 +352 1 +311.8%
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.1% +0.0% 0.4 5,663 +548 5
APD funds › AIR PRODUCTS AND CHEMICALS I TRIM Common Stock 0.1% -0.0% 0.4 1,367 -7 5
WMT funds › WALMART INC ADD 0.1% -0.0% 0.4 3,367 +579 4 -6.1%
AVRE funds › AMERICAN CENTY ETF TR TRIM ETP 0.1% -0.1% 0.4 7,925 -4,462 5
ABBV funds › ABBVIE INC ADD Common Stock 0.1% +0.0% 0.4 1,491 +564 4 +2.5%
AMD funds › ADVANCED MICRO DEVICES INC NEW Common Stock 0.1% +0.1% 0.4 643 +643 1 +105.4%
MOAT funds › VANECK ETF TRUST HOLD 0.1% -0.0% 0.4 3,553 +0 5
OKE funds › ONEOK INC NEW TRIM 0.1% -0.0% 0.4 4,143 -80 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.1% -0.0% 0.3 2,559 +181 4
XAR funds › SPDR SERIES TRUST ADD 0.1% -0.0% 0.3 1,225 +1 2 -13.2%
TSLA funds › TESLA INC TRIM 0.1% -0.0% 0.3 826 -4 4 -18.5%
PFE funds › PFIZER INC NEW 0.1% +0.1% 0.3 13,628 +13,628 1 +11.3% re-entry
IWY funds › ISHARES TR ADD 0.1% +0.0% 0.3 1,123 +1 2 -6.1%
EWG funds › ISHARES INC HOLD 0.1% -0.0% 0.3 7,857 +0 5
VCR funds › VANGUARD WORLD FD ADD 0.1% -0.0% 0.3 785 +1 2 -22.6%
VUG funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.3 3,540 +2,950 5
VLO funds › VALERO ENERGY CORP ADD 0.1% -0.0% 0.3 1,167 +18 3 +123.3%
PEP funds › PEPSICO INC ADD 0.1% -0.0% 0.3 2,242 +102 5
DFCA funds › DIMENSIONAL ETF TRUST HOLD 0.1% -0.0% 0.3 5,970 +0 2 -32.7%
FITB funds › FIFTH THIRD BANCORP ADD 0.1% +0.0% 0.3 5,213 +17 5
TJX funds › TJX COS INC NEW ADD 0.1% -0.0% 0.3 1,914 +19 5
PH funds › PARKER-HANNIFIN CORP ADD 0.1% -0.0% 0.3 292 +9 5 +17.9%
VTV funds › VANGUARD INDEX FDS HOLD 0.1% -0.0% 0.3 1,310 +0 5
MUB funds › ISHARES TR HOLD 0.1% -0.0% 0.3 2,618 +0 2 -33.0%
CMS funds › CMS ENERGY CORP ADD 0.1% -0.0% 0.3 3,644 +316 5
EPD funds › ENTERPRISE PRODS PARTNERS L HOLD 0.1% -0.0% 0.3 7,513 +0 5
PG funds › PROCTER & GAMBLE CO ADD 0.1% -0.0% 0.3 1,842 +147 5
HD funds › HOME DEPOT INC NEW 0.1% +0.1% 0.3 730 +730 1 +47.2% re-entry
INTC funds › INTEL CORP NEW 0.1% +0.1% 0.3 1,827 +1,827 1 -44.3%
V funds › VISA INC NEW 0.1% +0.1% 0.2 720 +720 1 +22.5%
IWP funds › ISHARES TR HOLD 0.1% -0.0% 0.2 1,683 +0 5 -17.8%
PKG funds › PACKAGING CORP AMER ADD 0.1% -0.0% 0.2 1,016 +6 4 +13.4%
EWD funds › ISHARES INC HOLD 0.1% -0.0% 0.2 4,807 +0 5 -7.3%
LRCX funds › LAM RESEARCH CORP NEW 0.1% +0.1% 0.2 550 +550 1 +86.3%
CVS funds › CVS HEALTH CORP NEW 0.1% +0.1% 0.2 2,248 +2,248 1 -16.4% re-entry
PSX funds › PHILLIPS 66 ADD 0.1% -0.0% 0.2 1,375 +6 3 +86.4%
DFNM funds › DIMENSIONAL ETF TRUST NEW 0.1% +0.1% 0.2 4,741 +4,741 1 -22.8%
CAT funds › CATERPILLAR INC NEW 0.1% +0.1% 0.2 213 +213 1 -27.0%
SUB funds › ISHARES TR TRIM 0.1% -0.0% 0.2 2,110 -702 5
CB funds › CHUBB LIMITED TRIM 0.1% -0.0% 0.2 649 -25 3 -0.9%
CSCO funds › CISCO SYS INC NEW 0.1% +0.1% 0.2 1,861 +1,861 1 -45.9%
CVX funds › CHEVRON CORPORATION NEW 0.1% +0.1% 0.2 1,302 +1,302 1 -11.6% re-entry
IDEV funds › ISHARES TR NEW 0.1% +0.1% 0.2 2,360 +2,360 1 +9.0%
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.1% -0.0% 0.2 419 -13 3
AVGE funds › AMERICAN CENTY ETF TR TRIM ETP 0.1% -0.0% 0.2 2,104 -189 3 +11.7%
IOO funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,488 +1,488 1 -8.9%
HBAN funds › HUNTINGTON BANCSHARES INC ADD 0.0% +0.0% 0.2 10,613 +608 5
GIFT funds › GIFTIFY INC HOLD 0.0% -0.0% 0.1 142,398 +0 2 -45.9% re-entry
OXBR funds › OXBRIDGE RE HLDGS LTD HOLD 0.0% -0.0% 0.1 67,780 +0 5
ACN funds › ACCENTURE PLC IRELAND EXIT 0.0% -0.1% 0.0 0 -1,385 0
TSCO funds › TRACTOR SUPPLY CO EXIT 0.0% -0.1% 0.0 0 -5,277 0
VTI funds › VANGUARD INDEX FDS EXIT 0.0% -0.1% 0.0 0 -849 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 410 118 0.04 76% 0.102 0.800 in
2026Q1 356 106 0.04 77% 0.102 0.799 in
2025Q4 678 119 0.07 78% 0.107 0.797 in
2025Q3 316 94 0.03 75% 0.096 0.761 in
2025Q2 289 85 0.05 75% 0.095 0.747 entered
2025Q1 244 78 0.00 75% 0.095 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status