Nikulski Financial
Latest statistics and disclosures from Nikulski Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, VIG, AMZN, MSFT, and represent 21.51% of Nikulski Financial's stock portfolio.
- Added to shares of these 10 stocks: IPKW, SMH, NFLX, SHLD, XMMO, MSFT, PLTR, TSLA, HOOD, FCX.
- Started 30 new stock positions in JOBY, T, BE, JIVE, CAT, DAX, PM, QQQM, PSKY, IBB.
- Reduced shares in these 10 stocks: VIG, GSLC, SPHQ, QQQ, VTV, VO, LRCX, VXUS, SPY, DGRW.
- Sold out of its positions in STXG, STRV, CL, EXC, FDX, NAPR, KAPR, PMAR, BSCP, IUSV. IYK, PEG, GLD, DIA, XLE, XLK, MDT.
- Nikulski Financial was a net buyer of stock by $10M.
- Nikulski Financial has $418M in assets under management (AUM), dropping by 5.10%.
- Central Index Key (CIK): 0001729847
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Portfolio Holdings for Nikulski Financial
Nikulski Financial holds 166 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.4 | $23M | 83k | 271.86 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $18M | -5% | 58k | 313.00 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.3 | $18M | -21% | 82k | 219.78 |
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| Amazon (AMZN) | 4.2 | $18M | +2% | 77k | 230.82 |
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| Microsoft Corporation (MSFT) | 3.3 | $14M | +22% | 28k | 483.62 |
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| NVIDIA Corporation (NVDA) | 3.0 | $12M | -4% | 66k | 186.50 |
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| Costco Wholesale Corporation (COST) | 2.9 | $12M | +8% | 14k | 862.36 |
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| JPMorgan Chase & Co. (JPM) | 2.6 | $11M | 34k | 322.22 |
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| Abbvie (ABBV) | 2.1 | $8.8M | -2% | 39k | 228.49 |
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| Palo Alto Networks (PANW) | 2.1 | $8.8M | +7% | 48k | 184.20 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.0 | $8.3M | -28% | 14k | 614.31 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.8 | $7.6M | -31% | 101k | 75.05 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.8 | $7.5M | -32% | 57k | 132.37 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.8 | $7.5M | -9% | 62k | 120.18 |
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| Lam Research Corp Com New (LRCX) | 1.7 | $7.2M | -18% | 42k | 171.24 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.6 | $6.9M | -21% | 24k | 290.21 |
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| Constellation Energy (CEG) | 1.6 | $6.8M | -9% | 19k | 353.27 |
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| Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) | 1.6 | $6.5M | +113% | 117k | 55.57 |
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| Visa Com Cl A (V) | 1.3 | $5.6M | +9% | 16k | 350.71 |
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| Broadcom (AVGO) | 1.3 | $5.4M | +2% | 16k | 346.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $5.3M | +19% | 11k | 502.63 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.3 | $5.2M | -5% | 184k | 28.48 |
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| Eli Lilly & Co. (LLY) | 1.2 | $5.2M | +39% | 4.8k | 1074.69 |
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| Deere & Company (DE) | 1.2 | $5.1M | +31% | 11k | 465.70 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 1.1 | $4.5M | -6% | 87k | 51.60 |
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| McDonald's Corporation (MCD) | 1.1 | $4.5M | +21% | 15k | 305.62 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.0 | $4.3M | +209% | 12k | 360.12 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $4.2M | +4% | 152k | 27.43 |
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| Wal-Mart Stores (WMT) | 1.0 | $4.0M | +4% | 36k | 111.45 |
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| Waste Management (WM) | 0.9 | $3.8M | +26% | 17k | 219.71 |
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| Home Depot (HD) | 0.9 | $3.7M | +16% | 11k | 344.10 |
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| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.9 | $3.6M | -14% | 92k | 39.12 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 0.8 | $3.5M | +3% | 82k | 42.55 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $3.3M | -29% | 4.9k | 682.06 |
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| Vanguard Index Fds Value Etf (VTV) | 0.8 | $3.3M | -40% | 17k | 190.99 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.8 | $3.3M | +355% | 24k | 138.46 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $3.3M | +8% | 6.9k | 468.76 |
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| Tesla Motors (TSLA) | 0.8 | $3.2M | +177% | 7.2k | 449.72 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.7 | $3.0M | -7% | 23k | 131.59 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $2.9M | +15% | 58k | 50.60 |
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| Palantir Technologies Cl A (PLTR) | 0.7 | $2.9M | +288% | 16k | 177.75 |
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| Allstate Corporation (ALL) | 0.7 | $2.9M | 14k | 208.24 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.7 | $2.9M | -29% | 32k | 89.43 |
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| Netflix (NFLX) | 0.7 | $2.7M | +5162% | 29k | 93.76 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $2.7M | -28% | 7.9k | 335.29 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.6 | $2.7M | NEW | 41k | 64.80 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $2.5M | -19% | 5.4k | 473.32 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $2.5M | +57% | 5.2k | 483.68 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.6 | $2.5M | -27% | 28k | 91.45 |
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| TJX Companies (TJX) | 0.6 | $2.5M | +13% | 16k | 153.61 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.6 | $2.5M | +221% | 22k | 113.10 |
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| Stryker Corporation (SYK) | 0.6 | $2.5M | +112% | 7.1k | 351.52 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $2.4M | -21% | 11k | 211.79 |
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| Goldman Sachs (GS) | 0.6 | $2.3M | -20% | 2.7k | 879.08 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $2.3M | -28% | 72k | 32.62 |
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| Digital Realty Trust (DLR) | 0.6 | $2.3M | -2% | 15k | 154.77 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.5 | $2.3M | +143% | 69k | 32.75 |
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| AeroVironment (AVAV) | 0.5 | $2.2M | +157% | 9.1k | 241.89 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $2.2M | -41% | 29k | 75.44 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $2.1M | -27% | 28k | 74.07 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.5 | $2.0M | +7% | 85k | 23.67 |
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| Spdr Series Trust State Street Spd (XOP) | 0.5 | $2.0M | +184% | 16k | 126.26 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.5 | $2.0M | -13% | 42k | 47.02 |
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| Freeport-mcmoran CL B (FCX) | 0.5 | $2.0M | +375% | 39k | 50.79 |
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| Marriott Intl Cl A (MAR) | 0.5 | $1.9M | -13% | 6.2k | 310.25 |
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| Sea Sponsord Ads (SE) | 0.5 | $1.9M | +66% | 15k | 127.57 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.4 | $1.8M | +77% | 87k | 21.00 |
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| Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG) | 0.4 | $1.7M | +162% | 72k | 24.29 |
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| Abbott Laboratories (ABT) | 0.4 | $1.7M | +32% | 14k | 125.29 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.6M | -20% | 2.9k | 570.93 |
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| Ishares Tr Us Telecom Etf (IYZ) | 0.3 | $1.4M | -2% | 42k | 33.90 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $1.4M | +3% | 11k | 128.94 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $1.4M | NEW | 4.5k | 301.17 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $1.3M | -17% | 10k | 129.16 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.3M | -17% | 6.7k | 199.69 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $1.3M | -42% | 20k | 66.00 |
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| Ishares Tr Expanded Tech (IGV) | 0.3 | $1.3M | -3% | 12k | 105.69 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.3 | $1.3M | +4% | 12k | 108.36 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $1.3M | +80% | 7.2k | 177.38 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.2M | -39% | 20k | 62.47 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $1.2M | -24% | 11k | 104.07 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $1.2M | -34% | 16k | 71.42 |
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| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.3 | $1.2M | NEW | 14k | 80.28 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.3 | $1.1M | -21% | 24k | 46.86 |
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| Sherwin-Williams Company (SHW) | 0.3 | $1.1M | -3% | 3.4k | 324.03 |
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| At&t (T) | 0.3 | $1.0M | NEW | 42k | 24.84 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.2 | $1.0M | -4% | 13k | 77.68 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $991k | +96% | 11k | 88.49 |
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| Meta Platforms Cl A (META) | 0.2 | $938k | -28% | 1.4k | 660.09 |
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| Cameco Corporation (CCJ) | 0.2 | $930k | NEW | 10k | 91.49 |
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| Caterpillar (CAT) | 0.2 | $927k | NEW | 1.6k | 572.87 |
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| Amgen (AMGN) | 0.2 | $920k | +7% | 2.8k | 327.36 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $919k | +50% | 1.6k | 566.36 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $887k | +31% | 17k | 51.12 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.2 | $843k | -14% | 10k | 82.50 |
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| Southern Company (SO) | 0.2 | $812k | +69% | 9.3k | 87.20 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.2 | $803k | -5% | 17k | 46.43 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $791k | +126% | 2.5k | 313.83 |
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| Ishares Tr Us Industrials (IYJ) | 0.2 | $763k | -43% | 5.2k | 148.17 |
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| Enbridge (ENB) | 0.2 | $726k | +276% | 15k | 47.83 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.2 | $711k | +235% | 6.0k | 119.41 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.2 | $689k | +28% | 16k | 43.92 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $652k | -2% | 2.4k | 275.42 |
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| Kla Corp Com New (KLAC) | 0.2 | $648k | -4% | 534.00 | 1214.07 |
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| Spdr Series Trust State Street Spd (SPLG) | 0.2 | $637k | -44% | 7.9k | 80.22 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $629k | -45% | 4.5k | 141.06 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $620k | -6% | 2.0k | 304.08 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $604k | +67% | 6.7k | 90.00 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $594k | NEW | 3.5k | 168.78 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $593k | -19% | 5.2k | 113.72 |
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| Rocket Lab Corp (RKLB) | 0.1 | $575k | NEW | 8.2k | 69.76 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.1 | $548k | -14% | 13k | 41.88 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $538k | +137% | 11k | 49.84 |
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| Verizon Communications (VZ) | 0.1 | $510k | NEW | 13k | 40.73 |
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| Alliant Energy Corporation (LNT) | 0.1 | $508k | NEW | 7.8k | 65.01 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $492k | +24% | 9.0k | 54.77 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $483k | -14% | 1.9k | 257.97 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $481k | NEW | 4.1k | 117.21 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $461k | NEW | 8.3k | 55.80 |
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| Philip Morris International (PM) | 0.1 | $450k | NEW | 2.8k | 160.46 |
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| Lowe's Companies (LOW) | 0.1 | $445k | -16% | 1.8k | 241.11 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $442k | -67% | 2.6k | 167.94 |
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| Uipath Cl A (PATH) | 0.1 | $426k | NEW | 26k | 16.39 |
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| Corning Incorporated (GLW) | 0.1 | $424k | +5% | 4.8k | 87.56 |
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| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.1 | $417k | -3% | 9.6k | 43.25 |
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| Micron Technology (MU) | 0.1 | $412k | -49% | 1.4k | 285.41 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.1 | $405k | +60% | 9.3k | 43.38 |
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| Procter & Gamble Company (PG) | 0.1 | $393k | +5% | 2.7k | 143.32 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $391k | -36% | 2.0k | 191.56 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $387k | NEW | 5.1k | 75.91 |
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| Johnson & Johnson (JNJ) | 0.1 | $386k | +56% | 1.9k | 206.92 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $377k | -71% | 1.9k | 198.64 |
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| Archer Aviation Com Cl A (ACHR) | 0.1 | $367k | NEW | 49k | 7.52 |
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| Sofi Technologies (SOFI) | 0.1 | $358k | NEW | 14k | 26.18 |
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| Pepsi (PEP) | 0.1 | $355k | +5% | 2.5k | 143.50 |
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| Innovator Etfs Trust Premium Incm 15 (LAPR) | 0.1 | $355k | -44% | 14k | 25.14 |
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| Joby Aviation Common Stock (JOBY) | 0.1 | $353k | NEW | 27k | 13.20 |
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| Snowflake Com Shs (SNOW) | 0.1 | $348k | NEW | 1.6k | 219.36 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $346k | NEW | 7.3k | 47.56 |
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| Blackrock (BLK) | 0.1 | $345k | +9% | 322.00 | 1070.48 |
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.1 | $344k | NEW | 26k | 13.40 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $324k | NEW | 2.7k | 120.34 |
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| Capital One Financial (COF) | 0.1 | $323k | -3% | 1.3k | 242.32 |
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| Bloom Energy Corp Com Cl A (BE) | 0.1 | $322k | NEW | 3.7k | 86.89 |
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| Global X Fds Dax Germany Etf (DAX) | 0.1 | $317k | NEW | 7.0k | 45.63 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $314k | -24% | 2.2k | 141.14 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $314k | 6.1k | 51.10 |
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| Qualcomm (QCOM) | 0.1 | $300k | -5% | 1.8k | 171.01 |
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| Oklo Com Cl A (OKLO) | 0.1 | $299k | NEW | 4.2k | 71.76 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $298k | -57% | 1.4k | 217.23 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.1 | $296k | NEW | 4.2k | 69.77 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ) | 0.1 | $296k | -32% | 7.0k | 42.09 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $292k | -19% | 598.00 | 487.86 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $268k | -7% | 2.6k | 102.41 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $260k | NEW | 1.0k | 253.02 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $255k | 7.6k | 33.51 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.1 | $241k | -25% | 5.8k | 41.78 |
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| Cisco Systems (CSCO) | 0.1 | $239k | -9% | 3.1k | 77.03 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $234k | NEW | 8.5k | 27.62 |
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| Rbc Cad (RY) | 0.1 | $224k | -6% | 1.3k | 170.50 |
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| Paychex (PAYX) | 0.1 | $220k | 2.0k | 112.16 |
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| Truist Financial Corp equities (TFC) | 0.1 | $220k | -2% | 4.5k | 49.22 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $205k | 4.7k | 43.72 |
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| Howmet Aerospace (HWM) | 0.0 | $205k | NEW | 1.0k | 205.02 |
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| Illinois Tool Works (ITW) | 0.0 | $202k | -10% | 820.00 | 246.24 |
|
| Advanced Micro Devices (AMD) | 0.0 | $201k | NEW | 938.00 | 214.16 |
|
Past Filings by Nikulski Financial
SEC 13F filings are viewable for Nikulski Financial going back to 2017
- Nikulski Financial 2025 Q4 filed Jan. 15, 2026
- Nikulski Financial 2025 Q3 filed Nov. 5, 2025
- Nikulski Financial 2025 Q2 filed Aug. 15, 2025
- Nikulski Financial 2025 Q1 filed May 1, 2025
- Nikulski Financial 2024 Q4 filed Jan. 21, 2025
- Nikulski Financial 2024 Q3 filed Oct. 28, 2024
- Nikulski Financial 2024 Q2 filed July 30, 2024
- Nikulski Financial 2024 Q1 filed April 18, 2024
- Nikulski Financial 2023 Q4 filed Feb. 1, 2024
- Nikulski Financial 2023 Q3 filed Oct. 17, 2023
- Nikulski Financial 2023 Q2 filed July 28, 2023
- Nikulski Financial 2023 Q1 filed May 11, 2023
- Nikulski Financial 2022 Q4 filed Jan. 25, 2023
- Nikulski Financial 2022 Q3 filed Oct. 20, 2022
- Nikulski Financial 2022 Q2 filed July 19, 2022
- Nikulski Financial 2022 Q1 filed April 8, 2022