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Nikulski Financial

Latest statistics and disclosures from Nikulski Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are VIG, AAPL, AMZN, GOOGL, NVDA, and represent 21.93% of Nikulski Financial's stock portfolio.
Added to shares of these 10 stocks: SE, AVAV, PLTR, IPKW, SMH, SYK, ISRG, TSLA, HOOD, PANW.
Started 14 new stock positions in ISRG, SE, PLTR, PSEP, AVAV, GOOG, RY, ENB, VUSB, TFC. KAPR, JNJ, VYMI, MDT.
Reduced shares in these 10 stocks: , , VTI, VXUS, VIGI, VIG, , IJR, EFA, SPHQ.
Sold out of its positions in ADBE, BSCT, EFA, INDA, CRM.
Nikulski Financial was a net buyer of stock by $5.1M.
Nikulski Financial has $398M in assets under management (AUM), dropping by 8.96%.
Central Index Key (CIK): 0001729847

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Portfolio Holdings for Nikulski Financial

Nikulski Financial holds 153 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Specialized Funds Div App Etf (VIG)	5.6	$22M		104k	215.88	View chart
Apple (AAPL)	5.2	$21M		82k	254.63	View chart
Amazon (AMZN)	4.1	$16M		74k	219.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.7	$15M		61k	243.10	View chart
NVIDIA Corporation (NVDA)	3.2	$13M		69k	186.58	View chart
Microsoft Corporation (MSFT)	3.0	$12M		23k	517.95	View chart
Costco Wholesale Corporation (COST)	3.0	$12M		13k	925.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.8	$11M		19k	600.42	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	2.8	$11M		84k	130.28	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	2.7	$11M		148k	73.29	View chart
JPMorgan Chase & Co. (JPM)	2.7	$11M		34k	315.43	View chart
Abbvie (ABBV)	2.3	$9.1M		39k	231.54	View chart
Palo Alto Networks (PANW)	2.3	$9.0M	+4%	44k	203.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.2	$8.8M	-2%	30k	293.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$8.2M	-2%	69k	118.83	View chart
Constellation Energy (CEG)	1.8	$7.0M		21k	329.07	View chart
Lam Research Corp Com New (LRCX)	1.7	$6.9M		51k	133.95	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.4	$5.5M	+2%	196k	27.90	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$5.4M	-3%	29k	186.63	View chart
Broadcom (AVGO)	1.3	$5.1M	+4%	15k	329.91	View chart
Visa Com Cl A (V)	1.3	$5.0M		15k	341.39	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.2	$4.9M		93k	52.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$4.6M		6.9k	666.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$4.4M	+5%	8.7k	502.74	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	1.0	$4.1M		108k	38.36	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.0	$4.1M	-2%	46k	88.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.0	$3.9M	+7%	145k	27.30	View chart
Deere & Company (DE)	1.0	$3.8M	+4%	8.4k	457.41	View chart
Home Depot (HD)	0.9	$3.7M	+2%	9.1k	405.19	View chart
McDonald's Corporation (MCD)	0.9	$3.7M		12k	303.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.6M	-12%	11k	328.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$3.6M	-11%	49k	73.46	View chart
Wal-Mart Stores (WMT)	0.9	$3.6M		35k	103.06	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$3.4M	-10%	38k	89.57	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.8	$3.2M	-5%	25k	129.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$3.2M	+3%	101k	31.91	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.8	$3.1M		6.4k	490.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$3.1M		6.6k	468.39	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.8	$3.0M	+4%	80k	38.12	View chart
Waste Management (WM)	0.8	$3.0M	+4%	14k	220.83	View chart
Allstate Corporation (ALL)	0.8	$3.0M	-4%	14k	214.73	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.8	$3.0M		14k	208.82	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.7	$2.9M	+29%	55k	52.69	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$2.8M	-2%	38k	74.37	View chart
Goldman Sachs (GS)	0.7	$2.7M	-2%	3.3k	796.41	View chart
Digital Realty Trust (DLR)	0.7	$2.6M		15k	172.89	View chart
Eli Lilly & Co. (LLY)	0.7	$2.6M	+3%	3.5k	763.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$2.6M		51k	50.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$2.2M	-6%	35k	65.26	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.6	$2.2M		48k	45.80	View chart
TJX Companies (TJX)	0.5	$2.1M	+5%	14k	144.54	View chart
Mastercard Incorporated Cl A (MA)	0.5	$2.1M		3.6k	568.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.9M	+3%	32k	59.92	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.5	$1.9M		79k	23.94	View chart
Marriott Intl Cl A (MAR)	0.5	$1.9M		7.1k	260.45	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$1.8M	-3%	25k	73.48	View chart
Lockheed Martin Corporation (LMT)	0.4	$1.7M	+11%	3.3k	499.17	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$1.6M	-4%	8.2k	195.86	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.4	$1.6M		13k	125.95	View chart
Sea Sponsord Ads (SE)	0.4	$1.6M	NEW	8.9k	178.73	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$1.6M		15k	103.07	View chart
Ishares Tr Expanded Tech (IGV)	0.4	$1.5M		13k	115.01	View chart
Meta Platforms Cl A (META)	0.4	$1.5M		2.0k	734.40	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.4	$1.4M	-2%	31k	46.32	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.4	$1.4M		43k	32.26	View chart
Abbott Laboratories (ABT)	0.3	$1.4M	+4%	10k	133.94	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.3	$1.3M		11k	126.64	View chart
Ishares Tr Us Industrials (IYJ)	0.3	$1.3M		9.1k	145.87	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$1.3M	-12%	8.0k	164.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.3M	-4%	6.6k	194.50	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$1.3M	+72%	3.9k	326.36	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.3	$1.3M		11k	110.90	View chart
Sherwin-Williams Company (SHW)	0.3	$1.2M	-2%	3.6k	346.26	View chart
Stryker Corporation (SYK)	0.3	$1.2M	+64%	3.3k	369.73	View chart
Tesla Motors (TSLA)	0.3	$1.1M	+65%	2.6k	444.72	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$1.1M		8.2k	137.80	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.3	$1.1M		14k	78.34	View chart
AeroVironment (AVAV)	0.3	$1.1M	NEW	3.5k	314.90	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$1.1M	+9%	14k	78.37	View chart
Ishares Tr Us Consm Staples (IYK)	0.3	$1.1M		16k	68.39	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.3	$1.0M	+10%	49k	20.93	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$986k	+75%	6.9k	143.18	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.2	$963k	-10%	12k	80.65	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$947k	+39%	28k	33.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$838k	+12%	18k	45.60	View chart
Palantir Technologies Cl A (PLTR)	0.2	$767k	NEW	4.2k	182.42	View chart
Amgen (AMGN)	0.2	$738k		2.6k	282.24	View chart
Spdr Series Trust S&p Oilgas Exp (XOP)	0.2	$732k	+87%	5.5k	132.20	View chart
Nxp Semiconductors N V (NXPI)	0.2	$727k	-6%	3.2k	227.87	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$716k	-9%	6.5k	110.59	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$703k	+103%	5.2k	135.22	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$697k	+13%	4.0k	174.70	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$673k	+8%	13k	50.90	View chart
Netflix (NFLX)	0.2	$668k	+27%	557.00	1198.92	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG)	0.2	$662k	+93%	27k	24.24	View chart
Innovator Etfs Trust Premium Incm 15 (LAPR)	0.2	$643k		26k	25.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$630k		15k	41.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$613k	-7%	3.2k	189.70	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$609k		2.2k	279.48	View chart
Kla Corp Com New (KLAC)	0.2	$605k		561.00	1077.74	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$576k		2.4k	236.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$561k	-2%	2.2k	254.48	View chart
Lowe's Companies (LOW)	0.1	$554k		2.2k	251.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$526k		12k	43.10	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$520k		5.7k	91.42	View chart
Southern Company (SO)	0.1	$520k	+7%	5.5k	94.76	View chart
Intuitive Surgical Com New (ISRG)	0.1	$484k	NEW	1.1k	447.23	View chart
Micron Technology (MU)	0.1	$477k		2.9k	167.32	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.1	$449k		10k	43.03	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$431k	-18%	21k	20.69	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$426k	+61%	1.8k	239.64	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$422k	+10%	9.9k	42.47	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$421k	-16%	3.0k	142.09	View chart
Procter & Gamble Company (PG)	0.1	$401k	-3%	2.6k	153.64	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$390k	+24%	7.2k	53.87	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$379k		1.3k	281.86	View chart
Corning Incorporated (GLW)	0.1	$376k	+4%	4.6k	82.03	View chart
Exelon Corporation (EXC)	0.1	$376k		8.3k	45.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$357k		745.00	479.61	View chart
Blackrock (BLK)	0.1	$342k		293.00	1166.04	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$339k	NEW	4.0k	84.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$334k	-14%	940.00	355.47	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$330k		3.7k	89.34	View chart
Pepsi (PEP)	0.1	$329k		2.3k	140.41	View chart
Freeport-mcmoran CL B (FCX)	0.1	$320k	+69%	8.2k	39.22	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$318k		7.8k	41.06	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$315k	-6%	6.1k	51.28	View chart
Qualcomm (QCOM)	0.1	$310k		1.9k	166.33	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.1	$302k	-3%	7.0k	43.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$301k		6.9k	43.91	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$296k		2.8k	104.95	View chart
Capital One Financial (COF)	0.1	$292k		1.4k	212.54	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	0.1	$282k	+3%	5.7k	49.92	View chart
Colgate-Palmolive Company (CL)	0.1	$280k		3.5k	79.94	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$271k	NEW	1.1k	243.60	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$269k		5.1k	52.65	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$266k	-15%	2.7k	99.95	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$256k		552.00	463.74	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$253k		7.7k	32.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$244k		5.8k	42.02	View chart
Paychex (PAYX)	0.1	$244k		1.9k	126.73	View chart
Illinois Tool Works (ITW)	0.1	$240k		919.00	260.88	View chart
Cisco Systems (CSCO)	0.1	$236k	+2%	3.4k	68.42	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$228k	NEW	4.6k	49.99	View chart
Johnson & Johnson (JNJ)	0.1	$221k	NEW	1.2k	185.37	View chart
Public Service Enterprise (PEG)	0.1	$216k		2.6k	83.47	View chart
FedEx Corporation (FDX)	0.1	$212k	-2%	895.00	236.28	View chart
Truist Financial Corp equities (TFC)	0.1	$210k	NEW	4.6k	45.72	View chart
Rbc Cad (RY)	0.1	$208k	NEW	1.4k	147.33	View chart
Medtronic SHS (MDT)	0.1	$204k	NEW	2.1k	95.23	View chart
Enbridge (ENB)	0.1	$204k	NEW	4.0k	50.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$202k	NEW	4.7k	42.95	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.1	$201k	NEW	5.9k	34.20	View chart

Past Filings by Nikulski Financial

SEC 13F filings are viewable for Nikulski Financial going back to 2017

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
Nikulski Financial 2021 Q4 filed Feb. 1, 2022

View all past filings

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