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Nikulski Financial

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

Top 5 stock holdings are AAPL, AMZN, IPKW, GOOGL, COST, and represent 16.27% of Nikulski Financial's stock portfolio.
Added to shares of these 10 stocks: IPKW (+$6.3M), XOP (+$5.6M), FCX, HOOD, JIVE, XOM, PLD, AAAU, SIVR, NLR.
Started 16 new stock positions in SGOL, KO, VWO, PFEB, CVX, MINO, FBND, PEG, COP, AXP. CORP, F, PLD, PSLV, SIVR, NLR.
Reduced shares in these 10 stocks: VIG (-$8.7M), AAPL, GOOGL, BRK.B, COST, AMZN, VBR, SPHQ, NVDA, DE.
Sold out of its positions in AMD, PSEP, PSKY, SHW, TFC, VGLT, NXPI.
Nikulski Financial was a net seller of stock by $-1.9M.
Nikulski Financial has $405M in assets under management (AUM), dropping by -3.15%.
Central Index Key (CIK): 0001729847

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Portfolio Holdings for Nikulski Financial

Nikulski Financial holds 175 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.0	$16M	-22%	64k	253.79	View chart
Amazon (AMZN)	3.4	$14M	-14%	65k	208.27	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	3.2	$13M	+95%	230k	56.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.1	$13M	-24%	43k	287.56	View chart
Costco Wholesale Corporation (COST)	2.6	$11M	-22%	11k	996.46	View chart
NVIDIA Corporation (NVDA)	2.5	$10M	-11%	59k	174.40	View chart
Microsoft Corporation (MSFT)	2.5	$10M	-2%	27k	370.17	View chart
JPMorgan Chase & Co. (JPM)	2.4	$9.8M		34k	294.16	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.2	$8.9M	-49%	42k	215.06	View chart
Spdr Series Trust State Street Spd (XOP)	2.1	$8.4M	+194%	46k	181.83	View chart
Lam Research Corp Com New (LRCX)	2.1	$8.4M	-6%	39k	213.72	View chart
Abbvie (ABBV)	2.0	$8.2M	-2%	38k	217.49	View chart
Palo Alto Networks (PANW)	1.9	$7.6M		48k	160.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$7.3M	-5%	59k	124.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$7.0M	-10%	12k	577.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$6.5M	-3%	23k	287.18	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.5	$6.0M	-20%	80k	75.19	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.5	$6.0M	-15%	48k	125.13	View chart
Goldman Sachs Physical Gold Unit (AAAU)	1.4	$5.6M	+46%	120k	46.19	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$5.3M		184k	29.08	View chart
Constellation Energy (CEG)	1.3	$5.3M		19k	279.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$5.0M	+7%	163k	30.68	View chart
Freeport Mcmoran CL B (FCX)	1.2	$5.0M	+119%	85k	58.78	View chart
Deere & Company (DE)	1.2	$5.0M	-19%	8.9k	563.42	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.2	$4.8M	+3%	12k	383.40	View chart
Eli Lilly & Co. (LLY)	1.1	$4.6M	+3%	5.0k	919.78	View chart
Visa Com Cl A (V)	1.1	$4.5M	-6%	15k	302.25	View chart
McDonald's Corporation (MCD)	1.1	$4.5M	-2%	14k	310.79	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.1	$4.4M	-4%	83k	52.54	View chart
Wal-Mart Stores (WMT)	1.0	$4.2M	-7%	34k	124.32	View chart
Broadcom (AVGO)	1.0	$4.1M	-14%	13k	309.51	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.0	$4.1M	+19%	28k	145.02	View chart
Waste Management (WM)	1.0	$4.0M		18k	229.79	View chart
Global X Fds Defense Tech Etf (SHLD)	1.0	$3.9M	+34%	55k	70.84	View chart
Robinhood Mkts Com Cl A (HOOD)	1.0	$3.9M	+153%	56k	69.30	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.9	$3.8M	+41%	9.8k	390.41	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.9	$3.5M	-3%	89k	39.80	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$3.5M	+58%	46k	77.11	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.9	$3.5M	+185%	41k	85.64	View chart
Home Depot (HD)	0.8	$3.4M	-3%	10k	328.89	View chart
Lockheed Martin Corporation (LMT)	0.8	$3.3M	+5%	5.5k	604.42	View chart
Tesla Motors (TSLA)	0.8	$3.2M	+18%	8.5k	371.75	View chart
Netflix (NFLX)	0.8	$3.1M	+10%	33k	96.15	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.7	$2.9M	-5%	22k	132.50	View chart
Allstate Corporation (ALL)	0.7	$2.8M	-4%	13k	207.46	View chart
Exxon Mobil Corporation (XOM)	0.7	$2.7M	+494%	16k	169.66	View chart
Palantir Technologies Cl A (PLTR)	0.7	$2.7M	+11%	18k	146.28	View chart
Stryker Corporation (SYK)	0.7	$2.7M	+14%	8.1k	328.67	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG)	0.7	$2.7M	+54%	111k	24.03	View chart
TJX Companies (TJX)	0.7	$2.7M		17k	159.70	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$2.7M	-21%	14k	196.21	View chart
Digital Realty Trust (DLR)	0.6	$2.6M	-2%	14k	180.20	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$2.4M	+6%	74k	32.95	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.6	$2.4M	-2%	27k	88.46	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$2.2M	-29%	3.4k	650.34	View chart
Goldman Sachs (GS)	0.5	$2.2M	-4%	2.5k	846.07	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.5	$2.1M	+8%	45k	46.13	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$2.1M	-28%	41k	50.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.1M	-18%	6.4k	320.83	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$2.1M	-27%	24k	87.84	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$2.1M	+107%	23k	88.70	View chart
Enbridge (ENB)	0.5	$2.0M	+143%	37k	54.14	View chart
Spdr Series Trust State Street Spd (SPHY)	0.5	$2.0M		86k	23.32	View chart
Marriott Intl Cl A (MAR)	0.5	$1.9M	-3%	5.9k	327.09	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.5	$1.9M	+7%	93k	20.41	View chart
AeroVironment (AVAV)	0.5	$1.9M	+13%	10k	183.05	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$1.8M	-12%	63k	29.13	View chart
Sea Sponsord Ads (SE)	0.4	$1.8M	+46%	22k	82.81	View chart
Prologis (PLD)	0.4	$1.8M	NEW	14k	132.18	View chart
Cameco Corporation (CCJ)	0.4	$1.7M	+58%	16k	108.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.7M	-25%	4.0k	426.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.7M	-16%	23k	73.64	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.4	$1.7M	NEW	23k	71.61	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.4	$1.6M		42k	39.32	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$1.6M	+154%	17k	94.24	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$1.5M	+15%	8.3k	184.27	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.4	$1.5M	NEW	11k	133.19	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$1.5M		4.5k	328.69	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.3	$1.4M		12k	116.11	View chart
Abbott Laboratories (ABT)	0.3	$1.4M	-2%	13k	102.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.3M	-3%	19k	67.53	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.3	$1.3M		11k	117.66	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$1.2M		10k	118.51	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$1.2M		6.7k	181.41	View chart
Caterpillar (CAT)	0.3	$1.1M		1.6k	708.46	View chart
Spdr Index Shs Fds State Street Spd (GII)	0.3	$1.1M	+234%	14k	76.02	View chart
Ishares Tr Us Industrials (IYJ)	0.3	$1.1M	+39%	7.2k	147.54	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.1M	-15%	16k	64.08	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$1.0M	-13%	21k	48.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$999k	-80%	2.1k	479.10	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$998k	-17%	14k	73.14	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$991k		12k	80.05	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$943k	-14%	12k	81.98	View chart
Amgen (AMGN)	0.2	$906k	-8%	2.6k	351.85	View chart
Southern Company (SO)	0.2	$890k		9.2k	96.52	View chart
Bloom Energy Corp Com Cl A (BE)	0.2	$882k	+75%	6.5k	135.49	View chart
Rocket Lab Corp (RKLB)	0.2	$821k	+55%	13k	64.22	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$798k	+198%	22k	36.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$793k		17k	45.97	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$787k	NEW	18k	44.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$751k	+3%	2.6k	286.88	View chart
Meta Platforms Cl A (META)	0.2	$748k	-7%	1.3k	572.13	View chart
Global X Fds Dax Germany Etf (DAX)	0.2	$744k	+153%	18k	42.16	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$727k	+11%	6.7k	108.98	View chart
Intuitive Surgical Com New (ISRG)	0.2	$706k	-5%	1.5k	460.99	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$700k	-13%	8.9k	79.06	View chart
Uipath Cl A (PATH)	0.2	$698k	+141%	63k	11.10	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.2	$683k	+89%	9.7k	70.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$677k		16k	43.11	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$664k	-72%	3.1k	217.26	View chart
Snowflake Com Shs (SNOW)	0.2	$664k	+177%	4.4k	150.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$655k	NEW	12k	54.05	View chart
Verizon Communications (VZ)	0.2	$653k	+3%	13k	50.20	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$651k	-5%	1.9k	338.19	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$642k	+19%	13k	49.78	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$629k	+172%	23k	27.23	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$611k		5.2k	118.45	View chart
Philip Morris International (PM)	0.2	$608k	+30%	3.7k	165.54	View chart
Joby Aviation Common Stock (JOBY)	0.1	$607k	+174%	74k	8.26	View chart
Duke Energy Corp Com New (DUK)	0.1	$578k	+7%	4.4k	130.94	View chart
Sofi Technologies (SOFI)	0.1	$573k	+163%	36k	15.88	View chart
Alliant Energy Corporation (LNT)	0.1	$561k		7.8k	71.76	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$556k	NEW	23k	24.39	View chart
Oklo Com Cl A (OKLO)	0.1	$556k	+169%	11k	49.59	View chart
Archer Aviation Com Cl A (ACHR)	0.1	$550k	+117%	106k	5.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$548k		13k	41.83	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$544k	-10%	7.1k	76.54	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$526k	-43%	1.3k	391.84	View chart
Kla Corp Com New (KLAC)	0.1	$518k	-34%	352.00	1470.55	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$502k	-42%	10k	50.14	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$489k	+100%	2.1k	237.58	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$478k	NEW	11k	45.17	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$467k	+5%	9.5k	49.37	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$447k	-27%	3.2k	138.32	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$426k	+26%	2.8k	151.41	View chart
Corning Incorporated (GLW)	0.1	$419k	-36%	3.1k	135.96	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$406k		9.5k	42.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$393k		9.2k	42.50	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$370k	-69%	3.5k	106.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$367k	-25%	1.4k	261.97	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$357k		1.9k	191.82	View chart
Johnson & Johnson (JNJ)	0.1	$354k	-22%	1.4k	244.39	View chart
Micron Technology (MU)	0.1	$347k	-28%	1.0k	337.84	View chart
Pepsi (PEP)	0.1	$342k	-11%	2.2k	155.26	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$331k	-18%	2.1k	155.11	View chart
Blackrock (BLK)	0.1	$328k	+5%	341.00	961.83	View chart
Lowe's Companies (LOW)	0.1	$328k	-24%	1.4k	236.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$319k	-18%	1.7k	191.92	View chart
American Express Company (AXP)	0.1	$318k	NEW	1.1k	302.48	View chart
Innovator Etfs Trust Premium Incm 15 (LAPR)	0.1	$315k	-10%	13k	25.01	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$310k	-47%	1.8k	168.86	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$308k	NEW	6.8k	45.62	View chart
At&t (T)	0.1	$305k	-75%	11k	28.99	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$300k	-3%	5.9k	50.84	View chart
Qualcomm (QCOM)	0.1	$282k	+24%	2.2k	128.76	View chart
Capital One Financial (COF)	0.1	$281k	+15%	1.5k	182.40	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$281k	NEW	2.9k	96.80	View chart
Procter & Gamble Company (PG)	0.1	$268k	-32%	1.9k	144.43	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.1	$265k	-10%	6.3k	42.16	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$261k		598.00	436.79	View chart
Paychex (PAYX)	0.1	$260k	+44%	2.8k	92.11	View chart
Cisco Systems (CSCO)	0.1	$248k	+3%	3.2k	77.59	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$243k	-4%	7.3k	33.47	View chart
Howmet Aerospace (HWM)	0.1	$240k	+4%	1.0k	230.46	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$239k	-11%	2.3k	103.35	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$235k		5.8k	40.86	View chart
Mastercard Incorporated Cl A (MA)	0.1	$223k	-84%	445.00	499.92	View chart
ConocoPhillips (COP)	0.1	$219k	NEW	1.7k	131.99	View chart
Coca-Cola Company (KO)	0.1	$215k	NEW	2.8k	76.12	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$213k	NEW	5.3k	40.10	View chart
Illinois Tool Works (ITW)	0.1	$206k	-3%	790.00	260.23	View chart
Chevron Corporation (CVX)	0.1	$203k	NEW	979.00	206.90	View chart
Rbc Cad (RY)	0.0	$202k	-4%	1.2k	161.79	View chart
Public Service Enterprise (PEG)	0.0	$202k	NEW	2.5k	80.96	View chart
Ford Motor Company (F)	0.0	$140k	NEW	12k	11.54	View chart

Past Filings by Nikulski Financial

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

Nikulski Financial 2026 Q1 filed May 15, 2026
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

View all past filings

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