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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, PANW, LRCX, AMZN, GOOGL, and represent 17.78% of Nikulski Financial's stock portfolio.
Added to shares of these 10 stocks: VO (+$5.7M), IWF, HOOD, IPKW, IYM, IDGT, SCHE, KLAC, IGE, SE.
Started 13 new stock positions in AMD, GPC, XLV, PMAY, NXPI, PSEP, BX, KIM, IYM, IGE. TFC, IDGT, PKG.
Reduced shares in these 10 stocks: SOXX, IDU, IYF, IYJ, IGV, IYZ, IYW, IGM, LRCX, GSLC.
Sold out of its positions in COP, BALT, IGV, IDU, IYJ, IYF, MA, PAYX.
Nikulski Financial was a net buyer of stock by $9.3M.
Nikulski Financial has $464M in assets under management (AUM), dropping by 14.43%.
Central Index Key (CIK): 0001729847

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Portfolio Holdings for Nikulski Financial

Nikulski Financial holds 180 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.0	$19M		65k	289.36	View chart
Palo Alto Networks (PANW)	3.6	$17M	+2%	49k	341.02	View chart
Lam Research Corp Com New (LRCX)	3.5	$16M	-4%	38k	433.40	View chart
Amazon (AMZN)	3.4	$16M	+2%	67k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.2	$15M	-3%	42k	357.37	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	3.0	$14M	+6%	245k	56.33	View chart
NVIDIA Corporation (NVDA)	2.5	$12M		59k	200.09	View chart
JPMorgan Chase & Co. (JPM)	2.4	$11M		34k	327.33	View chart
Microsoft Corporation (MSFT)	2.3	$11M	+3%	28k	373.02	View chart
Costco Wholesale Corporation (COST)	2.2	$10M		11k	935.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.1	$9.8M		41k	236.62	View chart
Abbvie (ABBV)	2.1	$9.6M		38k	251.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$8.6M	-3%	12k	736.48	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.9	$8.6M	+5%	13k	655.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$8.0M	-8%	54k	148.31	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.6	$7.6M		9.9k	763.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$7.5M	+308%	93k	80.57	View chart
Spdr Series Trust Sp O&g Expl Pro (XOP)	1.6	$7.2M		47k	154.26	View chart
Robinhood Mkts Com Cl A (HOOD)	1.5	$6.9M	+22%	69k	100.28	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.5	$6.8M	+2%	189k	36.13	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.4	$6.6M	-8%	74k	90.10	View chart
Eli Lilly & Co. (LLY)	1.4	$6.4M	+6%	5.4k	1199.46	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.3	$6.0M	-11%	42k	141.89	View chart
Deere & Company (DE)	1.3	$5.8M	+3%	9.2k	634.48	View chart
Freeport Mcmoran CL B (FCX)	1.2	$5.5M	+2%	87k	62.89	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$5.4M	+3%	170k	31.71	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.1	$5.2M	+8%	31k	170.14	View chart
Visa Com Cl A (V)	1.1	$5.1M		15k	343.08	View chart
Goldman Sachs Physical Gold Unit (AAAU)	1.1	$4.9M	+2%	123k	39.57	View chart
Constellation Energy (CEG)	1.0	$4.9M	+2%	20k	248.37	View chart
Broadcom (AVGO)	1.0	$4.8M	-5%	13k	377.75	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.0	$4.6M	-2%	81k	56.52	View chart
McDonald's Corporation (MCD)	0.9	$4.1M	+6%	15k	270.30	View chart
Tesla Motors (TSLA)	0.9	$4.0M	+12%	9.5k	420.60	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.9	$4.0M	+6%	44k	91.95	View chart
Waste Management (WM)	0.9	$3.9M		18k	222.88	View chart
Wal-Mart Stores (WMT)	0.8	$3.8M		34k	113.26	View chart
Home Depot (HD)	0.8	$3.8M	+5%	11k	352.67	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.8	$3.6M	-7%	42k	85.49	View chart
Global X Fds Defense Tech Etf (SHLD)	0.8	$3.6M	+8%	60k	59.72	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.8	$3.5M	+30%	96k	36.26	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.7	$3.5M	-8%	82k	42.20	View chart
Allstate Corporation (ALL)	0.7	$3.1M		13k	238.06	View chart
Lockheed Martin Corporation (LMT)	0.7	$3.0M	+7%	6.0k	509.50	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.6	$2.9M	-11%	19k	147.73	View chart
Sea Sponsord Ads (SE)	0.6	$2.8M	+33%	29k	95.83	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG)	0.6	$2.8M	+4%	116k	23.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$2.8M	-6%	13k	217.93	View chart
Stryker Corporation (SYK)	0.6	$2.6M		8.3k	314.90	View chart
TJX Companies (TJX)	0.6	$2.6M	+2%	17k	151.50	View chart
Goldman Sachs (GS)	0.5	$2.5M		2.5k	1011.47	View chart
Digital Realty Trust (DLR)	0.5	$2.5M	-2%	14k	179.58	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.5	$2.4M	-2%	26k	93.38	View chart
Palantir Technologies Cl A (PLTR)	0.5	$2.4M	+13%	21k	116.67	View chart
Exxon Mobil Corporation (XOM)	0.5	$2.4M	+8%	17k	136.72	View chart
Netflix (NFLX)	0.5	$2.4M		33k	71.40	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$2.3M	+2%	24k	96.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.3M	-4%	6.1k	370.06	View chart
Marriott Intl Cl A (MAR)	0.5	$2.2M		5.9k	370.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.5	$2.1M	-4%	43k	49.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$2.1M	-16%	2.9k	746.77	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$2.1M	-5%	22k	95.62	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.4	$2.1M	+2%	88k	23.44	View chart
Enbridge (ENB)	0.4	$2.0M		37k	54.21	View chart
Prologis (PLD)	0.4	$2.0M	+7%	15k	135.47	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$1.9M	-6%	39k	50.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$1.9M	-8%	57k	33.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$1.9M	+17%	9.8k	197.59	View chart
Bloom Energy Corp Com Cl A (BE)	0.4	$1.9M	-3%	6.3k	302.70	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$1.9M		93k	20.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.9M	+277%	15k	124.17	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$1.8M	+6%	18k	98.20	View chart
AeroVironment (AVAV)	0.4	$1.7M	+3%	11k	165.07	View chart
Caterpillar (CAT)	0.4	$1.7M		1.6k	1064.90	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.7M	-2%	23k	73.41	View chart
Cameco Corporation (CCJ)	0.4	$1.6M		16k	101.86	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.3	$1.5M	+14%	13k	115.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.4M	-3%	19k	77.11	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.3	$1.4M	+4%	24k	56.22	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$1.3M	-53%	2.1k	640.76	View chart
Abbott Laboratories (ABT)	0.3	$1.3M	+7%	14k	90.74	View chart
Rocket Lab Corp (RKLB)	0.3	$1.3M		13k	101.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.3M	+36%	3.6k	353.35	View chart
Spdr Index Shs Fds St Str Infra Etf (GII)	0.3	$1.2M	+14%	16k	75.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$1.2M	+114%	28k	43.23	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$1.2M		21k	57.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.2M		16k	71.25	View chart
Snowflake Com Shs (SNOW)	0.2	$1.1M		4.4k	254.50	View chart
Corning Incorporated (GLW)	0.2	$1.1M	+39%	4.3k	255.42	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$990k	-23%	1.0k	965.25	View chart
Amgen (AMGN)	0.2	$989k	+6%	2.7k	362.12	View chart
Micron Technology (MU)	0.2	$955k	-19%	827.00	1154.29	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$935k	+167%	4.9k	190.19	View chart
Kla Corp Com New (KLAC)	0.2	$923k	+768%	3.1k	301.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$916k	-12%	1.8k	500.40	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$912k		1.9k	477.82	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.2	$892k	-6%	11k	83.07	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$885k	-13%	12k	74.90	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$868k	-49%	5.3k	163.58	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$847k	-50%	3.4k	252.20	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$846k	+35%	2.8k	303.02	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.2	$819k	NEW	4.6k	179.54	View chart
Ishares Tr Us Digi Real Etf (IDGT)	0.2	$819k	NEW	6.8k	119.73	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$816k	-3%	17k	48.81	View chart
Southern Company (SO)	0.2	$813k	-7%	8.5k	95.71	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.2	$797k	-55%	19k	42.31	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.2	$795k		6.8k	117.28	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$794k		8.7k	90.79	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$773k	+22%	28k	27.33	View chart
Global X Fds Dax Germany Etf (DAX)	0.2	$761k	-2%	17k	44.41	View chart
Ishares Tr North Amern Nat (IGE)	0.2	$748k	NEW	13k	56.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$748k		3.1k	243.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$731k		12k	59.69	View chart
Verizon Communications (VZ)	0.2	$727k	+31%	17k	42.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$719k		16k	46.41	View chart
Meta Platforms Cl A (META)	0.2	$709k	-3%	1.3k	563.29	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$701k		5.1k	136.67	View chart
Uipath Cl A (PATH)	0.1	$683k		63k	10.87	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$668k	+4%	13k	49.78	View chart
Joby Aviation Common Stock (JOBY)	0.1	$657k		74k	8.92	View chart
Sofi Technologies (SOFI)	0.1	$638k		36k	17.93	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$628k	-6%	16k	38.23	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$625k	-9%	20k	31.86	View chart
Intuitive Surgical Com New (ISRG)	0.1	$621k		1.6k	397.68	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$611k	+20%	11k	53.61	View chart
Philip Morris International (PM)	0.1	$607k	-8%	3.4k	181.13	View chart
Alliant Energy Corporation (LNT)	0.1	$597k		7.8k	76.29	View chart
Oklo Com Cl A (OKLO)	0.1	$590k		11k	52.33	View chart
Duke Energy Corp Com New (DUK)	0.1	$556k		4.4k	126.58	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$545k	-12%	6.2k	87.87	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$541k	+4%	11k	51.51	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$504k		3.2k	156.95	View chart
Archer Aviation Com Cl A (ACHR)	0.1	$480k	-4%	102k	4.73	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$473k	-2%	9.5k	49.86	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$461k	-4%	10k	45.76	View chart
Advanced Micro Devices (AMD)	0.1	$449k	NEW	773.00	580.91	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$440k		2.8k	156.30	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$434k		9.5k	45.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$426k		9.3k	45.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$425k		1.4k	303.18	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$415k	-3%	22k	18.87	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$389k	+98%	6.9k	56.16	View chart
Chevron Corporation (CVX)	0.1	$376k	+131%	2.3k	165.76	View chart
Cisco Systems (CSCO)	0.1	$376k		3.2k	117.46	View chart
Johnson & Johnson (JNJ)	0.1	$374k		1.5k	253.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$369k	-9%	1.7k	219.45	View chart
Ford Motor Company (F)	0.1	$369k	+119%	27k	13.90	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$358k	-10%	1.9k	188.09	View chart
American Express Company (AXP)	0.1	$356k		1.1k	338.25	View chart
Nxp Semiconductors N V (NXPI)	0.1	$348k	NEW	1.2k	281.21	View chart
Pepsi (PEP)	0.1	$343k	+14%	2.5k	135.38	View chart
Lowe's Companies (LOW)	0.1	$337k	+10%	1.5k	220.47	View chart
Innovator Etfs Trust Premium Incm 15 (LAPR)	0.1	$317k		13k	25.27	View chart
Genuine Parts Company (GPC)	0.1	$316k	NEW	2.7k	117.98	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$307k		6.8k	45.49	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$296k	+474%	3.4k	86.14	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.1	$292k	-3%	6.0k	48.35	View chart
Procter & Gamble Company (PG)	0.1	$291k	+6%	2.0k	146.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$287k	-18%	1.4k	212.77	View chart
Qualcomm (QCOM)	0.1	$282k	-30%	1.5k	184.74	View chart
Howmet Aerospace (HWM)	0.1	$280k		1.0k	268.86	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$272k	-3%	2.8k	96.90	View chart
Rbc Cad (RY)	0.1	$269k	+4%	1.3k	206.98	View chart
Blackrock (BLK)	0.1	$263k	-19%	273.00	961.71	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$261k		2.3k	112.86	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$257k	NEW	2.2k	117.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$249k	-2%	5.6k	44.35	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$248k	-16%	4.9k	50.66	View chart
At&t (T)	0.1	$245k	+12%	12k	20.70	View chart
Coca-Cola Company (KO)	0.0	$229k		2.8k	81.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$229k		5.3k	43.06	View chart
Capital One Financial (COF)	0.0	$228k	-26%	1.1k	200.58	View chart
Truist Financial Corp equities (TFC)	0.0	$215k	NEW	4.3k	49.83	View chart
Kimco Realty Corporation (KIM)	0.0	$214k	NEW	8.4k	25.35	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$212k	NEW	1.3k	158.66	View chart
Illinois Tool Works (ITW)	0.0	$207k	-3%	766.00	270.40	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$207k	NEW	4.5k	46.05	View chart
Packaging Corporation of America (PKG)	0.0	$203k	NEW	850.00	238.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$202k	NEW	4.9k	41.30	View chart
Public Service Enterprise (PEG)	0.0	$201k		2.5k	81.17	View chart

Past Filings by Nikulski Financial

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

Nikulski Financial 2026 Q2 filed July 28, 2026
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

View all past filings

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