Nikulski Financial

Nikulski Financial as of Dec. 31, 2025

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