Nikulski Financial

Nikulski Financial as of March 31, 2026

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