Nikulski Financial

Nikulski Financial as of June 30, 2026

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