Nikulski Financial, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Nikulski Financial, Inc. held in its portfolio 155 assets valued at $418,265,681 (i.e. $418.27M).
The most valuable assets in the portfolio included: APPLE INC ($22.56M), ALPHABET INC ($18.09M), and VANGUARD SPECIALIZED FUNDS ($18.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 155 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Nikulski Financial, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 82969 | 22555909 | COM |
| ALPHABET INC | 57788 | 18087556 | CAP STK CL A |
| VANGUARD SPECIALIZED FUNDS | 81954 | 18011926 | DIV APP ETF |
| AMAZON COM INC | 76562 | 17672002 | COM |
| MICROSOFT CORP | 28197 | 13636569 | COM |
| NVIDIA CORPORATION | 66284 | 12361901 | COM |
| COSTCO WHSL CORP NEW | 13824 | 11921326 | COM |
| JPMORGAN CHASE & CO. | 33684 | 10853749 | COM |
| ABBVIE INC | 38524 | 8802447 | COM |
| PALO ALTO NETWORKS INC | 47585 | 8765113 | COM |
| INVESCO QQQ TR | 13465 | 8271749 | UNIT SER 1 |
| INVESCO EXCHANGE TRADED FD T | 100765 | 7562444 | S&P500 QUALITY |
| GOLDMAN SACHS ETF TR | 56601 | 7492329 | ACTIVEBETA US LG |
| ISHARES TR | 62242 | 7480191 | CORE S&P SCP ETF |
| LAM RESEARCH CORP | 41818 | 7160948 | COM NEW |
| VANGUARD INDEX FDS | 23661 | 6866763 | MID CAP ETF |
| CONSTELLATION ENERGY CORP | 19280 | 6811070 | COM |
| SPDR SERIES TRUST | 142555 | 6596865 | STATE STREET SPD |
| INVESCO EXCH TRADED FD TR II | 117436 | 6526243 | INTL BUYBACK |
| VISA INC | 16040 | 5625349 | COM CL A |
| BROADCOM INC | 15654 | 5417924 | COM |
| BERKSHIRE HATHAWAY INC DEL | 10460 | 5257491 | CL B NEW |
| SCHWAB STRATEGIC TR | 184249 | 5247413 | US SML CAP ETF |
| ELI LILLY & CO | 4829 | 5189661 | COM |
| DEERE & CO | 11015 | 5129700 | COM |
| INNOVATOR ETFS TRUST | 107784 | 4862221 | US EQTY PWR BUF |
| WISDOMTREE TR | 87361 | 4508220 | US MIDCAP DIVID |
| MCDONALDS CORP | 14651 | 4477674 | COM |
| VANECK ETF TRUST | 12020 | 4328691 | SEMICONDUCTR ETF |
| SCHWAB STRATEGIC TR | 151584 | 4157949 | US DIVIDEND EQ |
| WALMART INC | 36266 | 4041785 | COM |
| WASTE MGMT INC DEL | 17338 | 3809261 | COM |
| HOME DEPOT INC | 10611 | 3651219 | COM |
| INNOVATOR ETFS TRUST | 91998 | 3598980 | US EQT PWR BUF |
| GOLDMAN SACHS PHYSICAL GOLD | 82380 | 3505269 | UNIT |
| SPDR S&P 500 ETF TR | 4874 | 3324356 | TR UNIT |
| VANGUARD INDEX FDS | 17290 | 3302276 | VALUE ETF |
| INVESCO EXCHANGE TRADED FD T | 23687 | 3279768 | S&P MDCP MOMNTUM |
| CROWDSTRIKE HLDGS INC | 6939 | 3252726 | CL A |
| TESLA INC | 7157 | 3218646 | COM |
| ISHARES TR | 23078 | 3036800 | S&P MC 400VL ETF |
| J P MORGAN EXCHANGE TRADED F | 58199 | 2944900 | ULTRA SHRT ETF |
| PALANTIR TECHNOLOGIES INC | 16360 | 2907990 | CL A |
| ALLSTATE CORP | 13906 | 2895767 | COM |
| WISDOMTREE TR | 32379 | 2895618 | US QTLY DIV GRT |
| NETFLIX INC | 29310 | 2748106 | COM |
| VANGUARD INDEX FDS | 7928 | 2658177 | TOTAL STK MKT |
| GLOBAL X FDS | 40900 | 2650328 | DEFENSE TECH ETF |
| ISHARES TR | 5370 | 2541725 | RUS 1000 GRW ETF |
| LOCKHEED MARTIN CORP | 5226 | 2527687 | COM |
| VANGUARD WHITEHALL FDS | 27550 | 2519449 | INTL DVD ETF |
| TJX COS INC NEW | 16380 | 2516132 | COM |
| ROBINHOOD MKTS INC | 22111 | 2500754 | COM CL A |
| STRYKER CORPORATION | 7113 | 2500358 | COM |
| VANGUARD INDEX FDS | 11271 | 2387109 | SM CP VAL ETF |
| GOLDMAN SACHS GROUP INC | 2668 | 2345384 | COM |
| SCHWAB STRATEGIC TR | 71812 | 2342501 | US LCAP GR ETF |
| DIGITAL RLTY TR INC | 14866 | 2300767 | COM |
| SCHWAB STRATEGIC TR | 69269 | 2268557 | EMRG MKTEQ ETF |
| AEROVIRONMENT INC | 9062 | 2192027 | COM |
| VANGUARD STAR FDS | 28685 | 2163982 | VG TL INTL STK F |
| VANGUARD BD INDEX FDS | 27746 | 2055163 | TOTAL BND MRKT |
| FREEPORT-MCMORAN INC | 38741 | 1967655 | CL B |
| MARRIOTT INTL INC NEW | 6162 | 1911787 | CL A |
| SEA LTD | 14780 | 1885485 | SPONSORD ADS |
| INVESCO EXCH TRADED FD TR II | 86724 | 1821205 | SR LN ETF |
| SELECT SECTOR SPDR TR | 19383 | 1754215 | STATE STREET CON |
| INVESCO EXCH TRADED FD TR II | 71805 | 1743928 | FNDMNTL IG CRP |
| ABBOTT LABS | 13669 | 1712568 | COM |
| MASTERCARD INCORPORATED | 2869 | 1637988 | CL A |
| ISHARES TR | 41907 | 1420640 | US TELECOM ETF |
| ISHARES TR | 10989 | 1416870 | U.S. FINLS ETF |
| ISHARES TR | 4518 | 1360666 | ISHARES SEMICDTR |
| ISHARES TR | 10444 | 1348898 | EXPND TEC SC ETF |
| ISHARES TR | 6734 | 1344724 | U.S. TECH ETF |
| ISHARES TR | 19904 | 1313689 | CORE S&P MCP ETF |
| ISHARES TR | 12374 | 1307775 | EXPANDED TECH |
| ISHARES TR | 11929 | 1292621 | U.S. UTILITS ETF |
| VANGUARD INDEX FDS | 7204 | 1277862 | MCAP VL IDXVIP |
| VANGUARD TAX-MANAGED FDS | 19452 | 1215139 | VAN FTSE DEV MKT |
| PROSHARES TR | 11385 | 1184814 | S&P 500 DV ARIST |
| INVESCO EXCH TRADED FD TR II | 16445 | 1174502 | S&P500 LOW VOL |
| J P MORGAN EXCHANGE TRADED F | 14362 | 1152960 | JPMORGAN INTL VL |
| SHERWIN WILLIAMS CO | 3443 | 1115635 | COM |
| AT&T INC | 42166 | 1047403 | COM |
| VANGUARD INDEX FDS | 11200 | 991071 | REAL ESTATE ETF |
| META PLATFORMS INC | 1421 | 937988 | CL A |
| CAMECO CORP | 10160 | 929538 | COM |
| CATERPILLAR INC | 1618 | 926904 | COM |
| AMGEN INC | 2809 | 919541 | COM |
| INTUITIVE SURGICAL INC | 1622 | 918636 | COM NEW |
| VANECK ETF TRUST | 17357 | 887290 | HIGH YLD MUNIETF |
| SOUTHERN CO | 9311 | 811885 | COM |
| ALPHABET INC | 2521 | 791161 | CAP STK CL C |
| ISHARES TR | 5150 | 763075 | US INDUSTRIALS |
| ENBRIDGE INC | 15185 | 726299 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 2367 | 651922 | ORD SHS |
| KLA CORP | 534 | 648311 | COM NEW |
| VANGUARD INTL EQUITY INDEX F | 4458 | 628845 | TT WRLD ST ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 2040 | 620333 | SPONSORED ADS |
| VANGUARD WHITEHALL FDS | 6713 | 604170 | INTL HIGH ETF |
| ISHARES TR | 3522 | 594435 | ISHARES BIOTECH |
| ISHARES TR | 5210 | 592481 | SP SMCP600VL ETF |
| ROCKET LAB CORP | 8238 | 574683 | COM |
| VANGUARD BD INDEX FDS | 10800 | 538272 | VANGUARD ULTRA |
| VERIZON COMMUNICATIONS INC | 12512 | 509612 | COM |
| ALLIANT ENERGY CORP | 7819 | 508313 | COM |
| SELECT SECTOR SPDR TR | 8989 | 492328 | STATE STREET FIN |
| VANGUARD INDEX FDS | 1874 | 483427 | SMALL CP ETF |
| DUKE ENERGY CORP NEW | 4104 | 481030 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 8255 | 460629 | LONG TERM TREAS |
| PHILIP MORRIS INTL INC | 2807 | 450419 | COM |
| LOWES COS INC | 1844 | 444600 | COM |
| ISHARES TR | 2630 | 441682 | CORE S&P US GWT |
| UIPATH INC | 25992 | 426009 | CL A |
| CORNING INC | 4844 | 424122 | COM |
| INNOVATOR ETFS TRUST | 9638 | 416844 | US EQTY PWR BF |
| MICRON TECHNOLOGY INC | 1445 | 412417 | COM |
| PROCTER AND GAMBLE CO | 2743 | 393121 | COM |
| INVESCO EXCHANGE TRADED FD T | 2042 | 391166 | S&P500 EQL WGT |
| KRATOS DEFENSE & SEC SOLUTIO | 5103 | 387369 | COM NEW |
| JOHNSON & JOHNSON | 1863 | 385483 | COM |
| ISHARES TR | 1898 | 377010 | MSCI USA QLT FCT |
| ARCHER AVIATION INC | 48770 | 366750 | COM CL A |
| SOFI TECHNOLOGIES INC | 13681 | 358169 | COM |
| PEPSICO INC | 2476 | 355295 | COM |
| INNOVATOR ETFS TRUST | 14125 | 355032 | PREMIUM INCM 15 |
| JOBY AVIATION INC | 26718 | 352678 | COMMON STOCK |
| SNOWFLAKE INC | 1587 | 348124 | COM SHS |
| BITWISE BITCOIN ETF TR | 7271 | 345809 | SHS BEN INT |
| BLACKROCK INC | 322 | 344694 | COM |
| PARAMOUNT SKYDANCE CORP | 25693 | 344351 | COM CL B |
| EXXON MOBIL CORP | 2692 | 323955 | COM |
| CAPITAL ONE FINL CORP | 1333 | 323011 | COM |
| BLOOM ENERGY CORP | 3706 | 322014 | COM CL A |
| GLOBAL X FDS | 6950 | 317141 | DAX GERMANY ETF |
| ISHARES TR | 2225 | 314037 | SELECT DIVID ETF |
| ISHARES U S ETF TR | 6135 | 313499 | SHORT DURATION B |
| QUALCOMM INC | 1754 | 299955 | COM |
| OKLO INC | 4161 | 298593 | COM CL A |
| NXP SEMICONDUCTORS N V | 1370 | 297601 | COM |
| SPDR INDEX SHS FDS | 4244 | 296104 | S&P GBLINF ETF |
| INVESCO EXCH TRADED FD TR II | 7025 | 295715 | S&P SMLCAP QTY |
| VANGUARD INDEX FDS | 598 | 291740 | GROWTH ETF |
| INVESCO EXCHANGE TRADED FD T | 2620 | 268304 | S&P MDCP QUALITY |
| INVESCO EXCH TRADED FD TR II | 1027 | 259854 | NASDAQ 100 ETF |
| INNOVATOR ETFS TRUST | 7600 | 254676 | DEFINED WLT SHLD |
| CISCO SYS INC | 3101 | 238860 | COM |
| CAPITAL GRP FIXED INCM ETF T | 8482 | 234262 | US MULTI-SECTOR |
| ROYAL BK CDA | 1313 | 223865 | COM |
| PAYCHEX INC | 1959 | 219715 | COM |
| TRUIST FINL CORP | 4463 | 219648 | COM |
| HOWMET AEROSPACE INC | 1000 | 205020 | COM |
| ILLINOIS TOOL WKS INC | 820 | 201918 | COM |
| ADVANCED MICRO DEVICES INC | 938 | 200882 | COM |
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