Nikulski Financial, Inc. Top Holdings and 13F Report (2026)

About Nikulski Financial, Inc.

Investment Activity

Nikulski Financial, Inc. has $405.11 million in total holdings as of March 31, 2026.
Nikulski Financial, Inc. owns shares of 175 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
Approximately 12.86% of the portfolio was purchased this quarter.
About 13.33% of the portfolio was sold this quarter.
This quarter, Nikulski Financial, Inc. has purchased 166 new stocks and bought additional shares in 66 stocks.
Nikulski Financial, Inc. sold shares of 85 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Apple: $16,247,352
Amazon.com: $13,575,837
Invesco International BuyBack Achievers ETF: $12,928,440
Alphabet: $12,470,928
Costco Wholesale: $10,704,934

Largest New Holdings this Quarter

74340W103 - Prologis: $1,786,016 Holding
003264108 - abrdn Physical Silver Shares ETF: $1,656,313 Holding
92189F601 - VanEck Uranium and Nuclear ETF: $1,492,427 Holding
00326A104 - abrdn Physical Gold Shares ETF: $786,963 Holding
922042858 - Vanguard FTSE Emerging Markets ETF: $654,929 Holding

Largest Purchases this Quarter

Invesco International BuyBack Achievers ETF: 112,352 shares (about $6.32M)
SPDR S&P Oil & Gas Exploration & Production ETF: 30,587 shares (about $5.56M)
Freeport-McMoRan: 46,255 shares (about $2.72M)
Robinhood Markets: 33,937 shares (about $2.35M)
J P MORGAN EXCHANGE TRADED F: 26,586 shares (about $2.28M)

Largest Sales this Quarter

Vanguard Dividend Appreciation ETF: 40,441 shares (about $8.70M)
Apple: 18,950 shares (about $4.81M)
Alphabet: 14,420 shares (about $4.15M)
Berkshire Hathaway: 8,374 shares (about $4.01M)
Costco Wholesale: 3,081 shares (about $3.07M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$16,247,352	$4,809,312 â–¼	-22.8%	64,019	4.0%	Computer and Technology
AMZN Amazon.com	$13,575,837	$2,369,690 â–¼	-14.9%	65,184	3.4%	Retail/Wholesale
IPKW Invesco International BuyBack Achievers ETF	$12,928,440	$6,321,201 â–²	95.7%	229,788	3.2%	Manufacturing
GOOGL Alphabet	$12,470,928	$4,146,624 â–¼	-25.0%	43,368	3.1%	Computer and Technology
COST Costco Wholesale	$10,704,934	$3,070,083 â–¼	-22.3%	10,743	2.6%	Retail/Wholesale
NVDA NVIDIA	$10,262,203	$1,297,708 â–¼	-11.2%	58,843	2.5%	Computer and Technology
MSFT Microsoft	$10,128,246	$309,463 â–¼	-3.0%	27,361	2.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$9,843,060	$65,303 â–¼	-0.7%	33,462	2.4%	Finance
VIG Vanguard Dividend Appreciation ETF	$8,927,757	$8,697,213 â–¼	-49.3%	41,513	2.2%	ETF
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$8,426,892	$5,561,621 â–²	194.1%	46,345	2.1%	ETF
LAM RESEARCH CORP	$8,390,158	$547,347 â–¼	-6.1%	39,257	2.1%	COM NEW
ABBV AbbVie	$8,151,959	$226,625 â–¼	-2.7%	37,482	2.0%	Medical
PANW Palo Alto Networks	$7,620,613	$8,176 â–¼	-0.1%	47,534	1.9%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$7,319,468	$417,804 â–¼	-5.4%	58,881	1.8%	ETF
QQQ Invesco QQQ	$6,961,909	$809,779 â–¼	-10.4%	12,062	1.7%	Finance
VO Vanguard Mid-Cap ETF	$6,527,593	$267,364 â–¼	-3.9%	22,730	1.6%	ETF
SPHQ Invesco S&P 500 Quality ETF	$6,034,721	$1,541,764 â–¼	-20.3%	80,260	1.5%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$5,967,426	$1,115,029 â–¼	-15.7%	47,690	1.5%	ETF
AAAU Goldman Sachs Physical Gold ETF	$5,560,583	$1,755,451 â–²	46.1%	120,385	1.4%	Finance
SCHA Schwab US Small-Cap ETF	$5,342,903	$15,063 â–¼	-0.3%	183,731	1.3%	ETF
CEG Constellation Energy	$5,315,274	$68,696 â–¼	-1.3%	19,034	1.3%	Energy
SCHD Schwab US Dividend Equity ETF	$5,005,143	$354,539 â–²	7.6%	163,140	1.2%	ETF
FCX Freeport-McMoRan	$4,996,065	$2,718,869 â–²	119.4%	84,996	1.2%	Basic Materials
DE Deere & Company	$4,991,906	$1,214,171 â–¼	-19.6%	8,860	1.2%	Industrials
SMH VanEck Semiconductor ETF	$4,755,740	$147,227 â–²	3.2%	12,404	1.2%	Manufacturing
LLY Eli Lilly and Company	$4,604,429	$162,801 â–²	3.7%	5,006	1.1%	Medical
V Visa	$4,530,986	$317,057 â–¼	-6.5%	14,991	1.1%	Business Services
MCD McDonald's	$4,458,624	$94,792 â–¼	-2.1%	14,346	1.1%	Retail/Wholesale
DON WisdomTree U.S. MidCap Dividend Fund	$4,369,892	$220,037 â–¼	-4.8%	83,173	1.1%	Finance
WALMART INC	$4,173,594	$335,046 â–¼	-7.4%	33,571	1.0%	COM
AVGO Broadcom	$4,147,810	$697,337 â–¼	-14.4%	13,401	1.0%	Computer and Technology
XMMO Invesco S&P MidCap Momentum ETF	$4,116,833	$681,740 â–²	19.8%	28,388	1.0%	ETF
WM Waste Management	$4,011,386	$27,345 â–²	0.7%	17,457	1.0%	Business Services
GLOBAL X FDS	$3,889,595	$992,252 â–²	34.2%	54,907	1.0%	DEFENSE TECH ETF
HOOD Robinhood Markets	$3,884,126	$2,351,834 â–²	153.5%	56,048	1.0%	Finance
CRWD CrowdStrike	$3,833,045	$1,123,990 â–²	41.5%	9,818	0.9%	Computer and Technology
PAPR Innovator U.S. Equity Power Buffer ETF - April	$3,542,338	$119,202 â–¼	-3.3%	89,003	0.9%	ETF
VXUS Vanguard Total International Stock ETF	$3,511,595	$1,299,691 â–²	58.8%	45,540	0.9%	ETF
J P MORGAN EXCHANGE TRADED F	$3,506,770	$2,276,814 â–²	185.1%	40,948	0.9%	JPMORGAN INTL VL
HD Home Depot	$3,365,224	$124,650 â–¼	-3.6%	10,232	0.8%	Retail/Wholesale
LMT Lockheed Martin	$3,345,450	$186,765 â–²	5.9%	5,535	0.8%	Aerospace
TSLA Tesla	$3,164,336	$503,721 â–²	18.9%	8,512	0.8%	Auto/Tires/Trucks
NFLX Netflix	$3,125,163	$307,007 â–²	10.9%	32,503	0.8%	Consumer Discretionary
IJJ iShares S&P Mid-Cap 400 Value ETF	$2,885,253	$172,651 â–¼	-5.6%	21,775	0.7%	ETF
ALL Allstate	$2,760,202	$124,681 â–¼	-4.3%	13,305	0.7%	Finance
XOM ExxonMobil	$2,714,221	$2,257,496 â–²	494.3%	15,998	0.7%	Energy
PALANTIR TECHNOLOGIES INC	$2,675,461	$282,320 â–²	11.8%	18,290	0.7%	CL A
SYK Stryker	$2,672,104	$334,260 â–²	14.3%	8,130	0.7%	Medical
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF	$2,663,918	$938,444 â–²	54.4%	110,858	0.7%	ETF
TJX TJX Companies	$2,660,606	$44,716 â–²	1.7%	16,660	0.7%	Retail/Wholesale
VTV Vanguard Value ETF	$2,656,051	$736,364 â–¼	-21.7%	13,537	0.7%	ETF
DLR Digital Realty Trust	$2,603,232	$75,686 â–¼	-2.8%	14,446	0.6%	Finance
SCHE Schwab Emerging Markets Equity ETF	$2,432,498	$150,087 â–²	6.6%	73,824	0.6%	ETF
VIGI Vanguard International Dividend Appreciation ETF	$2,367,457	$69,618 â–¼	-2.9%	26,763	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$2,229,366	$940,392 â–¼	-29.7%	3,428	0.6%	Finance
GS The Goldman Sachs Group	$2,155,786	$101,528 â–¼	-4.5%	2,548	0.5%	Finance
PJAN Innovator U.S. Equity Power Buffer ETF - January	$2,094,302	$160,302 â–²	8.3%	45,400	0.5%	ETF
JPST JPMorgan Ultra-Short Income ETF	$2,091,467	$853,997 â–¼	-29.0%	41,325	0.5%	ETF
VTI Vanguard Total Stock Market ETF	$2,067,730	$475,786 â–¼	-18.7%	6,445	0.5%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$2,066,904	$777,307 â–¼	-27.3%	23,530	0.5%	Manufacturing
VNQ Vanguard Real Estate ETF	$2,061,236	$1,067,784 â–²	107.5%	23,238	0.5%	ETF
ENB Enbridge	$1,999,390	$1,177,274 â–²	143.2%	36,930	0.5%	Energy
SPHY SPDR Portfolio High Yield Bond ETF	$1,993,545	$19,426 â–²	1.0%	85,486	0.5%	ETF
MAR Marriott International	$1,939,660	$75,886 â–¼	-3.8%	5,930	0.5%	Consumer Discretionary
BKLN Invesco Senior Loan ETF	$1,897,233	$127,195 â–²	7.2%	92,956	0.5%	ETF
AVAV AeroVironment	$1,876,644	$217,831 â–²	13.1%	10,252	0.5%	Aerospace
SCHG Schwab U.S. Large-Cap Growth ETF	$1,822,866	$269,015 â–¼	-12.9%	62,577	0.4%	ETF
SE SEA	$1,795,321	$571,389 â–²	46.7%	21,680	0.4%	Computer and Technology
PLD Prologis	$1,786,016	$1,786,016 â–²	New Holding	13,512	0.4%	Finance
CCJ Cameco	$1,746,232	$642,754 â–²	58.2%	16,078	0.4%	Basic Materials
IWF iShares Russell 1000 Growth ETF	$1,715,482	$574,386 â–¼	-25.1%	4,023	0.4%	ETF
BND Vanguard Total Bond Market ETF	$1,709,066	$334,184 â–¼	-16.4%	23,208	0.4%	ETF
SIVR abrdn Physical Silver Shares ETF	$1,656,313	$1,656,313 â–²	New Holding	23,130	0.4%	ETF
IYZ iShares U.S. Telecommunications ETF	$1,648,109	$315 â–²	0.0%	41,915	0.4%	ETF
VYMI Vanguard International High Dividend Yield ETF	$1,608,410	$975,771 â–²	154.2%	17,067	0.4%	ETF
VOE Vanguard Mid-Cap Value ETF	$1,530,917	$203,434 â–²	15.3%	8,308	0.4%	ETF
NLR VanEck Uranium and Nuclear ETF	$1,492,427	$1,492,427 â–²	New Holding	11,205	0.4%	ETF
SOXX iShares Semiconductor ETF	$1,465,621	$19,393 â–¼	-1.3%	4,459	0.4%	ETF
IDU iShares U.S. Utilities ETF	$1,385,462	$348 â–²	0.0%	11,932	0.3%	ETF
ABT Abbott Laboratories	$1,363,338	$40,041 â–¼	-2.9%	13,279	0.3%	Medical
IJH iShares Core S&P Mid-Cap ETF	$1,303,017	$41,127 â–¼	-3.1%	19,295	0.3%	ETF
IYF iShares U.S. Financials ETF	$1,293,360	$353 â–²	0.0%	10,992	0.3%	ETF
IGM iShares Expanded Tech Sector ETF	$1,237,696		0.0%	10,444	0.3%	ETF
IYW iShares U.S. Technology ETF	$1,221,779	$181 â–²	0.0%	6,735	0.3%	Manufacturing
CAT Caterpillar	$1,146,288		0.0%	1,618	0.3%	Industrials
GII SPDR S&P Global Infrastructure ETF	$1,079,864	$757,235 â–²	234.7%	14,205	0.3%	ETF
IYJ iShares U.S. Industrials ETF	$1,063,461	$303,635 â–²	40.0%	7,208	0.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,050,884	$195,567 â–¼	-15.7%	16,400	0.3%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$1,004,788	$154,821 â–¼	-13.4%	20,794	0.2%	ETF
BRK.B Berkshire Hathaway	$999,394	$4,011,949 â–¼	-80.1%	2,086	0.2%	Finance
SPLV Invesco S&P 500 Low Volatility ETF	$997,630	$205,158 â–¼	-17.1%	13,640	0.2%	ETF
IGV iShares Expanded Tech-Software Sector ETF	$990,513		0.0%	12,374	0.2%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$943,016	$157,730 â–¼	-14.3%	11,503	0.2%	ETF
AMGN Amgen	$906,355	$81,980 â–¼	-8.3%	2,576	0.2%	Medical
SO Southern	$890,263	$8,397 â–¼	-0.9%	9,224	0.2%	Utilities
BE Bloom Energy	$882,311	$380,185 â–²	75.7%	6,512	0.2%	Energy
ROCKET LAB CORP	$820,603	$291,559 â–²	55.1%	12,778	0.2%	COM
BITWISE BITCOIN ETF TR	$798,078	$530,432 â–²	198.2%	21,681	0.2%	SHS BEN INT
PJUL Innovator U.S. Equity Power Buffer ETF - July	$792,480	$2,298 â–¼	-0.3%	17,240	0.2%	ETF
SGOL abrdn Physical Gold Shares ETF	$786,963	$786,963 â–²	New Holding	17,637	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Nikulski Financial, Inc. Top Holdings and 13F Report (2026)

About Nikulski Financial, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Nikulski Financial, Inc. Top Holdings and 13F Report (2026)

About Nikulski Financial, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNikulski Financial, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools