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

About Nikulski Financial, Inc.

Investment Activity

Nikulski Financial, Inc. has $463.56 million in total holdings as of June 30, 2026.
Nikulski Financial, Inc. owns shares of 180 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
Approximately 6.01% of the portfolio was purchased this quarter.
About 4.01% of the portfolio was sold this quarter.
This quarter, Nikulski Financial, Inc. has purchased 175 new stocks and bought additional shares in 82 stocks.
Nikulski Financial, Inc. sold shares of 75 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple: $18,685,178
Palo Alto Networks: $16,630,526
LAM RESEARCH CORP: $16,255,804
Amazon.com: $15,919,880
Alphabet: $14,936,736

Largest New Holdings this Quarter

464287838 - iShares U.S. Basic Materials ETF: $819,417 Holding
464287531 - iShares U.S. Digital Infrastructure and Real Estate ETF: $818,507 Holding
464287374 - iShares North American Natural Resources ETF: $747,773 Holding
007903107 - Advanced Micro Devices: $449,043 Holding
N6596X109 - NXP Semiconductors: $348,424 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF: 70,159 shares (about $5.65M)
iShares Russell 1000 Growth ETF: 11,178 shares (about $1.39M)
Robinhood Markets: 12,723 shares (about $1.28M)
Invesco International BuyBack Achievers ETF: 15,376 shares (about $866.12K)
iShares U.S. Basic Materials ETF: 4,564 shares (about $819.42K)

Largest Sales this Quarter

iShares Semiconductor ETF: 2,375 shares (about $1.52M)
iShares U.S. Telecommunications ETF: 23,082 shares (about $976.62K)
iShares U.S. Technology ETF: 3,375 shares (about $851.16K)
iShares Expanded Tech Sector ETF: 5,137 shares (about $840.30K)
LAM RESEARCH CORP: 1,749 shares (about $758.01K)

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	$18,685,178	$160,595 â–²	0.9%	64,574	4.0%	Technology
PANW Palo Alto Networks	$16,630,526	$420,478 â–²	2.6%	48,767	3.6%	Technology
LAM RESEARCH CORP	$16,255,804	$758,009 â–¼	-4.5%	37,508	3.5%	COM NEW
AMZN Amazon.com	$15,919,880	$383,965 â–²	2.5%	66,795	3.4%	Consumer Discretionary
GOOGL Alphabet	$14,936,736	$561,789 â–¼	-3.6%	41,796	3.2%	Communication Services
IPKW Invesco International BuyBack Achievers ETF	$13,809,968	$866,123 â–²	6.7%	245,164	3.0%	ETF
NVDA NVIDIA	$11,731,620	$42,219 â–¼	-0.4%	58,632	2.5%	Technology
JPM JPMorgan Chase & Co.	$10,997,190	$44,189 â–²	0.4%	33,597	2.4%	Finance
MSFT Microsoft	$10,521,465	$315,204 â–²	3.1%	28,206	2.3%	Technology
COST Costco Wholesale	$10,208,154	$158,099 â–²	1.6%	10,912	2.2%	Consumer Staples
VIG Vanguard Dividend Appreciation ETF	$9,788,847	$34,074 â–¼	-0.3%	41,369	2.1%	ETF
ABBV AbbVie	$9,590,194	$158,281 â–²	1.7%	38,111	2.1%	Healthcare
QQQ Invesco QQQ	$8,580,693	$302,692 â–¼	-3.4%	11,651	1.9%	ETF
SMH VanEck Semiconductor ETF	$8,577,729	$442,070 â–²	5.4%	13,078	1.9%	ETF
IJR iShares Core S&P Small-Cap ETF	$7,996,859	$735,764 â–¼	-8.4%	53,920	1.7%	ETF
CRWD CrowdStrike	$7,573,401	$80,893 â–²	1.1%	9,924	1.6%	Technology
VO Vanguard Mid-Cap ETF	$7,484,106	$5,652,740 â–²	308.7%	92,889	1.6%	ETF
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$7,228,762	$79,598 â–²	1.1%	46,861	1.6%	ETF
HOOD Robinhood Markets	$6,896,356	$1,275,862 â–²	22.7%	68,771	1.5%	Finance
SCHA Schwab US Small-Cap ETF	$6,820,104	$181,914 â–²	2.7%	188,766	1.5%	ETF
SPHQ Invesco S&P 500 Quality ETF	$6,648,641	$582,765 â–¼	-8.1%	73,792	1.4%	ETF
LLY Eli Lilly and Company	$6,420,691	$416,211 â–²	6.9%	5,353	1.4%	Healthcare
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$6,012,194	$754,575 â–¼	-11.2%	42,372	1.3%	ETF
DE Deere & Company	$5,835,294	$213,819 â–²	3.8%	9,197	1.3%	Industrials
FCX Freeport-McMoRan	$5,467,486	$122,070 â–²	2.3%	86,937	1.2%	Materials
SCHD Schwab US Dividend Equity ETF	$5,377,612	$204,435 â–²	4.0%	169,587	1.2%	ETF
XMMO Invesco S&P MidCap Momentum ETF	$5,234,187	$404,253 â–²	8.4%	30,764	1.1%	ETF
V Visa	$5,113,586	$29,505 â–¼	-0.6%	14,905	1.1%	Finance
AAAU Goldman Sachs Physical Gold ETF	$4,882,532	$118,908 â–²	2.5%	123,390	1.1%	ETF
CEG Constellation Energy	$4,863,122	$135,611 â–²	2.9%	19,580	1.0%	Utilities
AVGO Broadcom	$4,808,760	$253,470 â–¼	-5.0%	12,730	1.0%	Technology
DON WisdomTree U.S. MidCap Dividend Fund	$4,560,313	$140,622 â–¼	-3.0%	80,685	1.0%	ETF
MCD McDonald's	$4,128,614	$250,842 â–²	6.5%	15,274	0.9%	Consumer Discretionary
TSLA Tesla	$4,015,889	$435,742 â–²	12.2%	9,548	0.9%	Consumer Discretionary
J P MORGAN EXCHANGE TRADED F	$4,015,828	$250,484 â–²	6.7%	43,672	0.9%	JPMORGAN INTL VL
WM Waste Management	$3,945,564	$54,827 â–²	1.4%	17,703	0.9%	Industrials
WALMART INC	$3,797,617	$4,644 â–¼	-0.1%	33,530	0.8%	COM
HD Home Depot	$3,796,889	$188,328 â–²	5.2%	10,766	0.8%	Consumer Discretionary
VXUS Vanguard Total International Stock ETF	$3,603,575	$289,640 â–¼	-7.4%	42,152	0.8%	ETF
GLOBAL X FDS	$3,565,477	$286,363 â–²	8.7%	59,702	0.8%	DEFENSE TECH ETF
SCHE Schwab Emerging Markets Equity ETF	$3,494,800	$817,950 â–²	30.6%	96,382	0.8%	ETF
PAPR Innovator U.S. Equity Power Buffer ETF - April	$3,452,740	$303,209 â–¼	-8.1%	81,818	0.7%	ETF
ALL Allstate	$3,131,637	$35,709 â–¼	-1.1%	13,155	0.7%	Finance
LMT Lockheed Martin	$3,037,652	$217,557 â–²	7.7%	5,962	0.7%	Industrials
IJJ iShares S&P Mid-Cap 400 Value ETF	$2,857,962	$358,833 â–¼	-11.2%	19,346	0.6%	ETF
SE SEA	$2,778,974	$701,380 â–²	33.8%	28,999	0.6%	Consumer Discretionary
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF	$2,775,270	$123,547 â–²	4.7%	116,023	0.6%	ETF
VTV Vanguard Value ETF	$2,755,042	$195,045 â–¼	-6.6%	12,642	0.6%	ETF
SYK Stryker	$2,601,100	$40,937 â–²	1.6%	8,260	0.6%	Healthcare
TJX TJX Companies	$2,592,173	$68,175 â–²	2.7%	17,110	0.6%	Consumer Discretionary
GS The Goldman Sachs Group	$2,547,885	$29,333 â–¼	-1.1%	2,519	0.5%	Finance
DLR Digital Realty Trust	$2,524,293	$69,855 â–¼	-2.7%	14,057	0.5%	Real Estate
VIGI Vanguard International Dividend Appreciation ETF	$2,445,437	$53,694 â–¼	-2.1%	26,188	0.5%	ETF
PALANTIR TECHNOLOGIES INC	$2,430,119	$296,225 â–²	13.9%	20,829	0.5%	CL A
XOM ExxonMobil	$2,369,494	$182,248 â–²	8.3%	17,331	0.5%	Energy
NFLX Netflix	$2,350,988	$30,274 â–²	1.3%	32,927	0.5%	Communication Services
VNQ Vanguard Real Estate ETF	$2,289,808	$48,986 â–²	2.2%	23,746	0.5%	ETF
VTI Vanguard Total Stock Market ETF	$2,272,180	$112,869 â–¼	-4.7%	6,140	0.5%	ETF
MAR Marriott International	$2,184,824	$12,599 â–¼	-0.6%	5,896	0.5%	Consumer Discretionary
PJAN Innovator U.S. Equity Power Buffer ETF - January	$2,145,392	$101,455 â–¼	-4.5%	43,350	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$2,132,028	$427,899 â–¼	-16.7%	2,855	0.5%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$2,125,384	$124,595 â–¼	-5.5%	22,227	0.5%	ETF
SPHY SPDR Portfolio High Yield Bond ETF	$2,063,341	$59,538 â–²	3.0%	88,026	0.4%	ETF
ENB Enbridge	$1,979,207	$22,768 â–¼	-1.1%	36,510	0.4%	Energy
PLD Prologis	$1,973,298	$142,788 â–²	7.8%	14,566	0.4%	Real Estate
JPST JPMorgan Ultra-Short Income ETF	$1,946,355	$143,468 â–¼	-6.9%	38,488	0.4%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$1,942,147	$175,461 â–¼	-8.3%	57,392	0.4%	ETF
VOE Vanguard Mid-Cap Value ETF	$1,932,646	$291,053 â–²	17.7%	9,781	0.4%	ETF
BE Bloom Energy	$1,901,561	$69,621 â–¼	-3.5%	6,282	0.4%	Industrials
BKLN Invesco Senior Loan ETF	$1,897,853	$4,339 â–²	0.2%	93,169	0.4%	ETF
IWF iShares Russell 1000 Growth ETF	$1,887,549	$1,388,002 â–²	277.9%	15,201	0.4%	ETF
VYMI Vanguard International High Dividend Yield ETF	$1,777,870	$101,929 â–²	6.1%	18,105	0.4%	ETF
AVAV AeroVironment	$1,749,426	$57,115 â–²	3.4%	10,598	0.4%	Industrials
CAT Caterpillar	$1,723,008		0.0%	1,618	0.4%	Industrials
BND Vanguard Total Bond Market ETF	$1,664,453	$39,275 â–¼	-2.3%	22,673	0.4%	ETF
CCJ Cameco	$1,637,807	$102 â–²	0.0%	16,079	0.4%	Energy
NLR VanEck Uranium and Nuclear ETF	$1,489,995	$190,439 â–²	14.7%	12,847	0.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,438,787	$49,042 â–¼	-3.3%	18,659	0.3%	ETF
SIVR abrdn Physical Silver Shares ETF	$1,357,151	$56,782 â–²	4.4%	24,140	0.3%	ETF
SOXX iShares Semiconductor ETF	$1,335,248	$1,521,696 â–¼	-53.3%	2,084	0.3%	ETF
ABT Abbott Laboratories	$1,289,945	$85,022 â–²	7.1%	14,216	0.3%	Healthcare
ROCKET LAB CORP	$1,288,719	$10,165 â–¼	-0.8%	12,678	0.3%	COM
GOOG Alphabet	$1,260,762	$336,392 â–²	36.4%	3,568	0.3%	Communication Services
GII SPDR S&P Global Infrastructure ETF	$1,233,694	$158,234 â–²	14.7%	16,295	0.3%	ETF
PJUN Innovator U.S. Equity Power Buffer ETF - June	$1,212,385	$646,504 â–²	114.2%	28,045	0.3%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$1,192,694	$6,517 â–¼	-0.5%	20,681	0.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,168,612	$142 â–²	0.0%	16,402	0.3%	ETF
SNOW Snowflake	$1,123,363	$3,818 â–²	0.3%	4,414	0.2%	Technology
GLW Corning	$1,101,615	$313,652 â–²	39.8%	4,313	0.2%	Technology
STX Seagate Technology	$990,349	$305,020 â–¼	-23.5%	1,026	0.2%	Technology
AMGN Amgen	$988,938	$56,128 â–²	6.0%	2,731	0.2%	Healthcare
MU Micron Technology	$954,598	$230,858 â–¼	-19.5%	827	0.2%	Technology
IBB iShares Biotechnology ETF	$934,764	$585,202 â–²	167.4%	4,915	0.2%	ETF
KLAC KLA	$922,490	$816,304 â–²	768.8%	3,058	0.2%	Technology
BRK.B Berkshire Hathaway	$916,237	$127,603 â–¼	-12.2%	1,831	0.2%	Finance
TSM Taiwan Semiconductor Manufacturing	$912,151	$7,645 â–¼	-0.8%	1,909	0.2%	Technology
XLP Consumer Staples Select Sector SPDR Fund	$891,592	$63,964 â–¼	-6.7%	10,733	0.2%	ETF
SPLV Invesco S&P 500 Low Volatility ETF	$884,968	$136,696 â–¼	-13.4%	11,815	0.2%	ETF
IGM iShares Expanded Tech Sector ETF	$868,109	$840,301 â–¼	-49.2%	5,307	0.2%	ETF
IYW iShares U.S. Technology ETF	$847,382	$851,165 â–¼	-50.1%	3,360	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

Best-in-Class Portfolio Monitoring

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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