Nikulski Financial, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Nikulski Financial, Inc. reported 180 stock positions worth $463.6 million. Its top holding was Apple (AAPL) at 4.0% of the portfolio, followed by Palo Alto Networks (PANW, 3.6%) and Lam Research (LRCX, 3.5%). Compared with Q1 2026, it opened 13 new positions, sold out of 8, added to 78 and reduced 79. The biggest buy was Palo Alto Networks (PANW, shares +3%) and the biggest sale an exit from iShares US Utilities ETF (IDU).
- Most Recent 13F
- Q2 2026
- Location
- BETTENDORF, IA
- CIK
- 0001729847
- Portfolio Value
- $463.6M (Q2 2026)
- SEC Filing
- 0001729847-26-000005 ↗ filed Jul 28, 2026
Holdings Value
Holdings 180 stocks · $463.6M
| AAPL Apple Inc. | 4.03% | 64,574 | $18.7M | Add +0.9% |
| PANW Palo Alto Networks Inc. | 3.59% | 48,767 | $16.6M | Add +2.6% |
| LRCX Lam Research Corp. | 3.51% | 37,508 | $16.3M | Reduce -4.5% |
| AMZN Amazon.com Inc. | 3.43% | 66,795 | $15.9M | Add +2.5% |
| GOOGL Alphabet Inc. Class A | 3.22% | 41,796 | $14.9M | Reduce -3.6% |
| IPKW Invesco International Buybac | 2.98% | 245,164 | $13.8M | Add +6.7% |
| NVDA Nvidia Corp. | 2.53% | 58,632 | $11.7M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 2.37% | 33,597 | $11.0M | Add +0.4% |
| MSFT Microsoft Corp. | 2.27% | 28,206 | $10.5M | Add +3.1% |
| COST Costco Wholesale Corp. | 2.20% | 10,912 | $10.2M | Add +1.6% |
| VIG Vanguard Dividend Apprec ETF | 2.11% | 41,369 | $9.8M | Reduce -0.3% |
| ABBV Abbvie Inc. | 2.07% | 38,111 | $9.6M | Add +1.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.85% | 11,651 | $8.6M | Reduce -3.4% |
| SMH Vaneck Semiconductor ETF | 1.85% | 13,078 | $8.6M | Add +5.4% |
| IJR iShares Core S&P Small-Cap E | 1.73% | 53,920 | $8.0M | Reduce -8.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.63% | 9,924 | $7.6M | Add +1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.61% | 92,889 | $7.5M | Add +2.2% |
| XOP SS SPDR S&P Og Exp & Prod | 1.56% | 46,861 | $7.2M | Add +1.1% |
| HOOD Robinhood Markets Inc. Class A | 1.49% | 68,771 | $6.9M | Add +22.7% |
| SCHA Schwab US Small-Cap ETF | 1.47% | 188,766 | $6.8M | Add +2.7% |
| SPHQ Invesco S&P 500 Quality ETF | 1.43% | 73,792 | $6.6M | Reduce -8.1% |
| LLY Eli Lilly & Co. | 1.39% | 5,353 | $6.4M | Add +6.9% |
| GSLC Goldman Activebeta US LC ETF | 1.30% | 42,372 | $6.0M | Reduce -11.2% |
| DE Deere & Co. | 1.26% | 9,197 | $5.8M | Add +3.8% |
| FCX Freeport-McMoran Inc. | 1.18% | 86,937 | $5.5M | Add +2.3% |
| SCHD Schwab US DVD Equity ETF | 1.16% | 169,587 | $5.4M | Add +4.0% |
| XMMO Invesco S&P Midcap Momentum | 1.13% | 30,764 | $5.2M | Add +8.4% |
| V Visa Inc. Class A | 1.10% | 14,905 | $5.1M | Reduce -0.6% |
| AAAU Goldman Sachs Physical Gold | 1.05% | 123,390 | $4.9M | Add +2.5% |
| CEG Constellation Energy | 1.05% | 19,580 | $4.9M | Add +2.9% |
| AVGO Broadcom Inc. | 1.04% | 12,730 | $4.8M | Reduce -5.0% |
| DON Wisdomtree US Midcap Dividen | 0.98% | 80,685 | $4.6M | Reduce -3.0% |
| MCD McDonald's Corp. | 0.89% | 15,274 | $4.1M | Add +6.5% |
| TSLA Tesla Inc. | 0.87% | 9,548 | $4.0M | Add +12.2% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.87% | 43,672 | $4.0M | Add +6.7% |
| WM Waste Management Inc. | 0.85% | 17,703 | $3.9M | Add +1.4% |
| WMT Walmart Inc. | 0.82% | 33,530 | $3.8M | Reduce -0.1% |
| HD Home Depot Inc. | 0.82% | 10,766 | $3.8M | Add +5.2% |
| VXUS Vanguard Total Intl Stock | 0.78% | 42,152 | $3.6M | Reduce -7.4% |
| SHLD Global X Defense Tech ETF | 0.77% | 59,702 | $3.6M | Add +8.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.75% | 96,382 | $3.5M | Add +30.6% |
| PAPR Innovator U.S. Equity Power | 0.74% | 81,818 | $3.5M | Reduce -8.1% |
| ALL Allstate Corp. | 0.68% | 13,155 | $3.1M | Reduce -1.1% |
| LMT Lockheed Martin Corp. | 0.66% | 5,962 | $3.0M | Add +7.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.62% | 19,346 | $2.9M | Reduce -11.2% |
| SE Sea Ltd.-ADR | 0.60% | 28,999 | $2.8M | Add +33.8% |
| PFIG Invesco Fundamental Investme | 0.60% | 116,023 | $2.8M | Add +4.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.59% | 12,642 | $2.8M | Reduce -6.6% |
| SYK Stryker Corp. | 0.56% | 8,260 | $2.6M | Add +1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.56% | 17,110 | $2.6M | Add +2.7% |
| GS Goldman Sachs Group Inc. | 0.55% | 2,519 | $2.5M | Reduce -1.1% |
| DLR Digital Realty Trust Inc. | 0.54% | 14,057 | $2.5M | Reduce -2.7% |
| VIGI Vanguard Int Div App Indx FD | 0.53% | 26,188 | $2.4M | Reduce -2.1% |
| PLTR Palantir Technologies Inc. Class A | 0.52% | 20,829 | $2.4M | Add +13.9% |
| XOM Exxon Mobil Corp. | 0.51% | 17,331 | $2.4M | Add +8.3% |
| NFLX Netflix Inc. | 0.51% | 32,927 | $2.4M | Add +1.3% |
| VNQ Vanguard Real Estate ETF | 0.49% | 23,746 | $2.3M | Add +2.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.49% | 6,140 | $2.3M | Reduce -4.7% |
| MAR Marriott International Class A | 0.47% | 5,896 | $2.2M | Reduce -0.6% |
| PJAN Innovator U.S. Equity Power | 0.46% | 43,350 | $2.1M | Reduce -4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.46% | 2,855 | $2.1M | Reduce -16.7% |
| DGRW Wisdomtree U.S. Quality Divi | 0.46% | 22,227 | $2.1M | Reduce -5.5% |
| SPHY SS SPDR P High Yield ETF | 0.45% | 88,026 | $2.1M | Add +3.0% |
| ENB Enbridge Inc. | 0.43% | 36,510 | $2.0M | Reduce -1.1% |
| PLD Prologis Inc. | 0.43% | 14,566 | $2.0M | Add +7.8% |
| JPST JPMorgan Ultra-Short Income | 0.42% | 38,488 | $1.9M | Reduce -6.9% |
| SCHG Schwab US Large-Cap Growth | 0.42% | 57,392 | $1.9M | Reduce -8.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.42% | 9,781 | $1.9M | Add +17.7% |
| BE Bloom Energy Corp. Class A | 0.41% | 6,282 | $1.9M | Reduce -3.5% |
| BKLN Invesco Senior Loan ETF | 0.41% | 93,169 | $1.9M | Add +0.2% |
| IWF iShares Russell 1000 Growth | 0.41% | 15,201 | $1.9M | Reduce -5.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.38% | 18,105 | $1.8M | Add +6.1% |
| AVAV Aerovironment Inc. | 0.38% | 10,598 | $1.7M | Add +3.4% |
| CAT Caterpillar Inc. | 0.37% | 1,618 | $1.7M | No change |
| BND Vanguard Total Bond Market | 0.36% | 22,673 | $1.7M | Reduce -2.3% |
| CCJ Cameco Corp. | 0.35% | 16,079 | $1.6M | Add +0.0% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.32% | 12,847 | $1.5M | Add +14.7% |
| IJH iShares Core S&P Midcap ETF | 0.31% | 18,659 | $1.4M | Reduce -3.3% |
| SIVR Abrdn Physical Silver Shares | 0.29% | 24,140 | $1.4M | Add +4.4% |
| SOXX iShares Semiconductor ETF | 0.29% | 2,084 | $1.3M | Reduce -53.3% |
| ABT Abbott Laboratories | 0.28% | 14,216 | $1.3M | Add +7.1% |
| RKLB Rocket Lab Corp. | 0.28% | 12,678 | $1.3M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 0.27% | 3,568 | $1.3M | Add +36.4% |
| GII State Street SPDR S&P Global | 0.27% | 16,295 | $1.2M | Add +14.7% |
| PJUN Innovator U.S. Equity Power | 0.26% | 28,045 | $1.2M | Add +114.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.26% | 20,681 | $1.2M | Reduce -0.5% |
| VEA Vanguard Ftse Developed ETF | 0.25% | 16,402 | $1.2M | Add +0.0% |
| SNOW Snowflake Inc. | 0.24% | 4,414 | $1.1M | Add +0.3% |
| GLW Corning Inc. | 0.24% | 4,313 | $1.1M | Add +39.8% |
| STX Seagate Technology Holdings | 0.21% | 1,026 | $990K | Reduce -23.6% |
| AMGN Amgen Inc. | 0.21% | 2,731 | $989K | Add +6.0% |
| MU Micron Technology Inc. | 0.21% | 827 | $955K | Reduce -19.5% |
| IBB iShares Biotechnology ETF | 0.20% | 4,915 | $935K | Add +167.4% |
| KLAC KLA Corp. | 0.20% | 3,058 | $922K | Reduce -13.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 1,831 | $916K | Reduce -12.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.20% | 1,909 | $912K | Reduce -0.8% |
| XLP SS Consumer Staples Sel Sect | 0.19% | 10,733 | $892K | Reduce -6.7% |
| SPLV Invesco S&P 500 Low Volatili | 0.19% | 11,815 | $885K | Reduce -13.4% |
| IGM iShares Expanded Tech Sector | 0.19% | 5,307 | $868K | Reduce -49.2% |
| IYW iShares Ustechnology ETF | 0.18% | 3,360 | $847K | Reduce -50.1% |
Portfolio Sells Q1 2026 → Q2 2026
| IDU iShares US Utilities ETF | Sold out | 0.00% | −0.34 |
| IYF iShares US Financials ETF | Sold out | 0.00% | −0.32 |
| IYJ iShares U.S. Industrials ETF | Sold out | 0.00% | −0.26 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.24 |
| IYZ iShares US Telecommunication | Reduce -55.1% | 0.17% | −0.23 |
| WMT Walmart Inc. | Reduce -0.1% | 0.82% | −0.21 |
| GSLC Goldman Activebeta US LC ETF | Reduce -11.2% | 1.30% | −0.18 |
| PAPR Innovator U.S. Equity Power | Reduce -8.1% | 0.74% | −0.13 |
| IYW iShares Ustechnology ETF | Reduce -50.1% | 0.18% | −0.12 |
| IGM iShares Expanded Tech Sector | Reduce -49.2% | 0.19% | −0.12 |
| DLR Digital Realty Trust Inc. | Reduce -2.7% | 0.54% | −0.10 |
| JPST JPMorgan Ultra-Short Income | Reduce -6.9% | 0.42% | −0.10 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -11.2% | 0.62% | −0.10 |
| DON Wisdomtree US Midcap Dividen | Reduce -3.0% | 0.98% | −0.09 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 2.11% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -16.7% | 0.46% | −0.09 |
| VXUS Vanguard Total Intl Stock | Reduce -7.4% | 0.78% | −0.09 |
| IJR iShares Core S&P Small-Cap E | Reduce -8.4% | 1.73% | −0.08 |
| SOXX iShares Semiconductor ETF | Reduce -53.3% | 0.29% | −0.07 |
| ENB Enbridge Inc. | Reduce -1.1% | 0.43% | −0.07 |
| KTOS Kratos Defense & Security | Reduce -2.1% | 0.10% | −0.07 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.06 |
| BND Vanguard Total Bond Market | Reduce -2.3% | 0.36% | −0.06 |
| BITB Bitwise Bitcoin ETF | Reduce -9.5% | 0.13% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.6% | 0.59% | −0.06 |
| BALT Inn Defined Wealth Shield | Sold out | 0.00% | −0.06 |
| SGOL Abrdn Physical Gold Shares | Reduce -6.9% | 0.14% | −0.06 |
| VIGI Vanguard Int Div App Indx FD | Reduce -2.1% | 0.53% | −0.06 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -8.1% | 1.43% | −0.06 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -13.4% | 0.19% | −0.06 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.05 |
| COP Conocophillips | Sold out | 0.00% | −0.05 |
| PJAN Innovator U.S. Equity Power | Reduce -4.5% | 0.46% | −0.05 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -5.5% | 0.46% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -12.2% | 0.20% | −0.05 |
| PSLV Sprott Physical Silver Trust | Reduce -3.5% | 0.09% | −0.05 |
| SO The Southern Co. | Reduce -7.9% | 0.18% | −0.04 |
| XLP SS Consumer Staples Sel Sect | Reduce -6.7% | 0.19% | −0.04 |
| ACHR Archer Aviation Inc. Class A | Reduce -4.5% | 0.10% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -3.8% | 0.15% | −0.03 |
| SCHG Schwab US Large-Cap Growth | Reduce -8.3% | 0.42% | −0.03 |
| PATH Uipath Inc. Class A | Reduce -0.1% | 0.15% | −0.03 |
| BLK BlackRock Inc. | Reduce -19.9% | 0.06% | −0.02 |
| DUK Duke Energy Corp. | Reduce -0.6% | 0.12% | −0.02 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -16.9% | 0.05% | −0.02 |
| COF Capital One Financial Corp. | Reduce -26.4% | 0.05% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.7% | 0.49% | −0.02 |
| PJUL Innovator U.S. Equity Power | Reduce -3.0% | 0.18% | −0.02 |
| DAX Global X Dax Germany ETF | Reduce -2.8% | 0.16% | −0.02 |
| PM Philip Morris International | Reduce -8.8% | 0.13% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| PANW Palo Alto Networks Inc. | Add +2.6% | 3.59% | +1.71 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.1% | 1.63% | +0.69 |
| SMH Vaneck Semiconductor ETF | Add +5.4% | 1.85% | +0.68 |
| HOOD Robinhood Markets Inc. Class A | Add +22.7% | 1.49% | +0.53 |
| LLY Eli Lilly & Co. | Add +6.9% | 1.39% | +0.25 |
| IYM iShares U.S. Basic Materials | New | 0.18% | +0.18 |
| IDGT iShares US DGTL Infra & R/E | New | 0.18% | +0.18 |
| IGE iShares North American Natur | New | 0.16% | +0.16 |
| SE Sea Ltd.-ADR | Add +33.8% | 0.60% | +0.16 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +30.6% | 0.75% | +0.15 |
| SCHA Schwab US Small-Cap ETF | Add +2.7% | 1.47% | +0.15 |
| GLW Corning Inc. | Add +39.8% | 0.24% | +0.13 |
| PJUN Innovator U.S. Equity Power | Add +114.3% | 0.26% | +0.13 |
| IBB iShares Biotechnology ETF | Add +167.4% | 0.20% | +0.13 |
| XMMO Invesco S&P Midcap Momentum | Add +8.4% | 1.13% | +0.11 |
| AMD Advanced Micro Devices | New | 0.10% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +36.4% | 0.27% | +0.09 |
| TSLA Tesla Inc. | Add +12.2% | 0.87% | +0.09 |
| AMZN Amazon.com Inc. | Add +2.5% | 3.43% | +0.08 |
| SNOW Snowflake Inc. | Add +0.3% | 0.24% | +0.08 |
| NXPI NXP Semiconductors NV | New | 0.08% | +0.08 |
| GPC Genuine Parts Co. | New | 0.07% | +0.07 |
| QQQM Invesco Nasdaq 100 ETF | Add +35.8% | 0.18% | +0.06 |
| ABBV Abbvie Inc. | Add +1.7% | 2.07% | +0.06 |
| BX Blackstone Inc. | New | 0.06% | +0.06 |
| TFC Truist Financial Corp. | New | 0.05% | +0.05 |
| KIM Kimco Realty Corp. | New | 0.05% | +0.05 |
| XLV SS Health Care Select Sector | New | 0.05% | +0.05 |
| F Ford Motor Co. | Add +119.4% | 0.08% | +0.05 |
| PSEP Innovator U.S. Equity Power | New | 0.04% | +0.04 |
| PKG Packaging Corp. of America | New | 0.04% | +0.04 |
| PMAY Innovator U.S. Equity Power | New | 0.04% | +0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +17.7% | 0.42% | +0.04 |
| CVX Chevron Corp. | Add +132.0% | 0.08% | +0.03 |
| DE Deere & Co. | Add +3.8% | 1.26% | +0.03 |
| AAPL Apple Inc. | Add +0.9% | 4.03% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.2% | 0.08% | +0.02 |
| XLF SS Financial Select Sector | Add +20.6% | 0.13% | +0.02 |
| CGMS Cap Group US Multi-Sect Bond | Add +22.3% | 0.17% | +0.01 |
| RY Royal Bank of Canada | Add +4.2% | 0.06% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.2% | 1.61% | +0.00 |
| JIVE JPM Interntl Value ETF | Add +6.7% | 0.87% | +0.00 |
| GII State Street SPDR S&P Global | Add +14.7% | 0.27% | −0.00 |
| AXP American Express Co. | Add +0.1% | 0.08% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.8% | 0.16% | −0.00 |
| PG The Procter & Gamble Co. | Add +6.9% | 0.06% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +1.0% | 0.16% | −0.00 |
| VZ Verizon Communications Inc. | Add +32.0% | 0.16% | −0.00 |
| PDEC Innovator U.S. Equity Power | Add +0.4% | 0.09% | −0.01 |
| JNJ Johnson & Johnson | Add +1.7% | 0.08% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 180 | $463.6M | AAPL, PANW, LRCX, AMZN, GOOGL |
| Q1 2026 | 175 | $405.1M | AAPL, AMZN, IPKW, GOOGL, COST |
| Q4 2025 | 166 | $418.3M | AAPL, GOOGL, VIG, AMZN, MSFT |
| Q3 2025 | 153 | $398.0M | VIG, AAPL, AMZN, GOOGL, NVDA |
| Q2 2025 | 144 | $365.2M | VIG, AAPL, AMZN, COST, MSFT |
| Q1 2025 | 137 | $330.8M | VIG, AAPL, AMZN, COST, SPHQ |
| Q4 2024 | 133 | $340.2M | VIG, AAPL, AMZN, COST, GOOGL |
| Q3 2024 | 132 | $334.1M | VIG, AAPL, AMZN, COST, SPHQ |
| Q2 2024 | 128 | $314.3M | VIG, AAPL, AMZN, GOOGL, COST |
| Q1 2024 | 131 | $301.5M | VIG, AAPL, AMZN, SPHQ, GSLC |