Nikulski Financial, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Nikulski Financial, Inc. reported 133 stock positions worth $340.2 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 6.1% of the portfolio, followed by Apple (AAPL, 5.7%) and Amazon.com (AMZN, 4.6%). Compared with Q3 2024, it opened 8 new positions, sold out of 7, added to 50 and reduced 52. The biggest buy was a new position in Wisdomtree US Midcap Dividen (DON) and the biggest sale iShares Russell 1000 Growth (IWF, shares −72%).

Most Recent 13F
Q2 2026
Location
BETTENDORF, IA
CIK
0001729847
Portfolio Value
$340.2M (Q4 2024)
SEC Filing
0001729847-25-000001 ↗ filed Jan 21, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $301.5M Q1 2024 Q2 2024: $314.3M Q2 2024 Q3 2024: $334.1M Q3 2024 Q4 2024: $340.2M $340.2M Q4 2024 Q1 2025: $330.8M Q1 2025 Q2 2025: $365.2M Q2 2025 Q3 2025: $398.0M Q3 2025 Q4 2025: $418.3M Q4 2025 Q1 2026: $405.1M Q1 2026 Q2 2026: $463.6M Q2 2026

Holdings 133 stocks · $340.2M
VIG Vanguard Dividend Apprec ETF 6.09% 105,807 $20.7M Reduce -0.7%
AAPL Apple Inc. 5.69% 77,330 $19.4M Reduce -2.3%
AMZN Amazon.com Inc. 4.56% 70,640 $15.5M Reduce -2.6%
COST Costco Wholesale Corp. 3.23% 11,991 $11.0M Add +0.8%
GOOGL Alphabet Inc. Class A 3.22% 57,855 $11.0M Add +0.2%
SPHQ Invesco S&P 500 Quality ETF 2.96% 150,273 $10.1M Add +0.8%
GSLC Goldman Activebeta US LC ETF 2.88% 85,054 $9.8M Reduce -3.0%
QQQ Invesco QQQ Trust Series 1 2.67% 17,762 $9.1M Reduce -6.7%
IJR iShares Core S&P Small-Cap E 2.65% 78,098 $9.0M Reduce -3.0%
MSFT Microsoft Corp. 2.54% 20,469 $8.6M Reduce -0.4%
NVDA Nvidia Corp. 2.48% 62,869 $8.4M Reduce -0.4%
JPM JPMorgan Chase & Co. 2.32% 32,881 $7.9M Add +0.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.30% 29,683 $7.8M Add +0.5%
PANW Palo Alto Networks Inc. 2.17% 40,538 $7.4M Reduce -2.4%
ABBV Abbvie Inc. 2.04% 38,977 $6.9M Add +3.1%
UNH Unitedhealth Group Inc. 1.76% 11,832 $6.0M Add +3.6%
VTV Vanguard Mrngstr Val ETF-Aui 1.54% 30,890 $5.2M Reduce -0.7%
DON Wisdomtree US Midcap Dividen 1.37% 91,355 $4.7M New
SCHA Schwab US Small-Cap ETF 1.36% 179,538 $4.6M Add +1.9%
CEG Constellation Energy 1.31% 19,946 $4.5M Add +1344.3%
V Visa Inc. Class A 1.30% 13,944 $4.4M Reduce -0.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.20% 6,978 $4.1M Reduce -13.7%
PAPR Innovator U.S. Equity Power 1.19% 110,585 $4.1M Reduce -3.8%
LRCX Lam Research Corp. 1.11% 52,173 $3.8M Add +1.4%
VTI VG Morningstar TS MKT ETF-US 1.09% 12,811 $3.7M Reduce -1.5%
IJJ iShares S&P Mid-Cap 400 Valu 1.09% 29,684 $3.7M Reduce -1.4%
DGRW Wisdomtree U.S. Quality Divi 1.08% 45,284 $3.7M Add +10.7%
VIGI Vanguard Int Div App Indx FD 1.06% 45,163 $3.6M Add +0.8%
AVGO Broadcom Inc. 1.02% 15,025 $3.5M Reduce -9.9%
BRK.B Berkshire Hathaway Inc. Class B 1.02% 7,655 $3.5M Add +2.3%
MCD McDonald's Corp. 1.02% 11,951 $3.5M Reduce -2.9%
VXUS Vanguard Total Intl Stock 0.99% 57,099 $3.4M Add +27.5%
DE Deere & Co. 0.98% 7,895 $3.3M Reduce -1.5%
SCHD Schwab US DVD Equity ETF 0.97% 120,560 $3.3M Reduce -0.4%
HD Home Depot Inc. 0.96% 8,376 $3.3M Add +5.2%
CRM Salesforce Inc. 0.96% 9,745 $3.3M Add +0.8%
WMT Walmart Inc. 0.91% 34,387 $3.1M Add +1.7%
IWF iShares Russell 1000 Growth 0.85% 7,204 $2.9M Reduce -71.8%
ALL Allstate Corp. 0.85% 14,965 $2.9M Reduce -10.5%
BND Vanguard Total Bond Market 0.84% 39,897 $2.9M Add +6.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.82% 14,002 $2.8M Add +1.1%
IJH iShares Core S&P Midcap ETF 0.74% 40,551 $2.5M Reduce -1.6%
WM Waste Management Inc. 0.74% 12,484 $2.5M Add +4.0%
SCHG Schwab US Large-Cap Growth 0.73% 89,426 $2.5M New
DLR Digital Realty Trust Inc. 0.70% 13,496 $2.4M Add +3.8%
LLY Eli Lilly & Co. 0.68% 3,012 $2.3M Add +5.0%
JPST JPMorgan Ultra-Short Income 0.68% 46,121 $2.3M Add +1.3%
PJAN Innovator U.S. Equity Power 0.62% 50,280 $2.1M Reduce -0.4%
GS Goldman Sachs Group Inc. 0.58% 3,458 $2.0M Add +1.3%
MAR Marriott International Class A 0.57% 7,006 $2.0M Add +1.3%
MA Mastercard Inc. Class A 0.57% 3,704 $2.0M Reduce -5.7%
AAAU Goldman Sachs Physical Gold 0.56% 72,937 $1.9M New
SPLV Invesco S&P 500 Low Volatili 0.54% 26,350 $1.8M Reduce -0.2%
SPHY SS SPDR P High Yield ETF 0.53% 77,224 $1.8M Reduce -3.7%
IYW iShares Ustechnology ETF 0.52% 11,094 $1.8M Add +13.3%
IGM iShares Expanded Tech Sector 0.52% 17,298 $1.8M Add +12.9%
IGV iShares Expanded Tech-Softwa 0.52% 17,518 $1.8M Add +20.9%
SOXX iShares Semiconductor ETF 0.51% 8,055 $1.7M Add +24.0%
CRWD CrowdStrike Holdings Inc. Class A 0.49% 4,916 $1.7M Add +1.5%
IYF iShares US Financials ETF 0.49% 15,099 $1.7M Add +5.6%
IYJ iShares U.S. Industrials ETF 0.48% 12,295 $1.6M Add +13.4%
NOBL Proshares S&P 500 Dividend A 0.46% 15,826 $1.6M Reduce -3.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.45% 12,695 $1.5M Reduce -1.3%
SPSM SS SPDR P S&P 600 Small Cap 0.43% 32,823 $1.5M Reduce -1.0%
VEA Vanguard Ftse Developed ETF 0.41% 29,513 $1.4M Add +11.3%
IUSG iShares Core S&P U.S. Growth 0.38% 9,320 $1.3M Reduce -18.6%
SHW The Sherwin-Williams Co. 0.37% 3,693 $1.3M Add +1.8%
QUAL iShares MSCI USA Quality Fac 0.36% 6,849 $1.2M No change
META Meta Platforms Inc. Class A 0.35% 2,042 $1.2M Reduce -2.6%
LMT Lockheed Martin Corp. 0.34% 2,362 $1.1M Add +0.2%
ABT Abbott Laboratories 0.33% 10,016 $1.1M No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.31% 14,813 $1.1M Add +2.5%
SPYM Ste STR SPDR PT S&P 500 ETF 0.30% 14,726 $1.0M Reduce -1.5%
VT Vanguard Tot World STK ETF 0.29% 8,362 $982K Reduce -2.5%
ADBE Adobe Inc. 0.27% 2,064 $918K Reduce -4.0%
XLP SS Consumer Staples Sel Sect 0.24% 10,543 $829K Reduce -9.3%
IJS iShares S&P Small-Cap 600 Va 0.24% 7,435 $808K Reduce -1.0%
BKLN Invesco Senior Loan ETF 0.23% 37,860 $798K Reduce -3.9%
EFAV iShares MSCI Eafe Min Vol Fa 0.23% 11,213 $793K Reduce -21.0%
PJUL Innovator U.S. Equity Power 0.23% 18,605 $766K No change
NXPI NXP Semiconductors NV 0.23% 3,685 $766K Reduce -5.8%
AMGN Amgen Inc. 0.21% 2,725 $710K Add +0.1%
LAPR Innov PR Inc. 15 B ETF - Apr 0.19% 26,025 $653K No change
HYD Vaneck High Yield Muni ETF 0.19% 12,545 $651K Add +10.7%
BSCP Invesco Bulletshares 2025 CB 0.19% 30,670 $633K Add +1.1%
VB Vanguard Most SM-Cap ETF-Usd 0.17% 2,429 $584K Reduce -3.0%
DVY iShares Select Dividend ETF 0.16% 4,078 $535K Reduce -89.4%
ULTA Ulta Beauty Inc. 0.16% 1,226 $533K Reduce -13.1%
LOW Lowe's Cos Inc. 0.16% 2,156 $532K Reduce -1.1%
POCT Innovator U.S. Equity Power 0.14% 12,360 $489K Add +2.4%
PJUN Innovator U.S. Equity Power 0.13% 11,855 $445K Reduce -11.2%
VNQ Vanguard Real Estate ETF 0.13% 4,878 $435K No change
TSLA Tesla Inc. 0.12% 1,048 $423K No change
TSM Taiwan Semiconductor-SP ADR 0.12% 2,005 $396K No change
PEP Pepsico Inc. 0.11% 2,495 $379K Add +0.2%
PG The Procter & Gamble Co. 0.11% 2,238 $375K Reduce -2.6%
IUSV iShares Core S&P U.S. Value 0.11% 3,982 $369K No change
PAUG Innovator U.S. Equity Power 0.10% 9,270 $357K Reduce -6.1%
XLE SS Energy Select Sector 0.10% 4,019 $344K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.10% 2,123 $344K Reduce -2.3%
NFLX Netflix Inc. 0.10% 385 $343K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.10% 12,821 $341K New
KLAC KLA Corp. 0.10% 536 $338K Add +1.5%
SO The Southern Co. 0.10% 4,023 $331K Add +10.1%
CL Colgate-Palmolive Co. 0.09% 3,495 $318K No change
XLK SS Technology Select Sector 0.09% 1,345 $313K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.09% 746 $306K Reduce -13.9%
INDA iShares MSCI India ETF 0.09% 5,639 $297K No change
PNOV Innovator U.S. Equity Power 0.09% 7,750 $294K Add +42.9%
BLK BlackRock Inc. 0.09% 282 $289K No change
ITW Illinois Tool Works 0.08% 1,108 $281K No change
QCOM Qualcomm Inc. 0.08% 1,826 $281K Add +0.4%
NEAR iShares SH Dba ETF Usd Inc. 0.08% 5,420 $274K Add +31.6%
STZ Constellation Brands Inc. Class A 0.08% 1,235 $273K No change
FDX FedEx Corp. 0.08% 970 $273K No change
PAYX Paychex Inc. 0.08% 1,935 $271K No change
GLD SPDR Gold Shares 0.08% 1,100 $266K Reduce -19.9%
NAPR Innovator Growth 100 Power B 0.08% 5,100 $257K No change
PMAR Innovator U.S. Equity Power 0.07% 6,350 $255K No change
MU Micron Technology Inc. 0.07% 3,000 $252K Reduce -1.6%
RSP Invesco S&P 500 Equal Weight 0.07% 1,430 $251K New
EXC Exelon Corp. 0.07% 6,625 $249K New
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.07% 552 $235K No change
XLF SS Financial Select Sector 0.07% 4,785 $231K No change
DPZ Domino's Pizza Inc. 0.07% 550 $231K Reduce -11.3%
PDEC Innovator U.S. Equity Power 0.07% 6,000 $231K Add +8.1%
COF Capital One Financial Corp. 0.07% 1,290 $230K New
X United States Steel Corp. 0.07% 6,750 $229K No change
STX Seagate Technology Holdings 0.07% 2,600 $224K Add +1.5%
PEG Public Service Enterprise GP 0.06% 2,601 $220K Add +0.0%
HPQ HP Inc. 0.06% 6,342 $207K Reduce -1.2%
JNJ Johnson & Johnson 0.06% 1,426 $206K Add +0.8%
CSCO Cisco Systems Inc. 0.06% 3,433 $203K New

Portfolio Sells Q3 2024 → Q4 2024
IWF iShares Russell 1000 Growth Reduce -71.8% 0.85% −2.02
DVY iShares Select Dividend ETF Reduce -89.4% 0.16% −1.39
IYT iShares US Transportation Et Sold out 0.00% −0.38
VIG Vanguard Dividend Apprec ETF Reduce -0.7% 6.09% −0.22
SPY SS SPDR S&P 500 ETF Trust-US Reduce -13.7% 1.20% −0.19
IJR iShares Core S&P Small-Cap E Reduce -3.0% 2.65% −0.17
QQQ Invesco QQQ Trust Series 1 Reduce -6.7% 2.67% −0.11
MSFT Microsoft Corp. Reduce -0.4% 2.54% −0.11
MCD McDonald's Corp. Reduce -2.9% 1.02% −0.10
ALL Allstate Corp. Reduce -10.5% 0.85% −0.10
EFAV iShares MSCI Eafe Min Vol Fa Reduce -21.0% 0.23% −0.09
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.7% 1.54% −0.09
GSLC Goldman Activebeta US LC ETF Reduce -3.0% 2.88% −0.08
VZ Verizon Communications Inc. Sold out 0.00% −0.08
IUSG iShares Core S&P U.S. Growth Reduce -18.6% 0.38% −0.07
OMC Omnicom Group Sold out 0.00% −0.07
EFA iShares MSCI Eafe ETF Sold out 0.00% −0.07
SNY Sanofi-ADR Sold out 0.00% −0.07
ADBE Adobe Inc. Reduce -4.0% 0.27% −0.06
BSCS Invesco Bulletshares 2028 CB Sold out 0.00% −0.06
MDT Medtronic PLC Sold out 0.00% −0.06
NOBL Proshares S&P 500 Dividend A Reduce -3.3% 0.46% −0.06
NXPI NXP Semiconductors NV Reduce -5.8% 0.23% −0.06
SCHD Schwab US DVD Equity ETF Reduce -0.4% 0.97% −0.05
XLP SS Consumer Staples Sel Sect Reduce -9.3% 0.24% −0.04
SPHY SS SPDR P High Yield ETF Reduce -3.7% 0.53% −0.04
PAPR Innovator U.S. Equity Power Reduce -3.8% 1.19% −0.04
IJH iShares Core S&P Midcap ETF Reduce -1.6% 0.74% −0.03
SPLV Invesco S&P 500 Low Volatili Reduce -0.2% 0.54% −0.02
IJJ iShares S&P Mid-Cap 400 Valu Reduce -1.4% 1.09% −0.02
GLD SPDR Gold Shares Reduce -19.9% 0.08% −0.02
MU Micron Technology Inc. Reduce -1.6% 0.07% −0.02
LOW Lowe's Cos Inc. Reduce -1.1% 0.16% −0.02
VT Vanguard Tot World STK ETF Reduce -2.5% 0.29% −0.02
SPSM SS SPDR P S&P 600 Small Cap Reduce -1.0% 0.43% −0.02
DE Deere & Co. Reduce -1.5% 0.98% −0.02
PJUN Innovator U.S. Equity Power Reduce -11.2% 0.13% −0.02
BKLN Invesco Senior Loan ETF Reduce -3.9% 0.23% −0.01
DPZ Domino's Pizza Inc. Reduce -11.3% 0.07% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -1.5% 1.09% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -13.9% 0.09% −0.01
PG The Procter & Gamble Co. Reduce -2.6% 0.11% −0.01
HPQ HP Inc. Reduce -1.2% 0.06% −0.01
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -2.3% 0.10% −0.01
META Meta Platforms Inc. Class A Reduce -2.6% 0.35% −0.01
ULTA Ulta Beauty Inc. Reduce -13.1% 0.16% −0.01
MA Mastercard Inc. Class A Reduce -5.7% 0.57% −0.01
PAUG Innovator U.S. Equity Power Reduce -6.1% 0.10% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -3.0% 0.17% −0.01
IJS iShares S&P Small-Cap 600 Va Reduce -1.0% 0.24% −0.00

Portfolio Buys Q3 2024 → Q4 2024
DON Wisdomtree US Midcap Dividen New 1.37% +1.37
CEG Constellation Energy Add +1344.3% 1.31% +1.20
SCHG Schwab US Large-Cap Growth New 0.73% +0.73
AAAU Goldman Sachs Physical Gold New 0.56% +0.56
GOOGL Alphabet Inc. Class A Add +0.2% 3.22% +0.35
JPM JPMorgan Chase & Co. Add +0.4% 2.32% +0.25
CRM Salesforce Inc. Add +0.8% 0.96% +0.17
IGV iShares Expanded Tech-Softwa Add +20.9% 0.52% +0.13
VXUS Vanguard Total Intl Stock Add +27.5% 0.99% +0.12
SCHE Schwab Emrg Mrkts Eqty ETF New 0.10% +0.10
WMT Walmart Inc. Add +1.7% 0.91% +0.10
CRWD CrowdStrike Holdings Inc. Class A Add +1.5% 0.49% +0.09
IGM iShares Expanded Tech Sector Add +12.9% 0.52% +0.08
GS Goldman Sachs Group Inc. Add +1.3% 0.58% +0.08
IYW iShares Ustechnology ETF Add +13.3% 0.52% +0.08
COST Costco Wholesale Corp. Add +0.8% 3.23% +0.07
DLR Digital Realty Trust Inc. Add +3.8% 0.70% +0.07
RSP Invesco S&P 500 Equal Weight New 0.07% +0.07
EXC Exelon Corp. New 0.07% +0.07
COF Capital One Financial Corp. New 0.07% +0.07
SOXX iShares Semiconductor ETF Add +24.0% 0.51% +0.06
MAR Marriott International Class A Add +1.3% 0.57% +0.06
CSCO Cisco Systems Inc. New 0.06% +0.06
DGRW Wisdomtree U.S. Quality Divi Add +10.7% 1.08% +0.06
IYJ iShares U.S. Industrials ETF Add +13.4% 0.48% +0.05
IYF iShares US Financials ETF Add +5.6% 0.49% +0.05
PNOV Innovator U.S. Equity Power Add +42.9% 0.09% +0.03
NEAR iShares SH Dba ETF Usd Inc. Add +31.6% 0.08% +0.02
HYD Vaneck High Yield Muni ETF Add +10.7% 0.19% +0.01
SPTM SS SPDR P S&P 1500 Comp ETF Add +2.5% 0.31% +0.01
SCHA Schwab US Small-Cap ETF Add +1.9% 1.36% +0.01
PDEC Innovator U.S. Equity Power Add +8.1% 0.07% +0.00
POCT Innovator U.S. Equity Power Add +2.4% 0.14% +0.00
BND Vanguard Total Bond Market Add +6.6% 0.84% +0.00
BSCP Invesco Bulletshares 2025 CB Add +1.1% 0.19% −0.00
SO The Southern Co. Add +10.1% 0.10% −0.00
VEA Vanguard Ftse Developed ETF Add +11.3% 0.41% −0.00
PEG Public Service Enterprise GP Add +0.0% 0.06% −0.00
WM Waste Management Inc. Add +4.0% 0.74% −0.01
HD Home Depot Inc. Add +5.2% 0.96% −0.01
JNJ Johnson & Johnson Add +0.8% 0.06% −0.01
JPST JPMorgan Ultra-Short Income Add +1.3% 0.68% −0.01
QCOM Qualcomm Inc. Add +0.4% 0.08% −0.01
BRK.B Berkshire Hathaway Inc. Class B Add +2.3% 1.02% −0.01
PEP Pepsico Inc. Add +0.2% 0.11% −0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Add +1.1% 0.82% −0.02
STX Seagate Technology Holdings Add +1.5% 0.07% −0.02
KLAC KLA Corp. Add +1.5% 0.10% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.5% 2.30% −0.03
SPHQ Invesco S&P 500 Quality ETF Add +0.8% 2.96% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 180$463.6MAAPL, PANW, LRCX, AMZN, GOOGL
Q1 2026 175$405.1MAAPL, AMZN, IPKW, GOOGL, COST
Q4 2025 166$418.3MAAPL, GOOGL, VIG, AMZN, MSFT
Q3 2025 153$398.0MVIG, AAPL, AMZN, GOOGL, NVDA
Q2 2025 144$365.2MVIG, AAPL, AMZN, COST, MSFT
Q1 2025 137$330.8MVIG, AAPL, AMZN, COST, SPHQ
Q4 2024 133$340.2MVIG, AAPL, AMZN, COST, GOOGL
Q3 2024 132$334.1MVIG, AAPL, AMZN, COST, SPHQ
Q2 2024 128$314.3MVIG, AAPL, AMZN, GOOGL, COST
Q1 2024 131$301.5MVIG, AAPL, AMZN, SPHQ, GSLC