Nikulski Financial, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Nikulski Financial, Inc. reported 137 stock positions worth $330.8 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 6.2% of the portfolio, followed by Apple (AAPL, 5.2%) and Amazon.com (AMZN, 4.1%). Compared with Q4 2024, it opened 7 new positions, sold out of 3, added to 54 and reduced 58. The biggest buy was a new position in Invesco International Buybac (IPKW) and the biggest sale Broadcom (AVGO, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BETTENDORF, IA
- CIK
- 0001729847
- Portfolio Value
- $330.8M (Q1 2025)
- SEC Filing
- 0001729847-25-000002 ↗ filed May 1, 2025
Holdings Value
Holdings 137 stocks · $330.8M
| VIG Vanguard Dividend Apprec ETF | 6.20% | 105,688 | $20.5M | Reduce -0.1% |
| AAPL Apple Inc. | 5.23% | 77,919 | $17.3M | Add +0.8% |
| AMZN Amazon.com Inc. | 4.06% | 70,669 | $13.4M | Add +0.0% |
| COST Costco Wholesale Corp. | 3.50% | 12,247 | $11.6M | Add +2.1% |
| SPHQ Invesco S&P 500 Quality ETF | 3.04% | 151,381 | $10.0M | Add +0.7% |
| GSLC Goldman Activebeta US LC ETF | 2.85% | 85,781 | $9.4M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 2.74% | 58,537 | $9.1M | Add +1.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.64% | 18,594 | $8.7M | Add +4.7% |
| JPM JPMorgan Chase & Co. | 2.49% | 33,556 | $8.2M | Add +2.0% |
| ABBV Abbvie Inc. | 2.46% | 38,896 | $8.1M | Reduce -0.2% |
| IJR iShares Core S&P Small-Cap E | 2.39% | 75,617 | $7.9M | Reduce -3.2% |
| MSFT Microsoft Corp. | 2.39% | 21,049 | $7.9M | Add +2.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.37% | 30,338 | $7.8M | Add +2.2% |
| PANW Palo Alto Networks Inc. | 2.14% | 41,536 | $7.1M | Add +2.5% |
| NVDA Nvidia Corp. | 2.10% | 64,161 | $7.0M | Add +2.1% |
| UNH Unitedhealth Group Inc. | 1.92% | 12,148 | $6.4M | Add +2.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.58% | 30,272 | $5.2M | Reduce -2.0% |
| V Visa Inc. Class A | 1.48% | 13,987 | $4.9M | Add +0.3% |
| DON Wisdomtree US Midcap Dividen | 1.39% | 93,117 | $4.6M | Add +1.9% |
| SCHA Schwab US Small-Cap ETF | 1.28% | 180,892 | $4.2M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.23% | 7,637 | $4.1M | Reduce -0.2% |
| CEG Constellation Energy | 1.23% | 20,116 | $4.1M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.21% | 7,131 | $4.0M | Add +2.2% |
| PAPR Innovator U.S. Equity Power | 1.18% | 109,550 | $3.9M | Reduce -0.9% |
| LRCX Lam Research Corp. | 1.16% | 52,724 | $3.8M | Add +1.1% |
| MCD McDonald's Corp. | 1.14% | 12,086 | $3.8M | Add +1.1% |
| DGRW Wisdomtree U.S. Quality Divi | 1.14% | 47,105 | $3.8M | Add +4.0% |
| VIGI Vanguard Int Div App Indx FD | 1.12% | 44,842 | $3.7M | Reduce -0.7% |
| DE Deere & Co. | 1.12% | 7,897 | $3.7M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.08% | 13,007 | $3.6M | Add +1.5% |
| VXUS Vanguard Total Intl Stock | 1.07% | 57,121 | $3.5M | Add +0.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.04% | 28,643 | $3.4M | Reduce -3.5% |
| SCHD Schwab US DVD Equity ETF | 1.00% | 118,494 | $3.3M | Reduce -1.7% |
| HD Home Depot Inc. | 0.95% | 8,584 | $3.1M | Add +2.5% |
| ALL Allstate Corp. | 0.92% | 14,620 | $3.0M | Reduce -2.3% |
| WMT Walmart Inc. | 0.90% | 34,024 | $3.0M | Reduce -1.1% |
| WM Waste Management Inc. | 0.89% | 12,708 | $2.9M | Add +1.8% |
| BND Vanguard Total Bond Market | 0.88% | 39,696 | $2.9M | Reduce -0.5% |
| CRM Salesforce Inc. | 0.81% | 9,945 | $2.7M | Add +2.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.79% | 14,085 | $2.6M | Add +0.6% |
| IWF iShares Russell 1000 Growth | 0.75% | 6,858 | $2.5M | Reduce -4.8% |
| LLY Eli Lilly & Co. | 0.74% | 2,981 | $2.5M | Reduce -1.0% |
| JPST JPMorgan Ultra-Short Income | 0.74% | 48,143 | $2.4M | Add +4.4% |
| AVGO Broadcom Inc. | 0.73% | 14,503 | $2.4M | Reduce -3.5% |
| SCHG Schwab US Large-Cap Growth | 0.72% | 95,107 | $2.4M | Add +6.3% |
| IJH iShares Core S&P Midcap ETF | 0.70% | 39,455 | $2.3M | Reduce -2.7% |
| AAAU Goldman Sachs Physical Gold | 0.70% | 74,527 | $2.3M | Add +2.2% |
| DLR Digital Realty Trust Inc. | 0.64% | 14,881 | $2.1M | Add +10.3% |
| PJAN Innovator U.S. Equity Power | 0.63% | 50,530 | $2.1M | Add +0.5% |
| MA Mastercard Inc. Class A | 0.60% | 3,642 | $2.0M | Reduce -1.7% |
| SPLV Invesco S&P 500 Low Volatili | 0.59% | 26,345 | $2.0M | Reduce -0.0% |
| GS Goldman Sachs Group Inc. | 0.58% | 3,508 | $1.9M | Add +1.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.55% | 5,194 | $1.8M | Add +5.7% |
| SPHY SS SPDR P High Yield ETF | 0.54% | 76,169 | $1.8M | Reduce -1.4% |
| MAR Marriott International Class A | 0.52% | 7,256 | $1.7M | Add +3.6% |
| IYF iShares US Financials ETF | 0.50% | 14,731 | $1.7M | Reduce -2.4% |
| IYJ iShares U.S. Industrials ETF | 0.48% | 12,312 | $1.6M | Add +0.1% |
| IYW iShares Ustechnology ETF | 0.47% | 11,139 | $1.6M | Add +0.4% |
| IGM iShares Expanded Tech Sector | 0.47% | 17,190 | $1.6M | Reduce -0.6% |
| IGV iShares Expanded Tech-Softwa | 0.47% | 17,472 | $1.6M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.47% | 12,685 | $1.5M | Reduce -0.1% |
| NOBL Proshares S&P 500 Dividend A | 0.46% | 15,018 | $1.5M | Reduce -5.1% |
| VEA Vanguard Ftse Developed ETF | 0.46% | 30,136 | $1.5M | Add +2.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.40% | 32,424 | $1.3M | Reduce -1.2% |
| ABT Abbott Laboratories | 0.39% | 9,843 | $1.3M | Reduce -1.7% |
| IPKW Invesco International Buybac | 0.39% | 28,306 | $1.3M | New |
| SHW The Sherwin-Williams Co. | 0.39% | 3,693 | $1.3M | No change |
| META Meta Platforms Inc. Class A | 0.36% | 2,042 | $1.2M | No change |
| QUAL iShares MSCI USA Quality Fac | 0.35% | 6,849 | $1.2M | No change |
| IUSG iShares Core S&P U.S. Growth | 0.35% | 9,175 | $1.2M | Reduce -1.6% |
| LMT Lockheed Martin Corp. | 0.33% | 2,417 | $1.1M | Add +2.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.30% | 14,648 | $996K | Reduce -1.1% |
| VT Vanguard Tot World STK ETF | 0.29% | 8,293 | $962K | Reduce -0.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.29% | 14,407 | $947K | Reduce -2.2% |
| XLP SS Consumer Staples Sel Sect | 0.26% | 10,660 | $871K | Add +1.1% |
| SOXX iShares Semiconductor ETF | 0.26% | 4,614 | $868K | Reduce -42.7% |
| AMGN Amgen Inc. | 0.25% | 2,671 | $832K | Reduce -2.0% |
| ADBE Adobe Inc. | 0.24% | 2,044 | $784K | Reduce -1.0% |
| BKLN Invesco Senior Loan ETF | 0.23% | 37,010 | $766K | Reduce -2.3% |
| IYZ iShares US Telecommunication | 0.23% | 27,331 | $749K | New |
| IJS iShares S&P Small-Cap 600 Va | 0.22% | 7,435 | $725K | No change |
| PJUL Innovator U.S. Equity Power | 0.20% | 16,305 | $655K | Reduce -12.4% |
| NXPI NXP Semiconductors NV | 0.20% | 3,433 | $652K | Reduce -6.8% |
| LAPR Innov PR Inc. 15 B ETF - Apr | 0.20% | 25,825 | $645K | Reduce -0.8% |
| BSCP Invesco Bulletshares 2025 CB | 0.18% | 28,924 | $598K | Reduce -5.7% |
| HYD Vaneck High Yield Muni ETF | 0.18% | 11,540 | $591K | Reduce -8.0% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 3,402 | $589K | Add +137.9% |
| LOW Lowe's Cos Inc. | 0.16% | 2,223 | $518K | Add +3.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 2,314 | $513K | Reduce -4.7% |
| DVY iShares Select Dividend ETF | 0.15% | 3,817 | $513K | Reduce -6.4% |
| POCT Innovator U.S. Equity Power | 0.15% | 12,360 | $480K | No change |
| PG The Procter & Gamble Co. | 0.14% | 2,727 | $465K | Add +21.9% |
| VNQ Vanguard Real Estate ETF | 0.13% | 4,878 | $442K | No change |
| PJUN Innovator U.S. Equity Power | 0.13% | 11,855 | $439K | No change |
| SO The Southern Co. | 0.13% | 4,737 | $436K | Add +17.8% |
| ULTA Ulta Beauty Inc. | 0.12% | 1,121 | $411K | Reduce -8.6% |
| KLAC KLA Corp. | 0.11% | 554 | $377K | Add +3.4% |
| NFLX Netflix Inc. | 0.11% | 382 | $356K | Reduce -0.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 2,145 | $356K | Add +7.0% |
| XLE SS Energy Select Sector | 0.11% | 3,769 | $352K | Reduce -6.2% |
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -3.5% | 0.73% | −0.29 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.2% | 2.39% | −0.26 |
| SOXX iShares Semiconductor ETF | Reduce -42.7% | 0.26% | −0.25 |
| EFAV iShares MSCI Eafe Min Vol Fa | Sold out | 0.00% | −0.23 |
| IWF iShares Russell 1000 Growth | Reduce -4.8% | 0.75% | −0.10 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.08 |
| HPQ HP Inc. | Sold out | 0.00% | −0.06 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -3.5% | 1.04% | −0.05 |
| IGM iShares Expanded Tech Sector | Reduce -0.6% | 0.47% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.7% | 0.70% | −0.05 |
| IGV iShares Expanded Tech-Softwa | Reduce -0.3% | 0.47% | −0.05 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.2% | 0.40% | −0.03 |
| ADBE Adobe Inc. | Reduce -1.0% | 0.24% | −0.03 |
| ULTA Ulta Beauty Inc. | Reduce -8.6% | 0.12% | −0.03 |
| IUSG iShares Core S&P U.S. Growth | Reduce -1.6% | 0.35% | −0.03 |
| NXPI NXP Semiconductors NV | Reduce -6.8% | 0.20% | −0.03 |
| PJUL Innovator U.S. Equity Power | Reduce -12.4% | 0.20% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.7% | 0.16% | −0.02 |
| ITW Illinois Tool Works | Reduce -17.1% | 0.07% | −0.01 |
| HYD Vaneck High Yield Muni ETF | Reduce -8.0% | 0.18% | −0.01 |
| FDX FedEx Corp. | Reduce -5.2% | 0.07% | −0.01 |
| PAPR Innovator U.S. Equity Power | Reduce -0.9% | 1.18% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.2% | 0.29% | −0.01 |
| WMT Walmart Inc. | Reduce -1.1% | 0.90% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -1.1% | 0.30% | −0.01 |
| IUSV iShares Core S&P U.S. Value | Reduce -10.7% | 0.10% | −0.01 |
| PEP Pepsico Inc. | Reduce -6.4% | 0.11% | −0.01 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -5.7% | 0.18% | −0.01 |
| STX Seagate Technology Holdings | Reduce -6.2% | 0.06% | −0.00 |
| BKLN Invesco Senior Loan ETF | Reduce -2.3% | 0.23% | −0.00 |
| PAUG Innovator U.S. Equity Power | Reduce -3.2% | 0.10% | −0.00 |
| DVY iShares Select Dividend ETF | Reduce -6.4% | 0.15% | −0.00 |
| PDEC Innovator U.S. Equity Power | Reduce -3.3% | 0.07% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -3.5% | 0.10% | −0.00 |
| DPZ Domino's Pizza Inc. | Reduce -12.7% | 0.07% | −0.00 |
| NOBL Proshares S&P 500 Dividend A | Reduce -5.1% | 0.46% | +0.00 |
| XLF SS Financial Select Sector | Reduce -4.7% | 0.07% | +0.00 |
| VT Vanguard Tot World STK ETF | Reduce -0.8% | 0.29% | +0.00 |
| CSCO Cisco Systems Inc. | Reduce -2.7% | 0.06% | +0.00 |
| LAPR Innov PR Inc. 15 B ETF - Apr | Reduce -0.8% | 0.20% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.6% | 0.11% | +0.00 |
| XLE SS Energy Select Sector | Reduce -6.2% | 0.11% | +0.01 |
| SPHY SS SPDR P High Yield ETF | Reduce -1.4% | 0.54% | +0.01 |
| JNJ Johnson & Johnson | Reduce -5.6% | 0.07% | +0.01 |
| NFLX Netflix Inc. | Reduce -0.8% | 0.11% | +0.01 |
| PAYX Paychex Inc. | Reduce -0.7% | 0.09% | +0.01 |
| IYF iShares US Financials ETF | Reduce -2.4% | 0.50% | +0.01 |
| TJX TJX Companies Inc. | Reduce -0.1% | 0.47% | +0.02 |
| MA Mastercard Inc. Class A | Reduce -1.7% | 0.60% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.7% | 1.00% | +0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| IPKW Invesco International Buybac | New | 0.39% | +0.39 |
| COST Costco Wholesale Corp. | Add +2.1% | 3.50% | +0.27 |
| IYZ iShares US Telecommunication | New | 0.23% | +0.23 |
| V Visa Inc. Class A | Add +0.3% | 1.48% | +0.19 |
| JPM JPMorgan Chase & Co. | Add +2.0% | 2.49% | +0.17 |
| UNH Unitedhealth Group Inc. | Add +2.7% | 1.92% | +0.16 |
| WM Waste Management Inc. | Add +1.8% | 0.89% | +0.15 |
| AAAU Goldman Sachs Physical Gold | Add +2.2% | 0.70% | +0.14 |
| DE Deere & Co. | Add +0.0% | 1.12% | +0.14 |
| MCD McDonald's Corp. | Add +1.1% | 1.14% | +0.12 |
| RSP Invesco S&P 500 Equal Weight | Add +137.9% | 0.18% | +0.10 |
| VXUS Vanguard Total Intl Stock | Add +0.0% | 1.07% | +0.08 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.7% | 3.04% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.2% | 2.37% | +0.07 |
| BALT Inn Defined Wealth Shield | New | 0.07% | +0.07 |
| STXF Strive 500 ETF | New | 0.07% | +0.07 |
| XSHQ Invesco S&P Smallcap Quality | New | 0.06% | +0.06 |
| AEP American Electric Power | New | 0.06% | +0.06 |
| SNY Sanofi-ADR | New | 0.06% | +0.06 |
| DGRW Wisdomtree U.S. Quality Divi | Add +4.0% | 1.14% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +5.7% | 0.55% | +0.06 |
| JPST JPMorgan Ultra-Short Income | Add +4.4% | 0.74% | +0.05 |
| LRCX Lam Research Corp. | Add +1.1% | 1.16% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +2.1% | 0.46% | +0.05 |
| SO The Southern Co. | Add +17.8% | 0.13% | +0.03 |
| PG The Procter & Gamble Co. | Add +21.9% | 0.14% | +0.03 |
| DON Wisdomtree US Midcap Dividen | Add +1.9% | 1.39% | +0.02 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +20.6% | 0.10% | +0.02 |
| XLP SS Consumer Staples Sel Sect | Add +1.1% | 0.26% | +0.02 |
| KLAC KLA Corp. | Add +3.4% | 0.11% | +0.01 |
| PJAN Innovator U.S. Equity Power | Add +0.5% | 0.63% | +0.01 |
| PMAR Innovator U.S. Equity Power | Add +8.1% | 0.08% | +0.01 |
| QCOM Qualcomm Inc. | Add +2.5% | 0.09% | +0.00 |
| COF Capital One Financial Corp. | Add +1.9% | 0.07% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.2% | 1.21% | +0.00 |
| IYJ iShares U.S. Industrials ETF | Add +0.1% | 0.48% | +0.00 |
| BLK BlackRock Inc. | Add +6.4% | 0.09% | +0.00 |
| LOW Lowe's Cos Inc. | Add +3.1% | 0.16% | +0.00 |
| PEG Public Service Enterprise GP | Add +0.1% | 0.06% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +1.4% | 0.58% | −0.00 |
| HD Home Depot Inc. | Add +2.5% | 0.95% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +7.0% | 0.11% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.5% | 1.08% | −0.01 |
| LMT Lockheed Martin Corp. | Add +2.3% | 0.33% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Add +6.3% | 0.72% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.6% | 0.79% | −0.02 |
| GSLC Goldman Activebeta US LC ETF | Add +0.8% | 2.85% | −0.03 |
| PANW Palo Alto Networks Inc. | Add +2.5% | 2.14% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.7% | 2.64% | −0.03 |
| TSLA Tesla Inc. | Add +7.6% | 0.09% | −0.04 |
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 |