Nikulski Financial, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), Nikulski Financial, Inc. reported 144 stock positions worth $365.2 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 5.9% of the portfolio, followed by Apple (AAPL, 4.5%) and Amazon.com (AMZN, 4.4%). Compared with Q1 2025, it opened 15 new positions, sold out of 8, added to 63 and reduced 50. The biggest buy was Nvidia (NVDA, shares +8%) and the biggest sale an exit from Unitedhealth (UNH).
- Most Recent 13F
- Q2 2026
- Location
- BETTENDORF, IA
- CIK
- 0001729847
- Portfolio Value
- $365.2M (Q2 2025)
- SEC Filing
- 0001729847-25-000004 ↗ filed Aug 15, 2025
Holdings Value
Holdings 144 stocks · $365.2M
| VIG Vanguard Dividend Apprec ETF | 5.91% | 105,523 | $21.6M | Reduce -0.2% |
| AAPL Apple Inc. | 4.54% | 80,807 | $16.6M | Add +3.7% |
| AMZN Amazon.com Inc. | 4.41% | 73,426 | $16.1M | Add +3.9% |
| COST Costco Wholesale Corp. | 3.40% | 12,532 | $12.4M | Add +2.3% |
| MSFT Microsoft Corp. | 3.10% | 22,786 | $11.3M | Add +8.3% |
| NVDA Nvidia Corp. | 3.00% | 69,265 | $10.9M | Add +8.0% |
| GOOGL Alphabet Inc. Class A | 2.98% | 61,861 | $10.9M | Add +5.7% |
| SPHQ Invesco S&P 500 Quality ETF | 2.95% | 150,962 | $10.8M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 2.85% | 18,884 | $10.4M | Add +1.6% |
| GSLC Goldman Activebeta US LC ETF | 2.83% | 85,177 | $10.3M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 2.68% | 33,751 | $9.8M | Add +0.6% |
| PANW Palo Alto Networks Inc. | 2.37% | 42,296 | $8.7M | Add +1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.35% | 30,616 | $8.6M | Add +0.9% |
| IJR iShares Core S&P Small-Cap E | 2.11% | 70,589 | $7.7M | Reduce -6.7% |
| ABBV Abbvie Inc. | 2.02% | 39,671 | $7.4M | Add +2.0% |
| CEG Constellation Energy | 1.87% | 21,201 | $6.8M | Add +5.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.44% | 29,846 | $5.3M | Reduce -1.4% |
| V Visa Inc. Class A | 1.41% | 14,507 | $5.2M | Add +3.7% |
| LRCX Lam Research Corp. | 1.39% | 52,168 | $5.1M | Reduce -1.1% |
| SCHA Schwab US Small-Cap ETF | 1.33% | 191,864 | $4.9M | Add +6.1% |
| DON Wisdomtree US Midcap Dividen | 1.28% | 93,319 | $4.7M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.19% | 7,032 | $4.3M | Reduce -1.4% |
| PAPR Innovator U.S. Equity Power | 1.12% | 109,674 | $4.1M | Add +0.1% |
| DE Deere & Co. | 1.12% | 8,013 | $4.1M | Add +1.5% |
| AVGO Broadcom Inc. | 1.11% | 14,710 | $4.1M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.10% | 8,294 | $4.0M | Add +8.6% |
| DGRW Wisdomtree U.S. Quality Divi | 1.08% | 46,932 | $3.9M | Reduce -0.4% |
| VIGI Vanguard Int Div App Indx FD | 1.05% | 42,685 | $3.8M | Reduce -4.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.05% | 12,618 | $3.8M | Reduce -3.0% |
| VXUS Vanguard Total Intl Stock | 1.04% | 54,831 | $3.8M | Reduce -4.0% |
| SCHD Schwab US DVD Equity ETF | 0.98% | 134,972 | $3.6M | Add +13.9% |
| MCD McDonald's Corp. | 0.96% | 11,954 | $3.5M | Reduce -1.1% |
| WMT Walmart Inc. | 0.92% | 34,508 | $3.4M | Add +1.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.89% | 26,423 | $3.3M | Reduce -7.8% |
| HD Home Depot Inc. | 0.89% | 8,851 | $3.2M | Add +3.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.88% | 6,280 | $3.2M | Add +20.9% |
| WM Waste Management Inc. | 0.82% | 13,108 | $3.0M | Add +3.1% |
| ALL Allstate Corp. | 0.81% | 14,721 | $3.0M | Add +0.7% |
| BND Vanguard Total Bond Market | 0.79% | 39,352 | $2.9M | Reduce -0.9% |
| IWF iShares Russell 1000 Growth | 0.78% | 6,712 | $2.8M | Reduce -2.1% |
| SCHG Schwab US Large-Cap Growth | 0.78% | 97,240 | $2.8M | Add +2.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.76% | 14,303 | $2.8M | Add +1.6% |
| CRM Salesforce Inc. | 0.73% | 9,754 | $2.7M | Reduce -1.9% |
| DLR Digital Realty Trust Inc. | 0.72% | 15,051 | $2.6M | Add +1.1% |
| LLY Eli Lilly & Co. | 0.72% | 3,361 | $2.6M | Add +12.8% |
| JPST JPMorgan Ultra-Short Income | 0.69% | 49,842 | $2.5M | Add +3.5% |
| AAAU Goldman Sachs Physical Gold | 0.68% | 76,467 | $2.5M | Add +2.6% |
| GS Goldman Sachs Group Inc. | 0.66% | 3,418 | $2.4M | Reduce -2.6% |
| IJH iShares Core S&P Midcap ETF | 0.63% | 36,978 | $2.3M | Reduce -6.3% |
| PJAN Innovator U.S. Equity Power | 0.58% | 48,430 | $2.1M | Reduce -4.2% |
| IPKW Invesco International Buybac | 0.57% | 42,577 | $2.1M | Add +50.4% |
| MA Mastercard Inc. Class A | 0.56% | 3,607 | $2.0M | Reduce -1.0% |
| MAR Marriott International Class A | 0.53% | 7,149 | $2.0M | Reduce -1.5% |
| SPLV Invesco S&P 500 Low Volatili | 0.52% | 26,070 | $1.9M | Reduce -1.0% |
| SPHY SS SPDR P High Yield ETF | 0.50% | 77,382 | $1.8M | Add +1.6% |
| VEA Vanguard Ftse Developed ETF | 0.48% | 30,963 | $1.8M | Add +2.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 13,615 | $1.7M | Add +7.3% |
| NOBL Proshares S&P 500 Dividend A | 0.41% | 15,049 | $1.5M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.41% | 2,041 | $1.5M | Reduce -0.1% |
| IYW iShares Ustechnology ETF | 0.41% | 8,565 | $1.5M | Reduce -23.1% |
| IGM iShares Expanded Tech Sector | 0.40% | 12,968 | $1.5M | Reduce -24.6% |
| IGV iShares Expanded Tech-Softwa | 0.39% | 12,845 | $1.4M | Reduce -26.5% |
| LMT Lockheed Martin Corp. | 0.38% | 2,994 | $1.4M | Add +23.9% |
| IUSG iShares Core S&P U.S. Growth | 0.38% | 9,176 | $1.4M | Add +0.0% |
| ABT Abbott Laboratories | 0.37% | 9,952 | $1.4M | Add +1.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.37% | 31,452 | $1.3M | Reduce -3.0% |
| IYJ iShares U.S. Industrials ETF | 0.36% | 9,153 | $1.3M | Reduce -25.7% |
| IYZ iShares US Telecommunication | 0.35% | 43,289 | $1.3M | Add +58.4% |
| IYF iShares US Financials ETF | 0.35% | 10,633 | $1.3M | Reduce -27.8% |
| SHW The Sherwin-Williams Co. | 0.34% | 3,668 | $1.3M | Reduce -0.7% |
| QUAL iShares MSCI USA Quality Fac | 0.34% | 6,850 | $1.3M | Add +0.0% |
| IDU iShares US Utilities ETF | 0.33% | 11,363 | $1.2M | New |
| IYK iShares US Consumer Staples | 0.31% | 15,935 | $1.1M | New |
| VT Vanguard Tot World STK ETF | 0.29% | 8,283 | $1.1M | Reduce -0.1% |
| XLP SS Consumer Staples Sel Sect | 0.29% | 12,877 | $1.0M | Add +20.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.28% | 14,197 | $1.0M | Reduce -1.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.27% | 13,290 | $995K | Reduce -9.3% |
| BKLN Invesco Senior Loan ETF | 0.25% | 44,070 | $922K | Add +19.1% |
| SYK Stryker Corp. | 0.22% | 2,027 | $802K | New |
| ADBE Adobe Inc. | 0.21% | 1,994 | $771K | Reduce -2.5% |
| NXPI NXP Semiconductors NV | 0.20% | 3,403 | $744K | Reduce -0.9% |
| AMGN Amgen Inc. | 0.20% | 2,596 | $725K | Reduce -2.8% |
| PJUL Innovator U.S. Equity Power | 0.20% | 16,375 | $718K | Add +0.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.20% | 7,185 | $715K | Reduce -3.4% |
| LAPR Innov PR Inc. 15 B ETF - Apr | 0.18% | 25,825 | $648K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 3,476 | $632K | Add +2.2% |
| SMH Vaneck Semiconductor ETF | 0.17% | 2,252 | $628K | New |
| HYD Vaneck High Yield Muni ETF | 0.17% | 12,240 | $615K | Add +6.1% |
| PJUN Innovator U.S. Equity Power | 0.17% | 15,420 | $613K | Add +30.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.17% | 20,332 | $613K | Add +61.1% |
| NFLX Netflix Inc. | 0.16% | 437 | $585K | Add +14.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.16% | 3,510 | $577K | Add +71.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 2,264 | $537K | Reduce -2.2% |
| BSCP Invesco Bulletshares 2025 CB | 0.15% | 25,731 | $532K | Reduce -11.0% |
| POCT Innovator U.S. Equity Power | 0.14% | 12,335 | $509K | Reduce -0.2% |
| VNQ Vanguard Real Estate ETF | 0.14% | 5,659 | $504K | Add +16.0% |
| KLAC KLA Corp. | 0.14% | 561 | $502K | Add +1.3% |
| TSLA Tesla Inc. | 0.14% | 1,558 | $495K | Add +38.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 2,164 | $490K | Add +0.9% |
| LOW Lowe's Cos Inc. | 0.13% | 2,205 | $489K | Reduce -0.8% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −1.92 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 5.91% | −0.28 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.7% | 2.11% | −0.28 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.26 |
| MCD McDonald's Corp. | Reduce -1.1% | 0.96% | −0.18 |
| IYF iShares US Financials ETF | Reduce -27.8% | 0.35% | −0.15 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -7.8% | 0.89% | −0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.4% | 1.44% | −0.14 |
| IYJ iShares U.S. Industrials ETF | Reduce -25.7% | 0.36% | −0.13 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.12 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -0.3% | 2.95% | −0.09 |
| BND Vanguard Total Bond Market | Reduce -0.9% | 0.79% | −0.09 |
| X United States Steel Corp. | Sold out | 0.00% | −0.09 |
| IGV iShares Expanded Tech-Softwa | Reduce -26.5% | 0.39% | −0.08 |
| CRM Salesforce Inc. | Reduce -1.9% | 0.73% | −0.08 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -1.0% | 0.52% | −0.08 |
| IGM iShares Expanded Tech Sector | Reduce -24.6% | 0.40% | −0.07 |
| VIGI Vanguard Int Div App Indx FD | Reduce -4.8% | 1.05% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.3% | 0.63% | −0.07 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.07 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.07 |
| IYW iShares Ustechnology ETF | Reduce -23.1% | 0.41% | −0.07 |
| AEP American Electric Power | Sold out | 0.00% | −0.06 |
| SNY Sanofi-ADR | Sold out | 0.00% | −0.06 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -0.4% | 1.08% | −0.06 |
| AMGN Amgen Inc. | Reduce -2.8% | 0.20% | −0.05 |
| PJAN Innovator U.S. Equity Power | Reduce -4.2% | 0.58% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 0.56% | −0.05 |
| SHW The Sherwin-Williams Co. | Reduce -0.7% | 0.34% | −0.04 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -11.0% | 0.15% | −0.04 |
| VXUS Vanguard Total Intl Stock | Reduce -4.0% | 1.04% | −0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -3.0% | 0.37% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.0% | 1.05% | −0.03 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -9.3% | 0.27% | −0.03 |
| ADBE Adobe Inc. | Reduce -2.5% | 0.21% | −0.03 |
| DVY iShares Select Dividend ETF | Reduce -6.5% | 0.13% | −0.03 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.7% | 2.83% | −0.02 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -3.4% | 0.20% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 0.13% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.12% | −0.02 |
| XLE SS Energy Select Sector | Reduce -1.9% | 0.09% | −0.02 |
| IUSV iShares Core S&P U.S. Value | Reduce -11.3% | 0.08% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.4% | 1.19% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.2% | 0.15% | −0.01 |
| POCT Innovator U.S. Equity Power | Reduce -0.2% | 0.14% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -0.5% | 0.08% | −0.01 |
| PEG Public Service Enterprise GP | Reduce -0.7% | 0.06% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.5% | 0.28% | −0.00 |
| BLK BlackRock Inc. | Reduce -2.3% | 0.08% | −0.00 |
| VT Vanguard Tot World STK ETF | Reduce -0.1% | 0.29% | +0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +8.0% | 3.00% | +0.89 |
| MSFT Microsoft Corp. | Add +8.3% | 3.10% | +0.71 |
| CEG Constellation Energy | Add +5.4% | 1.87% | +0.65 |
| AVGO Broadcom Inc. | Add +1.4% | 1.11% | +0.38 |
| AMZN Amazon.com Inc. | Add +3.9% | 4.41% | +0.35 |
| IDU iShares US Utilities ETF | New | 0.33% | +0.33 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +20.9% | 0.88% | +0.32 |
| IYK iShares US Consumer Staples | New | 0.31% | +0.31 |
| GOOGL Alphabet Inc. Class A | Add +5.7% | 2.98% | +0.25 |
| PANW Palo Alto Networks Inc. | Add +1.8% | 2.37% | +0.23 |
| SYK Stryker Corp. | New | 0.22% | +0.22 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.6% | 2.85% | +0.22 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 2.68% | +0.19 |
| IPKW Invesco International Buybac | Add +50.4% | 0.57% | +0.18 |
| SMH Vaneck Semiconductor ETF | New | 0.17% | +0.17 |
| IYZ iShares US Telecommunication | Add +58.4% | 0.35% | +0.13 |
| XOP SS SPDR S&P Og Exp & Prod | New | 0.10% | +0.10 |
| HOOD Robinhood Markets Inc. Class A | New | 0.10% | +0.10 |
| PFIG Invesco Fundamental Investme | New | 0.09% | +0.09 |
| XMMO Invesco S&P Midcap Momentum | New | 0.09% | +0.09 |
| XMHQ Invesco S&P Midcap Qual ETF | New | 0.08% | +0.08 |
| DLR Digital Realty Trust Inc. | Add +1.1% | 0.72% | +0.07 |
| STXG Strive 1000 Growth ETF | New | 0.07% | +0.07 |
| XLY SS Consumer Disc Select Sect | New | 0.07% | +0.07 |
| GLW Corning Inc. | New | 0.06% | +0.06 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +61.1% | 0.17% | +0.06 |
| EFA iShares MSCI Eafe ETF | New | 0.06% | +0.06 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +71.4% | 0.16% | +0.06 |
| SCHG Schwab US Large-Cap Growth | Add +2.2% | 0.78% | +0.06 |
| FCX Freeport-McMoran Inc. | New | 0.06% | +0.06 |
| LMT Lockheed Martin Corp. | Add +23.9% | 0.38% | +0.05 |
| BSCT Invesco Bulletshares 2029 CB | New | 0.05% | +0.05 |
| XSHQ Invesco S&P Smallcap Quality | Add +95.3% | 0.12% | +0.05 |
| NFLX Netflix Inc. | Add +14.4% | 0.16% | +0.05 |
| SCHA Schwab US Small-Cap ETF | Add +6.1% | 1.33% | +0.05 |
| TSLA Tesla Inc. | Add +38.1% | 0.14% | +0.05 |
| PJUN Innovator U.S. Equity Power | Add +30.1% | 0.17% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.9% | 0.13% | +0.03 |
| IUSG iShares Core S&P U.S. Growth | Add +0.0% | 0.38% | +0.03 |
| KLAC KLA Corp. | Add +1.3% | 0.14% | +0.02 |
| XLP SS Consumer Staples Sel Sect | Add +20.8% | 0.29% | +0.02 |
| WMT Walmart Inc. | Add +1.4% | 0.92% | +0.02 |
| BKLN Invesco Senior Loan ETF | Add +19.1% | 0.25% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +2.7% | 0.48% | +0.02 |
| XLF SS Financial Select Sector | Add +27.5% | 0.08% | +0.01 |
| STXF Strive 500 ETF | Add +20.9% | 0.08% | +0.01 |
| COF Capital One Financial Corp. | Add +4.6% | 0.08% | +0.01 |
| EXC Exelon Corp. | Add +26.0% | 0.10% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +16.0% | 0.14% | +0.00 |
| BALT Inn Defined Wealth Shield | Add +10.3% | 0.07% | +0.00 |
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 |