Nikulski Financial, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Nikulski Financial, Inc. reported 153 stock positions worth $398.0 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 5.6% of the portfolio, followed by Apple (AAPL, 5.2%) and Amazon.com (AMZN, 4.1%). Compared with Q2 2025, it opened 14 new positions, sold out of 5, added to 60 and reduced 56. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale an exit from Salesforce (CRM).
- Most Recent 13F
- Q2 2026
- Location
- BETTENDORF, IA
- CIK
- 0001729847
- Portfolio Value
- $398.0M (Q3 2025)
- SEC Filing
- 0001729847-25-000006 ↗ filed Nov 5, 2025
Holdings Value
Holdings 153 stocks · $398.0M
| VIG Vanguard Dividend Apprec ETF | 5.63% | 103,790 | $22.4M | Reduce -1.6% |
| AAPL Apple Inc. | 5.22% | 81,628 | $20.8M | Add +1.0% |
| AMZN Amazon.com Inc. | 4.10% | 74,346 | $16.3M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 3.74% | 61,166 | $14.9M | Reduce -1.1% |
| NVDA Nvidia Corp. | 3.24% | 69,164 | $12.9M | Reduce -0.1% |
| MSFT Microsoft Corp. | 2.99% | 22,946 | $11.9M | Add +0.7% |
| COST Costco Wholesale Corp. | 2.96% | 12,713 | $11.8M | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 2.84% | 18,837 | $11.3M | Reduce -0.3% |
| GSLC Goldman Activebeta US LC ETF | 2.76% | 84,410 | $11.0M | Reduce -0.9% |
| SPHQ Invesco S&P 500 Quality ETF | 2.73% | 148,049 | $10.9M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 2.69% | 33,905 | $10.7M | Add +0.5% |
| ABBV Abbvie Inc. | 2.29% | 39,339 | $9.1M | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 2.26% | 44,176 | $9.0M | Add +4.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.21% | 29,995 | $8.8M | Reduce -2.0% |
| IJR iShares Core S&P Small-Cap E | 2.05% | 68,607 | $8.2M | Reduce -2.8% |
| CEG Constellation Energy | 1.76% | 21,278 | $7.0M | Add +0.4% |
| LRCX Lam Research Corp. | 1.73% | 51,341 | $6.9M | Reduce -1.6% |
| SCHA Schwab US Small-Cap ETF | 1.37% | 195,781 | $5.5M | Add +2.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.36% | 28,916 | $5.4M | Reduce -3.1% |
| AVGO Broadcom Inc. | 1.27% | 15,325 | $5.1M | Add +4.2% |
| V Visa Inc. Class A | 1.26% | 14,682 | $5.0M | Add +1.2% |
| DON Wisdomtree US Midcap Dividen | 1.22% | 93,151 | $4.9M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.16% | 6,920 | $4.6M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.10% | 8,725 | $4.4M | Add +5.2% |
| PAPR Innovator U.S. Equity Power | 1.04% | 107,595 | $4.1M | Reduce -1.9% |
| DGRW Wisdomtree U.S. Quality Divi | 1.03% | 45,920 | $4.1M | Reduce -2.2% |
| SCHD Schwab US DVD Equity ETF | 0.99% | 144,660 | $3.9M | Add +7.2% |
| DE Deere & Co. | 0.96% | 8,355 | $3.8M | Add +4.3% |
| HD Home Depot Inc. | 0.93% | 9,111 | $3.7M | Add +2.9% |
| MCD McDonald's Corp. | 0.92% | 12,064 | $3.7M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.92% | 11,100 | $3.6M | Reduce -12.0% |
| VXUS Vanguard Total Intl Stock | 0.90% | 48,767 | $3.6M | Reduce -11.1% |
| WMT Walmart Inc. | 0.90% | 34,733 | $3.6M | Add +0.7% |
| VIGI Vanguard Int Div App Indx FD | 0.86% | 38,113 | $3.4M | Reduce -10.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.82% | 25,028 | $3.2M | Reduce -5.3% |
| SCHG Schwab US Large-Cap Growth | 0.81% | 100,803 | $3.2M | Add +3.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.79% | 6,379 | $3.1M | Add +1.6% |
| IWF iShares Russell 1000 Growth | 0.78% | 6,639 | $3.1M | Reduce -1.1% |
| AAAU Goldman Sachs Physical Gold | 0.76% | 79,711 | $3.0M | Add +4.2% |
| WM Waste Management Inc. | 0.76% | 13,675 | $3.0M | Add +4.3% |
| ALL Allstate Corp. | 0.76% | 14,030 | $3.0M | Reduce -4.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.75% | 14,316 | $3.0M | Add +0.1% |
| IPKW Invesco International Buybac | 0.73% | 55,053 | $2.9M | Add +29.3% |
| BND Vanguard Total Bond Market | 0.71% | 38,246 | $2.8M | Reduce -2.8% |
| GS Goldman Sachs Group Inc. | 0.67% | 3,338 | $2.7M | Reduce -2.3% |
| DLR Digital Realty Trust Inc. | 0.66% | 15,301 | $2.6M | Add +1.7% |
| LLY Eli Lilly & Co. | 0.66% | 3,464 | $2.6M | Add +3.1% |
| JPST JPMorgan Ultra-Short Income | 0.64% | 50,450 | $2.6M | Add +1.2% |
| IJH iShares Core S&P Midcap ETF | 0.57% | 34,477 | $2.2M | Reduce -6.8% |
| PJAN Innovator U.S. Equity Power | 0.56% | 48,280 | $2.2M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.52% | 14,403 | $2.1M | Add +5.8% |
| MA Mastercard Inc. Class A | 0.52% | 3,607 | $2.1M | No change |
| VEA Vanguard Ftse Developed ETF | 0.48% | 32,016 | $1.9M | Add +3.4% |
| SPHY SS SPDR P High Yield ETF | 0.47% | 78,788 | $1.9M | Add +1.8% |
| MAR Marriott International Class A | 0.47% | 7,129 | $1.9M | Reduce -0.3% |
| SPLV Invesco S&P 500 Low Volatili | 0.46% | 25,096 | $1.8M | Reduce -3.7% |
| LMT Lockheed Martin Corp. | 0.42% | 3,327 | $1.7M | Add +11.1% |
| IYW iShares Ustechnology ETF | 0.40% | 8,198 | $1.6M | Reduce -4.3% |
| IGM iShares Expanded Tech Sector | 0.40% | 12,727 | $1.6M | Reduce -1.9% |
| SE Sea Ltd.-ADR | 0.40% | 8,867 | $1.6M | New |
| NOBL Proshares S&P 500 Dividend A | 0.39% | 15,145 | $1.6M | Add +0.6% |
| IGV iShares Expanded Tech-Softwa | 0.37% | 12,789 | $1.5M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.37% | 2,001 | $1.5M | Reduce -2.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.36% | 30,619 | $1.4M | Reduce -2.6% |
| IYZ iShares US Telecommunication | 0.35% | 43,196 | $1.4M | Reduce -0.2% |
| ABT Abbott Laboratories | 0.35% | 10,352 | $1.4M | Add +4.0% |
| IYF iShares US Financials ETF | 0.34% | 10,613 | $1.3M | Reduce -0.2% |
| IYJ iShares U.S. Industrials ETF | 0.33% | 9,066 | $1.3M | Reduce -0.9% |
| IUSG iShares Core S&P U.S. Growth | 0.33% | 8,033 | $1.3M | Reduce -12.5% |
| QUAL iShares MSCI USA Quality Fac | 0.32% | 6,574 | $1.3M | Reduce -4.0% |
| SMH Vaneck Semiconductor ETF | 0.32% | 3,883 | $1.3M | Add +72.4% |
| IDU iShares US Utilities ETF | 0.32% | 11,363 | $1.3M | No change |
| SHW The Sherwin-Williams Co. | 0.31% | 3,578 | $1.2M | Reduce -2.5% |
| SYK Stryker Corp. | 0.31% | 3,343 | $1.2M | Add +64.9% |
| TSLA Tesla Inc. | 0.29% | 2,577 | $1.1M | Add +65.4% |
| VT Vanguard Tot World STK ETF | 0.29% | 8,234 | $1.1M | Reduce -0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.28% | 14,175 | $1.1M | Reduce -0.1% |
| AVAV Aerovironment Inc. | 0.28% | 3,514 | $1.1M | New |
| XLP SS Consumer Staples Sel Sect | 0.28% | 14,049 | $1.1M | Add +9.1% |
| IYK iShares US Consumer Staples | 0.27% | 15,993 | $1.1M | Add +0.4% |
| BKLN Invesco Senior Loan ETF | 0.26% | 48,764 | $1.0M | Add +10.7% |
| HOOD Robinhood Markets Inc. Class A | 0.25% | 6,885 | $986K | Add +75.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.24% | 11,935 | $963K | Reduce -10.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.24% | 28,389 | $947K | Add +39.6% |
| PJUL Innovator U.S. Equity Power | 0.21% | 18,375 | $838K | Add +12.2% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 4,207 | $767K | New |
| AMGN Amgen Inc. | 0.19% | 2,613 | $737K | Add +0.7% |
| XOP SS SPDR S&P Og Exp & Prod | 0.18% | 5,533 | $731K | Add +87.9% |
| NXPI NXP Semiconductors NV | 0.18% | 3,188 | $726K | Reduce -6.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.18% | 6,475 | $716K | Reduce -9.9% |
| XMMO Invesco S&P Midcap Momentum | 0.18% | 5,196 | $703K | Add +103.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.18% | 3,989 | $697K | Add +13.7% |
| HYD Vaneck High Yield Muni ETF | 0.17% | 13,222 | $673K | Add +8.0% |
| NFLX Netflix Inc. | 0.17% | 557 | $668K | Add +27.5% |
| PFIG Invesco Fundamental Investme | 0.17% | 27,330 | $662K | Add +93.6% |
| LAPR Innov PR Inc. 15 B ETF - Apr | 0.16% | 25,575 | $643K | Reduce -1.0% |
| PJUN Innovator U.S. Equity Power | 0.16% | 15,320 | $630K | Reduce -0.7% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 3,232 | $613K | Reduce -7.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 2,180 | $609K | Add +0.7% |
| KLAC KLA Corp. | 0.15% | 561 | $605K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| CRM Salesforce Inc. | Sold out | 0.00% | −0.73 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.6% | 5.63% | −0.28 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -1.9% | 2.73% | −0.22 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.21 |
| VIGI Vanguard Int Div App Indx FD | Reduce -10.7% | 0.86% | −0.20 |
| VXUS Vanguard Total Intl Stock | Reduce -11.1% | 0.90% | −0.14 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -12.0% | 0.92% | −0.13 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.0% | 2.21% | −0.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.1% | 1.36% | −0.09 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.09 |
| PAPR Innovator U.S. Equity Power | Reduce -1.9% | 1.04% | −0.08 |
| BND Vanguard Total Bond Market | Reduce -2.8% | 0.71% | −0.08 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -5.3% | 0.82% | −0.08 |
| MAR Marriott International Class A | Reduce -0.3% | 0.47% | −0.07 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.9% | 2.76% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.8% | 2.05% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.8% | 0.57% | −0.06 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.06 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -3.7% | 0.46% | −0.06 |
| DON Wisdomtree US Midcap Dividen | Reduce -0.2% | 1.22% | −0.06 |
| ALL Allstate Corp. | Reduce -4.7% | 0.76% | −0.05 |
| BSCT Invesco Bulletshares 2029 CB | Sold out | 0.00% | −0.05 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -2.2% | 1.03% | −0.05 |
| IUSG iShares Core S&P U.S. Growth | Reduce -12.5% | 0.33% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -2.0% | 0.37% | −0.04 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -19.0% | 0.11% | −0.04 |
| SHW The Sherwin-Williams Co. | Reduce -2.5% | 0.31% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.6% | 1.16% | −0.03 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -10.2% | 0.24% | −0.03 |
| PJAN Innovator U.S. Equity Power | Reduce -0.3% | 0.56% | −0.03 |
| IYJ iShares U.S. Industrials ETF | Reduce -0.9% | 0.33% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -17.0% | 0.11% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -4.0% | 0.32% | −0.02 |
| NXPI NXP Semiconductors NV | Reduce -6.3% | 0.18% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -7.0% | 0.15% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -3.7% | 0.10% | −0.02 |
| LAPR Innov PR Inc. 15 B ETF - Apr | Reduce -1.0% | 0.16% | −0.02 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -9.9% | 0.18% | −0.02 |
| IGV iShares Expanded Tech-Softwa | Reduce -0.4% | 0.37% | −0.02 |
| IUSV iShares Core S&P U.S. Value | Reduce -15.8% | 0.07% | −0.02 |
| IYF iShares US Financials ETF | Reduce -0.2% | 0.34% | −0.01 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -6.1% | 0.08% | −0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -2.6% | 0.36% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.3% | 2.84% | −0.01 |
| PJUN Innovator U.S. Equity Power | Reduce -0.7% | 0.16% | −0.01 |
| GLD SPDR Gold Shares | Reduce -14.6% | 0.08% | −0.01 |
| POCT Innovator U.S. Equity Power | Reduce -1.0% | 0.13% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -0.6% | 0.29% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.6% | 0.14% | −0.01 |
| FDX FedEx Corp. | Reduce -2.7% | 0.05% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +1.0% | 5.22% | +0.68 |
| SE Sea Ltd.-ADR | New | 0.40% | +0.40 |
| AVAV Aerovironment Inc. | New | 0.28% | +0.28 |
| PLTR Palantir Technologies Inc. Class A | New | 0.19% | +0.19 |
| IPKW Invesco International Buybac | Add +29.3% | 0.73% | +0.16 |
| AVGO Broadcom Inc. | Add +4.2% | 1.27% | +0.16 |
| TSLA Tesla Inc. | Add +65.4% | 0.29% | +0.15 |
| HOOD Robinhood Markets Inc. Class A | Add +75.3% | 0.25% | +0.15 |
| SMH Vaneck Semiconductor ETF | Add +72.4% | 0.32% | +0.15 |
| ISRG Intuitive Surgical Inc. | New | 0.12% | +0.12 |
| SYK Stryker Corp. | Add +64.9% | 0.31% | +0.09 |
| XMMO Invesco S&P Midcap Momentum | Add +103.7% | 0.18% | +0.09 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.09% | +0.09 |
| XOP SS SPDR S&P Og Exp & Prod | Add +87.9% | 0.18% | +0.08 |
| AAAU Goldman Sachs Physical Gold | Add +4.2% | 0.76% | +0.08 |
| PFIG Invesco Fundamental Investme | Add +93.6% | 0.17% | +0.07 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +39.6% | 0.24% | +0.07 |
| GOOG Alphabet Inc. Class C | New | 0.07% | +0.07 |
| TJX TJX Companies Inc. | Add +5.8% | 0.52% | +0.06 |
| VUSB Vanguard Ultra Short Bond Et | New | 0.06% | +0.06 |
| JNJ Johnson & Johnson | New | 0.06% | +0.06 |
| TFC Truist Financial Corp. | New | 0.05% | +0.05 |
| RY Royal Bank of Canada | New | 0.05% | +0.05 |
| MDT Medtronic PLC | New | 0.05% | +0.05 |
| ENB Enbridge Inc. | New | 0.05% | +0.05 |
| PSEP Innovator U.S. Equity Power | New | 0.05% | +0.05 |
| KAPR Innovator U.S. Small Cap Pow | New | 0.05% | +0.05 |
| SCHA Schwab US Small-Cap ETF | Add +2.0% | 1.37% | +0.04 |
| XLY SS Consumer Disc Select Sect | Add +61.8% | 0.11% | +0.04 |
| HD Home Depot Inc. | Add +2.9% | 0.93% | +0.04 |
| LMT Lockheed Martin Corp. | Add +11.1% | 0.42% | +0.04 |
| GLW Corning Inc. | Add +4.6% | 0.09% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Add +3.7% | 0.81% | +0.03 |
| FCX Freeport-McMoran Inc. | Add +69.0% | 0.08% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.7% | 0.15% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +13.7% | 0.18% | +0.02 |
| XLF SS Financial Select Sector | Add +24.6% | 0.10% | +0.01 |
| PJUL Innovator U.S. Equity Power | Add +12.2% | 0.21% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +7.2% | 0.99% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 2.69% | +0.01 |
| NFLX Netflix Inc. | Add +27.5% | 0.17% | +0.01 |
| PAUG Innovator U.S. Equity Power | Add +10.8% | 0.11% | +0.01 |
| BKLN Invesco Senior Loan ETF | Add +10.7% | 0.26% | +0.00 |
| SO The Southern Co. | Add +8.0% | 0.13% | +0.00 |
| STXG Strive 1000 Growth ETF | Add +3.2% | 0.07% | +0.00 |
| HYD Vaneck High Yield Muni ETF | Add +8.0% | 0.17% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.2% | 1.10% | −0.00 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +0.3% | 0.07% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +3.4% | 0.48% | −0.00 |
| XSHQ Invesco S&P Smallcap Quality | Add +0.1% | 0.11% | −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 |