Nikulski Financial, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Nikulski Financial, Inc. reported 166 stock positions worth $418.3 million. Its top holding was Apple (AAPL) at 5.4% of the portfolio, followed by Alphabet Class A (GOOGL, 4.3%) and Vanguard Dividend Apprec ETF (VIG, 4.3%). Compared with Q3 2025, it opened 30 new positions, sold out of 17, added to 59 and reduced 75. The biggest buy was Invesco International Buybac (IPKW, shares +113%) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- BETTENDORF, IA
- CIK
- 0001729847
- Portfolio Value
- $418.3M (Q4 2025)
- SEC Filing
- 0001729847-26-000001 ↗ filed Jan 15, 2026
Holdings Value
Holdings 166 stocks · $418.3M
| AAPL Apple Inc. | 5.39% | 82,969 | $22.6M | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 4.32% | 57,788 | $18.1M | Reduce -5.5% |
| VIG Vanguard Dividend Apprec ETF | 4.31% | 81,954 | $18.0M | Reduce -21.0% |
| AMZN Amazon.com Inc. | 4.23% | 76,562 | $17.7M | Add +3.0% |
| MSFT Microsoft Corp. | 3.26% | 28,197 | $13.6M | Add +22.9% |
| NVDA Nvidia Corp. | 2.96% | 66,284 | $12.4M | Reduce -4.2% |
| COST Costco Wholesale Corp. | 2.85% | 13,824 | $11.9M | Add +8.7% |
| JPM JPMorgan Chase & Co. | 2.59% | 33,684 | $10.9M | Reduce -0.7% |
| ABBV Abbvie Inc. | 2.10% | 38,524 | $8.8M | Reduce -2.1% |
| PANW Palo Alto Networks Inc. | 2.10% | 47,585 | $8.8M | Add +7.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.98% | 13,465 | $8.3M | Reduce -28.5% |
| SPHQ Invesco S&P 500 Quality ETF | 1.81% | 100,765 | $7.6M | Reduce -31.9% |
| GSLC Goldman Activebeta US LC ETF | 1.79% | 56,601 | $7.5M | Reduce -33.0% |
| IJR iShares Core S&P Small-Cap E | 1.79% | 62,242 | $7.5M | Reduce -9.3% |
| LRCX Lam Research Corp. | 1.71% | 41,818 | $7.2M | Reduce -18.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.64% | 23,661 | $6.9M | Reduce -21.1% |
| CEG Constellation Energy | 1.63% | 19,280 | $6.8M | Reduce -9.4% |
| IPKW Invesco International Buybac | 1.56% | 117,436 | $6.5M | Add +113.3% |
| V Visa Inc. Class A | 1.34% | 16,040 | $5.6M | Add +9.3% |
| AVGO Broadcom Inc. | 1.30% | 15,654 | $5.4M | Add +2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.26% | 10,460 | $5.3M | Add +19.9% |
| SCHA Schwab US Small-Cap ETF | 1.25% | 184,249 | $5.2M | Reduce -5.9% |
| LLY Eli Lilly & Co. | 1.24% | 4,829 | $5.2M | Add +39.4% |
| DE Deere & Co. | 1.23% | 11,015 | $5.1M | Add +31.8% |
| DON Wisdomtree US Midcap Dividen | 1.08% | 87,361 | $4.5M | Reduce -6.2% |
| MCD McDonald's Corp. | 1.07% | 14,651 | $4.5M | Add +21.4% |
| SMH Vaneck Semiconductor ETF | 1.03% | 12,020 | $4.3M | Add +209.6% |
| SCHD Schwab US DVD Equity ETF | 0.99% | 151,584 | $4.2M | Add +4.8% |
| WMT Walmart Inc. | 0.97% | 36,266 | $4.0M | Add +4.4% |
| WM Waste Management Inc. | 0.91% | 17,338 | $3.8M | Add +26.8% |
| HD Home Depot Inc. | 0.87% | 10,611 | $3.7M | Add +16.5% |
| PAPR Innovator U.S. Equity Power | 0.86% | 91,998 | $3.6M | Reduce -14.5% |
| AAAU Goldman Sachs Physical Gold | 0.84% | 82,380 | $3.5M | Add +3.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.79% | 4,874 | $3.3M | Reduce -29.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.79% | 17,290 | $3.3M | Reduce -40.2% |
| XMMO Invesco S&P Midcap Momentum | 0.78% | 23,687 | $3.3M | Add +355.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.78% | 6,939 | $3.3M | Add +8.8% |
| TSLA Tesla Inc. | 0.77% | 7,157 | $3.2M | Add +177.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.73% | 23,078 | $3.0M | Reduce -7.8% |
| JPST JPMorgan Ultra-Short Income | 0.70% | 58,199 | $2.9M | Add +15.4% |
| PLTR Palantir Technologies Inc. Class A | 0.70% | 16,360 | $2.9M | Add +288.9% |
| ALL Allstate Corp. | 0.69% | 13,906 | $2.9M | Reduce -0.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.69% | 32,379 | $2.9M | Reduce -29.5% |
| NFLX Netflix Inc. | 0.66% | 29,310 | $2.7M | Add +426.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 7,928 | $2.7M | Reduce -28.6% |
| SHLD Global X Defense Tech ETF | 0.63% | 40,900 | $2.7M | New |
| IWF iShares Russell 1000 Growth | 0.61% | 5,370 | $2.5M | Reduce -19.1% |
| LMT Lockheed Martin Corp. | 0.60% | 5,226 | $2.5M | Add +57.1% |
| VIGI Vanguard Int Div App Indx FD | 0.60% | 27,550 | $2.5M | Reduce -27.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.60% | 16,380 | $2.5M | Add +13.7% |
| HOOD Robinhood Markets Inc. Class A | 0.60% | 22,111 | $2.5M | Add +221.2% |
| SYK Stryker Corp. | 0.60% | 7,113 | $2.5M | Add +112.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.57% | 11,271 | $2.4M | Reduce -21.3% |
| GS Goldman Sachs Group Inc. | 0.56% | 2,668 | $2.3M | Reduce -20.1% |
| SCHG Schwab US Large-Cap Growth | 0.56% | 71,812 | $2.3M | Reduce -28.8% |
| DLR Digital Realty Trust Inc. | 0.55% | 14,866 | $2.3M | Reduce -2.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.54% | 69,269 | $2.3M | Add +144.0% |
| AVAV Aerovironment Inc. | 0.52% | 9,062 | $2.2M | Add +157.9% |
| VXUS Vanguard Total Intl Stock | 0.52% | 28,685 | $2.2M | Reduce -41.2% |
| BND Vanguard Total Bond Market | 0.49% | 27,746 | $2.1M | Reduce -27.4% |
| SPHY SS SPDR P High Yield ETF | 0.48% | 84,653 | $2.0M | Add +7.4% |
| XOP SS SPDR S&P Og Exp & Prod | 0.48% | 15,758 | $2.0M | Add +184.8% |
| PJAN Innovator U.S. Equity Power | 0.47% | 41,925 | $2.0M | Reduce -13.2% |
| FCX Freeport-McMoran Inc. | 0.47% | 38,741 | $2.0M | Add +375.1% |
| MAR Marriott International Class A | 0.46% | 6,162 | $1.9M | Reduce -13.6% |
| SE Sea Ltd.-ADR | 0.45% | 14,780 | $1.9M | Add +66.7% |
| BKLN Invesco Senior Loan ETF | 0.44% | 86,724 | $1.8M | Add +77.8% |
| PFIG Invesco Fundamental Investme | 0.42% | 71,805 | $1.7M | Add +162.7% |
| ABT Abbott Laboratories | 0.41% | 13,669 | $1.7M | Add +32.0% |
| MA Mastercard Inc. Class A | 0.39% | 2,869 | $1.6M | Reduce -20.5% |
| IYZ iShares US Telecommunication | 0.34% | 41,907 | $1.4M | Reduce -3.0% |
| IYF iShares US Financials ETF | 0.34% | 10,989 | $1.4M | Add +3.5% |
| SOXX iShares Semiconductor ETF | 0.33% | 4,518 | $1.4M | New |
| IGM iShares Expanded Tech Sector | 0.32% | 10,444 | $1.3M | Reduce -17.9% |
| IYW iShares Ustechnology ETF | 0.32% | 6,734 | $1.3M | Reduce -17.9% |
| IJH iShares Core S&P Midcap ETF | 0.31% | 19,904 | $1.3M | Reduce -42.3% |
| IGV iShares Expanded Tech-Softwa | 0.31% | 12,374 | $1.3M | Reduce -3.2% |
| IDU iShares US Utilities ETF | 0.31% | 11,929 | $1.3M | Add +5.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.31% | 7,204 | $1.3M | Add +80.6% |
| VEA Vanguard Ftse Developed ETF | 0.29% | 19,452 | $1.2M | Reduce -39.2% |
| NOBL Proshares S&P 500 Dividend A | 0.28% | 11,385 | $1.2M | Reduce -24.8% |
| SPLV Invesco S&P 500 Low Volatili | 0.28% | 16,445 | $1.2M | Reduce -34.5% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 14,362 | $1.2M | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.27% | 23,998 | $1.1M | Reduce -21.6% |
| SHW The Sherwin-Williams Co. | 0.27% | 3,443 | $1.1M | Reduce -3.8% |
| T AT&T Inc. | 0.25% | 42,166 | $1.0M | New |
| XLP SS Consumer Staples Sel Sect | 0.25% | 13,427 | $1.0M | Reduce -4.4% |
| VNQ Vanguard Real Estate ETF | 0.24% | 11,200 | $991K | Add +96.9% |
| META Meta Platforms Inc. Class A | 0.22% | 1,421 | $938K | Reduce -29.0% |
| CCJ Cameco Corp. | 0.22% | 10,160 | $930K | New |
| CAT Caterpillar Inc. | 0.22% | 1,618 | $927K | New |
| AMGN Amgen Inc. | 0.22% | 2,809 | $920K | Add +7.5% |
| ISRG Intuitive Surgical Inc. | 0.22% | 1,622 | $919K | Add +50.0% |
| HYD Vaneck High Yield Muni ETF | 0.21% | 17,357 | $887K | Add +31.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.20% | 10,212 | $843K | Reduce -14.4% |
| SO The Southern Co. | 0.19% | 9,311 | $812K | Add +69.8% |
| PJUL Innovator U.S. Equity Power | 0.19% | 17,290 | $803K | Reduce -5.9% |
| GOOG Alphabet Inc. Class C | 0.19% | 2,521 | $791K | Add +126.5% |
| IYJ iShares U.S. Industrials ETF | 0.18% | 5,150 | $763K | Reduce -43.2% |
| ENB Enbridge Inc. | 0.17% | 15,185 | $726K | Add +276.3% |
Portfolio Sells Q3 2025 → Q4 2025
| VIG Vanguard Dividend Apprec ETF | Reduce -21.0% | 4.31% | −1.32 |
| GSLC Goldman Activebeta US LC ETF | Reduce -33.0% | 1.79% | −0.97 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -31.9% | 1.81% | −0.92 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -28.5% | 1.98% | −0.86 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -21.1% | 1.64% | −0.57 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -40.2% | 0.79% | −0.57 |
| VXUS Vanguard Total Intl Stock | Reduce -41.2% | 0.52% | −0.38 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -29.6% | 0.79% | −0.36 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -29.5% | 0.69% | −0.33 |
| NVDA Nvidia Corp. | Reduce -4.2% | 2.96% | −0.29 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -28.6% | 0.64% | −0.28 |
| IYK iShares US Consumer Staples | Sold out | 0.00% | −0.27 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.3% | 1.79% | −0.26 |
| VIGI Vanguard Int Div App Indx FD | Reduce -27.7% | 0.60% | −0.26 |
| IJH iShares Core S&P Midcap ETF | Reduce -42.3% | 0.31% | −0.25 |
| SCHG Schwab US Large-Cap Growth | Reduce -28.8% | 0.56% | −0.25 |
| QUAL iShares MSCI USA Quality Fac | Reduce -71.1% | 0.09% | −0.23 |
| IUSG iShares Core S&P U.S. Growth | Reduce -67.3% | 0.11% | −0.23 |
| BND Vanguard Total Bond Market | Reduce -27.4% | 0.49% | −0.22 |
| VEA Vanguard Ftse Developed ETF | Reduce -39.2% | 0.29% | −0.19 |
| ABBV Abbvie Inc. | Reduce -2.1% | 2.10% | −0.18 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -34.5% | 0.28% | −0.18 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -21.3% | 0.57% | −0.18 |
| PAPR Innovator U.S. Equity Power | Reduce -14.5% | 0.86% | −0.18 |
| IWF iShares Russell 1000 Growth | Reduce -19.1% | 0.61% | −0.17 |
| IYJ iShares U.S. Industrials ETF | Reduce -43.2% | 0.18% | −0.15 |
| DON Wisdomtree US Midcap Dividen | Reduce -6.2% | 1.08% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -29.0% | 0.22% | −0.14 |
| VT Vanguard Tot World STK ETF | Reduce -45.9% | 0.15% | −0.13 |
| CEG Constellation Energy | Reduce -9.4% | 1.63% | −0.13 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -44.0% | 0.15% | −0.13 |
| MA Mastercard Inc. Class A | Reduce -20.5% | 0.39% | −0.12 |
| SCHA Schwab US Small-Cap ETF | Reduce -5.9% | 1.25% | −0.12 |
| DLR Digital Realty Trust Inc. | Reduce -2.8% | 0.55% | −0.11 |
| NXPI NXP Semiconductors NV | Reduce -57.0% | 0.07% | −0.11 |
| NOBL Proshares S&P 500 Dividend A | Reduce -24.8% | 0.28% | −0.11 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.11 |
| GS Goldman Sachs Group Inc. | Reduce -20.1% | 0.56% | −0.11 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.10 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 2.59% | −0.09 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -7.8% | 0.73% | −0.09 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -21.6% | 0.27% | −0.09 |
| PJAN Innovator U.S. Equity Power | Reduce -13.2% | 0.47% | −0.08 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.08 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.08 |
| IYW iShares Ustechnology ETF | Reduce -17.9% | 0.32% | −0.08 |
| IGM iShares Expanded Tech Sector | Reduce -17.9% | 0.32% | −0.08 |
| LAPR Innov PR Inc. 15 B ETF - Apr | Reduce -44.8% | 0.08% | −0.08 |
| STXF Strive 500 ETF | Sold out | 0.00% | −0.08 |
Portfolio Buys Q3 2025 → Q4 2025
| IPKW Invesco International Buybac | Add +113.3% | 1.56% | +0.83 |
| SMH Vaneck Semiconductor ETF | Add +209.6% | 1.03% | +0.72 |
| SHLD Global X Defense Tech ETF | New | 0.63% | +0.63 |
| XMMO Invesco S&P Midcap Momentum | Add +355.9% | 0.78% | +0.61 |
| LLY Eli Lilly & Co. | Add +39.4% | 1.24% | +0.58 |
| PLTR Palantir Technologies Inc. Class A | Add +288.9% | 0.70% | +0.50 |
| NFLX Netflix Inc. | Add +426.2% | 0.66% | +0.49 |
| TSLA Tesla Inc. | Add +177.7% | 0.77% | +0.48 |
| FCX Freeport-McMoran Inc. | Add +375.1% | 0.47% | +0.39 |
| HOOD Robinhood Markets Inc. Class A | Add +221.2% | 0.60% | +0.35 |
| SOXX iShares Semiconductor ETF | New | 0.33% | +0.33 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +144.0% | 0.54% | +0.30 |
| XOP SS SPDR S&P Og Exp & Prod | Add +184.8% | 0.48% | +0.29 |
| SYK Stryker Corp. | Add +112.8% | 0.60% | +0.29 |
| JIVE JPM Interntl Value ETF | New | 0.28% | +0.28 |
| MSFT Microsoft Corp. | Add +22.9% | 3.26% | +0.27 |
| DE Deere & Co. | Add +31.8% | 1.23% | +0.27 |
| PFIG Invesco Fundamental Investme | Add +162.7% | 0.42% | +0.25 |
| T AT&T Inc. | New | 0.25% | +0.25 |
| AVAV Aerovironment Inc. | Add +157.9% | 0.52% | +0.25 |
| CCJ Cameco Corp. | New | 0.22% | +0.22 |
| CAT Caterpillar Inc. | New | 0.22% | +0.22 |
| LMT Lockheed Martin Corp. | Add +57.1% | 0.60% | +0.19 |
| BKLN Invesco Senior Loan ETF | Add +77.8% | 0.44% | +0.18 |
| AAPL Apple Inc. | Add +1.6% | 5.39% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +19.9% | 1.26% | +0.15 |
| WM Waste Management Inc. | Add +26.8% | 0.91% | +0.15 |
| MCD McDonald's Corp. | Add +21.4% | 1.07% | +0.15 |
| IBB iShares Biotechnology ETF | New | 0.14% | +0.14 |
| RKLB Rocket Lab Corp. | New | 0.14% | +0.14 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +80.6% | 0.31% | +0.13 |
| AMZN Amazon.com Inc. | Add +3.0% | 4.23% | +0.12 |
| ENB Enbridge Inc. | Add +276.3% | 0.17% | +0.12 |
| VZ Verizon Communications Inc. | New | 0.12% | +0.12 |
| LNT Alliant Energy Corp. | New | 0.12% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +126.5% | 0.19% | +0.12 |
| DUK Duke Energy Corp. | New | 0.12% | +0.12 |
| VGLT Vanguard Long-Term Treasury | New | 0.11% | +0.11 |
| PM Philip Morris International | New | 0.11% | +0.11 |
| VNQ Vanguard Real Estate ETF | Add +96.9% | 0.24% | +0.11 |
| PATH Uipath Inc. Class A | New | 0.10% | +0.10 |
| ISRG Intuitive Surgical Inc. | Add +50.0% | 0.22% | +0.10 |
| KTOS Kratos Defense & Security | New | 0.09% | +0.09 |
| ACHR Archer Aviation Inc. Class A | New | 0.09% | +0.09 |
| SOFI Sofi Technologies Inc. | New | 0.09% | +0.09 |
| V Visa Inc. Class A | Add +9.3% | 1.34% | +0.09 |
| JOBY Joby Aviation Inc. | New | 0.08% | +0.08 |
| SNOW Snowflake Inc. | New | 0.08% | +0.08 |
| BITB Bitwise Bitcoin ETF | New | 0.08% | +0.08 |
| PSKY Paramount Skydance Class B | New | 0.08% | +0.08 |
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 |