Nikulski Financial, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Nikulski Financial, Inc. reported 175 stock positions worth $405.1 million. Its top holding was Apple (AAPL) at 4.0% of the portfolio, followed by Amazon.com (AMZN, 3.4%) and Invesco International Buybac (IPKW, 3.2%). Compared with Q4 2025, it opened 16 new positions, sold out of 7, added to 66 and reduced 85. The biggest buy was Invesco International Buybac (IPKW, shares +96%) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- BETTENDORF, IA
- CIK
- 0001729847
- Portfolio Value
- $405.1M (Q1 2026)
- SEC Filing
- 0001729847-26-000003 ↗ filed May 15, 2026
Holdings Value
Holdings 175 stocks · $405.1M
| AAPL Apple Inc. | 4.01% | 64,019 | $16.2M | Reduce -22.8% |
| AMZN Amazon.com Inc. | 3.35% | 65,184 | $13.6M | Reduce -14.9% |
| IPKW Invesco International Buybac | 3.19% | 229,788 | $12.9M | Add +95.7% |
| GOOGL Alphabet Inc. Class A | 3.08% | 43,368 | $12.5M | Reduce -24.9% |
| COST Costco Wholesale Corp. | 2.64% | 10,743 | $10.7M | Reduce -22.3% |
| NVDA Nvidia Corp. | 2.53% | 58,843 | $10.3M | Reduce -11.2% |
| MSFT Microsoft Corp. | 2.50% | 27,361 | $10.1M | Reduce -3.0% |
| JPM JPMorgan Chase & Co. | 2.43% | 33,462 | $9.8M | Reduce -0.7% |
| VIG Vanguard Dividend Apprec ETF | 2.20% | 41,513 | $8.9M | Reduce -49.4% |
| XOP SS SPDR S&P Og Exp & Prod | 2.08% | 46,345 | $8.4M | Add +194.1% |
| LRCX Lam Research Corp. | 2.07% | 39,257 | $8.4M | Reduce -6.1% |
| ABBV Abbvie Inc. | 2.01% | 37,482 | $8.2M | Reduce -2.7% |
| PANW Palo Alto Networks Inc. | 1.88% | 47,534 | $7.6M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 1.81% | 58,881 | $7.3M | Reduce -5.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.72% | 12,062 | $7.0M | Reduce -10.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.61% | 22,730 | $6.5M | Reduce -3.9% |
| SPHQ Invesco S&P 500 Quality ETF | 1.49% | 80,260 | $6.0M | Reduce -20.4% |
| GSLC Goldman Activebeta US LC ETF | 1.47% | 47,690 | $6.0M | Reduce -15.7% |
| AAAU Goldman Sachs Physical Gold | 1.37% | 120,385 | $5.6M | Add +46.1% |
| SCHA Schwab US Small-Cap ETF | 1.32% | 183,731 | $5.3M | Reduce -0.3% |
| CEG Constellation Energy | 1.31% | 19,034 | $5.3M | Reduce -1.3% |
| SCHD Schwab US DVD Equity ETF | 1.24% | 163,140 | $5.0M | Add +7.6% |
| FCX Freeport-McMoran Inc. | 1.23% | 84,996 | $5.0M | Add +119.4% |
| DE Deere & Co. | 1.23% | 8,860 | $5.0M | Reduce -19.6% |
| SMH Vaneck Semiconductor ETF | 1.17% | 12,404 | $4.8M | Add +3.2% |
| LLY Eli Lilly & Co. | 1.14% | 5,006 | $4.6M | Add +3.7% |
| V Visa Inc. Class A | 1.12% | 14,991 | $4.5M | Reduce -6.5% |
| MCD McDonald's Corp. | 1.10% | 14,346 | $4.5M | Reduce -2.1% |
| DON Wisdomtree US Midcap Dividen | 1.08% | 83,173 | $4.4M | Reduce -4.8% |
| WMT Walmart Inc. | 1.03% | 33,571 | $4.2M | Reduce -7.4% |
| AVGO Broadcom Inc. | 1.02% | 13,401 | $4.1M | Reduce -14.4% |
| XMMO Invesco S&P Midcap Momentum | 1.02% | 28,388 | $4.1M | Add +19.9% |
| WM Waste Management Inc. | 0.99% | 17,457 | $4.0M | Add +0.7% |
| SHLD Global X Defense Tech ETF | 0.96% | 54,907 | $3.9M | Add +34.3% |
| HOOD Robinhood Markets Inc. Class A | 0.96% | 56,048 | $3.9M | Add +153.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.95% | 9,818 | $3.8M | Add +41.5% |
| PAPR Innovator U.S. Equity Power | 0.87% | 89,003 | $3.5M | Reduce -3.3% |
| VXUS Vanguard Total Intl Stock | 0.87% | 45,540 | $3.5M | Add +58.8% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.87% | 40,948 | $3.5M | Add +185.1% |
| HD Home Depot Inc. | 0.83% | 10,232 | $3.4M | Reduce -3.6% |
| LMT Lockheed Martin Corp. | 0.83% | 5,535 | $3.3M | Add +5.9% |
| TSLA Tesla Inc. | 0.78% | 8,512 | $3.2M | Add +18.9% |
| NFLX Netflix Inc. | 0.77% | 32,503 | $3.1M | Add +10.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.71% | 21,775 | $2.9M | Reduce -5.7% |
| ALL Allstate Corp. | 0.68% | 13,305 | $2.8M | Reduce -4.3% |
| XOM Exxon Mobil Corp. | 0.67% | 15,998 | $2.7M | Add +494.3% |
| PLTR Palantir Technologies Inc. Class A | 0.66% | 18,290 | $2.7M | Add +11.8% |
| SYK Stryker Corp. | 0.66% | 8,130 | $2.7M | Add +14.3% |
| PFIG Invesco Fundamental Investme | 0.66% | 110,858 | $2.7M | Add +54.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.66% | 16,660 | $2.7M | Add +1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.66% | 13,537 | $2.7M | Reduce -21.7% |
| DLR Digital Realty Trust Inc. | 0.64% | 14,446 | $2.6M | Reduce -2.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.60% | 73,824 | $2.4M | Add +6.6% |
| VIGI Vanguard Int Div App Indx FD | 0.58% | 26,763 | $2.4M | Reduce -2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 3,428 | $2.2M | Reduce -29.7% |
| GS Goldman Sachs Group Inc. | 0.53% | 2,548 | $2.2M | Reduce -4.5% |
| PJAN Innovator U.S. Equity Power | 0.52% | 45,400 | $2.1M | Add +8.3% |
| JPST JPMorgan Ultra-Short Income | 0.52% | 41,325 | $2.1M | Reduce -29.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 6,445 | $2.1M | Reduce -18.7% |
| DGRW Wisdomtree U.S. Quality Divi | 0.51% | 23,530 | $2.1M | Reduce -27.3% |
| VNQ Vanguard Real Estate ETF | 0.51% | 23,238 | $2.1M | Add +107.5% |
| ENB Enbridge Inc. | 0.49% | 36,930 | $2.0M | Add +143.2% |
| SPHY SS SPDR P High Yield ETF | 0.49% | 85,486 | $2.0M | Add +1.0% |
| MAR Marriott International Class A | 0.48% | 5,930 | $1.9M | Reduce -3.8% |
| BKLN Invesco Senior Loan ETF | 0.47% | 92,956 | $1.9M | Add +7.2% |
| AVAV Aerovironment Inc. | 0.46% | 10,252 | $1.9M | Add +13.1% |
| SCHG Schwab US Large-Cap Growth | 0.45% | 62,577 | $1.8M | Reduce -12.9% |
| SE Sea Ltd.-ADR | 0.44% | 21,680 | $1.8M | Add +46.7% |
| PLD Prologis Inc. | 0.44% | 13,512 | $1.8M | New |
| CCJ Cameco Corp. | 0.43% | 16,078 | $1.7M | Add +58.3% |
| IWF iShares Russell 1000 Growth | 0.42% | 4,023 | $1.7M | Reduce -25.1% |
| BND Vanguard Total Bond Market | 0.42% | 23,208 | $1.7M | Reduce -16.4% |
| SIVR Abrdn Physical Silver Shares | 0.41% | 23,130 | $1.7M | New |
| IYZ iShares US Telecommunication | 0.41% | 41,915 | $1.6M | Add +0.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.40% | 17,067 | $1.6M | Add +154.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.38% | 8,308 | $1.5M | Add +15.3% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.37% | 11,205 | $1.5M | New |
| SOXX iShares Semiconductor ETF | 0.36% | 4,459 | $1.5M | Reduce -1.3% |
| IDU iShares US Utilities ETF | 0.34% | 11,932 | $1.4M | Add +0.0% |
| ABT Abbott Laboratories | 0.34% | 13,279 | $1.4M | Reduce -2.9% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 19,295 | $1.3M | Reduce -3.1% |
| IYF iShares US Financials ETF | 0.32% | 10,992 | $1.3M | Add +0.0% |
| IGM iShares Expanded Tech Sector | 0.31% | 10,444 | $1.2M | No change |
| IYW iShares Ustechnology ETF | 0.30% | 6,735 | $1.2M | Add +0.0% |
| CAT Caterpillar Inc. | 0.28% | 1,618 | $1.1M | No change |
| GII State Street SPDR S&P Global | 0.27% | 14,205 | $1.1M | Add +234.7% |
| IYJ iShares U.S. Industrials ETF | 0.26% | 7,208 | $1.1M | Add +40.0% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 16,400 | $1.1M | Reduce -15.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.25% | 20,794 | $1.0M | Reduce -13.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 2,086 | $999K | Reduce -80.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.25% | 13,640 | $998K | Reduce -17.1% |
| IGV iShares Expanded Tech-Softwa | 0.24% | 12,374 | $991K | No change |
| XLP SS Consumer Staples Sel Sect | 0.23% | 11,503 | $943K | Reduce -14.3% |
| AMGN Amgen Inc. | 0.22% | 2,576 | $906K | Reduce -8.3% |
| SO The Southern Co. | 0.22% | 9,224 | $890K | Reduce -0.9% |
| BE Bloom Energy Corp. Class A | 0.22% | 6,512 | $882K | Add +75.7% |
| RKLB Rocket Lab Corp. | 0.20% | 12,778 | $821K | Add +55.1% |
| BITB Bitwise Bitcoin ETF | 0.20% | 21,681 | $798K | Add +198.2% |
| PJUL Innovator U.S. Equity Power | 0.20% | 17,240 | $792K | Reduce -0.3% |
| SGOL Abrdn Physical Gold Shares | 0.19% | 17,637 | $787K | New |
Portfolio Sells Q4 2025 → Q1 2026
| VIG Vanguard Dividend Apprec ETF | Reduce -49.4% | 2.20% | −2.10 |
| AAPL Apple Inc. | Reduce -22.8% | 4.01% | −1.38 |
| GOOGL Alphabet Inc. Class A | Reduce -24.9% | 3.08% | −1.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -80.1% | 0.25% | −1.01 |
| AMZN Amazon.com Inc. | Reduce -14.9% | 3.35% | −0.87 |
| MSFT Microsoft Corp. | Reduce -3.0% | 2.50% | −0.76 |
| NVDA Nvidia Corp. | Reduce -11.2% | 2.53% | −0.42 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -72.9% | 0.16% | −0.41 |
| MA Mastercard Inc. Class A | Reduce -84.5% | 0.05% | −0.34 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -20.4% | 1.49% | −0.32 |
| GSLC Goldman Activebeta US LC ETF | Reduce -15.7% | 1.47% | −0.32 |
| CEG Constellation Energy | Reduce -1.3% | 1.31% | −0.32 |
| AVGO Broadcom Inc. | Reduce -14.4% | 1.02% | −0.27 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.27 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.4% | 1.72% | −0.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -29.7% | 0.55% | −0.24 |
| V Visa Inc. Class A | Reduce -6.5% | 1.12% | −0.23 |
| PANW Palo Alto Networks Inc. | Reduce -0.1% | 1.88% | −0.21 |
| COST Costco Wholesale Corp. | Reduce -22.3% | 2.64% | −0.21 |
| NOBL Proshares S&P 500 Dividend A | Reduce -69.3% | 0.09% | −0.19 |
| JPST JPMorgan Ultra-Short Income | Reduce -29.0% | 0.52% | −0.19 |
| IWF iShares Russell 1000 Growth | Reduce -25.1% | 0.42% | −0.18 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -27.3% | 0.51% | −0.18 |
| T AT&T Inc. | Reduce -75.0% | 0.08% | −0.18 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 2.43% | −0.17 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -21.7% | 0.66% | −0.13 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -18.7% | 0.51% | −0.13 |
| SCHG Schwab US Large-Cap Growth | Reduce -12.9% | 0.45% | −0.11 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.11 |
| ABBV Abbvie Inc. | Reduce -2.7% | 2.01% | −0.09 |
| HYD Vaneck High Yield Muni ETF | Reduce -42.3% | 0.12% | −0.09 |
| PSKY Paramount Skydance Class B | Sold out | 0.00% | −0.08 |
| ABT Abbott Laboratories | Reduce -2.9% | 0.34% | −0.07 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.07 |
| BND Vanguard Total Bond Market | Reduce -16.4% | 0.42% | −0.07 |
| IBB iShares Biotechnology ETF | Reduce -47.8% | 0.08% | −0.07 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.05 |
| PSEP Innovator U.S. Equity Power | Sold out | 0.00% | −0.05 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -5.5% | 0.17% | −0.05 |
| HD Home Depot Inc. | Reduce -3.6% | 0.83% | −0.04 |
| VT Vanguard Tot World STK ETF | Reduce -27.6% | 0.11% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -8.0% | 0.18% | −0.04 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -17.1% | 0.25% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -15.7% | 0.26% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.9% | 1.61% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -4.5% | 0.53% | −0.03 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -13.3% | 0.17% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -32.3% | 0.07% | −0.03 |
| KLAC KLA Corp. | Reduce -34.1% | 0.13% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| IPKW Invesco International Buybac | Add +95.7% | 3.19% | +1.63 |
| XOP SS SPDR S&P Og Exp & Prod | Add +194.1% | 2.08% | +1.60 |
| FCX Freeport-McMoran Inc. | Add +119.4% | 1.23% | +0.76 |
| XOM Exxon Mobil Corp. | Add +494.3% | 0.67% | +0.59 |
| JIVE JPM Interntl Value ETF | Add +185.1% | 0.87% | +0.59 |
| AAAU Goldman Sachs Physical Gold | Add +46.1% | 1.37% | +0.53 |
| PLD Prologis Inc. | New | 0.44% | +0.44 |
| SIVR Abrdn Physical Silver Shares | New | 0.41% | +0.41 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.37% | +0.37 |
| HOOD Robinhood Markets Inc. Class A | Add +153.5% | 0.96% | +0.36 |
| VXUS Vanguard Total Intl Stock | Add +58.8% | 0.87% | +0.35 |
| SHLD Global X Defense Tech ETF | Add +34.3% | 0.96% | +0.33 |
| ENB Enbridge Inc. | Add +143.2% | 0.49% | +0.32 |
| VNQ Vanguard Real Estate ETF | Add +107.5% | 0.51% | +0.27 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +154.2% | 0.40% | +0.25 |
| SCHD Schwab US DVD Equity ETF | Add +7.6% | 1.24% | +0.24 |
| PFIG Invesco Fundamental Investme | Add +54.4% | 0.66% | +0.24 |
| XMMO Invesco S&P Midcap Momentum | Add +19.9% | 1.02% | +0.23 |
| LMT Lockheed Martin Corp. | Add +5.9% | 0.83% | +0.22 |
| CCJ Cameco Corp. | Add +58.3% | 0.43% | +0.21 |
| GII State Street SPDR S&P Global | Add +234.7% | 0.27% | +0.20 |
| SGOL Abrdn Physical Gold Shares | New | 0.19% | +0.19 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +41.5% | 0.95% | +0.17 |
| VWO Vanguard Ftse Emerging Marke | New | 0.16% | +0.16 |
| BE Bloom Energy Corp. Class A | Add +75.7% | 0.22% | +0.14 |
| SMH Vaneck Semiconductor ETF | Add +3.2% | 1.17% | +0.14 |
| PSLV Sprott Physical Silver Trust | New | 0.14% | +0.14 |
| MINO PIMCO Municipal Income Oppor | New | 0.12% | +0.12 |
| NFLX Netflix Inc. | Add +10.9% | 0.77% | +0.11 |
| BITB Bitwise Bitcoin ETF | Add +198.2% | 0.20% | +0.11 |
| DAX Global X Dax Germany ETF | Add +153.8% | 0.18% | +0.11 |
| CGMS Cap Group US Multi-Sect Bond | Add +172.4% | 0.16% | +0.10 |
| SNOW Snowflake Inc. | Add +177.2% | 0.16% | +0.08 |
| IYJ iShares U.S. Industrials ETF | Add +40.0% | 0.26% | +0.08 |
| WM Waste Management Inc. | Add +0.7% | 0.99% | +0.08 |
| AXP American Express Co. | New | 0.08% | +0.08 |
| FBND Fidelity Total Bond ETF | New | 0.08% | +0.08 |
| KTOS Kratos Defense & Security | Add +89.8% | 0.17% | +0.08 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +15.3% | 0.38% | +0.07 |
| PATH Uipath Inc. Class A | Add +141.9% | 0.17% | +0.07 |
| CORP PIMCO Inv Grade Corp. BD ETF | New | 0.07% | +0.07 |
| IYZ iShares US Telecommunication | Add +0.0% | 0.41% | +0.07 |
| OKLO Oklo Inc. | Add +169.2% | 0.14% | +0.07 |
| JOBY Joby Aviation Inc. | Add +174.9% | 0.15% | +0.07 |
| RKLB Rocket Lab Corp. | Add +55.1% | 0.20% | +0.07 |
| SYK Stryker Corp. | Add +14.3% | 0.66% | +0.06 |
| QQQM Invesco Nasdaq 100 ETF | Add +100.2% | 0.12% | +0.06 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +6.6% | 0.60% | +0.06 |
| SOFI Sofi Technologies Inc. | Add +163.6% | 0.14% | +0.06 |
| TJX TJX Companies Inc. | Add +1.7% | 0.66% | +0.06 |
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 |