Nikulski Financial, Inc. Portfolio Stock Holdings
Nikulski Financial, Inc. disclosed 175 stock positions valued at approximately $405.1 million in its latest SEC 13F filing. The largest holdings include APPLE INC, AMAZON COM INC, and INVESCO EXCH TRADED FD TR II. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 175
- Portfolio Value
- $405.1M
Holdings by Sector
Nikulski Financial, Inc. Portfolio Holdings in Q1 2026
172 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.01% | 64,019 | -18,950 | -22.84% | $16,247,352 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.35% | 65,184 | -11,378 | -14.86% | $13,575,837 |
| INVESCO EXCH TRADED FD TR II | IPKW | Other | 3.19% | 229,788 | +112,352 | +95.67% | $12,928,440 |
| ALPHABET INC | GOOGL | Communication Services | 3.08% | 43,368 | -14,420 | -24.95% | $12,470,928 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 2.64% | 10,743 | -3,081 | -22.29% | $10,704,934 |
| NVIDIA CORPORATION | NVDA | Technology | 2.53% | 58,843 | -7,441 | -11.23% | $10,262,203 |
| MICROSOFT CORP | MSFT | Technology | 2.50% | 27,361 | -836 | -2.96% | $10,128,246 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.43% | 33,462 | -222 | -0.66% | $9,843,060 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.20% | 41,513 | -40,441 | -49.35% | $8,927,757 |
| SPDR SERIES TRUST | XOP | Other | 2.08% | 46,345 | +30,587 | +194.10% | $8,426,892 |
| LAM RESEARCH CORP | LRCX | Other | 2.07% | 39,257 | -2,561 | -6.12% | $8,390,158 |
| ABBVIE INC | ABBV | Healthcare | 2.01% | 37,482 | -1,042 | -2.70% | $8,151,959 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.88% | 47,534 | -51 | -0.11% | $7,620,613 |
| ISHARES TR | IJR | Other | 1.81% | 58,881 | -3,361 | -5.40% | $7,319,468 |
| INVESCO QQQ TR | QQQ | Other | 1.72% | 12,062 | -1,403 | -10.42% | $6,961,909 |
| VANGUARD INDEX FDS | VO | Other | 1.61% | 22,730 | -931 | -3.93% | $6,527,593 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 1.49% | 80,260 | -20,505 | -20.35% | $6,034,721 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 1.47% | 47,690 | -8,911 | -15.74% | $5,967,426 |
| GOLDMAN SACHS PHYSICAL GOLD | AAAU | Other | 1.37% | 120,385 | +38,005 | +46.13% | $5,560,583 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.32% | 183,731 | -518 | -0.28% | $5,342,903 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 1.31% | 19,034 | -246 | -1.28% | $5,315,274 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.24% | 163,140 | +11,556 | +7.62% | $5,005,143 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 1.23% | 84,996 | +46,255 | +119.40% | $4,996,065 |
| DEERE & CO | DE | Industrials | 1.23% | 8,860 | -2,155 | -19.56% | $4,991,906 |
| VANECK ETF TRUST | SMH | Other | 1.17% | 12,404 | +384 | +3.19% | $4,755,740 |
| ELI LILLY & CO | LLY | Healthcare | 1.14% | 5,006 | +177 | +3.67% | $4,604,429 |
| VISA INC | V | Financial Services | 1.12% | 14,991 | -1,049 | -6.54% | $4,530,986 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.10% | 14,346 | -305 | -2.08% | $4,458,624 |
| WISDOMTREE TR | DON | Other | 1.08% | 83,173 | -4,188 | -4.79% | $4,369,892 |
| WALMART INC | WMT | Consumer Defensive | 1.03% | 33,571 | -2,695 | -7.43% | $4,173,594 |
| BROADCOM INC | AVGO | Technology | 1.02% | 13,401 | -2,253 | -14.39% | $4,147,810 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 1.02% | 28,388 | +4,701 | +19.85% | $4,116,833 |
| WASTE MGMT INC DEL | WM | Industrials | 0.99% | 17,457 | +119 | +0.69% | $4,011,386 |
| GLOBAL X FDS | SHLD | Other | 0.96% | 54,907 | +14,007 | +34.25% | $3,889,595 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 0.96% | 56,048 | +33,937 | +153.48% | $3,884,126 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.95% | 9,818 | +2,879 | +41.49% | $3,833,045 |
| INNOVATOR ETFS TRUST | PAPR | Other | 0.87% | 89,003 | -2,995 | -3.26% | $3,542,338 |
| VANGUARD STAR FDS | VXUS | Other | 0.87% | 45,540 | +16,855 | +58.76% | $3,511,595 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.83% | 10,232 | -379 | -3.57% | $3,365,224 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.83% | 5,535 | +309 | +5.91% | $3,345,450 |
| TESLA INC | TSLA | Consumer Cyclical | 0.78% | 8,512 | +1,355 | +18.93% | $3,164,336 |
| NETFLIX INC. | NFLX | Communication Services | 0.77% | 32,503 | +3,193 | +10.89% | $3,125,163 |
| ISHARES TR | IJJ | Other | 0.71% | 21,775 | -1,303 | -5.65% | $2,885,253 |
| ALLSTATE CORP | ALL | Financial Services | 0.68% | 13,305 | -601 | -4.32% | $2,760,202 |
| EXXON MOBIL CORP | XOM | Energy | 0.67% | 15,998 | +13,306 | +494.28% | $2,714,221 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.66% | 18,290 | +1,930 | +11.80% | $2,675,461 |
| STRYKER CORPORATION | SYK | Healthcare | 0.66% | 8,130 | +1,017 | +14.30% | $2,672,104 |
| INVESCO EXCH TRADED FD TR II | PFIG | Other | 0.66% | 110,858 | +39,053 | +54.39% | $2,663,918 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.66% | 16,660 | +280 | +1.71% | $2,660,606 |
| VANGUARD INDEX FDS | VTV | Other | 0.66% | 13,537 | -3,753 | -21.71% | $2,656,051 |
| DIGITAL RLTY TR INC | DLR | Real Estate | 0.64% | 14,446 | -420 | -2.83% | $2,603,232 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.60% | 73,824 | +4,555 | +6.58% | $2,432,498 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.58% | 26,763 | -787 | -2.86% | $2,367,457 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.55% | 3,428 | -1,446 | -29.67% | $2,229,366 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.53% | 2,548 | -120 | -4.50% | $2,155,786 |
| INNOVATOR ETFS TRUST | PJAN | Other | 0.52% | 45,400 | +3,475 | +8.29% | $2,094,302 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.52% | 41,325 | -16,874 | -28.99% | $2,091,467 |
| VANGUARD INDEX FDS | VTI | Other | 0.51% | 6,445 | -1,483 | -18.71% | $2,067,730 |
| WISDOMTREE TR | DGRW | Other | 0.51% | 23,530 | -8,849 | -27.33% | $2,066,904 |
| VANGUARD INDEX FDS | VNQ | Other | 0.51% | 23,238 | +12,038 | +107.48% | $2,061,236 |
| ENBRIDGE INC | ENB | Energy | 0.49% | 36,930 | +21,745 | +143.20% | $1,999,390 |
| SPDR SERIES TRUST | SPHY | Other | 0.49% | 85,486 | +833 | +0.98% | $1,993,545 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.48% | 5,930 | -232 | -3.77% | $1,939,660 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.47% | 92,956 | +6,232 | +7.19% | $1,897,233 |
| AEROVIRONMENT INC | AVAV | Industrials | 0.46% | 10,252 | +1,190 | +13.13% | $1,876,644 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.45% | 62,577 | -9,235 | -12.86% | $1,822,866 |
| SEA LTD | SE | Consumer Cyclical | 0.44% | 21,680 | +6,900 | +46.68% | $1,795,321 |
| PROLOGIS INC. | PLD | Real Estate | 0.44% | 13,512 | +13,512 | +100.00% | $1,786,016 |
| CAMECO CORP | CCJ | Energy | 0.43% | 16,078 | +5,918 | +58.25% | $1,746,232 |
| ISHARES TR | IWF | Other | 0.42% | 4,023 | -1,347 | -25.08% | $1,715,482 |
| VANGUARD BD INDEX FDS | BND | Other | 0.42% | 23,208 | -4,538 | -16.36% | $1,709,066 |
| ABRDN SILVER ETF TRUST | SIVR | Other | 0.41% | 23,130 | +23,130 | +100.00% | $1,656,313 |
| ISHARES TR | IYZ | Other | 0.41% | 41,915 | +8 | +0.02% | $1,648,109 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.40% | 17,067 | +10,354 | +154.24% | $1,608,410 |
| VANGUARD INDEX FDS | VOE | Other | 0.38% | 8,308 | +1,104 | +15.32% | $1,530,917 |
| VANECK ETF TRUST | NLR | Other | 0.37% | 11,205 | +11,205 | +100.00% | $1,492,427 |
| ISHARES TR | SOXX | Other | 0.36% | 4,459 | -59 | -1.31% | $1,465,621 |
| ISHARES TR | IDU | Other | 0.34% | 11,932 | +3 | +0.03% | $1,385,462 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.34% | 13,279 | -390 | -2.85% | $1,363,338 |
| ISHARES TR | IJH | Other | 0.32% | 19,295 | -609 | -3.06% | $1,303,017 |
| ISHARES TR | IYF | Other | 0.32% | 10,992 | +3 | +0.03% | $1,293,360 |
| ISHARES TR | IGM | Other | 0.31% | 10,444 | - | - | $1,237,696 |
| ISHARES TR | IYW | Other | 0.30% | 6,735 | +1 | +0.01% | $1,221,779 |
| CATERPILLAR INC | CAT | Industrials | 0.28% | 1,618 | - | - | $1,146,288 |
| SPDR INDEX SHS FDS | GII | Other | 0.27% | 14,205 | +9,961 | +234.71% | $1,079,864 |
| ISHARES TR | IYJ | Other | 0.26% | 7,208 | +2,058 | +39.96% | $1,063,461 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.26% | 16,400 | -3,052 | -15.69% | $1,050,884 |
| SPDR SERIES TRUST | SPSM | Other | 0.25% | 20,794 | -3,204 | -13.35% | $1,004,788 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.25% | 2,086 | -8,374 | -80.06% | $999,394 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.25% | 13,640 | -2,805 | -17.06% | $997,630 |
| ISHARES TR | IGV | Other | 0.24% | 12,374 | - | - | $990,513 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.23% | 11,503 | -1,924 | -14.33% | $943,016 |
| AMGEN INC | AMGN | Healthcare | 0.22% | 2,576 | -233 | -8.29% | $906,355 |
| SOUTHERN CO | SO | Utilities | 0.22% | 9,224 | -87 | -0.93% | $890,263 |
| BLOOM ENERGY CORP | BE | Industrials | 0.22% | 6,512 | +2,806 | +75.72% | $882,311 |
| BITWISE BITCOIN ETF TR | BITB | Other | 0.20% | 21,681 | +14,410 | +198.18% | $798,078 |
| INNOVATOR ETFS TRUST | PJUL | Other | 0.20% | 17,240 | -50 | -0.29% | $792,480 |
| ETFS GOLD TR | SGOL | Other | 0.19% | 17,637 | +17,637 | +100.00% | $786,963 |
| ALPHABET INC | GOOG | Communication Services | 0.19% | 2,616 | +95 | +3.77% | $750,491 |
| META PLATFORMS INC | META | Communication Services | 0.18% | 1,308 | -113 | -7.95% | $748,346 |