Nikulski Financial, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Nikulski Financial, Inc. 13F Holdings
CIK 0001729847 · BETTENDORF, IA
As of Sep 30, 2025, Nikulski Financial, Inc. reported
153 positions worth $398.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 103,790 | $22.4M | 5.63% |
| APPLE INC | AAPL | Technology | 81,628 | $20.8M | 5.22% |
| AMAZON.COM INC | AMZN | Equity | 74,346 |
|
6.3M4.10% |
| ALPHABET INC | GOOGL | Equity | 61,166 |
4.9M | 3.74% |
| NVIDIA CORP | NVDA | Technology | 69,164 |
2.9M | 3.24% |
| MICROSOFT CORP | MSFT | Technology | 22,946 |
1.9M | 2.99% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 12,713 |
1.8M | 2.96% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 18,837 |
1.3M | 2.84% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 84,410 |
1.0M | 2.76% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 148,049 |
0.9M | 2.73% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 33,905 |
0.7M | 2.69% |
| ABBVIE INC | ABBV | Equity | 39,339 | $9.1M | 2.29% |
| PALO ALTO NETWORKS INC | PANW | Technology | 44,176 | $9.0M | 2.26% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 29,995 | $8.8M | 2.21% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 68,607 | $8.2M | 2.05% |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 21,278 | $7.0M | 1.76% |
| LAM RESEARCH CORP | LRCX | Technology | 51,341 | $6.9M | 1.73% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 195,781 | $5.5M | 1.37% |
| VANGUARD VALUE INDEX FUND | VTV | — | 28,916 | $5.4M | 1.36% |
| BROADCOM INC | AVGO | Technology | 15,325 | $5.1M | 1.27% |
| VISA INC-CLASS A SHARES | V | Financial Services | 14,682 | $5.0M | 1.26% |
| WISDOMTREE US MIDCAP DIVIDEND FUND | DON | — | 93,151 | $4.9M | 1.22% |
| SPDR S&P 500 ETF TRUST | SPY | — | 6,920 | $4.6M | 1.16% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 8,725 | $4.4M | 1.10% |
| INNOVATOR US EQUITY POWER BUFFER ETF - APRIL | PAPR | — | 107,595 | $4.1M | 1.04% |