Nikulski Financial, Inc.

CIK 0001729847 • 6 13F filings • May 1, 2025 – Jul 28, 2026

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Filer information

Filed by: Nikulski Financial, Inc., Compliance Consultant
Address: 4275 ONTARIO DRIVE, BETTENDORF, IA, 52722
Phone: 7209961035
AUM: $418.3M

AUM over time

$463.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $418.3M155 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.7M	0.4%Prev: 0.3%	13,669 SH	Increased+3,317 SH
ABBVIE INC	COM	$8.8M	2.1%Prev: 2.3%	38,524 SH	Decreased-815 SH
ADVANCED MICRO DEVICES INC	COM	$201K	0.0%	938 SH	New
AEROVIRONMENT INC	COM	$2.2M	0.5%Prev: 0.3%	9,062 SH	Increased+5,548 SH
ALLIANT ENERGY CORP	COM	$508K	0.1%	7,819 SH	New
ALLSTATE CORP	COM	$2.9M	0.7%Prev: 0.8%	13,906 SH	Decreased-124 SH
ALPHABET INC	CAP STK CL A	$18.1M	4.3%Prev: 3.7%	57,788 SH	Increased-3,378 SH
ALPHABET INC	CAP STK CL C	$791K	0.2%Prev: 0.1%	2,521 SH	Increased+1,408 SH
AMAZON COM INC	COM	$17.7M	4.2%Prev: 4.1%	76,562 SH	Increased+2,216 SH
AMGEN INC	COM	$920K	0.2%Prev: 0.2%	2,809 SH	Increased+196 SH
APPLE INC	COM	$22.6M	5.4%Prev: 5.2%	82,969 SH	Increased+1,341 SH
ARCHER AVIATION INC	COM CL A	$367K	0.1%	48,770 SH	New
AT&T INC	COM	$1.0M	0.3%	42,166 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.3M	1.3%Prev: 1.1%	10,460 SH	Increased+1,735 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$346K	0.1%	7,271 SH	New
BLACKROCK INC	COM	$345K	0.1%Prev: 0.1%	322 SH	Increased+29 SH
BLOOM ENERGY CORP	COM CL A	$322K	0.1%	3,706 SH	New
BROADCOM INC	COM	$5.4M	1.3%Prev: 1.3%	15,654 SH	Increased+329 SH
CAMECO CORP	COM	$930K	0.2%	10,160 SH	New
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$234K	0.1%	8,482 SH	New
CAPITAL ONE FINL CORP	COM	$323K	0.1%Prev: 0.1%	1,333 SH	Increased-42 SH
CATERPILLAR INC	COM	$927K	0.2%	1,618 SH	New
CISCO SYS INC	COM	$239K	0.1%Prev: 0.1%	3,101 SH	Increased-343 SH
CONSTELLATION ENERGY CORP	COM	$6.8M	1.6%Prev: 1.8%	19,280 SH	Decreased-1,998 SH
CORNING INC	COM	$424K	0.1%Prev: 0.1%	4,844 SH	Increased+255 SH
COSTCO WHSL CORP NEW	COM	$11.9M	2.9%Prev: 3.0%	13,824 SH	Increased+1,111 SH
CROWDSTRIKE HLDGS INC	CL A	$3.3M	0.8%Prev: 0.8%	6,939 SH	Increased+560 SH
DEERE & CO	COM	$5.1M	1.2%Prev: 1.0%	11,015 SH	Increased+2,660 SH
DIGITAL RLTY TR INC	COM	$2.3M	0.6%Prev: 0.7%	14,866 SH	Decreased-435 SH
DUKE ENERGY CORP NEW	COM NEW	$481K	0.1%	4,104 SH	New
ELI LILLY & CO	COM	$5.2M	1.2%Prev: 0.7%	4,829 SH	Increased+1,365 SH
ENBRIDGE INC	COM	$726K	0.2%Prev: 0.1%	15,185 SH	Increased+11,150 SH
EXXON MOBIL CORP	COM	$324K	0.1%	2,692 SH	New
FREEPORT-MCMORAN INC	CL B	$2.0M	0.5%Prev: 0.1%	38,741 SH	Increased+30,586 SH
GLOBAL X FDS	DAX GERMANY ETF	$317K	0.1%	6,950 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$2.7M	0.6%	40,900 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$7.5M	1.8%Prev: 2.8%	56,601 SH	Decreased-27,809 SH
GOLDMAN SACHS GROUP INC	COM	$2.3M	0.6%Prev: 0.7%	2,668 SH	Decreased-670 SH
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$3.5M	0.8%Prev: 0.8%	82,380 SH	Increased+2,669 SH
HOME DEPOT INC	COM	$3.7M	0.9%Prev: 0.9%	10,611 SH	Decreased+1,500 SH
HOWMET AEROSPACE INC	COM	$205K	0.0%	1,000 SH	New
ILLINOIS TOOL WKS INC	COM	$202K	0.0%Prev: 0.1%	820 SH	Decreased-99 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$255K	0.1%Prev: 0.1%	7,600 SH	Increased-100 SH
INNOVATOR ETFS TRUST	PREMIUM INCM 15	$355K	0.1%Prev: 0.2%	14,125 SH	Decreased-11,450 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$3.6M	0.9%Prev: 1.0%	91,998 SH	Decreased-15,597 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$417K	0.1%Prev: 0.1%	9,638 SH	Decreased-305 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$4.9M	1.2%Prev: 1.3%	107,784 SH	Decreased-11,511 SH
INTUITIVE SURGICAL INC	COM NEW	$919K	0.2%Prev: 0.1%	1,622 SH	Increased+541 SH
INVESCO EXCH TRADED FD TR II	FNDMNTL IG CRP	$1.7M	0.4%Prev: 0.2%	71,805 SH	Increased+44,475 SH
INVESCO EXCH TRADED FD TR II	INTL BUYBACK	$6.5M	1.6%Prev: 0.7%	117,436 SH	Increased+62,383 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$260K	0.1%	1,027 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCAP QTY	$296K	0.1%Prev: 0.1%	7,025 SH	Decreased-3,400 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.2M	0.3%Prev: 0.5%	16,445 SH	Decreased-8,651 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$1.8M	0.4%Prev: 0.3%	86,724 SH	Increased+37,960 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$3.3M	0.8%Prev: 0.2%	23,687 SH	Increased+18,491 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$268K	0.1%Prev: 0.1%	2,620 SH	Decreased-200 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$391K	0.1%Prev: 0.2%	2,042 SH	Decreased-1,190 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$7.6M	1.8%Prev: 2.7%	100,765 SH	Decreased-47,284 SH
INVESCO QQQ TR	UNIT SER 1	$8.3M	2.0%Prev: 2.8%	13,465 SH	Decreased-5,372 SH
ISHARES TR	CORE S&P MCP ETF	$1.3M	0.3%Prev: 0.6%	19,904 SH	Decreased-14,573 SH
ISHARES TR	CORE S&P SCP ETF	$7.5M	1.8%Prev: 2.0%	62,242 SH	Decreased-6,365 SH
ISHARES TR	CORE S&P US GWT	$442K	0.1%Prev: 0.3%	2,630 SH	Decreased-5,403 SH
ISHARES TR	EXPANDED TECH	$1.3M	0.3%Prev: 0.4%	12,374 SH	Decreased-415 SH
ISHARES TR	EXPND TEC SC ETF	$1.3M	0.3%Prev: 0.4%	10,444 SH	Decreased-2,283 SH
ISHARES TR	ISHARES BIOTECH	$594K	0.1%	3,522 SH	New
ISHARES TR	ISHARES SEMICDTR	$1.4M	0.3%	4,518 SH	New
ISHARES TR	MSCI USA QLT FCT	$377K	0.1%Prev: 0.3%	1,898 SH	Decreased-4,676 SH
ISHARES TR	RUS 1000 GRW ETF	$2.5M	0.6%Prev: 0.8%	5,370 SH	Decreased-1,269 SH
ISHARES TR	S&P MC 400VL ETF	$3.0M	0.7%Prev: 0.8%	23,078 SH	Decreased-1,950 SH
ISHARES TR	SELECT DIVID ETF	$314K	0.1%Prev: 0.1%	2,225 SH	Decreased-736 SH
ISHARES TR	SP SMCP600VL ETF	$592K	0.1%Prev: 0.2%	5,210 SH	Decreased-1,265 SH
ISHARES TR	U.S. FINLS ETF	$1.4M	0.3%Prev: 0.3%	10,989 SH	Increased+376 SH
ISHARES TR	U.S. TECH ETF	$1.3M	0.3%Prev: 0.4%	6,734 SH	Decreased-1,464 SH
ISHARES TR	U.S. UTILITS ETF	$1.3M	0.3%Prev: 0.3%	11,929 SH	Increased+566 SH
ISHARES TR	US INDUSTRIALS	$763K	0.2%Prev: 0.3%	5,150 SH	Decreased-3,916 SH
ISHARES TR	US TELECOM ETF	$1.4M	0.3%Prev: 0.4%	41,907 SH	Increased-1,289 SH
ISHARES U S ETF TR	SHORT DURATION B	$313K	0.1%Prev: 0.1%	6,135 SH	Decreased
J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$1.2M	0.3%	14,362 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.9M	0.7%Prev: 0.6%	58,199 SH	Increased+7,749 SH
JOBY AVIATION INC	COMMON STOCK	$353K	0.1%	26,718 SH	New
JOHNSON & JOHNSON	COM	$385K	0.1%Prev: 0.1%	1,863 SH	Increased+672 SH
JPMORGAN CHASE & CO.	COM	$10.9M	2.6%Prev: 2.7%	33,684 SH	Increased-221 SH
KLA CORP	COM NEW	$648K	0.2%Prev: 0.2%	534 SH	Increased-27 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$387K	0.1%	5,103 SH	New
LAM RESEARCH CORP	COM NEW	$7.2M	1.7%Prev: 1.7%	41,818 SH	Increased-9,523 SH
LOCKHEED MARTIN CORP	COM	$2.5M	0.6%Prev: 0.4%	5,226 SH	Increased+1,899 SH
LOWES COS INC	COM	$445K	0.1%Prev: 0.1%	1,844 SH	Decreased-361 SH
MARRIOTT INTL INC NEW	CL A	$1.9M	0.5%Prev: 0.5%	6,162 SH	Increased-967 SH
MASTERCARD INCORPORATED	CL A	$1.6M	0.4%Prev: 0.5%	2,869 SH	Decreased-738 SH
MCDONALDS CORP	COM	$4.5M	1.1%Prev: 0.9%	14,651 SH	Increased+2,587 SH
META PLATFORMS INC	CL A	$938K	0.2%Prev: 0.4%	1,421 SH	Decreased-580 SH
MICRON TECHNOLOGY INC	COM	$412K	0.1%Prev: 0.1%	1,445 SH	Decreased-1,405 SH
MICROSOFT CORP	COM	$13.6M	3.3%Prev: 3.0%	28,197 SH	Increased+5,251 SH
NETFLIX INC	COM	$2.7M	0.7%Prev: 0.2%	29,310 SH	Increased+28,753 SH
NVIDIA CORPORATION	COM	$12.4M	3.0%Prev: 3.2%	66,284 SH	Decreased-2,880 SH
NXP SEMICONDUCTORS N V	COM	$298K	0.1%Prev: 0.2%	1,370 SH	Decreased-1,818 SH
OKLO INC	COM CL A	$299K	0.1%	4,161 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$2.9M	0.7%Prev: 0.2%	16,360 SH	Increased+12,153 SH
PALO ALTO NETWORKS INC	COM	$8.8M	2.1%Prev: 2.3%	47,585 SH	Decreased+3,409 SH
PARAMOUNT SKYDANCE CORP	COM CL B	$344K	0.1%	25,693 SH	New
PAYCHEX INC	COM	$220K	0.1%Prev: 0.1%	1,959 SH	Decreased+37 SH
PEPSICO INC	COM	$355K	0.1%Prev: 0.1%	2,476 SH	Increased+136 SH
PHILIP MORRIS INTL INC	COM	$450K	0.1%	2,807 SH	New
PROCTER AND GAMBLE CO	COM	$393K	0.1%Prev: 0.1%	2,743 SH	Decreased+135 SH
PROSHARES TR	S&P 500 DV ARIST	$1.2M	0.3%Prev: 0.4%	11,385 SH	Decreased-3,760 SH
QUALCOMM INC	COM	$300K	0.1%Prev: 0.1%	1,754 SH	Decreased-107 SH
ROBINHOOD MKTS INC	COM CL A	$2.5M	0.6%Prev: 0.2%	22,111 SH	Increased+15,226 SH
ROCKET LAB CORP	COM	$575K	0.1%	8,238 SH	New
ROYAL BK CDA	COM	$224K	0.1%Prev: 0.1%	1,313 SH	Increased-98 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.3M	0.5%Prev: 0.2%	69,269 SH	Increased+40,880 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.2M	1.0%Prev: 1.0%	151,584 SH	Increased+6,924 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.3M	0.6%Prev: 0.8%	71,812 SH	Decreased-28,991 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$5.2M	1.3%Prev: 1.4%	184,249 SH	Decreased-11,532 SH
SEA LTD	SPONSORD ADS	$1.9M	0.5%Prev: 0.4%	14,780 SH	Increased+5,913 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$652K	0.2%Prev: 0.1%	2,367 SH	Increased-72 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$1.8M	0.4%	19,383 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$492K	0.1%	8,989 SH	New
SHERWIN WILLIAMS CO	COM	$1.1M	0.3%Prev: 0.3%	3,443 SH	Decreased-135 SH
SNOWFLAKE INC	COM SHS	$348K	0.1%	1,587 SH	New
SOFI TECHNOLOGIES INC	COM	$358K	0.1%	13,681 SH	New
SOUTHERN CO	COM	$812K	0.2%Prev: 0.1%	9,311 SH	Increased+3,828 SH
SPDR INDEX SHS FDS	S&P GBLINF ETF	$296K	0.1%	4,244 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$3.3M	0.8%Prev: 1.2%	4,874 SH	Decreased-2,046 SH
SPDR SERIES TRUST	STATE STREET SPD	$6.6M	1.6%	142,555 SH	New
STRYKER CORPORATION	COM	$2.5M	0.6%Prev: 0.3%	7,113 SH	Increased+3,770 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$620K	0.1%Prev: 0.2%	2,040 SH	Increased-140 SH
TESLA INC	COM	$3.2M	0.8%Prev: 0.3%	7,157 SH	Increased+4,580 SH
TJX COS INC NEW	COM	$2.5M	0.6%Prev: 0.5%	16,380 SH	Increased+1,977 SH
TRUIST FINL CORP	COM	$220K	0.1%Prev: 0.1%	4,463 SH	Increased-137 SH
UIPATH INC	CL A	$426K	0.1%	25,992 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$887K	0.2%Prev: 0.2%	17,357 SH	Increased+4,135 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$4.3M	1.0%Prev: 0.3%	12,020 SH	Increased+8,137 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.1M	0.5%Prev: 0.7%	27,746 SH	Decreased-10,500 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$538K	0.1%Prev: 0.1%	10,800 SH	Increased+6,250 SH
VANGUARD INDEX FDS	GROWTH ETF	$292K	0.1%Prev: 0.1%	598 SH	Decreased-147 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.3M	0.3%Prev: 0.2%	7,204 SH	Increased+3,215 SH
VANGUARD INDEX FDS	MID CAP ETF	$6.9M	1.6%Prev: 2.2%	23,661 SH	Decreased-6,334 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$991K	0.2%Prev: 0.1%	11,200 SH	Increased+5,513 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.4M	0.6%Prev: 0.8%	11,271 SH	Decreased-3,045 SH
VANGUARD INDEX FDS	SMALL CP ETF	$483K	0.1%Prev: 0.1%	1,874 SH	Decreased-330 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.7M	0.6%Prev: 0.9%	7,928 SH	Decreased-3,172 SH
VANGUARD INDEX FDS	VALUE ETF	$3.3M	0.8%Prev: 1.4%	17,290 SH	Decreased-11,626 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$629K	0.2%Prev: 0.3%	4,458 SH	Decreased-3,776 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$461K	0.1%	8,255 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$18.0M	4.3%Prev: 5.6%	81,954 SH	Decreased-21,836 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.2M	0.5%Prev: 0.9%	28,685 SH	Decreased-20,082 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.3%Prev: 0.5%	19,452 SH	Decreased-12,564 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.5M	0.6%Prev: 0.9%	27,550 SH	Decreased-10,563 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$604K	0.1%Prev: 0.1%	6,713 SH	Increased+2,707 SH
VERIZON COMMUNICATIONS INC	COM	$510K	0.1%	12,512 SH	New
VISA INC	COM CL A	$5.6M	1.3%Prev: 1.3%	16,040 SH	Increased+1,358 SH
WALMART INC	COM	$4.0M	1.0%Prev: 0.9%	36,266 SH	Increased+1,533 SH
WASTE MGMT INC DEL	COM	$3.8M	0.9%Prev: 0.8%	17,338 SH	Increased+3,663 SH
WISDOMTREE TR	US MIDCAP DIVID	$4.5M	1.1%Prev: 1.2%	87,361 SH	Decreased-5,790 SH
WISDOMTREE TR	US QTLY DIV GRT	$2.9M	0.7%Prev: 1.0%	32,379 SH	Decreased-13,541 SH

Sold (vs prior filing)

COLGATE PALMOLIVE CO — $280K
EA SERIES TRUST — $282K
EA SERIES TRUST — $302K
EXELON CORP — $376K
FEDEX CORP — $211K
INNOVATOR ETFS TRUST — $269K
INNOVATOR ETFS TRUST — $201K
INVESCO EXCH TRD SLF IDX FD — $431K
ISHARES TR — $266K
ISHARES TR — $1.1M
MEDTRONIC PLC — $204K
PUBLIC SVC ENTERPRISE GRP IN — $216K
SELECT SECTOR SPDR TR — $330K
SELECT SECTOR SPDR TR — $390K
SELECT SECTOR SPDR TR — $426K
SELECT SECTOR SPDR TR — $1.1M
SELECT SECTOR SPDR TR — $379K
SPDR DOW JONES INDL AVERAGE — $256K
SPDR GOLD TR — $334K
SPDR SERIES TRUST — $1.9M
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 15, 2026	Q4 2025	13F-HR	0001729847-26-000001	$418.3M	View
Nov 5, 2025	Q3 2025	13F-HR	0001729847-25-000006	$398.0M	View
Jul 28, 2026	Q2 2026