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: $181.9M164 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.4M	0.7%	13,279 SH	New
ABBVIE INC	COM	$8.2M	4.5%Prev: 2.5%	37,482 SH	Increased-1,414 SH
ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$1.7M	0.9%	23,130 SH	New
AEROVIRONMENT INC	COM	$1.9M	1.0%	10,252 SH	New
ALLIANT ENERGY CORP	COM	$561K	0.3%	7,819 SH	New
ALLSTATE CORP	COM	$2.8M	1.5%Prev: 0.9%	13,305 SH	Decreased-1,315 SH
ALPHABET INC	CAP STK CL A	$12.5M	6.9%Prev: 2.7%	43,368 SH	Increased-15,169 SH
ALPHABET INC	CAP STK CL C	$750K	0.4%	2,616 SH	New
AMAZON COM INC	COM	$13.6M	7.5%Prev: 4.1%	65,184 SH	Increased-5,485 SH
AMERICAN EXPRESS CO	COM	$318K	0.2%	1,051 SH	New
AMGEN INC	COM	$906K	0.5%Prev: 0.3%	2,576 SH	Increased-95 SH
APPLE INC	COM	$16.2M	8.9%Prev: 5.2%	64,019 SH	Decreased-13,900 SH
ARCHER AVIATION INC	COM CL A	$549K	0.3%	106,285 SH	New
AT&T INC	COM	$305K	0.2%	10,525 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$999K	0.5%Prev: 1.2%	2,086 SH	Decreased-5,551 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$798K	0.4%	21,681 SH	New
BLACKROCK INC	COM	$328K	0.2%Prev: 0.1%	341 SH	Increased+41 SH
BLOOM ENERGY CORP	COM CL A	$882K	0.5%	6,512 SH	New
BROADCOM INC	COM	$4.1M	2.3%Prev: 0.7%	13,401 SH	Increased-1,102 SH
CAMECO CORP	COM	$1.7M	1.0%	16,078 SH	New
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$629K	0.3%	23,107 SH	New
CAPITAL ONE FINL CORP	COM	$281K	0.2%Prev: 0.1%	1,540 SH	Increased+226 SH
CATERPILLAR INC	COM	$1.1M	0.6%	1,618 SH	New
CHEVRON CORPORATION	COM	$203K	0.1%	979 SH	New
CISCO SYS INC	COM	$248K	0.1%Prev: 0.1%	3,199 SH	Increased-142 SH
COCA COLA CO	COM	$215K	0.1%	2,818 SH	New
CONOCOPHILLIPS	COM	$219K	0.1%	1,662 SH	New
CONSTELLATION ENERGY CORP	COM	$5.3M	2.9%Prev: 1.2%	19,034 SH	Increased-1,082 SH
CORNING INC	COM	$419K	0.2%	3,085 SH	New
COSTCO WHOLESALE CORPORATION	COM	$10.7M	5.9%	10,743 SH	New
CROWDSTRIKE HLDGS INC	CL A	$3.8M	2.1%Prev: 0.6%	9,818 SH	Increased+4,624 SH
DEERE & CO	COM	$5.0M	2.7%Prev: 1.1%	8,860 SH	Increased+963 SH
DIGITAL RLTY TR INC	COM	$2.6M	1.4%Prev: 0.6%	14,446 SH	Increased-435 SH
DUKE ENERGY CORP NEW	COM NEW	$578K	0.3%	4,416 SH	New
ELI LILLY & CO	COM	$4.6M	2.5%Prev: 0.7%	5,006 SH	Increased+2,025 SH
ENBRIDGE INC	COM	$2.0M	1.1%	36,930 SH	New
ETFS GOLD TR	PHYSCL GOLD SHS	$787K	0.4%	17,637 SH	New
EXXON MOBIL CORP	COM	$2.7M	1.5%	15,998 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$308K	0.2%	6,752 SH	New
FORD MTR CO	COM	$140K	0.1%	12,105 SH	New
FREEPORT MCMORAN INC	CL B	$5.0M	2.7%	84,996 SH	New
GLOBAL X FDS	DAX GERMANY ETF	$744K	0.4%	17,640 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$3.9M	2.1%	54,907 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$6.0M	3.3%Prev: 2.9%	47,690 SH	Decreased-38,091 SH
GOLDMAN SACHS GROUP INC	COM	$2.2M	1.2%Prev: 0.6%	2,548 SH	Increased-960 SH
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$5.6M	3.1%Prev: 0.7%	120,385 SH	Increased+45,858 SH
HOME DEPOT INC	COM	$3.4M	1.8%Prev: 1.0%	10,232 SH	Increased+1,648 SH
HOWMET AEROSPACE INC	COM	$240K	0.1%	1,040 SH	New
ILLINOIS TOOL WKS INC	COM	$206K	0.1%Prev: 0.1%	790 SH	Decreased-129 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$243K	0.1%Prev: 0.1%	7,250 SH	Increased+270 SH
INNOVATOR ETFS TRUST	PREMIUM INCM 15	$315K	0.2%Prev: 0.2%	12,590 SH	Decreased-13,235 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$3.5M	1.9%Prev: 1.2%	89,003 SH	Decreased-20,547 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$406K	0.2%Prev: 0.1%	9,508 SH	Increased+538 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$5.0M	2.7%Prev: 1.3%	111,746 SH	Increased+281 SH
INTUITIVE SURGICAL INC	COM NEW	$706K	0.4%	1,532 SH	New
INVESCO EXCH TRADED FD TR II	FNDMNTL IG CRP	$2.7M	1.5%	110,858 SH	New
INVESCO EXCH TRADED FD TR II	INTL BUYBACK	$12.9M	7.1%Prev: 0.4%	229,788 SH	Increased+201,482 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$488K	0.3%	2,056 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCAP QTY	$265K	0.1%Prev: 0.1%	6,275 SH	Increased+940 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$998K	0.5%Prev: 0.6%	13,640 SH	Decreased-12,705 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$1.9M	1.0%Prev: 0.2%	92,956 SH	Increased+55,946 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$4.1M	2.3%	28,388 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$239K	0.1%	2,308 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$319K	0.2%Prev: 0.2%	1,660 SH	Decreased-1,742 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$6.0M	3.3%Prev: 3.0%	80,260 SH	Decreased-71,121 SH
INVESCO QQQ TR	UNIT SER 1	$7.0M	3.8%Prev: 2.6%	12,062 SH	Decreased-6,532 SH
ISHARES TR	CORE S&P MCP ETF	$1.3M	0.7%Prev: 0.7%	19,295 SH	Decreased-20,160 SH
ISHARES TR	CORE S&P SCP ETF	$7.3M	4.0%Prev: 2.4%	58,881 SH	Decreased-16,736 SH
ISHARES TR	CORE S&P US GWT	$331K	0.2%Prev: 0.4%	2,135 SH	Decreased-7,040 SH
ISHARES TR	EXPANDED TECH	$991K	0.5%Prev: 0.5%	12,374 SH	Decreased-5,098 SH
ISHARES TR	EXPND TEC SC ETF	$1.2M	0.7%Prev: 0.5%	10,444 SH	Decreased-6,746 SH
ISHARES TR	ISHARES BIOTECH	$310K	0.2%	1,838 SH	New
ISHARES TR	ISHARES SEMICDTR	$1.5M	0.8%Prev: 0.3%	4,459 SH	Increased-155 SH
ISHARES TR	MSCI USA QLT FCT	$357K	0.2%Prev: 0.4%	1,863 SH	Decreased-4,986 SH
ISHARES TR	RUS 1000 GRW ETF	$1.7M	0.9%Prev: 0.7%	4,023 SH	Decreased-2,835 SH
ISHARES TR	S&P MC 400VL ETF	$2.9M	1.6%Prev: 1.0%	21,775 SH	Decreased-6,868 SH
ISHARES TR	SELECT DIVID ETF	$426K	0.2%Prev: 0.2%	2,816 SH	Decreased-1,001 SH
ISHARES TR	SP SMCP600VL ETF	$611K	0.3%Prev: 0.2%	5,155 SH	Decreased-2,280 SH
ISHARES TR	U.S. FINLS ETF	$1.3M	0.7%Prev: 0.5%	10,992 SH	Decreased-3,739 SH
ISHARES TR	U.S. TECH ETF	$1.2M	0.7%Prev: 0.5%	6,735 SH	Decreased-4,404 SH
ISHARES TR	U.S. UTILITS ETF	$1.4M	0.8%	11,932 SH	New
ISHARES TR	US INDUSTRIALS	$1.1M	0.6%Prev: 0.5%	7,208 SH	Decreased-5,104 SH
ISHARES TR	US TELECOM ETF	$1.6M	0.9%Prev: 0.2%	41,915 SH	Increased+14,584 SH
ISHARES U S ETF TR	SHORT DURATION B	$300K	0.2%Prev: 0.1%	5,900 SH	Decreased-635 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$3.5M	1.9%	40,948 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.1M	1.1%Prev: 0.7%	41,325 SH	Decreased-6,818 SH
JOBY AVIATION INC	COMMON STOCK	$607K	0.3%	73,452 SH	New
JOHNSON & JOHNSON	COM	$354K	0.2%Prev: 0.1%	1,448 SH	Increased+102 SH
JPMORGAN CHASE & CO	COM	$9.8M	5.4%	33,462 SH	New
KLA CORP	COM NEW	$518K	0.3%Prev: 0.1%	352 SH	Increased-202 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$683K	0.4%	9,687 SH	New
LAM RESEARCH CORP	COM NEW	$8.4M	4.6%Prev: 1.2%	39,257 SH	Increased-13,467 SH
LOCKHEED MARTIN CORP	COM	$3.3M	1.8%Prev: 0.3%	5,535 SH	Increased+3,118 SH
LOWES COS INC	COM	$328K	0.2%Prev: 0.2%	1,387 SH	Decreased-836 SH
MARRIOTT INTL INC NEW	CL A	$1.9M	1.1%Prev: 0.5%	5,930 SH	Increased-1,326 SH
MASTERCARD INCORPORATED	CL A	$222K	0.1%Prev: 0.6%	445 SH	Decreased-3,197 SH
MCDONALDS CORP	COM	$4.5M	2.5%Prev: 1.1%	14,346 SH	Increased+2,260 SH
META PLATFORMS INC	CL A	$748K	0.4%Prev: 0.4%	1,308 SH	Decreased-734 SH
MICRON TECHNOLOGY INC	COM	$347K	0.2%Prev: 0.1%	1,027 SH	Increased-1,973 SH
MICROSOFT CORP	COM	$10.1M	5.6%Prev: 2.4%	27,361 SH	Increased+6,312 SH
NETFLIX INC.	COM	$3.1M	1.7%	32,503 SH	New
NVIDIA CORPORATION	COM	$10.3M	5.6%Prev: 2.1%	58,843 SH	Increased-5,318 SH
OKLO INC	COM CL A	$556K	0.3%	11,202 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$2.7M	1.5%	18,290 SH	New
PALO ALTO NETWORKS INC	COM	$7.6M	4.2%Prev: 2.1%	47,534 SH	Increased+5,998 SH
PAYCHEX INC	COM	$260K	0.1%Prev: 0.1%	2,825 SH	Decreased+903 SH
PEPSICO INC	COM	$342K	0.2%Prev: 0.1%	2,203 SH	Decreased-133 SH
PHILIP MORRIS INTL INC	COM	$608K	0.3%	3,675 SH	New
PIMCO ETF TR	INV GRD CRP BD	$281K	0.2%	2,898 SH	New
PIMCO ETF TR	MUNI INCOME OPP	$478K	0.3%	10,577 SH	New
PROCTER & GAMBLE CO	COM	$268K	0.1%	1,857 SH	New
PROLOGIS INC.	COM	$1.8M	1.0%	13,512 SH	New
PROSHARES TR	S&P 500 DV ARIST	$370K	0.2%Prev: 0.5%	3,492 SH	Decreased-11,526 SH
PUBLIC SVC ENTERPRISE GROUP	COM	$202K	0.1%	2,491 SH	New
QUALCOMM INC	COM	$282K	0.2%Prev: 0.1%	2,191 SH	Decreased+320 SH
ROBINHOOD MKTS INC	COM CL A	$3.9M	2.1%	56,048 SH	New
ROCKET LAB CORP	COM	$821K	0.5%	12,778 SH	New
ROYAL BK CDA	COM	$202K	0.1%	1,248 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.4M	1.3%Prev: 0.1%	73,824 SH	Increased+61,203 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.0M	2.8%Prev: 1.0%	163,140 SH	Increased+44,646 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.8M	1.0%Prev: 0.7%	62,577 SH	Decreased-32,530 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$5.3M	2.9%Prev: 1.3%	183,731 SH	Increased+2,839 SH
SEA LTD	SPONSORD ADS	$1.8M	1.0%	21,680 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$526K	0.3%Prev: 0.1%	1,342 SH	Increased-1,097 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$1.7M	0.9%	18,170 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$467K	0.3%	9,456 SH	New
SNOWFLAKE INC	COM SHS	$663K	0.4%	4,399 SH	New
SOFI TECHNOLOGIES INC	COM	$573K	0.3%	36,060 SH	New
SOUTHERN CO	COM	$890K	0.5%Prev: 0.1%	9,224 SH	Increased+4,487 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$1.1M	0.6%	14,205 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$12.7M	7.0%	168,588 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$556K	0.3%	22,782 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.2M	1.2%	3,428 SH	New
STRYKER CORPORATION	COM	$2.7M	1.5%	8,130 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$651K	0.4%	1,925 SH	New
TESLA INC	COM	$3.2M	1.7%Prev: 0.1%	8,512 SH	Increased+7,384 SH
TJX COS INC NEW	COM	$2.7M	1.5%Prev: 0.5%	16,660 SH	Increased+3,975 SH
UIPATH INC	CL A	$698K	0.4%	62,880 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$502K	0.3%Prev: 0.2%	10,013 SH	Decreased-1,527 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$4.8M	2.6%	12,404 SH	New
VANECK ETF TRUST	URANIUM AND NUCL	$1.5M	0.8%	11,205 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.7M	0.9%Prev: 0.9%	23,208 SH	Decreased-16,488 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$642K	0.4%	12,891 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$261K	0.1%Prev: 0.1%	598 SH	Decreased-148 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.5M	0.8%Prev: 0.1%	8,308 SH	Increased+6,260 SH
VANGUARD INDEX FDS	MID CAP ETF	$6.5M	3.6%Prev: 2.4%	22,730 SH	Decreased-7,608 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.1M	1.1%Prev: 0.1%	23,238 SH	Increased+18,360 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$664K	0.4%Prev: 0.8%	3,054 SH	Decreased-11,031 SH
VANGUARD INDEX FDS	SMALL CP ETF	$367K	0.2%Prev: 0.2%	1,402 SH	Decreased-912 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	1.1%Prev: 1.1%	6,445 SH	Decreased-6,562 SH
VANGUARD INDEX FDS	VALUE ETF	$2.7M	1.5%Prev: 1.6%	13,537 SH	Decreased-16,735 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$655K	0.4%	12,117 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$447K	0.2%Prev: 0.3%	3,230 SH	Decreased-5,063 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$8.9M	4.9%Prev: 6.2%	41,513 SH	Decreased-64,175 SH
VANGUARD STAR FDS	VG TL INTL STK F	$3.5M	1.9%Prev: 1.1%	45,540 SH	Decreased-11,581 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.6%Prev: 0.5%	16,400 SH	Decreased-13,736 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.4M	1.3%Prev: 1.1%	26,763 SH	Decreased-18,079 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$1.6M	0.9%	17,067 SH	New
VERIZON COMMUNICATIONS INC	COM	$653K	0.4%	13,006 SH	New
VISA INC	COM CL A	$4.5M	2.5%Prev: 1.5%	14,991 SH	Decreased+1,004 SH
WALMART INC	COM	$4.2M	2.3%Prev: 0.9%	33,571 SH	Increased-453 SH
WASTE MGMT INC DEL	COM	$4.0M	2.2%Prev: 0.9%	17,457 SH	Increased+4,749 SH
WISDOMTREE TR	US MIDCAP DIVID	$4.4M	2.4%Prev: 1.4%	83,173 SH	Decreased-9,944 SH
WISDOMTREE TR	US QTLY DIV GRT	$2.1M	1.1%Prev: 1.1%	23,530 SH	Decreased-23,575 SH

Sold (vs prior filing)

ABBOTT LABS — $1.3M
ADOBE INC — $784K
AMERICAN ELEC PWR CO INC — $210K
COLGATE PALMOLIVE CO — $327K
COSTCO WHSL CORP NEW — $11.6M
DOMINOS PIZZA INC — $221K
EA SERIES TRUST — $216K
EXELON CORP — $305K
FEDEX CORP — $224K
INNOVATOR ETFS TRUST — $243K
INVESCO EXCH TRD SLF IDX FD — $598K
ISHARES TR — $328K
ISHARES TR — $290K
JPMORGAN CHASE & CO. — $8.2M
NETFLIX INC — $356K
NXP SEMICONDUCTORS N V — $652K
PROCTER AND GAMBLE CO — $465K
PUBLIC SVC ENTERPRISE GRP IN — $214K
SALESFORCE INC — $2.7M
SANOFI — $204K
… and 16 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