Investor
Nikulski Financial, Inc.
CIK 0001729847 · filed 2026-05-15 · SEC filing
13F book
$405.1M
Positions
175
16 new · 7 sold
Largest name
4.0%
Apple Inc. · AAPL
Est. mark
−$10.3M
Price effect on 159 names still held. Flow −$2.81M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 64K | $16.2M | 4.0% | −$1.16M | Cut−$6.31M |
| Amazon Com Inc | AMZN | 65.2K | $13.6M | 3.4% | −$1.47M | Cut−$4.1M |
| Invesco Exch Traded Fd Tr Ii | — | 229.8K | $12.9M | 3.2% | $81K | Added$6.4M |
| Alphabet Inc | — | 43.4K | $12.5M | 3.1% | −$1.1M | Cut−$5.62M |
| Costco Whsl Corp New | — | 10.7K | $10.7M | 2.6% | $1.44M | Cut−$1.22M |
| Nvidia Corp | NVDA | 58.8K | $10.3M | 2.5% | −$712K | Cut−$2.1M |
| Microsoft Corp | MSFT | 27.4K | $10.1M | 2.5% | −$3.1M | Cut−$3.51M |
| Jpmorgan Chase & Co. | — | 33.5K | $9.84M | 2.4% | −$939.2K | Cut−$1.01M |
| Vanguard Specialized Funds | — | 41.5K | $8.93M | 2.2% | −$196K | Cut−$9.08M |
| Spdr Series Trust | — | 46.3K | $8.43M | 2.1% | $875.7K | Added$6.44M |
| Lam Research Corp | LRCX | 39.3K | $8.39M | 2.1% | $1.67M | Cut$1.23M |
| AbbVie Inc. | ABBV | 37.5K | $8.15M | 2.0% | −$412.4K | Cut−$650.5K |
| Palo Alto Networks Inc | PANW | 47.5K | $7.62M | 1.9% | −$1.14M | Cut−$1.14M |
| Ishares Tr | — | 58.9K | $7.32M | 1.8% | $243.2K | Cut−$160.7K |
| Invesco Qqq Tr | — | 12.1K | $6.96M | 1.7% | −$448K | Cut−$1.31M |
| Vanguard Index Fds | — | 22.7K | $6.53M | 1.6% | −$69K | Cut−$339.2K |
| Invesco Exchange Traded Fd T | — | 80.3K | $6.03M | 1.5% | $11.2K | Cut−$1.53M |
| Goldman Sachs Etf Tr | — | 47.7K | $5.97M | 1.5% | −$345.3K | Cut−$1.52M |
| Goldman Sachs Physical Gold | — | 120.4K | $5.56M | 1.4% | $299.9K | Added$2.06M |
| Schwab Strategic Tr | — | 183.7K | $5.34M | 1.3% | $110.2K | Cut$95.5K |
| Constellation Energy Corp | CEG | 19K | $5.32M | 1.3% | −$1.41M | Cut−$1.5M |
| Schwab Strategic Tr | — | 163.1K | $5.01M | 1.2% | $492.7K | Added$847.2K |
| Freeport-Mcmoran Inc | FCX | 85K | $5M | 1.2% | $309.5K | Added$3.03M |
| Deere & Co | DE | 8.86K | $4.99M | 1.2% | $865.8K | Cut−$137.8K |
| Vaneck Etf Trust | — | 12.4K | $4.76M | 1.2% | $279.8K | Added$427K |
| Eli Lilly & Co | LLY | 5.01K | $4.6M | 1.1% | −$748K | Added−$585.2K |
| Visa Inc. | V | 15K | $4.53M | 1.1% | −$726.5K | Cut−$1.09M |
| Mcdonalds Corp | MCD | 14.3K | $4.46M | 1.1% | $74.2K | Cut−$19.1K |
| Wisdomtree Tr | — | 83.2K | $4.37M | 1.1% | $77.8K | Cut−$138.3K |
| Walmart Inc. | WMT | 33.6K | $4.17M | 1.0% | $432.2K | Cut$131.8K |
| Broadcom Inc. | AVGO | 13.4K | $4.15M | 1.0% | −$490.3K | Cut−$1.27M |
| Invesco Exchange Traded Fd T | — | 28.4K | $4.12M | 1.0% | $155.3K | Added$837.1K |
| Waste Mgmt Inc Del | — | 17.5K | $4.01M | 1.0% | $174.8K | Added$202.1K |
| Global X Fds | — | 54.9K | $3.89M | 1.0% | $247K | Added$1.24M |
| Robinhood Mkts Inc | — | 56K | $3.88M | 1.0% | −$968.5K | Added$1.38M |
| Crowdstrike Hldgs Inc | — | 9.82K | $3.83M | 0.9% | −$543.7K | Added$580.3K |
| Innovator Etfs Trust | — | 89K | $3.54M | 0.9% | $60.5K | Cut−$56.6K |
| Vanguard Star Fds | — | 45.5K | $3.51M | 0.9% | $47.9K | Added$1.35M |
| J P Morgan Exchange Traded F | — | 40.9K | $3.51M | 0.9% | $77K | Added$2.35M |
| Home Depot, Inc. | HD | 10.2K | $3.37M | 0.8% | −$155.6K | Cut−$286K |
| Lockheed Martin Corp | LMT | 5.54K | $3.35M | 0.8% | $631K | Added$817.8K |
| Tesla, Inc. | TSLA | 8.51K | $3.16M | 0.8% | −$558K | Added−$54.3K |
| Netflix Inc | NFLX | 32.5K | $3.13M | 0.8% | $70.1K | Added$377.1K |
| Ishares Tr | — | 21.8K | $2.89M | 0.7% | $19.9K | Cut−$151.5K |
| Allstate Corp | — | 13.3K | $2.76M | 0.7% | −$10.4K | Cut−$135.6K |
| Exxon Mobil Corp | — | 16K | $2.71M | 0.7% | $132.8K | Added$2.39M |
| Palantir Technologies Inc. | PLTR | 18.3K | $2.68M | 0.7% | −$514.8K | Added−$232.5K |
| Stryker Corp | SYK | 8.13K | $2.67M | 0.7% | −$162.5K | Added$171.7K |
| Invesco Exch Traded Fd Tr Ii | — | 110.9K | $2.66M | 0.7% | −$18.5K | Added$920K |
| Tjx Cos Inc New | — | 16.7K | $2.66M | 0.7% | $99.8K | Added$144.5K |
| Vanguard Index Fds | — | 13.5K | $2.66M | 0.7% | $70.6K | Cut−$646.2K |
| Digital Rlty Tr Inc | — | 14.4K | $2.6M | 0.6% | $367.5K | Cut$302.5K |
| Schwab Strategic Tr | — | 73.8K | $2.43M | 0.6% | $13.9K | Added$163.9K |
| Vanguard Whitehall Fds | — | 26.8K | $2.37M | 0.6% | −$80K | Cut−$152K |
| Spdr S&P 500 Etf Tr | — | 3.43K | $2.23M | 0.5% | −$108.7K | Cut−$1.09M |
| Goldman Sachs Group Inc | — | 2.55K | $2.16M | 0.5% | −$84.1K | Cut−$189.6K |
| Innovator Etfs Trust | — | 45.4K | $2.09M | 0.5% | −$37.3K | Added$123K |
| J P Morgan Exchange Traded F | — | 41.3K | $2.09M | 0.5% | $400 | Cut−$853.4K |
| Vanguard Index Fds | — | 6.45K | $2.07M | 0.5% | −$93.2K | Cut−$590.4K |
| Wisdomtree Tr | — | 23.5K | $2.07M | 0.5% | −$37.4K | Cut−$828.7K |
| Vanguard Index Fds | — | 23.2K | $2.06M | 0.5% | $2.38K | Added$1.07M |
| Enbridge Inc | — | 36.9K | $2M | 0.5% | $95.8K | Added$1.27M |
| State Srt Spdr Prtfl Hgh | — | 85.5K | $1.99M | 0.5% | −$29.6K | Added−$10.2K |
| Marriott Intl Inc New | — | 5.93K | $1.94M | 0.5% | $99.9K | Cut$27.9K |
| Invesco Exch Traded Fd Tr Ii | — | 93K | $1.9M | 0.5% | −$51.2K | Added$76K |
| Aerovironment Inc | AVAV | 10.3K | $1.88M | 0.5% | −$533.2K | Added−$315.4K |
| Schwab Strategic Tr | — | 62.6K | $1.82M | 0.4% | −$218.4K | Cut−$519.6K |
| Sea Ltd | SE | 21.7K | $1.8M | 0.4% | −$661.6K | Added−$90.2K |
| Prologis Inc. | — | 13.5K | $1.79M | 0.4% | — | New |
| Cameco Corp | CCJ | 16.1K | $1.75M | 0.4% | $173.9K | Added$816.7K |
| Ishares Tr | — | 4.02K | $1.72M | 0.4% | −$188.7K | Cut−$826.2K |
| Vanguard Bd Index Fds | — | 23.2K | $1.71M | 0.4% | −$9.96K | Cut−$346.1K |
| Abrdn Silver Etf Trust | SIVR | 23.1K | $1.66M | 0.4% | — | New |
| Ishares Tr | — | 41.9K | $1.65M | 0.4% | $227.2K | Added$227.5K |
| Vanguard Whitehall Fds | — | 17.1K | $1.61M | 0.4% | $28.5K | Added$1M |
| Vanguard Index Fds | — | 8.31K | $1.53M | 0.4% | $49.6K | Added$253.1K |
| Vaneck Etf Trust | — | 11.2K | $1.49M | 0.4% | — | New |
| Ishares Tr | — | 4.46K | $1.47M | 0.4% | $122.7K | Cut$105K |
| Ishares Tr | — | 11.9K | $1.39M | 0.3% | $92.5K | Added$92.8K |
| Abbott Labs | ABT | 13.3K | $1.36M | 0.3% | −$300.4K | Cut−$349.2K |
| Ishares Tr | — | 19.3K | $1.3M | 0.3% | $29.5K | Cut−$10.7K |
| Ishares Tr | — | 11K | $1.29M | 0.3% | −$123.9K | Added−$123.5K |
| Ishares Tr | — | 10.4K | $1.24M | 0.3% | −$111.2K | Held |
| Ishares Tr | — | 6.74K | $1.22M | 0.3% | −$123.1K | Added−$122.9K |
| Caterpillar Inc | CAT | 1.62K | $1.15M | 0.3% | $219.4K | Held |
| Spdr Index Shs Fds | — | 14.2K | $1.08M | 0.3% | $26.5K | Added$783.8K |
| Ishares Tr | — | 7.21K | $1.06M | 0.3% | −$3.25K | Added$300.4K |
| Vanguard Tax-Managed Fds | — | 16.4K | $1.05M | 0.3% | $26.4K | Cut−$164.3K |
| Spdr Series Trust | — | 20.8K | $1M | 0.2% | $30.4K | Cut−$119.8K |
| Berkshire Hathaway Inc Del | — | 2.09K | $999.4K | 0.2% | −$49.1K | Cut−$4.26M |
| Invesco Exch Traded Fd Tr Ii | — | 13.6K | $997.6K | 0.2% | $23.5K | Cut−$176.9K |
| Ishares Tr | — | 12.4K | $990.5K | 0.2% | −$317.3K | Held |
| Select Sector Spdr Tr | — | 11.5K | $943K | 0.2% | $49.5K | Cut−$100K |
| Amgen Inc | AMGN | 2.58K | $906.4K | 0.2% | $63.1K | Cut−$13.2K |
| Southern Co | — | 9.22K | $890.3K | 0.2% | $86K | Cut$78.4K |
| Bloom Energy Corp | BE | 6.51K | $882.3K | 0.2% | $180.1K | Added$560.3K |
| Rocket Lab Corp | RKLB | 12.8K | $820.6K | 0.2% | −$45.6K | Added$245.9K |
| Bitwise Bitcoin Etf Tr | — | 21.7K | $798.1K | 0.2% | −$78.2K | Added$452.3K |
| Innovator Etfs Trust | — | 17.2K | $792.5K | 0.2% | −$7.97K | Cut−$10.3K |
| Etfs Gold Tr | — | 17.6K | $787K | 0.2% | — | New |
| Alphabet Inc | — | 2.62K | $750.5K | 0.2% | −$67.9K | Added−$40.7K |
| Meta Platforms, Inc. | META | 1.31K | $748.3K | 0.2% | −$115.1K | Cut−$189.6K |
| Global X Fds | — | 17.6K | $743.7K | 0.2% | −$24.1K | Added$426.6K |
| Select Sector Spdr Tr | — | 6.67K | $726.6K | 0.2% | −$62.1K | Added$15.4K |
| Intuitive Surgical Inc | ISRG | 1.53K | $706.2K | 0.2% | −$161.4K | Cut−$212.4K |
| Spdr Series Trust | — | 8.86K | $700.2K | 0.2% | −$30.5K | Cut−$142.3K |
| UiPath, Inc. | PATH | 62.9K | $698K | 0.2% | −$137.5K | Added$272K |
| Kratos Defense & Sec Solutio | — | 9.69K | $683K | 0.2% | −$27.6K | Added$295.7K |
| Innovator Etfs Trust | — | 15.7K | $676.7K | 0.2% | −$12.7K | Held |
| Vanguard Index Fds | — | 3.05K | $663.5K | 0.2% | $16.7K | Cut−$1.72M |
| Snowflake Inc. | SNOW | 4.4K | $663.5K | 0.2% | −$108.8K | Added$315.3K |
| Vanguard Intl Equity Index F | — | 12.1K | $654.9K | 0.2% | — | New |
| Verizon Communications Inc | VZ | 13K | $652.9K | 0.2% | $118.5K | Added$143.3K |
| Taiwan Semiconductor Mfg Ltd | — | 1.93K | $651K | 0.2% | $65.7K | Cut$30.7K |
| Vanguard Bd Index Fds | — | 12.9K | $641.8K | 0.2% | −$594 | Added$103.5K |
| Capital Grp Fixed Incm Etf T | — | 23.1K | $629.2K | 0.2% | −$3.3K | Added$394.9K |
| Ishares Tr | — | 5.16K | $610.6K | 0.2% | $24.4K | Cut$18.1K |
| Philip Morris Intl Inc | — | 3.67K | $608.4K | 0.1% | $14.3K | Added$157.9K |
| Joby Aviation Inc | — | 73.5K | $606.7K | 0.1% | −$132K | Added$254K |
| Duke Energy Corp New | — | 4.42K | $578.2K | 0.1% | $56.3K | Added$97.2K |
| SoFi Technologies, Inc. | SOFI | 36.1K | $572.6K | 0.1% | −$140.9K | Added$214.5K |
| Alliant Energy Corp | LNT | 7.82K | $561.1K | 0.1% | $52.8K | Held |
| Sprott Asset Management Lp | — | 22.8K | $555.7K | 0.1% | — | New |
| Oklo Inc. | OKLO | 11.2K | $555.5K | 0.1% | −$92.2K | Added$256.9K |
| Archer Aviation Inc | — | 106.3K | $549.5K | 0.1% | −$114.6K | Added$182.7K |
| Innovator Etfs Trust | — | 13.1K | $547.5K | 0.1% | −$698 | Held |
| Spdr Series Trust | — | 7.11K | $543.9K | 0.1% | −$26.1K | Cut−$92.6K |
| Seagate Technology Hldngs Pl | — | 1.34K | $525.8K | 0.1% | $156.2K | Cut−$126.1K |
| Kla Corp | KLAC | 352 | $517.6K | 0.1% | $90.3K | Cut−$130.7K |
| Vaneck Etf Trust | — | 10K | $502.1K | 0.1% | −$9.81K | Cut−$385.2K |
| Invesco Exch Traded Fd Tr Ii | — | 2.06K | $488.5K | 0.1% | −$15.9K | Added$228.6K |
| Pimco Etf Tr | — | 10.6K | $477.8K | 0.1% | — | New |
| Select Sector Spdr Tr | — | 9.46K | $466.8K | 0.1% | −$48.5K | Added−$25.5K |
| Vanguard Intl Equity Index F | — | 3.23K | $446.8K | 0.1% | −$8.85K | Cut−$182.1K |
| Ishares Tr | — | 2.82K | $426.4K | 0.1% | $22.9K | Added$112.3K |
| Corning Inc | — | 3.08K | $419.4K | 0.1% | $149.3K | Cut−$4.68K |
| Innovator Etfs Trust | — | 9.51K | $406.2K | 0.1% | −$5.04K | Cut−$10.7K |
| Innovator Etfs Trust | — | 9.24K | $392.8K | 0.1% | −$8.13K | Cut−$11.7K |
| Proshares Tr | — | 3.49K | $370.2K | 0.1% | $6.76K | Cut−$814.6K |
| Vanguard Index Fds | — | 1.4K | $367.3K | 0.1% | $5.62K | Cut−$116.1K |
| Ishares Tr | — | 1.86K | $357.4K | 0.1% | −$12.7K | Cut−$19.6K |
| Johnson & Johnson | JNJ | 1.45K | $353.9K | 0.1% | $54.3K | Cut−$31.6K |
| Micron Technology Inc | MU | 1.03K | $347K | 0.1% | $53.8K | Cut−$65.5K |
| Pepsico Inc | PEP | 2.2K | $342K | 0.1% | $25.9K | Cut−$13.3K |
| Ishares Tr | — | 2.13K | $331.2K | 0.1% | −$27.4K | Cut−$110.5K |
| BlackRock, Inc. | BLK | 341 | $328K | 0.1% | −$35K | Added−$16.7K |
| Lowes Cos Inc | — | 1.39K | $327.8K | 0.1% | −$6.65K | Cut−$116.8K |
| Invesco Exchange Traded Fd T | — | 1.66K | $318.6K | 0.1% | $597 | Cut−$72.6K |
| American Express Co | AXP | 1.05K | $317.9K | 0.1% | — | New |
| Innovator Etfs Trust | — | 12.6K | $314.9K | 0.1% | −$1.57K | Cut−$40.2K |
| Ishares Tr | — | 1.84K | $310.4K | 0.1% | $160 | Cut−$284.1K |
| Fidelity Merrimack Str Tr | — | 6.75K | $308K | 0.1% | — | New |
| At&T Inc | — | 10.5K | $305.1K | 0.1% | $43.7K | Cut−$742.3K |
| Ishares U S Etf Tr | — | 5.9K | $299.9K | 0.1% | −$1.56K | Cut−$13.6K |
| Qualcomm Inc | — | 2.19K | $282.1K | 0.1% | −$74.1K | Added−$17.8K |
| Capital One Finl Corp | — | 1.54K | $280.9K | 0.1% | −$79.9K | Added−$42.1K |
| Pimco Etf Tr | — | 2.9K | $280.5K | 0.1% | — | New |
| Procter And Gamble Co | PG | 1.86K | $268.2K | 0.1% | $2.07K | Cut−$124.9K |
| Invesco Exch Traded Fd Tr Ii | — | 6.28K | $264.6K | 0.1% | $410 | Cut−$31.2K |
| Vanguard Growth Etf | — | 598 | $261.2K | 0.1% | −$30.5K | Held |
| Paychex Inc | PAYX | 2.83K | $260.2K | 0.1% | −$39.3K | Added$40.5K |
| Cisco Sys Inc | — | 3.2K | $248.2K | 0.1% | $1.74K | Added$9.34K |
| Innovator Etfs Trust | — | 7.25K | $242.6K | 0.1% | −$326 | Cut−$12.1K |
| Howmet Aerospace Inc. | HWM | 1.04K | $239.7K | 0.1% | $25.4K | Added$34.7K |
| Invesco Exchange Traded Fd T | — | 2.31K | $238.5K | 0.1% | $2.19K | Cut−$29.8K |
| Innovator Etfs Trust | — | 5.76K | $235.4K | 0.1% | −$5.3K | Held |
| Mastercard Inc | MA | 445 | $222.5K | 0.1% | −$31.6K | Cut−$1.42M |
| Conocophillips | COP | 1.66K | $219.4K | 0.1% | — | New |
| Coca Cola Co | KO | 2.82K | $214.5K | 0.1% | — | New |
| Innovator Etfs Trust | — | 5.32K | $213.1K | 0.1% | — | New |
| Illinois Tool Wks Inc | — | 790 | $205.6K | 0.1% | $11K | Cut$3.66K |
| Chevron Corp New | CVX | 979 | $202.6K | 0.1% | — | New |
| Royal Bk Cda | — | 1.25K | $201.9K | 0.1% | −$10.9K | Cut−$22K |
| Public Svc Enterprise Grp In | — | 2.49K | $201.7K | 0.1% | — | New |
| Ford Mtr Co | — | 12.1K | $139.7K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.