13F

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.
NameTickerSharesValueWeightEst. markChange
Apple Inc.AAPL64K$16.2M4.0%−$1.16MCut−$6.31M
Amazon Com IncAMZN65.2K$13.6M3.4%−$1.47MCut−$4.1M
Invesco Exch Traded Fd Tr Ii229.8K$12.9M3.2%$81KAdded$6.4M
Alphabet Inc43.4K$12.5M3.1%−$1.1MCut−$5.62M
Costco Whsl Corp New10.7K$10.7M2.6%$1.44MCut−$1.22M
Nvidia CorpNVDA58.8K$10.3M2.5%−$712KCut−$2.1M
Microsoft CorpMSFT27.4K$10.1M2.5%−$3.1MCut−$3.51M
Jpmorgan Chase & Co.33.5K$9.84M2.4%−$939.2KCut−$1.01M
Vanguard Specialized Funds41.5K$8.93M2.2%−$196KCut−$9.08M
Spdr Series Trust46.3K$8.43M2.1%$875.7KAdded$6.44M
Lam Research CorpLRCX39.3K$8.39M2.1%$1.67MCut$1.23M
AbbVie Inc.ABBV37.5K$8.15M2.0%−$412.4KCut−$650.5K
Palo Alto Networks IncPANW47.5K$7.62M1.9%−$1.14MCut−$1.14M
Ishares Tr58.9K$7.32M1.8%$243.2KCut−$160.7K
Invesco Qqq Tr12.1K$6.96M1.7%−$448KCut−$1.31M
Vanguard Index Fds22.7K$6.53M1.6%−$69KCut−$339.2K
Invesco Exchange Traded Fd T80.3K$6.03M1.5%$11.2KCut−$1.53M
Goldman Sachs Etf Tr47.7K$5.97M1.5%−$345.3KCut−$1.52M
Goldman Sachs Physical Gold120.4K$5.56M1.4%$299.9KAdded$2.06M
Schwab Strategic Tr183.7K$5.34M1.3%$110.2KCut$95.5K
Constellation Energy CorpCEG19K$5.32M1.3%−$1.41MCut−$1.5M
Schwab Strategic Tr163.1K$5.01M1.2%$492.7KAdded$847.2K
Freeport-Mcmoran IncFCX85K$5M1.2%$309.5KAdded$3.03M
Deere & CoDE8.86K$4.99M1.2%$865.8KCut−$137.8K
Vaneck Etf Trust12.4K$4.76M1.2%$279.8KAdded$427K
Eli Lilly & CoLLY5.01K$4.6M1.1%−$748KAdded−$585.2K
Visa Inc.V15K$4.53M1.1%−$726.5KCut−$1.09M
Mcdonalds CorpMCD14.3K$4.46M1.1%$74.2KCut−$19.1K
Wisdomtree Tr83.2K$4.37M1.1%$77.8KCut−$138.3K
Walmart Inc.WMT33.6K$4.17M1.0%$432.2KCut$131.8K
Broadcom Inc.AVGO13.4K$4.15M1.0%−$490.3KCut−$1.27M
Invesco Exchange Traded Fd T28.4K$4.12M1.0%$155.3KAdded$837.1K
Waste Mgmt Inc Del17.5K$4.01M1.0%$174.8KAdded$202.1K
Global X Fds54.9K$3.89M1.0%$247KAdded$1.24M
Robinhood Mkts Inc56K$3.88M1.0%−$968.5KAdded$1.38M
Crowdstrike Hldgs Inc9.82K$3.83M0.9%−$543.7KAdded$580.3K
Innovator Etfs Trust89K$3.54M0.9%$60.5KCut−$56.6K
Vanguard Star Fds45.5K$3.51M0.9%$47.9KAdded$1.35M
J P Morgan Exchange Traded F40.9K$3.51M0.9%$77KAdded$2.35M
Home Depot, Inc.HD10.2K$3.37M0.8%−$155.6KCut−$286K
Lockheed Martin CorpLMT5.54K$3.35M0.8%$631KAdded$817.8K
Tesla, Inc.TSLA8.51K$3.16M0.8%−$558KAdded−$54.3K
Netflix IncNFLX32.5K$3.13M0.8%$70.1KAdded$377.1K
Ishares Tr21.8K$2.89M0.7%$19.9KCut−$151.5K
Allstate Corp13.3K$2.76M0.7%−$10.4KCut−$135.6K
Exxon Mobil Corp16K$2.71M0.7%$132.8KAdded$2.39M
Palantir Technologies Inc.PLTR18.3K$2.68M0.7%−$514.8KAdded−$232.5K
Stryker CorpSYK8.13K$2.67M0.7%−$162.5KAdded$171.7K
Invesco Exch Traded Fd Tr Ii110.9K$2.66M0.7%−$18.5KAdded$920K
Tjx Cos Inc New16.7K$2.66M0.7%$99.8KAdded$144.5K
Vanguard Index Fds13.5K$2.66M0.7%$70.6KCut−$646.2K
Digital Rlty Tr Inc14.4K$2.6M0.6%$367.5KCut$302.5K
Schwab Strategic Tr73.8K$2.43M0.6%$13.9KAdded$163.9K
Vanguard Whitehall Fds26.8K$2.37M0.6%−$80KCut−$152K
Spdr S&P 500 Etf Tr3.43K$2.23M0.5%−$108.7KCut−$1.09M
Goldman Sachs Group Inc2.55K$2.16M0.5%−$84.1KCut−$189.6K
Innovator Etfs Trust45.4K$2.09M0.5%−$37.3KAdded$123K
J P Morgan Exchange Traded F41.3K$2.09M0.5%$400Cut−$853.4K
Vanguard Index Fds6.45K$2.07M0.5%−$93.2KCut−$590.4K
Wisdomtree Tr23.5K$2.07M0.5%−$37.4KCut−$828.7K
Vanguard Index Fds23.2K$2.06M0.5%$2.38KAdded$1.07M
Enbridge Inc36.9K$2M0.5%$95.8KAdded$1.27M
State Srt Spdr Prtfl Hgh85.5K$1.99M0.5%−$29.6KAdded−$10.2K
Marriott Intl Inc New5.93K$1.94M0.5%$99.9KCut$27.9K
Invesco Exch Traded Fd Tr Ii93K$1.9M0.5%−$51.2KAdded$76K
Aerovironment IncAVAV10.3K$1.88M0.5%−$533.2KAdded−$315.4K
Schwab Strategic Tr62.6K$1.82M0.4%−$218.4KCut−$519.6K
Sea LtdSE21.7K$1.8M0.4%−$661.6KAdded−$90.2K
Prologis Inc.13.5K$1.79M0.4%New
Cameco CorpCCJ16.1K$1.75M0.4%$173.9KAdded$816.7K
Ishares Tr4.02K$1.72M0.4%−$188.7KCut−$826.2K
Vanguard Bd Index Fds23.2K$1.71M0.4%−$9.96KCut−$346.1K
Abrdn Silver Etf TrustSIVR23.1K$1.66M0.4%New
Ishares Tr41.9K$1.65M0.4%$227.2KAdded$227.5K
Vanguard Whitehall Fds17.1K$1.61M0.4%$28.5KAdded$1M
Vanguard Index Fds8.31K$1.53M0.4%$49.6KAdded$253.1K
Vaneck Etf Trust11.2K$1.49M0.4%New
Ishares Tr4.46K$1.47M0.4%$122.7KCut$105K
Ishares Tr11.9K$1.39M0.3%$92.5KAdded$92.8K
Abbott LabsABT13.3K$1.36M0.3%−$300.4KCut−$349.2K
Ishares Tr19.3K$1.3M0.3%$29.5KCut−$10.7K
Ishares Tr11K$1.29M0.3%−$123.9KAdded−$123.5K
Ishares Tr10.4K$1.24M0.3%−$111.2KHeld
Ishares Tr6.74K$1.22M0.3%−$123.1KAdded−$122.9K
Caterpillar IncCAT1.62K$1.15M0.3%$219.4KHeld
Spdr Index Shs Fds14.2K$1.08M0.3%$26.5KAdded$783.8K
Ishares Tr7.21K$1.06M0.3%−$3.25KAdded$300.4K
Vanguard Tax-Managed Fds16.4K$1.05M0.3%$26.4KCut−$164.3K
Spdr Series Trust20.8K$1M0.2%$30.4KCut−$119.8K
Berkshire Hathaway Inc Del2.09K$999.4K0.2%−$49.1KCut−$4.26M
Invesco Exch Traded Fd Tr Ii13.6K$997.6K0.2%$23.5KCut−$176.9K
Ishares Tr12.4K$990.5K0.2%−$317.3KHeld
Select Sector Spdr Tr11.5K$943K0.2%$49.5KCut−$100K
Amgen IncAMGN2.58K$906.4K0.2%$63.1KCut−$13.2K
Southern Co9.22K$890.3K0.2%$86KCut$78.4K
Bloom Energy CorpBE6.51K$882.3K0.2%$180.1KAdded$560.3K
Rocket Lab CorpRKLB12.8K$820.6K0.2%−$45.6KAdded$245.9K
Bitwise Bitcoin Etf Tr21.7K$798.1K0.2%−$78.2KAdded$452.3K
Innovator Etfs Trust17.2K$792.5K0.2%−$7.97KCut−$10.3K
Etfs Gold Tr17.6K$787K0.2%New
Alphabet Inc2.62K$750.5K0.2%−$67.9KAdded−$40.7K
Meta Platforms, Inc.META1.31K$748.3K0.2%−$115.1KCut−$189.6K
Global X Fds17.6K$743.7K0.2%−$24.1KAdded$426.6K
Select Sector Spdr Tr6.67K$726.6K0.2%−$62.1KAdded$15.4K
Intuitive Surgical IncISRG1.53K$706.2K0.2%−$161.4KCut−$212.4K
Spdr Series Trust8.86K$700.2K0.2%−$30.5KCut−$142.3K
UiPath, Inc.PATH62.9K$698K0.2%−$137.5KAdded$272K
Kratos Defense & Sec Solutio9.69K$683K0.2%−$27.6KAdded$295.7K
Innovator Etfs Trust15.7K$676.7K0.2%−$12.7KHeld
Vanguard Index Fds3.05K$663.5K0.2%$16.7KCut−$1.72M
Snowflake Inc.SNOW4.4K$663.5K0.2%−$108.8KAdded$315.3K
Vanguard Intl Equity Index F12.1K$654.9K0.2%New
Verizon Communications IncVZ13K$652.9K0.2%$118.5KAdded$143.3K
Taiwan Semiconductor Mfg Ltd1.93K$651K0.2%$65.7KCut$30.7K
Vanguard Bd Index Fds12.9K$641.8K0.2%−$594Added$103.5K
Capital Grp Fixed Incm Etf T23.1K$629.2K0.2%−$3.3KAdded$394.9K
Ishares Tr5.16K$610.6K0.2%$24.4KCut$18.1K
Philip Morris Intl Inc3.67K$608.4K0.1%$14.3KAdded$157.9K
Joby Aviation Inc73.5K$606.7K0.1%−$132KAdded$254K
Duke Energy Corp New4.42K$578.2K0.1%$56.3KAdded$97.2K
SoFi Technologies, Inc.SOFI36.1K$572.6K0.1%−$140.9KAdded$214.5K
Alliant Energy CorpLNT7.82K$561.1K0.1%$52.8KHeld
Sprott Asset Management Lp22.8K$555.7K0.1%New
Oklo Inc.OKLO11.2K$555.5K0.1%−$92.2KAdded$256.9K
Archer Aviation Inc106.3K$549.5K0.1%−$114.6KAdded$182.7K
Innovator Etfs Trust13.1K$547.5K0.1%−$698Held
Spdr Series Trust7.11K$543.9K0.1%−$26.1KCut−$92.6K
Seagate Technology Hldngs Pl1.34K$525.8K0.1%$156.2KCut−$126.1K
Kla CorpKLAC352$517.6K0.1%$90.3KCut−$130.7K
Vaneck Etf Trust10K$502.1K0.1%−$9.81KCut−$385.2K
Invesco Exch Traded Fd Tr Ii2.06K$488.5K0.1%−$15.9KAdded$228.6K
Pimco Etf Tr10.6K$477.8K0.1%New
Select Sector Spdr Tr9.46K$466.8K0.1%−$48.5KAdded−$25.5K
Vanguard Intl Equity Index F3.23K$446.8K0.1%−$8.85KCut−$182.1K
Ishares Tr2.82K$426.4K0.1%$22.9KAdded$112.3K
Corning Inc3.08K$419.4K0.1%$149.3KCut−$4.68K
Innovator Etfs Trust9.51K$406.2K0.1%−$5.04KCut−$10.7K
Innovator Etfs Trust9.24K$392.8K0.1%−$8.13KCut−$11.7K
Proshares Tr3.49K$370.2K0.1%$6.76KCut−$814.6K
Vanguard Index Fds1.4K$367.3K0.1%$5.62KCut−$116.1K
Ishares Tr1.86K$357.4K0.1%−$12.7KCut−$19.6K
Johnson & JohnsonJNJ1.45K$353.9K0.1%$54.3KCut−$31.6K
Micron Technology IncMU1.03K$347K0.1%$53.8KCut−$65.5K
Pepsico IncPEP2.2K$342K0.1%$25.9KCut−$13.3K
Ishares Tr2.13K$331.2K0.1%−$27.4KCut−$110.5K
BlackRock, Inc.BLK341$328K0.1%−$35KAdded−$16.7K
Lowes Cos Inc1.39K$327.8K0.1%−$6.65KCut−$116.8K
Invesco Exchange Traded Fd T1.66K$318.6K0.1%$597Cut−$72.6K
American Express CoAXP1.05K$317.9K0.1%New
Innovator Etfs Trust12.6K$314.9K0.1%−$1.57KCut−$40.2K
Ishares Tr1.84K$310.4K0.1%$160Cut−$284.1K
Fidelity Merrimack Str Tr6.75K$308K0.1%New
At&T Inc10.5K$305.1K0.1%$43.7KCut−$742.3K
Ishares U S Etf Tr5.9K$299.9K0.1%−$1.56KCut−$13.6K
Qualcomm Inc2.19K$282.1K0.1%−$74.1KAdded−$17.8K
Capital One Finl Corp1.54K$280.9K0.1%−$79.9KAdded−$42.1K
Pimco Etf Tr2.9K$280.5K0.1%New
Procter And Gamble CoPG1.86K$268.2K0.1%$2.07KCut−$124.9K
Invesco Exch Traded Fd Tr Ii6.28K$264.6K0.1%$410Cut−$31.2K
Vanguard Growth Etf598$261.2K0.1%−$30.5KHeld
Paychex IncPAYX2.83K$260.2K0.1%−$39.3KAdded$40.5K
Cisco Sys Inc3.2K$248.2K0.1%$1.74KAdded$9.34K
Innovator Etfs Trust7.25K$242.6K0.1%−$326Cut−$12.1K
Howmet Aerospace Inc.HWM1.04K$239.7K0.1%$25.4KAdded$34.7K
Invesco Exchange Traded Fd T2.31K$238.5K0.1%$2.19KCut−$29.8K
Innovator Etfs Trust5.76K$235.4K0.1%−$5.3KHeld
Mastercard IncMA445$222.5K0.1%−$31.6KCut−$1.42M
ConocophillipsCOP1.66K$219.4K0.1%New
Coca Cola CoKO2.82K$214.5K0.1%New
Innovator Etfs Trust5.32K$213.1K0.1%New
Illinois Tool Wks Inc790$205.6K0.1%$11KCut$3.66K
Chevron Corp NewCVX979$202.6K0.1%New
Royal Bk Cda1.25K$201.9K0.1%−$10.9KCut−$22K
Public Svc Enterprise Grp In2.49K$201.7K0.1%New
Ford Mtr Co12.1K$139.7K0.0%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.