Nikulski Financial, Inc. Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$418.3M

Holdings

166

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (166 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
82,969$22.6M5.39%
2
GOOGLALPHABET INC
57,788$18.1M4.32%
3
VIGVANGUARD SPECIALIZED FUNDS
81,954$18.0M4.31%
4
AMZNAMAZON COM INC
76,562$17.7M4.23%
5
MSFTMICROSOFT CORP
28,197$13.6M3.26%
6
NVDANVIDIA CORPORATION
66,284$12.4M2.96%
7
COSTCOSTCO WHSL CORP NEW
13,824$11.9M2.85%
8
JPMJPMORGAN CHASE & CO.
33,684$10.9M2.59%
9
ABBVABBVIE INC
38,524$8.8M2.10%
10
PANWPALO ALTO NETWORKS INC
47,585$8.8M2.10%
11
NDQINVESCO QQQ TR
13,465$8.3M1.98%
12
SPHQINVESCO EXCHANGE TRADED FD T
100,765$7.6M1.81%
13
GSLCGOLDMAN SACHS ETF TR
56,601$7.5M1.79%
14
IJRISHARES TR
62,242$7.5M1.79%
15
LRCXLAM RESEARCH CORP
41,818$7.2M1.71%
16
VOVANGUARD INDEX FDS
23,661$6.9M1.64%
17
CEGCONSTELLATION ENERGY CORP
19,280$6.8M1.63%
18
IPKWINVESCO EXCH TRADED FD TR II
117,436$6.5M1.56%
19
VVISA INC
16,040$5.6M1.34%
20
AVGOBROADCOM INC
15,654$5.4M1.30%
21
BRK/BBERKSHIRE HATHAWAY INC DEL
10,460$5.3M1.26%
22
SCHASCHWAB STRATEGIC TR
184,249$5.2M1.25%
23
LLYELI LILLY & CO
4,829$5.2M1.24%
24
DEDEERE & CO
11,015$5.1M1.23%
25
DONWISDOMTREE TR
87,361$4.5M1.08%
26
MCDMCDONALDS CORP
14,651$4.5M1.07%
27
SMHVANECK ETF TRUST
12,020$4.3M1.03%
28
SCHDSCHWAB STRATEGIC TR
151,584$4.2M0.99%
29
WMTWALMART INC
36,266$4.0M0.97%
30
WMWASTE MGMT INC DEL
17,338$3.8M0.91%
31
HDHOME DEPOT INC
10,611$3.7M0.87%
32
PAPRINNOVATOR ETFS TRUST
91,998$3.6M0.86%
33
AAAUGOLDMAN SACHS PHYSICAL GOLD
82,380$3.5M0.84%
34
SPYSPDR S&P 500 ETF TR
4,874$3.3M0.79%
35
VTVVANGUARD INDEX FDS
17,290$3.3M0.79%
36
XMMOINVESCO EXCHANGE TRADED FD T
23,687$3.3M0.78%
37
CRWDCROWDSTRIKE HLDGS INC
6,939$3.3M0.78%
38
TSLATESLA INC
7,157$3.2M0.77%
39
IJJISHARES TR
23,078$3.0M0.73%
40
JPSTJ P MORGAN EXCHANGE TRADED F
58,199$2.9M0.70%
41
PLTRPALANTIR TECHNOLOGIES INC
16,360$2.9M0.70%
42
ALSALLSTATE CORP
13,906$2.9M0.69%
43
DGRWWISDOMTREE TR
32,379$2.9M0.69%
44
NFLXNETFLIX INC
29,310$2.7M0.66%
45
VTIVANGUARD INDEX FDS
7,928$2.7M0.64%
46
SHLDGLOBAL X FDS
40,900$2.6M0.63%
47
IWFISHARES TR
5,370$2.5M0.61%
48
LMTLOCKHEED MARTIN CORP
5,226$2.5M0.60%
49
VIGIVANGUARD WHITEHALL FDS
27,550$2.5M0.60%
50
TJXTJX COS INC NEW
16,380$2.5M0.60%
51
SYKSTRYKER CORPORATION
7,113$2.5M0.60%
52
HOODROBINHOOD MKTS INC
22,111$2.5M0.60%
53
VBRVANGUARD INDEX FDS
11,271$2.4M0.57%
54
GSGOLDMAN SACHS GROUP INC
2,668$2.3M0.56%
55
SCHGSCHWAB STRATEGIC TR
71,812$2.3M0.56%
56
FQIDIGITAL RLTY TR INC
14,866$2.3M0.55%
57
SCHESCHWAB STRATEGIC TR
69,269$2.3M0.54%
58
JPXAEROVIRONMENT INC
9,062$2.2M0.52%
59
VXUSVANGUARD STAR FDS
28,685$2.2M0.52%
60
BNDVANGUARD BD INDEX FDS
27,746$2.1M0.49%
61
SPHYSPDR SERIES TRUST
84,653$2.0M0.48%
62
XOPSPDR SERIES TRUST
15,758$2.0M0.48%
63
PJANINNOVATOR ETFS TRUST
41,925$2.0M0.47%
64
FCXFREEPORT-MCMORAN INC
38,741$2.0M0.47%
65
MARMARRIOTT INTL INC NEW
6,162$1.9M0.46%
66
SESEA LTD
14,780$1.9M0.45%
67
BKLNINVESCO EXCH TRADED FD TR II
86,724$1.8M0.44%
68
KLMNINVESCO EXCH TRADED FD TR II
71,805$1.7M0.42%
69
ABTABBOTT LABS
13,669$1.7M0.41%
70
MAMASTERCARD INCORPORATED
2,869$1.6M0.39%
71
IYZISHARES TR
41,907$1.4M0.34%
72
IYFISHARES TR
10,989$1.4M0.34%
73
SOXXISHARES TR
4,518$1.4M0.33%
74
IGMISHARES TR
10,444$1.3M0.32%
75
IYWISHARES TR
6,734$1.3M0.32%
76
IJHISHARES TR
19,904$1.3M0.31%
77
IGVISHARES TR
12,374$1.3M0.31%
78
IDUISHARES TR
11,929$1.3M0.31%
79
VOEVANGUARD INDEX FDS
7,204$1.3M0.31%
80
VEAVANGUARD TAX-MANAGED FDS
19,452$1.2M0.29%
81
NOBLPROSHARES TR
11,385$1.2M0.28%
82
SPLVINVESCO EXCH TRADED FD TR II
16,445$1.2M0.28%
83
JIVEJ P MORGAN EXCHANGE TRADED F
14,362$1.2M0.28%
84
SPSMSPDR SERIES TRUST
23,998$1.1M0.27%
85
SHWSHERWIN WILLIAMS CO
3,443$1.1M0.27%
86
TAT&T INC
42,166$1.0M0.25%
87
XLFISELECT SECTOR SPDR TR
13,427$1.0M0.25%
88
VNQVANGUARD INDEX FDS
11,200$991K0.24%
89
METAMETA PLATFORMS INC
1,421$937K0.22%
90
CCOCAMECO CORP
10,160$929K0.22%
91
CATCATERPILLAR INC
1,618$926K0.22%
92
AMGNAMGEN INC
2,809$919K0.22%
93
ISRGINTUITIVE SURGICAL INC
1,622$918K0.22%
94
HYDVANECK ETF TRUST
17,357$887K0.21%
95
SPTMSPDR SERIES TRUST
10,212$842K0.20%
96
SOSOUTHERN CO
9,311$811K0.19%
97
PJULINNOVATOR ETFS TRUST
17,290$802K0.19%
98
GOOGALPHABET INC
2,521$791K0.19%
99
IYJISHARES TR
5,150$763K0.18%
100
ENBENBRIDGE INC
15,185$726K0.17%
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