Q4 2025 · 13F-HR
Nikulski Financial, Inc.holdings as filed
Filed 2026-01-15 · accession 0001729847-26-000001
$418.3M
Reported value
166
Positions
2025-12-31
Period end
The Brief · Nikulski Financial, Inc. · Q4 2025
AI · grounded in 13F
Nikulski Financial, Inc. established a new position in GLOBAL X FDS valued at $2.65M. The fund significantly increased its holdings in XMMO by 355.87%, SMH by 209.55%, and IPKW by 113.31%. Conversely, the fund trimmed several positions, most notably reducing shares of VTV by 40.21% and GSLC by 32.95%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $22.6M | 5.39% | 82,969 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $18.1M | 4.32% | 57,788 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $18.0M | 4.31% | 81,954 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $17.7M | 4.23% | 76,562 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $13.6M | 3.26% | 28,197 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $12.4M | 2.96% | 66,284 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $11.9M | 2.85% | 13,824 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $10.9M | 2.59% | 33,684 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $8.8M | 2.10% | 38,524 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $8.8M | 2.10% | 47,585 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $8.3M | 1.98% | 13,465 | Common | NONE |
| 46137V241 | SPHQ | INVESCO EXCHANGE TRADED FD T | $7.6M | 1.81% | 100,765 | Common | NONE |
| 381430503 | GSLC | GOLDMAN SACHS ETF TR | $7.5M | 1.79% | 56,601 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $7.5M | 1.79% | 62,242 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $7.2M | 1.71% | 41,818 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $6.9M | 1.64% | 23,661 | Common | NONE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $6.8M | 1.63% | 19,280 | Common | NONE |
| 46138E644 | IPKW | INVESCO EXCH TRADED FD TR II | $6.5M | 1.56% | 117,436 | Common | NONE |
| 92826C839 | V | VISA INC | $5.6M | 1.34% | 16,040 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $5.4M | 1.30% | 15,654 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.3M | 1.26% | 10,460 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $5.2M | 1.25% | 184,249 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $5.2M | 1.24% | 4,829 | Common | NONE |
| 244199105 | DE | DEERE & CO | $5.1M | 1.23% | 11,015 | Common | NONE |
| 97717W505 | DON | WISDOMTREE TR | $4.5M | 1.08% | 87,361 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $4.5M | 1.07% | 14,651 | Common | NONE |
| 92189F676 | SMH | VANECK ETF TRUST | $4.3M | 1.03% | 12,020 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $4.2M | 0.99% | 151,584 | Common | NONE |
| 931142103 | WMT | WALMART INC | $4.0M | 0.97% | 36,266 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $3.8M | 0.91% | 17,338 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $3.7M | 0.87% | 10,611 | Common | NONE |
| 45782C870 | PAPR | INNOVATOR ETFS TRUST | $3.6M | 0.86% | 91,998 | Common | NONE |
| 38150K103 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $3.5M | 0.84% | 82,380 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $3.3M | 0.79% | 4,874 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $3.3M | 0.79% | 17,290 | Common | NONE |
| 46137V464 | XMMO | INVESCO EXCHANGE TRADED FD T | $3.3M | 0.78% | 23,687 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $3.3M | 0.78% | 6,939 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $3.2M | 0.77% | 7,157 | Common | NONE |
| 464287705 | IJJ | ISHARES TR | $3.0M | 0.73% | 23,078 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $2.9M | 0.70% | 58,199 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $2.9M | 0.70% | 16,360 | Common | NONE |
| 020002101 | ALL | ALLSTATE CORP | $2.9M | 0.69% | 13,906 | Common | NONE |
| 97717X669 | DGRW | WISDOMTREE TR | $2.9M | 0.69% | 32,379 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $2.7M | 0.66% | 29,310 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $2.7M | 0.64% | 7,928 | Common | NONE |
| 37960A529 | SHLD | GLOBAL X FDS | $2.7M | 0.63% | 40,900 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $2.5M | 0.61% | 5,370 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $2.5M | 0.60% | 5,226 | Common | NONE |
| 921946810 | VIGI | VANGUARD WHITEHALL FDS | $2.5M | 0.60% | 27,550 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $2.5M | 0.60% | 16,380 | Common | NONE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $2.5M | 0.60% | 22,111 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $2.5M | 0.60% | 7,113 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $2.4M | 0.57% | 11,271 | Common | NONE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $2.3M | 0.56% | 2,668 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $2.3M | 0.56% | 71,812 | Common | NONE |
| 253868103 | DLR | DIGITAL RLTY TR INC | $2.3M | 0.55% | 14,866 | Common | NONE |
| 808524706 | SCHE | SCHWAB STRATEGIC TR | $2.3M | 0.54% | 69,269 | Common | NONE |
| 008073108 | AVAV | AEROVIRONMENT INC | $2.2M | 0.52% | 9,062 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $2.2M | 0.52% | 28,685 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $2.1M | 0.49% | 27,746 | Common | NONE |
| 78468R606 | SPHY | SPDR SERIES TRUST | $2.0M | 0.48% | 84,653 | Common | NONE |
| 78468R556 | XOP | SPDR SERIES TRUST | $2.0M | 0.48% | 15,758 | Common | NONE |
| 45782C508 | PJAN | INNOVATOR ETFS TRUST | $2.0M | 0.47% | 41,925 | Common | NONE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $2.0M | 0.47% | 38,741 | Common | NONE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $1.9M | 0.46% | 6,162 | Common | NONE |
| 81141R100 | SE | SEA LTD | $1.9M | 0.45% | 14,780 | Common | NONE |
| 46138G508 | BKLN | INVESCO EXCH TRADED FD TR II | $1.8M | 0.44% | 86,724 | Common | NONE |
| 46138E693 | PFIG | INVESCO EXCH TRADED FD TR II | $1.7M | 0.42% | 71,805 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $1.7M | 0.41% | 13,669 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.6M | 0.39% | 2,869 | Common | NONE |
| 464287713 | IYZ | ISHARES TR | $1.4M | 0.34% | 41,907 | Common | NONE |
| 464287788 | IYF | ISHARES TR | $1.4M | 0.34% | 10,989 | Common | NONE |
| 464287523 | SOXX | ISHARES TR | $1.4M | 0.33% | 4,518 | Common | NONE |
| 464287549 | IGM | ISHARES TR | $1.3M | 0.32% | 10,444 | Common | NONE |
| 464287721 | IYW | ISHARES TR | $1.3M | 0.32% | 6,734 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $1.3M | 0.31% | 19,904 | Common | NONE |
| 464287515 | IGV | ISHARES TR | $1.3M | 0.31% | 12,374 | Common | NONE |
| 464287697 | IDU | ISHARES TR | $1.3M | 0.31% | 11,929 | Common | NONE |
| 922908512 | VOE | VANGUARD INDEX FDS | $1.3M | 0.31% | 7,204 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $1.2M | 0.29% | 19,452 | Common | NONE |
| 74348A467 | NOBL | PROSHARES TR | $1.2M | 0.28% | 11,385 | Common | NONE |
| 46138E354 | SPLV | INVESCO EXCH TRADED FD TR II | $1.2M | 0.28% | 16,445 | Common | NONE |
| 46654Q757 | JIVE | J P MORGAN EXCHANGE TRADED F | $1.2M | 0.28% | 14,362 | Common | NONE |
| 78468R853 | SPSM | SPDR SERIES TRUST | $1.1M | 0.27% | 23,998 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $1.1M | 0.27% | 3,443 | Common | NONE |
| 00206R102 | T | AT&T INC | $1.0M | 0.25% | 42,166 | Common | NONE |
| 81369Y308 | XLP | SELECT SECTOR SPDR TR | $1.0M | 0.25% | 13,427 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $991,071 | 0.24% | 11,200 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $937,988 | 0.22% | 1,421 | Common | NONE |
| 13321L108 | CCJ | CAMECO CORP | $929,538 | 0.22% | 10,160 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $926,904 | 0.22% | 1,618 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $919,541 | 0.22% | 2,809 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $918,636 | 0.22% | 1,622 | Common | NONE |
| 92189H409 | HYD | VANECK ETF TRUST | $887,290 | 0.21% | 17,357 | Common | NONE |
| 78464A805 | SPTM | SPDR SERIES TRUST | $842,526 | 0.20% | 10,212 | Common | NONE |
| 842587107 | SO | SOUTHERN CO | $811,885 | 0.19% | 9,311 | Common | NONE |
| 45782C813 | PJUL | INNOVATOR ETFS TRUST | $802,775 | 0.19% | 17,290 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $791,161 | 0.19% | 2,521 | Common | NONE |
| 464287754 | IYJ | ISHARES TR | $763,075 | 0.18% | 5,150 | Common | NONE |
| 29250N105 | ENB | ENBRIDGE INC | $726,299 | 0.17% | 15,185 | Common | NONE |
| 81369Y407 | XLY | SELECT SECTOR SPDR TR | $711,206 | 0.17% | 5,956 | Common | NONE |
| 45782C797 | POCT | INNOVATOR ETFS TRUST | $689,368 | 0.16% | 15,696 | Common | NONE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $651,922 | 0.16% | 2,367 | Common | NONE |
| 482480100 | KLAC | KLA CORP | $648,311 | 0.15% | 534 | Common | NONE |
| 78464A854 | SPYM | SPDR SERIES TRUST | $636,473 | 0.15% | 7,934 | Common | NONE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $628,845 | 0.15% | 4,458 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $620,333 | 0.15% | 2,040 | Common | NONE |
| 921946794 | VYMI | VANGUARD WHITEHALL FDS | $604,170 | 0.14% | 6,713 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $594,435 | 0.14% | 3,522 | Common | NONE |
| 464287879 | IJS | ISHARES TR | $592,481 | 0.14% | 5,210 | Common | NONE |
| 773121108 | RKLB | ROCKET LAB CORP | $574,683 | 0.14% | 8,238 | Common | NONE |
| 45782C748 | PJUN | INNOVATOR ETFS TRUST | $548,209 | 0.13% | 13,090 | Common | NONE |
| 92203C303 | VUSB | VANGUARD BD INDEX FDS | $538,272 | 0.13% | 10,800 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $509,612 | 0.12% | 12,512 | Common | NONE |
| 018802108 | LNT | ALLIANT ENERGY CORP | $508,313 | 0.12% | 7,819 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $492,328 | 0.12% | 8,989 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $483,427 | 0.12% | 1,874 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $481,030 | 0.12% | 4,104 | Common | NONE |
| 92206C847 | VGLT | VANGUARD SCOTTSDALE FDS | $460,629 | 0.11% | 8,255 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $450,419 | 0.11% | 2,807 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $444,600 | 0.11% | 1,844 | Common | NONE |
| 464287671 | IUSG | ISHARES TR | $441,682 | 0.11% | 2,630 | Common | NONE |
| 90364P105 | PATH | UIPATH INC | $426,009 | 0.10% | 25,992 | Common | NONE |
| 219350105 | GLW | CORNING INC | $424,122 | 0.10% | 4,844 | Common | NONE |
| 45782C680 | PAUG | INNOVATOR ETFS TRUST | $416,844 | 0.10% | 9,638 | Common | NONE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $412,417 | 0.10% | 1,445 | Common | NONE |
| 45782C540 | PDEC | INNOVATOR ETFS TRUST | $404,562 | 0.10% | 9,326 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $393,121 | 0.09% | 2,743 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $391,166 | 0.09% | 2,042 | Common | NONE |
| 50077B207 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $387,369 | 0.09% | 5,103 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $385,483 | 0.09% | 1,863 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $377,010 | 0.09% | 1,898 | Common | NONE |
| 03945R102 | ACHR | ARCHER AVIATION INC | $366,750 | 0.09% | 48,770 | Common | NONE |
| 83406F102 | SOFI | SOFI TECHNOLOGIES INC | $358,169 | 0.09% | 13,681 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $355,295 | 0.08% | 2,476 | Common | NONE |
| 45783Y319 | LAPR | INNOVATOR ETFS TRUST | $355,032 | 0.08% | 14,125 | Common | NONE |
| G65163100 | JOBY | JOBY AVIATION INC | $352,678 | 0.08% | 26,718 | Common | NONE |
| 833445109 | SNOW | SNOWFLAKE INC | $348,124 | 0.08% | 1,587 | Common | NONE |
| 09174C104 | BITB | BITWISE BITCOIN ETF TR | $345,809 | 0.08% | 7,271 | Common | NONE |
| 09290D101 | BLK | BLACKROCK INC | $344,694 | 0.08% | 322 | Common | NONE |
| 69932A204 | PSKY | PARAMOUNT SKYDANCE CORP | $344,351 | 0.08% | 25,693 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $323,955 | 0.08% | 2,692 | Common | NONE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $323,011 | 0.08% | 1,333 | Common | NONE |
| 093712107 | BE | BLOOM ENERGY CORP | $322,014 | 0.08% | 3,706 | Common | NONE |
| 37954Y491 | DAX | GLOBAL X FDS | $317,141 | 0.08% | 6,950 | Common | NONE |
| 464287168 | DVY | ISHARES TR | $314,037 | 0.08% | 2,225 | Common | NONE |
| 46431W507 | NEAR | ISHARES U S ETF TR | $313,499 | 0.07% | 6,135 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $299,955 | 0.07% | 1,754 | Common | NONE |
| 02156V109 | OKLO | OKLO INC | $298,593 | 0.07% | 4,161 | Common | NONE |
| N6596X109 | NXPI | NXP SEMICONDUCTORS N V | $297,601 | 0.07% | 1,370 | Common | NONE |
| 78463X855 | GII | SPDR INDEX SHS FDS | $296,104 | 0.07% | 4,244 | Common | NONE |
| 46138G300 | XSHQ | INVESCO EXCH TRADED FD TR II | $295,715 | 0.07% | 7,025 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $291,740 | 0.07% | 598 | Common | NONE |
| 46137V472 | XMHQ | INVESCO EXCHANGE TRADED FD T | $268,304 | 0.06% | 2,620 | Common | NONE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II | $259,854 | 0.06% | 1,027 | Common | NONE |
| 45783Y855 | BALT | INNOVATOR ETFS TRUST | $254,676 | 0.06% | 7,600 | Common | NONE |
| 45782C573 | PNOV | INNOVATOR ETFS TRUST | $240,736 | 0.06% | 5,762 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $238,860 | 0.06% | 3,101 | Common | NONE |
| 14020Y300 | CGMS | CAPITAL GRP FIXED INCM ETF T | $234,262 | 0.06% | 8,482 | Common | NONE |
| 780087102 | RY | ROYAL BK CDA | $223,865 | 0.05% | 1,313 | Common | NONE |
| 704326107 | PAYX | PAYCHEX INC | $219,715 | 0.05% | 1,959 | Common | NONE |
| 89832Q109 | TFC | TRUIST FINL CORP | $219,648 | 0.05% | 4,463 | Common | NONE |
| 45782C656 | PSEP | INNOVATOR ETFS TRUST | $205,258 | 0.05% | 4,695 | Common | NONE |
| 443201108 | HWM | HOWMET AEROSPACE INC | $205,020 | 0.05% | 1,000 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $201,918 | 0.05% | 820 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $200,882 | 0.05% | 938 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.