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CIK: 0001729847
Total reported value
$463.6M
$463.6M
144 檔
16.8%
The Q2 2025 SEC filing reveals that Nikulski Financial, Inc. held a total portfolio value of $463.6M, covering 144 public equity positions.
In Q2 2025, Nikulski Financial, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 63 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.91% | -0.09% | -0.16% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.54% | +0.02% | +3.71% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.41% | +0.08% | +3.90% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.40% | -0.44% | +2.33% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.10% | -0.23% | +8.25% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.00% | — | +7.96% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.98% | +0.14% | +5.68% | |
| 8 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.95% | -0.06% | -0.28% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.85% | +0.13% | +1.56% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.83% | -0.17% | -0.70% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.68% | -0.06% | +0.58% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.37% | +1.71% | +1.83% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.35% | — | +0.92% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.11% | -0.08% | -6.65% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 2.02% | +0.06% | +1.99% | |
| 16 | CEG | Constellation Energy | Stock-Utilities | 1.87% | -0.26% | +5.39% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.44% | -0.07% | -1.41% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.41% | -0.02% | +3.72% | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 1.39% | +1.44% | -1.05% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.33% | +0.15% | +6.07% | |
| 21 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.28% | -0.10% | +0.22% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.19% | -0.09% | -1.39% | |
| 23 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.12% | -0.13% | +0.11% | |
| 24 | DE | Deere & Co | Stock-Industrials | 1.12% | +0.03% | +1.47% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.11% | +0.02% | +1.43% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -0.05% | +8.60% | |
| 27 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.08% | -0.05% | -0.37% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.05% | -0.05% | -4.81% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.05% | -0.02% | -2.99% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.04% | -0.09% | -4.01% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.98% | -0.08% | +13.91% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.96% | -0.21% | -1.09% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.21% | +1.42% | |
| 34 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.89% | -0.09% | -7.75% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | -0.01% | +3.11% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.88% | +0.68% | +20.91% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.82% | -0.14% | +3.15% | |
| 38 | ALL | Allstate CORP | Stock-Financials | 0.81% | — | +0.69% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.79% | -0.06% | -0.87% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.78% | -0.01% | -2.13% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.78% | -0.03% | +2.24% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.76% | — | +1.55% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.73% | — | -1.92% | |
| 44 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.72% | -0.10% | +1.14% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.25% | +12.75% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.69% | -0.10% | +3.53% | |
| 47 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.68% | -0.32% | +2.60% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.66% | +0.02% | -2.57% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.63% | -0.01% | -6.28% | |
| 50 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.58% | -0.06% | -4.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +7.96% | Add |
| 2 | MSFT | Microsoft CORP | +0.7% | +8.25% | Add |
| 3 | CEG | Constellation Energy | +0.6% | +5.39% | Add |
| 4 | AVGO | Broadcom Inc | +0.4% | +1.43% | Add |
| 5 | AMZN | Amazon.com Inc | +0.4% | +3.90% | Add |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +20.91% | Add |
| 7 | IDU | Ishares US Utilities ETF | +0.3% | NEW | New buy |
| 8 | IYK | Ishares US Consumer Staples | +0.3% | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.68% | Add |
| 10 | PANW | Palo Alto Networks Inc | +0.2% | +1.83% | Add |
| 11 | LRCX | Lam Research CORP | +0.2% | -1.05% | Trim |
| 12 | SYK | Stryker CORP | +0.2% | NEW | New buy |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +1.56% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +0.58% | Add |
| 15 | IPKW | Invesco International Buybac | +0.2% | +50.42% | Add |
| 16 | SMH | Vaneck Semiconductor ETF | +0.2% | NEW | New buy |
| 17 | IYZ | Ishares US Telecommunication | +0.1% | +58.39% | Add |
| 18 | XOP | Ss Spdr S&p Og Exp & Prod | +0.1% | NEW | New buy |
| 19 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | New buy |
| 20 | PFIG | Invesco Fundamental Investme | +0.1% | NEW | New buy |
| 21 | XMMO | Invesco S&p Midcap Momentum | +0.1% | NEW | New buy |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | -2.57% | Trim |
| 23 | DLR | Digital Realty Trust Inc | +0.1% | +1.14% | Add |
| 24 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | NEW | New buy |
| 25 | STXG | Strive 1000 Growth ETF | +0.1% | NEW | New buy |
| 26 | XLY | Ss Consumer Disc Select Sect | +0.1% | NEW | New buy |
| 27 | SCHG | Schwab US Large-cap Growth | +0.1% | +2.24% | Add |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +61.10% | Add |
| 29 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +71.39% | Add |
| 30 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 31 | EFA | Ishares Msci Eafe ETF | +0.1% | NEW | New buy |
| 32 | XSHQ | Invesco S&p Smallcap Quality | +0.1% | +95.31% | Add |
| 33 | FCX | Freeport-mcmoran Inc | +0.1% | NEW | New buy |
| 34 | SCHA | Schwab US Small-cap ETF | +0.1% | +6.07% | Add |
| 35 | META | Meta Platforms Inc-class A | +0.1% | -0.05% | Trim |
| 36 | LMT | Lockheed Martin CORP | +0.1% | +23.87% | Add |
| 37 | NFLX | Netflix Inc | +0.1% | +14.40% | Add |
| 38 | TSLA | Tesla Inc | +0.1% | +38.12% | Add |
| 39 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | NEW | New buy |
| 40 | PJUN | Innovator U.s. Equity Power | 0% | +30.07% | Add |
| 41 | STX | Seagate Technology Holdings plc | 0% | — | Unchanged |
| 42 | IWF | Ishares Russell 1000 Growth | 0% | -2.13% | Trim |
| 43 | IUSG | Ishares Core S&p U.s. Growth | 0% | +0.01% | Add |
| 44 | XLP | Ss Consumer Staples Sel Sect | 0% | +20.80% | Add |
| 45 | KLAC | Kla CORP | 0% | +1.26% | Add |
| 46 | WMT | Walmart Inc | 0% | +1.42% | Add |
| 47 | VEA | Vanguard Ftse Developed ETF | 0% | +2.74% | Add |
| 48 | BKLN | Invesco Senior Loan ETF | 0% | +19.08% | Add |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.89% | Add |
| 50 | MU | Micron Technology Inc | 0% | -5.00% | Trim |
According to official SEC Form 13F filings, Nikulski Financial, Inc. reported a total U.S. public equity portfolio value of $463.6M across 144 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VIG, AAPL, AMZN) accounted for 16.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
IDU
市值: $1.2M
Top Position Liquidated / Trimmed
UNH
前期市值: $6.4M
During Q2 2025, Nikulski Financial, Inc.'s top holdings by market value included VIG (5.9%)、AAPL (4.5%)、AMZN (4.4%). The largest single position, VIG, represented 5.9% of total portfolio value.
In Q2 2025, Nikulski Financial, Inc. made 136 total portfolio adjustments, initiating 15 new buys, adding to 63 positions, trimming 50 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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