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CIK: 0001729847
Total reported value
$463.6M
$463.6M
153 檔
18.8%
As reported in its official Q3 2025 Form 13F filing, Nikulski Financial, Inc.'s tracked investment portfolio stood at $463.6M with 153 total positions.
In Q3 2025, Nikulski Financial, Inc. displayed an active expansion posture, initiating 26 new positions and adding to 59 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.63% | -0.09% | -1.64% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.22% | +0.02% | +1.02% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.10% | +0.08% | +1.25% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.74% | +0.14% | -1.12% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.24% | — | -0.15% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.99% | -0.23% | +0.70% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.96% | -0.44% | +1.44% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.84% | +0.13% | -0.25% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.76% | -0.17% | -0.90% | |
| 10 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.73% | -0.06% | -1.93% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.69% | -0.06% | +0.46% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.29% | +0.06% | -0.84% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.26% | +1.71% | +4.44% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.21% | — | -2.03% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.05% | -0.08% | -2.81% | |
| 16 | CEG | Constellation Energy | Stock-Utilities | 1.76% | -0.26% | +0.36% | |
| 17 | LRCX | Lam Research CORP | Stock-Tech | 1.73% | +1.44% | -1.59% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.37% | +0.15% | +2.04% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.36% | -0.07% | -3.12% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.27% | +0.02% | +4.18% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.26% | -0.02% | +1.21% | |
| 22 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.22% | -0.10% | -0.18% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.16% | -0.09% | -1.59% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -0.05% | +5.20% | |
| 25 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.04% | -0.13% | -1.90% | |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.03% | -0.05% | -2.16% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.99% | -0.08% | +7.18% | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.96% | +0.03% | +4.27% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | -0.01% | +2.94% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.92% | -0.21% | +0.92% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.92% | -0.02% | -12.03% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.90% | -0.09% | -11.06% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.90% | -0.21% | +0.65% | |
| 34 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.86% | -0.05% | -10.71% | |
| 35 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.82% | -0.09% | -5.28% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.81% | -0.03% | +3.66% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.79% | +0.68% | +1.58% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.78% | -0.01% | -1.09% | |
| 39 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.76% | -0.32% | +4.24% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.76% | -0.14% | +4.33% | |
| 41 | ALL | Allstate CORP | Stock-Financials | 0.76% | — | -4.69% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.75% | — | +0.09% | |
| 43 | IPKW | Invesco International Buybac | ETF-Other | 0.73% | -0.21% | +29.30% | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.71% | -0.06% | -2.81% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.67% | +0.02% | -2.34% | |
| 46 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.66% | -0.10% | +1.66% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.25% | +3.06% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.64% | -0.10% | +1.22% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.57% | -0.01% | -6.76% | |
| 50 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.56% | -0.06% | -0.31% |
According to official SEC Form 13F filings, Nikulski Financial, Inc. reported a total U.S. public equity portfolio value of $463.6M across 153 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VIG, AAPL, AMZN) accounted for 18.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
SE
市值: $1.6M
Top Position Liquidated / Trimmed
UNH
前期市值: $6.4M
During Q3 2025, Nikulski Financial, Inc.'s top holdings by market value included VIG (5.6%)、AAPL (5.2%)、AMZN (4.1%). The largest single position, VIG, represented 5.6% of total portfolio value.
In Q3 2025, Nikulski Financial, Inc. made 154 total portfolio adjustments, initiating 26 new buys, adding to 59 positions, trimming 59 holdings, and fully liquidating 10 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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