Nikulski Financial, Inc. — Q4 2025 13F Holdings

Name: Nikulski Financial, Inc. — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001729847

Total reported value

$405.1M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	5.39%	-1.38%	+1.64%
2	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	4.32%	-1.24%	-5.52%
3	VIG	Vanguard Dividend Apprec ETF	ETF-Other	4.31%	-2.11%	-21.04%
4	AMZN	Amazon.com INC	Stock-Consumer Disc	4.23%	-0.88%	+2.98%
5	MSFT	Microsoft CORP	Stock-Tech	3.26%	-0.76%	+22.88%
6	NVDA	Nvidia CORP	Stock-Tech	2.96%	-0.43%	-4.16%
7	COST	Costco Wholesale CORP	Stock-Consumer Staples	2.85%	-0.21%	+8.74%
8	JPM	Jpmorgan Chase & Co	Stock-Financials	2.59%	-0.16%	-0.65%
9	ABBV	Abbvie INC	Stock-Healthcare	2.10%	-0.09%	-2.07%
10	PANW	Palo Alto Networks INC	Stock-Tech	2.10%	-0.22%	+7.72%
11	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.98%	-0.26%	-28.52%
12	SPHQ	Invesco S&p 500 Quality ETF	ETF-Large Cap & Growth	1.81%	-0.32%	-31.94%
13	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	1.79%	-0.32%	-32.95%
14	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.79%	—	-9.28%
15	LRCX	Lam Research CORP	Stock-Tech	1.71%	+0.36%	-18.55%
16	VO	Vanguard Mid-cap ETF	ETF-Other	1.64%	—	-21.12%
17	CEG	Constellation Energy	Stock-Utilities	1.63%	-0.32%	-9.39%
18	IPKW	Invesco International Buybac	ETF-Other	1.56%	+1.63%	+113.31%
19	V	Visa Inc-class A Shares	Stock-Financials	1.34%	-0.22%	+9.25%
20	AVGO	Broadcom INC	Stock-Tech	1.30%	-0.28%	+2.15%
21	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.26%	-1.01%	+19.89%
22	SCHA	Schwab US Small-cap ETF	ETF-Other	1.25%	—	-5.89%
23	LLY	Eli Lilly & Co	Stock-Healthcare	1.24%	—	+39.41%
24	DE	Deere & Co	Stock-Industrials	1.23%	—	+31.84%
25	DON	Wisdomtree US Midcap Dividen	ETF-Other	1.08%	—	-6.22%
26	MCD	Mcdonald's CORP	Stock-Consumer Disc	1.07%	—	+21.44%
27	SMH	Vaneck Semiconductor ETF	ETF-Other	1.03%	—	+209.55%
28	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.99%	+0.25%	+4.79%
29	WMT	Walmart INC	Stock-Consumer Staples	0.97%	—	+4.41%
30	WM	Waste Management INC	Stock-Industrials	0.91%	—	+26.79%
31	HD	Home Depot INC	Stock-Consumer Disc	0.87%	—	+16.46%
32	PAPR	Innovator U.s. Equity Power	ETF-Other	0.86%	—	-14.50%
33	AAAU	Goldman Sachs Physical Gold	ETF-Commodities	0.84%	+0.53%	+3.35%
34	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.79%	-0.24%	-29.57%
35	VTV	Vanguard Value ETF	ETF-Other	0.79%	—	-40.21%
36	XMMO	Invesco S&p Midcap Momentum	ETF-Other	0.78%	+0.24%	+355.87%
37	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	0.78%	—	+8.78%
38	TSLA	Tesla INC	Stock-Consumer Disc	0.77%	—	+177.73%
39	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	0.73%	—	-7.79%
40	JPST	Jpmorgan Ultra-short Income	ETF-Other	0.70%	-0.18%	+15.36%
41	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.70%	—	+288.88%
42	ALL	Allstate CORP	Stock-Financials	0.69%	—	-0.88%
43	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	0.69%	-0.18%	-29.49%
44	NFLX	Netflix INC	Stock-Comm Services	0.66%	—	+5162.12%
45	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.64%	—	-28.58%
46	SHLD	Global X Defense Tech ETF	ETF-Tech	0.63%	+0.33%	—
47	IWF	Ishares Russell 1000 Growth	ETF-Other	0.61%	-0.19%	-19.11%
48	LMT	Lockheed Martin CORP	Stock-Industrials	0.60%	+0.23%	+57.08%
49	VIGI	Vanguard Int Div App Indx Fd	ETF-Other	0.60%	—	-27.71%
50	TJX	Tjx Companies INC	Stock-Consumer Disc	0.60%	—	+13.73%

1–50 of 166

Holding changes this quarter

Position changes disclosed by Nikulski Financial, Inc. for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IPKW	Invesco International Buybac	+0.8%	+113.31%	Add
2	SMH	Vaneck Semiconductor ETF	+0.7%	+209.55%	Add
3	XMMO	Invesco S&p Midcap Momentum	+0.6%	+355.87%	Add
4	GOOGL	Alphabet Inc-cl A	+0.6%	-5.52%	Trim
5	LLY	Eli Lilly & Co	+0.6%	+39.41%	Add
6	PLTR	Palantir Technologies Inc-a	+0.5%	+288.88%	Add
7	NFLX	Netflix INC	+0.5%	+5162.12%	Add
8	TSLA	Tesla INC	+0.5%	+177.73%	Add
9	FCX	Freeport-mcmoran INC	+0.4%	+375.06%	Add
10	HOOD	Robinhood Markets INC - A	+0.4%	+221.15%	Add
11	SCHE	Schwab Emrg Mrkts Eqty ETF	+0.3%	+144.00%	Add
12	XOP	Ss Spdr S&p Og Exp & Prod	+0.3%	+184.80%	Add
13	SYK	Stryker CORP	+0.3%	+112.77%	Add
14	MSFT	Microsoft CORP	+0.3%	+22.88%	Add
15	DE	Deere & Co	+0.3%	+31.84%	Add
16	PFIG	Invesco Fundamental Investme	+0.3%	+162.73%	Add
17	AVAV	Aerovironment INC	+0.2%	+157.88%	Add
18	LMT	Lockheed Martin CORP	+0.2%	+57.08%	Add
19	BKLN	Invesco Senior Loan ETF	+0.2%	+77.84%	Add
20	AAPL	Apple INC	+0.2%	+1.64%	Add
21	BRK-B	Berkshire Hathaway Inc-cl B	+0.2%	+19.89%	Add
22	MCD	Mcdonald's CORP	+0.2%	+21.44%	Add
23	WM	Waste Management INC	+0.2%	+26.79%	Add
24	AMZN	Amazon.com INC	+0.1%	+2.98%	Add
25	SPLV	Invesco S&p 500 Low Volatili	-0.2%	-34.47%	Trim
26	VEA	Vanguard Ftse Developed ETF	-0.2%	-39.24%	Trim
27	IUSG	Ishares Core S&p U.s. Growth	-0.2%	-67.26%	Trim
28	BND	Vanguard Total Bond Market	-0.2%	-27.45%	Trim
29	QUAL	Ishares Msci USA Quality Fac	-0.2%	-71.13%	Trim
30	SCHG	Schwab US Large-cap Growth	-0.3%	-28.76%	Trim
31	IJH	Ishares Core S&p Midcap ETF	-0.3%	-42.27%	Trim
32	VIGI	Vanguard Int Div App Indx Fd	-0.3%	-27.71%	Trim
33	IJR	Ishares Core S&p Small-cap E	-0.3%	-9.28%	Trim
34	VTI	Vanguard Total Stock Mkt ETF	-0.3%	-28.58%	Trim
35	DGRW	Wisdomtree U.s. Quality Divi	-0.3%	-29.49%	Trim
36	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.4%	-29.57%	Trim
37	VXUS	Vanguard Total Intl Stock	-0.4%	-41.18%	Trim
38	VTV	Vanguard Value ETF	-0.6%	-40.21%	Trim
39	VO	Vanguard Mid-cap ETF	-0.6%	-21.12%	Trim
40	QQQ	Invesco Qqq Trust Series 1	-0.9%	-28.52%	Trim
41	SPHQ	Invesco S&p 500 Quality ETF	-0.9%	-31.94%	Trim
42	GSLC	Goldman Activebeta US Lc ETF	-1%	-32.95%	Trim
43	VIG	Vanguard Dividend Apprec ETF	-1.3%	-21.04%	Trim
44	SHLD	Global X Defense Tech ETF	—	NEW	New buy
45	SOXX	Ishares Semiconductor ETF	—	NEW	New buy
46	JIVE	JPM Interntl Value ETF	—	NEW	New buy
47	IYK	Ishares US Consumer Staples	—	EXIT	Sold out
48	T	At&t INC	—	NEW	New buy
49	CCJ	Cameco CORP	—	NEW	New buy
50	CAT	Caterpillar INC	—	NEW	New buy