Nikulski Financial, Inc. Portfolio Holdings

Nikulski Financial, Inc.

$397 Million
Q4 2025

Nikulski Financial, Inc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $397 Million distributed in 166 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.2M, Amazon Com Inc with a value of $18M, Alphabet Inc. with a value of $16M, Vanguard Dividend Appreciation with a value of $14.9M, and Microsoft Corp with a value of $14.3M.

Examining the 13F form we can see an increase of $12.5M in the current position value, from $385M to 397M.

Below you can find more details about Nikulski Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $397 Million

ETFs: $162 Million

Technology: $77.6 Million

Consumer Cyclical: $35.8 Million

Financial Services: $28.3 Million

Communication Services: $22.4 Million

Healthcare: $20.5 Million

Consumer Defensive: $17.5 Million

Industrials: $17 Million

Other: $15.4 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$4.3T	$22.2 Million 5.59% of portfolio	82,969	Q4 2025 Added 1.64%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$18 Million 4.52% of portfolio	76,562	Q4 2025 Added 2.98%
GOOGL Alphabet Inc. Communication Services	$1.65T	$16 Million 4.02% of portfolio	57,788	Q4 2025 Reduced 5.52%
VIG Vanguard Dividend Appreciation ETFs	$0	$14.9 Million 3.76% of portfolio	81,954	Q4 2025 Reduced 21.04%
MSFT Microsoft Corp Technology	$3.78T	$14.3 Million 3.6% of portfolio	28,197	Q4 2025 Added 22.88%
COST Costco Wholesale Corp Consumer Defensive	$404B	$12.6 Million 3.18% of portfolio	13,824	Q4 2025 Added 8.74%
NVDA Nvidia Corp Technology	$465B	$12.4 Million 3.11% of portfolio	66,284	Q4 2025 Reduced 4.16%
JPM Jpmorgan Chase & CO Financial Services	$881B	$10.1 Million 2.55% of portfolio	33,684	Q4 2025 Reduced 0.65%
PANW Palo Alto Networks Inc Technology	$61.4B	$9.77 Million 2.46% of portfolio	47,585	Q4 2025 Added 7.72%

ABBV Abb Vie Inc. Healthcare	$414B	$9.01 Million 2.27% of portfolio	38,524	Q4 2025 Reduced 2.07%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$8.13 Million 2.05% of portfolio	13,465	Q4 2025 Reduced 28.52%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$7.4 Million 1.86% of portfolio	100,765	Q4 2025 Reduced 31.94%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$7.36 Million 1.85% of portfolio	56,601	Q4 2025 Reduced 32.95%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$7.27 Million 1.83% of portfolio	62,242	Q4 2025 Reduced 9.28%
VO Vanguard Mid Cap ETF ETFs	$0	$6.79 Million 1.71% of portfolio	23,661	Q4 2025 Reduced 21.12%
CEG Constellation Energy Corp Utilities	$111B	$6.53 Million 1.64% of portfolio	19,280	Q4 2025 Reduced 9.39%
IPKW Invesco ETF Tr Ii Internationa ETFs	$0	$6.31 Million 1.59% of portfolio	117,436	Q4 2025 Added 113.31%
AVGO Broadcom Inc. Technology	$139B	$5.36 Million 1.35% of portfolio	15,654	Q4 2025 Added 2.15%

BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$5.32 Million 1.34% of portfolio	10,460	Q4 2025 Added 19.89%
V Visa Inc. Financial Services	$533B	$5.23 Million 1.32% of portfolio	16,040	Q4 2025 Added 9.25%
DE Deere & CO Industrials	$144B	$5.24 Million 1.32% of portfolio	11,015	Q4 2025 Added 31.84%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$5.05 Million 1.27% of portfolio	184,249	Q4 2025 Reduced 5.89%
LLY Eli Lilly & CO Healthcare	$971B	$4.93 Million 1.24% of portfolio	4,829	Q4 2025 Added 39.41%
DON Wisdomtree Tr U.S. Midcap Divi ETFs	$0	$4.44 Million 1.12% of portfolio	87,361	Q4 2025 Reduced 6.22%
MCD Mcdonalds Corp Consumer Cyclical	$224B	$4.47 Million 1.12% of portfolio	14,651	Q4 2025 Added 21.44%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$4.13 Million 1.04% of portfolio	151,584	Q4 2025 Added 4.79%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$4.15 Million 1.04% of portfolio	12,020	Q4 2025 Added 209.55%
HD Home Depot, Inc. Consumer Cyclical	$367B	$3.8 Million 0.96% of portfolio	10,611	Q4 2025 Added 16.46%
WMT Walmart Inc. Consumer Defensive	$279B	$3.73 Million 0.94% of portfolio	36,266	Q4 2025 Added 4.41%
CRWD Crowd Strike Holdings, Inc. Technology	$115B	$3.73 Million 0.94% of portfolio	6,939	Q4 2025 Added 8.78%
WM Waste Management Inc Industrials	$85.9B	$3.63 Million 0.91% of portfolio	17,338	Q4 2025 Added 26.79%
PAPR Innovator U.S. Equity Power Bu ETFs	$0	$3.54 Million 0.89% of portfolio	91,998	Q4 2025 Reduced 14.5%
AAAU Goldman Sachs Physical Gold ETF ETFs	$1.34B	$3.32 Million 0.84% of portfolio	82,380	Q4 2025 Added 3.35%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$3.24 Million 0.82% of portfolio	4,874	Q4 2025 Reduced 29.57%
NFLX Netflix Inc Communication Services	$49.1B	$3.23 Million 0.81% of portfolio	29,310	Q4 2025 Added 5,162.12%
VTV Vanguard Value ETF ETFs	$0	$3.24 Million 0.81% of portfolio	17,290	Q4 2025 Reduced 40.21%
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$3.18 Million 0.8% of portfolio	23,687	Q4 2025 Added 355.87%
ALL Allstate Corp Financial Services	$57.9B	$2.98 Million 0.75% of portfolio	13,906	Q4 2025 Reduced 0.88%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$2.93 Million 0.74% of portfolio	7,157	Q4 2025 Added 177.73%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$2.94 Million 0.74% of portfolio	23,078	Q4 2025 Reduced 7.79%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$2.95 Million 0.74% of portfolio	58,199	Q4 2025 Added 15.36%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$2.88 Million 0.72% of portfolio	32,379	Q4 2025 Reduced 29.49%
PLTR Palantir Technologies Inc. Technology	$342B	$2.85 Million 0.72% of portfolio	16,360	Q4 2025 Added 288.88%
HOOD Robinhood Markets, Inc. Technology	$102B	$2.71 Million 0.68% of portfolio	22,111	Q4 2025 Added 221.15%
VTI Vanguard Total Stock Market Et ETFs	$0	$2.62 Million 0.66% of portfolio	7,928	Q4 2025 Reduced 28.58%
AVAV Aero Vironment Inc Industrials	$7.28B	$2.64 Million 0.66% of portfolio	9,062	Q4 2025 Added 157.88%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$2.53 Million 0.64% of portfolio	5,370	Q4 2025 Reduced 19.11%
SYK Stryker Corp Healthcare	$136B	$2.56 Million 0.64% of portfolio	7,113	Q4 2025 Added 112.77%
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$2.49 Million 0.63% of portfolio	27,550	Q4 2025 Reduced 27.71%
LMT Lockheed Martin Corp Industrials	$123B	$2.46 Million 0.62% of portfolio	5,226	Q4 2025 Added 57.08%

Summary

Portfolio
No. of Stocks 166
Current Value $397 Million
Prior Value $385 Million
Filing
Period Q4 2025
Filing Date January 15, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 30 stocks
Additional Purchases 59 stocks
Sold out of 0 stocks
Reduced holdings in 75 stocks

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Nikulski Financial, Inc. Portfolio Holdings