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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VIG Vanguard Dividend Appreciation ETFs	$0	$14.9 Million 3.76% of portfolio	81,954	Q4 2025 Reduced 21.04%
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%
IPKW Invesco ETF Tr Ii Internationa ETFs	$0	$6.31 Million 1.59% of portfolio	117,436	Q4 2025 Added 113.31%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$5.05 Million 1.27% of portfolio	184,249	Q4 2025 Reduced 5.89%
DON Wisdomtree Tr U.S. Midcap Divi ETFs	$0	$4.44 Million 1.12% of portfolio	87,361	Q4 2025 Reduced 6.22%

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%
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%
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%
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%
VTI Vanguard Total Stock Market Et ETFs	$0	$2.62 Million 0.66% of portfolio	7,928	Q4 2025 Reduced 28.58%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$2.53 Million 0.64% of portfolio	5,370	Q4 2025 Reduced 19.11%
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$2.49 Million 0.63% of portfolio	27,550	Q4 2025 Reduced 27.71%
SCHE Schwab Strategic Tr Us Emergin ETFs	$0	$2.34 Million 0.59% of portfolio	69,269	Q4 2025 Added 144.0%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$2.32 Million 0.58% of portfolio	71,812	Q4 2025 Reduced 28.76%
VBR Vanguard Small Cap Value ETF ETFs	$0	$2.32 Million 0.58% of portfolio	11,271	Q4 2025 Reduced 21.27%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$2.15 Million 0.54% of portfolio	28,685	Q4 2025 Reduced 41.18%
XOP Spdr Ser Tr Oil & Gas Explorat ETFs	$0	$2.11 Million 0.53% of portfolio	15,758	Q4 2025 Added 184.8%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$2.06 Million 0.52% of portfolio	27,746	Q4 2025 Reduced 27.45%
SPHY Spdr Ser Tr Spdr Portfolio Hig ETFs	$0	$2 Million 0.5% of portfolio	84,653	Q4 2025 Added 7.44%
PJAN Innovator U.S. Equity Power Bu ETFs	$0	$1.93 Million 0.49% of portfolio	41,925	Q4 2025 Reduced 13.16%
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$1.82 Million 0.46% of portfolio	86,724	Q4 2025 Added 77.84%
PFIG Invesco ETF Tr Ii Fundamental ETFs	$0	$1.74 Million 0.44% of portfolio	71,805	Q4 2025 Added 162.73%
XLY Select Sector Spdr Consumer Di ETFs	$0	$1.38 Million 0.35% of portfolio	5,956	Q4 2025 Added 235.17%
IYZ Ishares Tr Us Telecommunicatio ETFs	$0	$1.35 Million 0.34% of portfolio	41,907	Q4 2025 Reduced 2.98%
IYW Ishares Dj Us Tech ETF ETFs	$0	$1.34 Million 0.34% of portfolio	6,734	Q4 2025 Reduced 17.86%
IDU Ishares Tr U S Utils ETF ETFs	$0	$1.33 Million 0.34% of portfolio	11,929	Q4 2025 Added 4.98%
IYF Ishares Tr ETFs	$0	$1.36 Million 0.34% of portfolio	10,989	Q4 2025 Added 3.54%
IGM Ishares Expanded Tech Sector E ETFs	$0	$1.33 Million 0.34% of portfolio	10,444	Q4 2025 Reduced 17.94%
SOXX Ishares Semiconductor ETF ETFs	$0	$1.3 Million 0.33% of portfolio	4,518	Q4 2025 New
IGV Ishares Expanded Tech Software ETFs	$0	$1.33 Million 0.33% of portfolio	12,374	Q4 2025 Reduced 3.24%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$1.25 Million 0.32% of portfolio	7,204	Q4 2025 Added 80.6%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$1.28 Million 0.32% of portfolio	19,904	Q4 2025 Reduced 42.27%
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$1.18 Million 0.3% of portfolio	16,445	Q4 2025 Reduced 34.47%
VEA Vanguard Ftse Developed Market ETFs	$0	$1.19 Million 0.3% of portfolio	19,452	Q4 2025 Reduced 39.24%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$1.17 Million 0.29% of portfolio	11,385	Q4 2025 Reduced 24.83%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$1.09 Million 0.28% of portfolio	23,998	Q4 2025 Reduced 21.62%
XLP Consumer Staples Sector Spdr ETFs	$0	$1.02 Million 0.26% of portfolio	13,427	Q4 2025 Reduced 4.43%
VNQ Vanguard Specialized Funds Van ETFs	$0	$1 Million 0.25% of portfolio	11,200	Q4 2025 Added 96.94%
HYD Vaneck High Yield Muni ETF ETFs	$0	$880,000 0.22% of portfolio	17,357	Q4 2025 Added 31.27%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$828,000 0.21% of portfolio	10,212	Q4 2025 Reduced 14.44%

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