Nikulski Financial, Inc. Portfolio Holdings

Nikulski Financial, Inc.

  • $385 Million
  • Q3 2025

Nikulski Financial, Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $385 Million distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.8M, Vanguard Dividend Appreciation with a value of $18.9M, Amazon Com Inc with a value of $16.3M, Alphabet Inc. with a value of $14.9M, and Nvidia Corp with a value of $12.9M.

Examining the 13F form we can see an increase of $29.3M in the current position value, from $355M to 385M.

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

Portfolio value $385 Million
ETFs: $184 Million
Technology: $68.4 Million
Consumer Cyclical: $30.9 Million
Financial Services: $28.5 Million
Communication Services: $17.3 Million
Consumer Defensive: $16.4 Million
Healthcare: $16 Million
Industrials: $10.3 Million
Other: $12.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$554,000 0.14% of portfolio
2,205
Q2 2025 Reduced 0.81%
$0
$526,000 0.14% of portfolio
12,210
Q3 2025 Reduced 1.01%
$98.6B
$519,000 0.13% of portfolio
5,483
Q3 2025 Added 7.98%
$193B
$483,000 0.13% of portfolio
1,081
Q3 2025 New
$0
$519,000 0.13% of portfolio
5,687
Q3 2025 Added 0.49%
$268B
$476,000 0.12% of portfolio
2,850
Q2 2025 Reduced 5.0%
$0
$448,000 0.12% of portfolio
10,425
Q3 2025 Added 0.05%
$0
$422,000 0.11% of portfolio
9,943
Q3 2025 Added 10.85%
$0
$425,000 0.11% of portfolio
1,777
Q3 2025 Added 61.84%
$0
$431,000 0.11% of portfolio
20,851
Q3 2025 Reduced 18.97%
$0
$420,000 0.11% of portfolio
2,961
Q3 2025 Reduced 16.99%
$45.6B
$375,000 0.1% of portfolio
8,346
Q2 2025 Added 25.98%
$0
$390,000 0.1% of portfolio
7,243
Q3 2025 Added 24.56%
$69.4B
$376,000 0.1% of portfolio
4,589
Q3 2025 Added 4.56%
$0
$379,000 0.1% of portfolio
1,345
Q1 2024 Reduced 28.3%
$346B
$400,000 0.1% of portfolio
2,608
Q3 2025 Reduced 3.73%
$0
$357,000 0.09% of portfolio
745
Q2 2025 Reduced 0.13%
$0
$339,000 0.09% of portfolio
4,006
Q3 2025 New
$204B
$328,000 0.09% of portfolio
2,340
Q2 2025 Added 0.17%
$0
$330,000 0.09% of portfolio
3,696
Q2 2025 Reduced 1.94%
$0
$301,000 0.08% of portfolio
6,865
Q1 2025 Added 8.11%
$0
$295,000 0.08% of portfolio
2,820
Q3 2025 Added 0.28%
$77.2B
$292,000 0.08% of portfolio
1,375
Q2 2025 Added 4.64%
$187B
$309,000 0.08% of portfolio
1,861
Q2 2025 Reduced 0.53%
$0
$314,000 0.08% of portfolio
6,135
Q3 2025 Reduced 6.12%
$57.4B
$319,000 0.08% of portfolio
8,155
Q3 2025 Added 69.02%
$0
$265,000 0.07% of portfolio
2,657
Q3 2025 Reduced 15.84%
$0
$255,000 0.07% of portfolio
552
Q4 2023 New
$65.7B
$279,000 0.07% of portfolio
3,498
Q3 2025 Added 0.09%
$1.74T
$271,000 0.07% of portfolio
1,113
Q3 2025 New
$0
$252,000 0.07% of portfolio
7,700
Q2 2025 Added 10.32%
$319B
$235,000 0.06% of portfolio
3,444
Q3 2025 Added 2.99%
$41.3B
$215,000 0.06% of portfolio
2,586
Q2 2025 Reduced 0.73%
$40.4B
$243,000 0.06% of portfolio
1,922
Q1 2025 Reduced 0.67%
$74.9B
$239,000 0.06% of portfolio
919
Q1 2025 Reduced 17.06%
$522B
$220,000 0.06% of portfolio
1,191
Q3 2025 New
$68.9B
$211,000 0.05% of portfolio
895
Q3 2025 Reduced 2.72%
$59.5B
$210,000 0.05% of portfolio
4,600
Q3 2025 New
$205B
$207,000 0.05% of portfolio
1,411
Q3 2025 New
$128B
$204,000 0.05% of portfolio
2,143
Q3 2025 New
$96.7B
$203,000 0.05% of portfolio
4,035
Q3 2025 New
$0
$200,000 0.05% of portfolio
5,875
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.33%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.59%
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.97%
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.21%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 3.29%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $385 Million
  • Prior Value $355 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
Track This Portfolio

Track Nikulski Financial, Inc. Portfolio

Follow Nikulski Financial, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nikulski Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nikulski Financial, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email