13F HOLDINGS REPORT

Nikulski Financial, Inc.

Quarter ended Q4 2025 · Filed January 15, 2026 · Accession 0001729847-26-000001

Total Value

$418.3M

Positions

166

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (166)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	APPLE INC	AAPL	82,969	$22.6M	5.39%
2	ALPHABET INC	GOOG	57,788	$18.1M	4.32%
3	VANGUARD SPECIALIZED FUNDS	921908844	81,954	$18.0M	4.31%
4	AMAZON COM INC	AMZN	76,562	$17.7M	4.23%
5	MICROSOFT CORP	MSFT	28,197	$13.6M	3.26%
6	NVIDIA CORPORATION	NVDA	66,284	$12.4M	2.96%
7	COSTCO WHSL CORP NEW	22160K105	13,824	$11.9M	2.85%
8	JPMORGAN CHASE & CO.	VYLD	33,684	$10.9M	2.59%
9	ABBVIE INC	ABBV	38,524	$8.8M	2.10%
10	PALO ALTO NETWORKS INC	PANW	47,585	$8.8M	2.10%
11	INVESCO QQQ TR	IVZ	13,465	$8.3M	1.98%
12	INVESCO EXCHANGE TRADED FD T	IVZ	100,765	$7.6M	1.81%
13	GOLDMAN SACHS ETF TR	NVGLF	56,601	$7.5M	1.79%
14	ISHARES TR	464287804	62,242	$7.5M	1.79%
15	LAM RESEARCH CORP	LRCX	41,818	$7.2M	1.71%
16	VANGUARD INDEX FDS	922908629	23,661	$6.9M	1.64%
17	CONSTELLATION ENERGY CORP	CEG	19,280	$6.8M	1.63%
18	INVESCO EXCH TRADED FD TR II	IVZ	117,436	$6.5M	1.56%
19	VISA INC	V	16,040	$5.6M	1.34%
20	BROADCOM INC	AVGO	15,654	$5.4M	1.30%
21	BERKSHIRE HATHAWAY INC DEL	BRK-A	10,460	$5.3M	1.26%
22	SCHWAB STRATEGIC TR	808524607	184,249	$5.2M	1.25%
23	ELI LILLY & CO	LLY	4,829	$5.2M	1.24%
24	DEERE & CO	DE	11,015	$5.1M	1.23%
25	WISDOMTREE TR	WT	87,361	$4.5M	1.08%
26	MCDONALDS CORP	MCD	14,651	$4.5M	1.07%
27	VANECK ETF TRUST	92189F676	12,020	$4.3M	1.03%
28	SCHWAB STRATEGIC TR	808524797	151,584	$4.2M	0.99%
29	WALMART INC	WMT	36,266	$4.0M	0.97%
30	WASTE MGMT INC DEL	94106L109	17,338	$3.8M	0.91%
31	HOME DEPOT INC	HD	10,611	$3.7M	0.87%
32	INNOVATOR ETFS TRUST	INHD	91,998	$3.6M	0.86%
33	GOLDMAN SACHS PHYSICAL GOLD	38150K103	82,380	$3.5M	0.84%
34	SPDR S&P 500 ETF TR	SPY	4,874	$3.3M	0.79%
35	VANGUARD INDEX FDS	922908744	17,290	$3.3M	0.79%
36	INVESCO EXCHANGE TRADED FD T	IVZ	23,687	$3.3M	0.78%
37	CROWDSTRIKE HLDGS INC	CRWD	6,939	$3.3M	0.78%
38	TESLA INC	TSLA	7,157	$3.2M	0.77%
39	ISHARES TR	464287705	23,078	$3.0M	0.73%
40	J P MORGAN EXCHANGE TRADED F	46641Q837	58,199	$2.9M	0.70%
41	PALANTIR TECHNOLOGIES INC	PLTR	16,360	$2.9M	0.70%
42	ALLSTATE CORP	ALL-PJ	13,906	$2.9M	0.69%
43	WISDOMTREE TR	WT	32,379	$2.9M	0.69%
44	NETFLIX INC	NFLX	29,310	$2.7M	0.66%
45	VANGUARD INDEX FDS	922908769	7,928	$2.7M	0.64%
46	GLOBAL X FDS	37960A529	40,900	$2.7M	0.63%
47	ISHARES TR	464287614	5,370	$2.5M	0.61%
48	LOCKHEED MARTIN CORP	LMT	5,226	$2.5M	0.60%
49	VANGUARD WHITEHALL FDS	921946810	27,550	$2.5M	0.60%
50	TJX COS INC NEW	872540109	16,380	$2.5M	0.60%
51	ROBINHOOD MKTS INC	770700102	22,111	$2.5M	0.60%
52	STRYKER CORPORATION	SYK	7,113	$2.5M	0.60%
53	VANGUARD INDEX FDS	922908611	11,271	$2.4M	0.57%
54	GOLDMAN SACHS GROUP INC	GSCE	2,668	$2.3M	0.56%
55	SCHWAB STRATEGIC TR	808524300	71,812	$2.3M	0.56%
56	DIGITAL RLTY TR INC	253868103	14,866	$2.3M	0.55%
57	SCHWAB STRATEGIC TR	808524706	69,269	$2.3M	0.54%
58	AEROVIRONMENT INC	AVAV	9,062	$2.2M	0.52%
59	VANGUARD STAR FDS	921909768	28,685	$2.2M	0.52%
60	VANGUARD BD INDEX FDS	921937835	27,746	$2.1M	0.49%
61	SPDR SERIES TRUST	78468R606	84,653	$2.0M	0.48%
62	SPDR SERIES TRUST	78468R556	15,758	$2.0M	0.48%
63	INNOVATOR ETFS TRUST	INHD	41,925	$2.0M	0.47%
64	FREEPORT-MCMORAN INC	FCX	38,741	$2.0M	0.47%
65	MARRIOTT INTL INC NEW	571903202	6,162	$1.9M	0.46%
66	SEA LTD	SE	14,780	$1.9M	0.45%
67	INVESCO EXCH TRADED FD TR II	IVZ	86,724	$1.8M	0.44%
68	INVESCO EXCH TRADED FD TR II	IVZ	71,805	$1.7M	0.42%
69	ABBOTT LABS	ABLZF	13,669	$1.7M	0.41%
70	MASTERCARD INCORPORATED	MA	2,869	$1.6M	0.39%
71	ISHARES TR	464287713	41,907	$1.4M	0.34%
72	ISHARES TR	464287788	10,989	$1.4M	0.34%
73	ISHARES TR	464287523	4,518	$1.4M	0.33%
74	ISHARES TR	464287549	10,444	$1.3M	0.32%
75	ISHARES TR	464287721	6,734	$1.3M	0.32%
76	ISHARES TR	464287507	19,904	$1.3M	0.31%
77	ISHARES TR	464287515	12,374	$1.3M	0.31%
78	ISHARES TR	464287697	11,929	$1.3M	0.31%
79	VANGUARD INDEX FDS	922908512	7,204	$1.3M	0.31%
80	VANGUARD TAX-MANAGED FDS	921943858	19,452	$1.2M	0.29%
81	PROSHARES TR	74348A467	11,385	$1.2M	0.28%
82	INVESCO EXCH TRADED FD TR II	IVZ	16,445	$1.2M	0.28%
83	J P MORGAN EXCHANGE TRADED F	46654Q757	14,362	$1.2M	0.28%
84	SPDR SERIES TRUST	78468R853	23,998	$1.1M	0.27%
85	SHERWIN WILLIAMS CO	SHW	3,443	$1.1M	0.27%
86	AT&T INC	T-PC	42,166	$1.0M	0.25%
87	SELECT SECTOR SPDR TR	81369Y308	13,427	$1.0M	0.25%
88	VANGUARD INDEX FDS	922908553	11,200	$991,071	0.24%
89	META PLATFORMS INC	META	1,421	$937,988	0.22%
90	CAMECO CORP	CCJ	10,160	$929,538	0.22%
91	CATERPILLAR INC	CAT	1,618	$926,904	0.22%
92	AMGEN INC	AMGN	2,809	$919,541	0.22%
93	INTUITIVE SURGICAL INC	ISRG	1,622	$918,636	0.22%
94	VANECK ETF TRUST	92189H409	17,357	$887,290	0.21%
95	SPDR SERIES TRUST	78464A805	10,212	$842,526	0.20%
96	SOUTHERN CO	SOMN	9,311	$811,885	0.19%
97	INNOVATOR ETFS TRUST	INHD	17,290	$802,775	0.19%
98	ALPHABET INC	GOOG	2,521	$791,161	0.19%
99	ISHARES TR	464287754	5,150	$763,075	0.18%
100	ENBRIDGE INC	ENNPF	15,185	$726,299	0.17%
101	SELECT SECTOR SPDR TR	81369Y407	5,956	$711,206	0.17%
102	INNOVATOR ETFS TRUST	INHD	15,696	$689,368	0.16%
103	SEAGATE TECHNOLOGY HLDNGS PL	SE	2,367	$651,922	0.16%
104	KLA CORP	KLAC	534	$648,311	0.15%
105	SPDR SERIES TRUST	78464A854	7,934	$636,473	0.15%
106	VANGUARD INTL EQUITY INDEX F	922042742	4,458	$628,845	0.15%
107	TAIWAN SEMICONDUCTOR MFG LTD	874039100	2,040	$620,333	0.15%
108	VANGUARD WHITEHALL FDS	921946794	6,713	$604,170	0.14%
109	ISHARES TR	464287556	3,522	$594,435	0.14%
110	ISHARES TR	464287879	5,210	$592,481	0.14%
111	ROCKET LAB CORP	RKLB	8,238	$574,683	0.14%
112	INNOVATOR ETFS TRUST	INHD	13,090	$548,209	0.13%
113	VANGUARD BD INDEX FDS	92203C303	10,800	$538,272	0.13%
114	VERIZON COMMUNICATIONS INC	VZ	12,512	$509,612	0.12%
115	ALLIANT ENERGY CORP	LNT	7,819	$508,313	0.12%
116	SELECT SECTOR SPDR TR	81369Y605	8,989	$492,328	0.12%
117	VANGUARD INDEX FDS	922908751	1,874	$483,427	0.12%
118	DUKE ENERGY CORP NEW	DUKB	4,104	$481,030	0.12%
119	VANGUARD SCOTTSDALE FDS	92206C847	8,255	$460,629	0.11%
120	PHILIP MORRIS INTL INC	718172109	2,807	$450,419	0.11%
121	LOWES COS INC	548661107	1,844	$444,600	0.11%
122	ISHARES TR	464287671	2,630	$441,682	0.11%
123	UIPATH INC	PATH	25,992	$426,009	0.10%
124	CORNING INC	GLW	4,844	$424,122	0.10%
125	INNOVATOR ETFS TRUST	INHD	9,638	$416,844	0.10%
126	MICRON TECHNOLOGY INC	MU	1,445	$412,417	0.10%
127	INNOVATOR ETFS TRUST	INHD	9,326	$404,562	0.10%
128	PROCTER AND GAMBLE CO	742718109	2,743	$393,121	0.09%
129	INVESCO EXCHANGE TRADED FD T	IVZ	2,042	$391,166	0.09%
130	KRATOS DEFENSE & SEC SOLUTIO	50077B207	5,103	$387,369	0.09%
131	JOHNSON & JOHNSON	JNJ	1,863	$385,483	0.09%
132	ISHARES TR	46432F339	1,898	$377,010	0.09%
133	ARCHER AVIATION INC	ACHR-WT	48,770	$366,750	0.09%
134	SOFI TECHNOLOGIES INC	SOFI	13,681	$358,169	0.09%
135	PEPSICO INC	PEP	2,476	$355,295	0.08%
136	INNOVATOR ETFS TRUST	INHD	14,125	$355,032	0.08%
137	JOBY AVIATION INC	JOBY-WT	26,718	$352,678	0.08%
138	SNOWFLAKE INC	SNOW	1,587	$348,124	0.08%
139	BITWISE BITCOIN ETF TR	BITB	7,271	$345,809	0.08%
140	BLACKROCK INC	BLK	322	$344,694	0.08%
141	PARAMOUNT SKYDANCE CORP	PSKY	25,693	$344,351	0.08%
142	EXXON MOBIL CORP	XOM	2,692	$323,955	0.08%
143	CAPITAL ONE FINL CORP	14040H105	1,333	$323,011	0.08%
144	BLOOM ENERGY CORP	BE	3,706	$322,014	0.08%
145	GLOBAL X FDS	37954Y491	6,950	$317,141	0.08%
146	ISHARES TR	464287168	2,225	$314,037	0.08%
147	ISHARES U S ETF TR	46431W507	6,135	$313,499	0.07%
148	QUALCOMM INC	QCOM	1,754	$299,955	0.07%
149	OKLO INC	OKLO	4,161	$298,593	0.07%
150	NXP SEMICONDUCTORS N V	NXPI	1,370	$297,601	0.07%
151	SPDR INDEX SHS FDS	78463X855	4,244	$296,104	0.07%
152	INVESCO EXCH TRADED FD TR II	IVZ	7,025	$295,715	0.07%
153	VANGUARD INDEX FDS	922908736	598	$291,740	0.07%
154	INVESCO EXCHANGE TRADED FD T	IVZ	2,620	$268,304	0.06%
155	INVESCO EXCH TRADED FD TR II	IVZ	1,027	$259,854	0.06%
156	INNOVATOR ETFS TRUST	INHD	7,600	$254,676	0.06%
157	INNOVATOR ETFS TRUST	INHD	5,762	$240,736	0.06%
158	CISCO SYS INC	CSCO	3,101	$238,860	0.06%
159	CAPITAL GRP FIXED INCM ETF T	14020Y300	8,482	$234,262	0.06%
160	ROYAL BK CDA	780087102	1,313	$223,865	0.05%
161	PAYCHEX INC	PAYX	1,959	$219,715	0.05%
162	TRUIST FINL CORP	89832Q109	4,463	$219,648	0.05%
163	INNOVATOR ETFS TRUST	INHD	4,695	$205,258	0.05%
164	HOWMET AEROSPACE INC	HWM	1,000	$205,020	0.05%
165	ILLINOIS TOOL WKS INC	452308109	820	$201,918	0.05%
166	ADVANCED MICRO DEVICES INC	AMD	938	$200,882	0.05%