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Nikulski Financial, Inc.

Q2 2026 13F filing

Updated 45 days ago

183 disclosed positions worth $463.6M

Portfolio value
$463.6M
Total holdings
183
New positions
13
Closed positions
8
Increased
82
Decreased
75
Turnover
11.5%
Filed
2026-07-28

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

+0.9%
Value
$18.7M
Shares
64.6K
% Port
4.03%
P

PALO ALTO NETWORKS INC

+2.6%
Value
$16.6M
Shares
48.8K
% Port
3.59%
L

LAM RESEARCH CORP

-4.5%
Value
$16.3M
Shares
37.5K
% Port
3.51%
A

AMAZON COM INC

+2.5%
Value
$15.9M
Shares
66.8K
% Port
3.43%
G

ALPHABET INC

-3.6%
Value
$14.9M
Shares
41.8K
% Port
3.22%
?
6.N/A

INVESCO EXCH TRADED FD TR II

+6.7%
Value
$13.8M
Shares
245.2K
% Port
2.98%
N

NVIDIA CORPORATION

-0.4%
Value
$11.7M
Shares
58.6K
% Port
2.53%
J

JPMORGAN CHASE & CO

+0.4%
Value
$11M
Shares
33.6K
% Port
2.37%
M

MICROSOFT CORP

+3.1%
Value
$10.5M
Shares
28.2K
% Port
2.27%
C
10.COST

COSTCO WHOLESALE CORPORATION

+1.6%
Value
$10.2M
Shares
10.9K
% Port
2.20%
B
11.BX

VANGUARD SPECIALIZED FUNDS

-0.3%
Value
$9.8M
Shares
41.4K
% Port
2.11%
A
12.ABBV

ABBVIE INC

+1.7%
Value
$9.6M
Shares
38.1K
% Port
2.07%
Q
13.QQQ

INVESCO QQQ TR

-3.4%
Value
$8.6M
Shares
11.7K
% Port
1.85%
H
14.HODL

VANECK ETF TRUST

+5.4%
Value
$8.6M
Shares
13.1K
% Port
1.85%
E
15.ETHA

ISHARES TR

-8.4%
Value
$8M
Shares
53.9K
% Port
1.73%
C
16.CRWD

CROWDSTRIKE HLDGS INC

+1.1%
Value
$7.6M
Shares
9.9K
% Port
1.63%
V
17.VGES

VANGUARD INDEX FDS

+308.7%
Value
$7.5M
Shares
92.9K
% Port
1.61%
S

SPDR SERIES TRUST

+1.1%
Value
$7.2M
Shares
46.9K
% Port
1.56%
H
19.HOOD

ROBINHOOD MKTS INC

+22.7%
Value
$6.9M
Shares
68.8K
% Port
1.49%
S

SCHWAB STRATEGIC TR

+2.7%
Value
$6.8M
Shares
188.8K
% Port
1.47%
E
21.ETHA

INVESCO EXCHANGE TRADED FD T

-8.1%
Value
$6.6M
Shares
73.8K
% Port
1.43%
L
22.LLY

ELI LILLY & CO

+6.9%
Value
$6.4M
Shares
5.4K
% Port
1.39%
G

GOLDMAN SACHS ETF TR

-11.2%
Value
$6M
Shares
42.4K
% Port
1.30%
D
24.DE

DEERE & CO

+3.8%
Value
$5.8M
Shares
9.2K
% Port
1.26%
F
25.FCX

FREEPORT MCMORAN INC

+2.3%
Value
$5.5M
Shares
86.9K
% Port
1.18%
S

SCHWAB STRATEGIC TR

+4.0%
Value
$5.4M
Shares
169.6K
% Port
1.16%
I
27.IVZ

INVESCO EXCHANGE TRADED FD T

+8.4%
Value
$5.2M
Shares
30.8K
% Port
1.13%
V
28.V

VISA INC

-0.6%
Value
$5.1M
Shares
14.9K
% Port
1.10%
A
29.AAAU

GOLDMAN SACHS PHYSICAL GOLD

+2.5%
Value
$4.9M
Shares
123.4K
% Port
1.05%
C
30.CEG

CONSTELLATION ENERGY CORP

+2.9%
Value
$4.9M
Shares
19.6K
% Port
1.05%
A
31.AVGO

BROADCOM INC

-5.0%
Value
$4.8M
Shares
12.7K
% Port
1.04%
B
32.BTCW

WISDOMTREE TR

-3.0%
Value
$4.6M
Shares
80.7K
% Port
0.98%
M
33.MCD

MCDONALDS CORP

+6.5%
Value
$4.1M
Shares
15.3K
% Port
0.89%
T
34.TSLA

TESLA INC

+12.2%
Value
$4M
Shares
9.5K
% Port
0.87%
J

J P MORGAN EXCHANGE TRADED F

+6.7%
Value
$4M
Shares
43.7K
% Port
0.87%
W
36.WM

WASTE MGMT INC DEL

+1.4%
Value
$3.9M
Shares
17.7K
% Port
0.85%
W
37.WMT

WALMART INC

-0.1%
Value
$3.8M
Shares
33.5K
% Port
0.82%
H
38.HD

HOME DEPOT INC

+5.2%
Value
$3.8M
Shares
10.8K
% Port
0.82%
V
39.VGES

VANGUARD STAR FDS

-7.4%
Value
$3.6M
Shares
42.2K
% Port
0.78%
?
40.N/A

GLOBAL X FDS

+8.7%
Value
$3.6M
Shares
59.7K
% Port
0.77%
S

SCHWAB STRATEGIC TR

+30.6%
Value
$3.5M
Shares
96.4K
% Port
0.75%
?
42.N/A

INNOVATOR ETFS TRUST

-8.1%
Value
$3.5M
Shares
81.8K
% Port
0.74%
A

ALLSTATE CORP

-1.1%
Value
$3.1M
Shares
13.2K
% Port
0.68%
L
44.LMT

LOCKHEED MARTIN CORP

+7.7%
Value
$3M
Shares
6.0K
% Port
0.66%
I

ISHARES TR

-11.2%
Value
$2.9M
Shares
19.3K
% Port
0.62%
S
46.SE

SEA LTD

+33.8%
Value
$2.8M
Shares
29.0K
% Port
0.60%
?
47.N/A

INVESCO EXCH TRADED FD TR II

+4.7%
Value
$2.8M
Shares
116.0K
% Port
0.60%
V
48.VGES

VANGUARD INDEX FDS

-6.6%
Value
$2.8M
Shares
12.6K
% Port
0.59%
S
49.SYK

STRYKER CORPORATION

+1.6%
Value
$2.6M
Shares
8.3K
% Port
0.56%
T
50.TJX

TJX COS INC NEW

+2.7%
Value
$2.6M
Shares
17.1K
% Port
0.56%