13FBOX
Nikulski Financial, Inc. · 13F Holdings
Options Calculator Rankings

Nikulski Financial, Inc.

No.4458
Latest AUM (Q2 2026)
$463.6M
QoQ Change Q1 2026
+$58.5M+14.4%
Holdings
180
New Buys
13
Adds
82
Reduces
75
Exits
8
Unchanged
10
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
4.03%4.01%$18.7M64,574$16.2M64,019+555+0.87%Add
PALO ALTOPANW
3.59%1.88%$16.6M48,767$7.6M47,534+1,233+2.59%Add
LAM RESEARCH CORPLRCX
3.51%2.07%$16.3M37,508$8.4M39,257-1,749-4.46%Reduce
AMAZON COM INCAMZN
3.43%3.35%$15.9M66,795$13.6M65,184+1,611+2.47%Add
ALPHABET INCGOOGL
3.22%3.08%$14.9M41,796$12.5M43,368-1,572-3.62%Reduce
IINVESCO EXCH TRADED FD TR IIIPKW
2.98%3.19%$13.8M245,164$12.9M229,788+15,376+6.69%Add
NVIDIA CORPORATIONNVDA
2.53%2.53%$11.7M58,632$10.3M58,843-211-0.36%Reduce
JPMORGAN CHASE & COJPM
2.37%2.43%$11.0M33,597$9.8M33,462+135+0.40%Add
MICROSOFT CORPMSFT
2.27%2.5%$10.5M28,206$10.1M27,361+845+3.09%Add
COSTCO WHOLESALE CORPORATIONCOST
2.2%2.64%$10.2M10,912$10.7M10,743+169+1.57%Add
VVANGUARD SPECIALIZED FUNDSVIG
2.11%2.2%$9.8M41,369$8.9M41,513-144-0.35%Reduce
ABBVIE INCABBV
2.07%2.01%$9.6M38,111$8.2M37,482+629+1.68%Add
VVANGUARD INDEX FDSVOO
1.85%1.72%$8.6M11,651$7.0M12,062-411-3.41%Reduce
VANECK ETF TRUSTSMH
1.85%1.17%$8.6M13,078$4.8M12,404+674+5.43%Add
IISHARES COREIJR
1.73%1.81%$8.0M53,920$7.3M58,881-4,961-8.43%Reduce
CROWDSTRIKE HLDGS INCCRWD
1.63%0.95%$7.6M9,924$3.8M9,818+106+1.08%Add
VVANGUARD MIDVO
1.61%1.61%$7.5M92,889$6.5M22,730+70,159+308.66%Add
SSPDR SERIES TRUSTXOP
1.56%2.08%$7.2M46,861$8.4M46,345+516+1.11%Add
ROBINHOOD MKTS INCHOOD
1.49%0.96%$6.9M68,771$3.9M56,048+12,723+22.70%Add
SSCHWAB USSCHA
1.47%1.32%$6.8M188,766$5.3M183,731+5,035+2.74%Add
IINVESCO S&PSPHQ
1.43%1.49%$6.6M73,792$6.0M80,260-6,468-8.06%Reduce
ELI LILLY & COLLY
1.39%1.14%$6.4M5,353$4.6M5,006+347+6.93%Add
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
1.3%1.47%$6.0M42,372$6.0M47,690-5,318-11.15%Reduce
DEERE & CODE
1.26%1.23%$5.8M9,197$5.0M8,860+337+3.80%Add
FREEPORT MCMORAN INCFCX
1.18%1.23%$5.5M86,937$5.0M84,996+1,941+2.28%Add
SSCHWAB STRATEGIC TRSCHD
1.16%1.24%$5.4M169,587$5.0M163,140+6,447+3.95%Add
IINVESCO S&P MIDCAP MOMENTUM ETFXMMO
1.13%1.02%$5.2M30,764$4.1M28,388+2,376+8.37%Add
VISA INCV
1.1%1.12%$5.1M14,905$4.5M14,991-86-0.57%Reduce
GGOLDMAN SACHS PHYSICAL GOLDAAAU
1.05%1.37%$4.9M123,390$5.6M120,385+3,005+2.50%Add
CONSTELLATION ENERGY CORPCEG
1.05%1.31%$4.9M19,580$5.3M19,034+546+2.87%Add
BROADCOM INCAVGO
1.04%1.02%$4.8M12,730$4.1M13,401-671-5.01%Reduce
WWISDOMTREE U.S. MIDCAP DIVIDEND FUNDDON
0.98%1.08%$4.6M80,685$4.4M83,173-2,488-2.99%Reduce
MCDONALDS CORPMCD
0.89%1.1%$4.1M15,274$4.5M14,346+928+6.47%Add
TESLA INCTSLA
0.87%0.78%$4.0M9,548$3.2M8,512+1,036+12.17%Add
JJPMORGAN INTERNATIONAL VALUE ETFJIVE
0.87%0.87%$4.0M43,672$3.5M40,948+2,724+6.65%Add
WASTE MGMT INC DELWM
0.85%0.99%$3.9M17,703$4.0M17,457+246+1.41%Add
WALMART INCWMT
0.82%1.03%$3.8M33,530$4.2M33,571-41-0.12%Reduce
HOME DEPOT INCHD
0.82%0.83%$3.8M10,766$3.4M10,232+534+5.22%Add
VVANGUARD STAR FDSVXUS
0.78%0.87%$3.6M42,152$3.5M45,540-3,388-7.44%Reduce
GGLOBAL X FDSSHLD
0.77%0.96%$3.6M59,702$3.9M54,907+4,795+8.73%Add
SSCHWAB STRATEGIC TRSCHE
0.75%0.6%$3.5M96,382$2.4M73,824+22,558+30.56%Add
IINNOVATOR ETFS TRUSTPAPR
0.74%0.87%$3.5M81,818$3.5M89,003-7,185-8.07%Reduce
ALLSTATE CORPALL
0.68%0.68%$3.1M13,155$2.8M13,305-150-1.13%Reduce
LOCKHEED MARTIN CORPLMT
0.66%0.83%$3.0M5,962$3.3M5,535+427+7.71%Add
IISHARES TRIJJ
0.62%0.71%$2.9M19,346$2.9M21,775-2,429-11.15%Reduce
SSEA LTD SPONSORD ADSSE
0.6%0.44%$2.8M28,999$1.8M21,680+7,319+33.76%Add
IINVESCO EXCH TRADED FD TR IIPFIG
0.6%0.66%$2.8M116,023$2.7M110,858+5,165+4.66%Add
VVANGUARD INDEX FDSVTV
0.59%0.66%$2.8M12,642$2.7M13,537-895-6.61%Reduce
STRYKER CORPORATIONSYK
0.56%0.66%$2.6M8,260$2.7M8,130+130+1.60%Add
TJX COS INC NEWTJX
0.56%0.66%$2.6M17,110$2.7M16,660+450+2.70%Add

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