Nikulski Financial, Inc.

BETTENDORF, IA · CIK 1729847 · 13F filing filed 2026-07-28

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMoline, IL

$463.6m reported value +14.4% vs Q1 2026

180positions

30.1%in top 10

13 new 78 added 79 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	64,574	$18.7m4.03%	4.03%	Added +555	+555 0.9%
2	PALO ALTO NETWORKS INC COM PANW	PANW	48,767	$16.6m3.59%	3.59%	Added +1.2k	+1,233 2.6%
3	LAM RESEARCH CORP COM NEW LRCX	LRCX	37,508	$16.3m3.51%	3.51%	Reduced -1.7k	-1,749 -4.5%
4	AMAZON COM INC COM AMZN	AMZN	66,795	$15.9m3.43%	3.43%	Added +1.6k	+1,611 2.5%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	41,796	$14.9m3.22%	3.22%	Reduced -1.6k	-1,572 -3.6%
6	INVESCO EXCH TRADED FD TR II INTL BUYBACK IPKW	IPKW	245,164	$13.8m2.98%	2.98%	Added +15.4k	+15,376 6.7%
7	NVIDIA CORPORATION COM NVDA	NVDA	58,632	$11.7m2.53%	2.53%	Reduced -211	-211 -0.4%
8	JPMORGAN CHASE & CO COM JPM	JPM	33,597	$11.0m2.37%	2.37%	Added +135	+135 0.4%
9	MICROSOFT CORP COM MSFT	MSFT	28,206	$10.5m2.27%	2.27%	Added +845	+845 3.1%
10	COSTCO WHSL CORP NEW COM COST	COST	10,912	$10.2m2.20%	2.20%	Added +169	+169 1.6%
11	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	41,369	$9.8m2.11%	2.11%	Reduced -144	-144 -0.3%
12	ABBVIE INC COM ABBV	ABBV	38,111	$9.6m2.07%	2.07%	Added +629	+629 1.7%
13	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	11,651	$8.6m1.85%	1.85%	Reduced -411	-411 -3.4%
14	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	13,078	$8.6m1.85%	1.85%	Added +674	+674 5.4%
15	ISHARES TR CORE S&P SCP ETF IJR	IJR	53,920	$8.0m1.73%	1.73%	Reduced -5.0k	-4,961 -8.4%
16	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	9,924	$7.6m1.63%	1.63%	Added +106	+106 1.1%
17	VANGUARD INDEX FDS MID CAP ETF VO	VO	92,889	$7.5m1.61%	1.61%	Added +2.0k	+1,969 2.2%
18	SPDR SER TR S&P OILGAS EXP XOP	XOP	46,861	$7.2m1.56%	1.56%	Added +516	+516 1.1%
19	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	68,771	$6.9m1.49%	1.49%	Added +12.7k	+12,723 22.7%
20	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	188,766	$6.8m1.47%	1.47%	Added +5.0k	+5,035 2.7%
21	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	73,792	$6.6m1.43%	1.43%	Reduced -6.5k	-6,468 -8.1%
22	ELI LILLY & CO COM LLY	LLY	5,353	$6.4m1.39%	1.39%	Added +347	+347 6.9%
23	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	42,372	$6.0m1.30%	1.30%	Reduced -5.3k	-5,318 -11.2%
24	DEERE & CO COM DE	DE	9,197	$5.8m1.26%	1.26%	Added +337	+337 3.8%
25	FREEPORT-MCMORAN INC CL B FCX	FCX	86,937	$5.5m1.18%	1.18%	Added +1.9k	+1,941 2.3%
26	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	169,587	$5.4m1.16%	1.16%	Added +6.4k	+6,447 4.0%
27	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	30,764	$5.2m1.13%	1.13%	Added +2.4k	+2,376 8.4%
28	VISA INC COM CL A V	V	14,905	$5.1m1.10%	1.10%	Reduced -86	-86 -0.6%
29	GOLDMAN SACHS PHYSICAL GOLD UNIT AAAU	AAAU	123,390	$4.9m1.05%	1.05%	Added +3.0k	+3,005 2.5%
30	CONSTELLATION ENERGY CORP COM CEG	CEG	19,580	$4.9m1.05%	1.05%	Added +546	+546 2.9%
31	BROADCOM INC COM AVGO	AVGO	12,730	$4.8m1.04%	1.04%	Reduced -671	-671 -5.0%
32	WISDOMTREE TR US MIDCAP DIVID DON	DON	80,685	$4.6m0.98%	0.98%	Reduced -2.5k	-2,488 -3.0%
33	MCDONALDS CORP COM MCD	MCD	15,274	$4.1m0.89%	0.89%	Added +928	+928 6.5%
34	TESLA INC COM TSLA	TSLA	9,548	$4.0m0.87%	0.87%	Added +1.0k	+1,036 12.2%
35	J P MORGAN EXCHANGE TRADED F JPMORGAN INTL VL JIVE	JIVE	43,672	$4.0m0.87%	0.87%	Added +2.7k	+2,724 6.7%
36	WASTE MGMT INC DEL COM WM	WM	17,703	$3.9m0.85%	0.85%	Added +246	+246 1.4%
37	WALMART INC COM WMT	WMT	33,530	$3.8m0.82%	0.82%	Reduced -41	-41 -0.1%
38	HOME DEPOT INC COM HD	HD	10,766	$3.8m0.82%	0.82%	Added +534	+534 5.2%
39	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	42,152	$3.6m0.78%	0.78%	Reduced -3.4k	-3,388 -7.4%
40	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	59,702	$3.6m0.77%	0.77%	Added +4.8k	+4,795 8.7%
41	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	96,382	$3.5m0.75%	0.75%	Added +22.6k	+22,558 30.6%
42	INNOVATOR ETFS TRUST US EQT PWR BUF PAPR	PAPR	81,818	$3.5m0.74%	0.74%	Reduced -7.2k	-7,185 -8.1%
43	ALLSTATE CORP COM ALL	ALL	13,155	$3.1m0.68%	0.68%	Reduced -150	-150 -1.1%
44	LOCKHEED MARTIN CORP COM LMT	LMT	5,962	$3.0m0.66%	0.66%	Added +427	+427 7.7%
45	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	19,346	$2.9m0.62%	0.62%	Reduced -2.4k	-2,429 -11.2%
46	SEA LTD SPONSORD ADS SE	SE	28,999	$2.8m0.60%	0.60%	Added +7.3k	+7,319 33.8%
47	INVESCO EXCH TRADED FD TR II FNDMNTL IG CRP PFIG	PFIG	116,023	$2.8m0.60%	0.60%	Added +5.2k	+5,165 4.7%
48	VANGUARD INDEX FDS VALUE ETF VTV	VTV	12,642	$2.8m0.59%	0.59%	Reduced -895	-895 -6.6%
49	STRYKER CORPORATION COM SYK	SYK	8,260	$2.6m0.56%	0.56%	Added +130	+130 1.6%
50	TJX COS INC NEW COM TJX	TJX	17,110	$2.6m0.56%	0.56%	Added +450	+450 2.7%
51	GOLDMAN SACHS GROUP INC COM GS	GS	2,519	$2.5m0.55%	0.55%	Reduced -29	-29 -1.1%
52	DIGITAL RLTY TR INC COM DLR	DLR	14,057	$2.5m0.54%	0.54%	Reduced -389	-389 -2.7%
53	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	26,188	$2.4m0.53%	0.53%	Reduced -575	-575 -2.1%
54	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	20,829	$2.4m0.52%	0.52%	Added +2.5k	+2,539 13.9%
55	EXXON MOBIL CORP COM XOM	XOM	17,331	$2.4m0.51%	0.51%	Added +1.3k	+1,333 8.3%
56	NETFLIX INC COM NFLX	NFLX	32,927	$2.4m0.51%	0.51%	Added +424	+424 1.3%
57	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	23,746	$2.3m0.49%	0.49%	Added +508	+508 2.2%
58	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,140	$2.3m0.49%	0.49%	Reduced -305	-305 -4.7%
59	MARRIOTT INTL INC NEW CL A MAR	MAR	5,896	$2.2m0.47%	0.47%	Reduced -34	-34 -0.6%
60	INNOVATOR ETFS TRUST US EQTY PWR BUF PJAN	PJAN	43,350	$2.1m0.46%	0.46%	Reduced -2.0k	-2,050 -4.5%
61	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,855	$2.1m0.46%	0.46%	Reduced -573	-573 -16.7%
62	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	22,227	$2.1m0.46%	0.46%	Reduced -1.3k	-1,303 -5.5%
63	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	88,026	$2.1m0.45%	0.45%	Added +2.5k	+2,540 3.0%
64	ENBRIDGE INC COM ENB	ENB	36,510	$2.0m0.43%	0.43%	Reduced -420	-420 -1.1%
65	PROLOGIS INC. COM PLD	PLD	14,566	$2.0m0.43%	0.43%	Added +1.1k	+1,054 7.8%
66	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	38,488	$1.9m0.42%	0.42%	Reduced -2.8k	-2,837 -6.9%
67	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	57,392	$1.9m0.42%	0.42%	Reduced -5.2k	-5,185 -8.3%
68	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	9,781	$1.9m0.42%	0.42%	Added +1.5k	+1,473 17.7%
69	BLOOM ENERGY CORP COM CL A BE	BE	6,282	$1.9m0.41%	0.41%	Reduced -230	-230 -3.5%
70	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	93,169	$1.9m0.41%	0.41%	Added +213	+213 0.2%
71	ISHARES TR RUS 1000 GRW ETF IWF	IWF	15,201	$1.9m0.41%	0.41%	Reduced -891	-891 -5.5%
72	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	18,105	$1.8m0.38%	0.38%	Added +1.0k	+1,038 6.1%
73	AEROVIRONMENT INC COM AVAV	AVAV	10,598	$1.7m0.38%	0.38%	Added +346	+346 3.4%
74	CATERPILLAR INC COM CAT	CAT	1,618	$1.7m0.37%	0.37%	Unchanged
75	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	22,673	$1.7m0.36%	0.36%	Reduced -535	-535 -2.3%
76	CAMECO CORP COM CCJ	CCJ	16,079	$1.6m0.35%	0.35%	Added +1	+1 0.0%
77	VANECK ETF TRUST URANIUM AND NUCL NLR	NLR	12,847	$1.5m0.32%	0.32%	Added +1.6k	+1,642 14.7%
78	ISHARES TR CORE S&P MCP ETF IJH	IJH	18,659	$1.4m0.31%	0.31%	Reduced -636	-636 -3.3%
79	ABRDN SILVER ETF TRUST PHYSCL SILVR SHS SIVR	SIVR	24,140	$1.4m0.29%	0.29%	Added +1.0k	+1,010 4.4%
80	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	2,084	$1.3m0.29%	0.29%	Reduced -2.4k	-2,375 -53.3%
81	ABBOTT LABS COM ABT	ABT	14,216	$1.3m0.28%	0.28%	Added +937	+937 7.1%
82	ROCKET LAB CORP COM RKLB	RKLB	12,678	$1.3m0.28%	0.28%	Reduced -100	-100 -0.8%
83	ALPHABET INC CAP STK CL C GOOG	GOOG	3,568	$1.3m0.27%	0.27%	Added +952	+952 36.4%
84	SPDR INDEX SHS FDS S&P GBLINF ETF GII	GII	16,295	$1.2m0.27%	0.27%	Added +2.1k	+2,090 14.7%
85	INNOVATOR ETFS TRUST US EQTY PWR BUF PJUN	PJUN	28,045	$1.2m0.26%	0.26%	Added +15.0k	+14,955 114.2%
86	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	20,681	$1.2m0.26%	0.26%	Reduced -113	-113 -0.5%
87	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	16,402	$1.2m0.25%	0.25%	Added +2	+2 0.0%
88	SNOWFLAKE INC CL A SNOW	SNOW	4,414	$1.1m0.24%	0.24%	Added +15	+15 0.3%
89	CORNING INC COM GLW	GLW	4,313	$1.1m0.24%	0.24%	Added +1.2k	+1,228 39.8%
90	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	1,026	$990.3k0.21%	0.21%	Reduced -316	-316 -23.6%
91	AMGEN INC COM AMGN	AMGN	2,731	$988.9k0.21%	0.21%	Added +155	+155 6.0%
92	MICRON TECHNOLOGY INC COM MU	MU	827	$954.6k0.21%	0.21%	Reduced -200	-200 -19.5%
93	ISHARES TR ISHARES BIOTECH IBB	IBB	4,915	$934.8k0.20%	0.20%	Added +3.1k	+3,077 167.4%
94	KLA CORP COM NEW KLAC	KLAC	3,058	$922.5k0.20%	0.20%	Reduced -462	-462 -13.1%
95	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,831	$916.2k0.20%	0.20%	Reduced -255	-255 -12.2%
96	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,909	$912.2k0.20%	0.20%	Reduced -16	-16 -0.8%
97	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	10,733	$891.6k0.19%	0.19%	Reduced -770	-770 -6.7%
98	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	11,815	$885.0k0.19%	0.19%	Reduced -1.8k	-1,825 -13.4%
99	ISHARES TR EXPND TEC SC ETF IGM	IGM	5,307	$868.1k0.19%	0.19%	Reduced -5.1k	-5,137 -49.2%
100	ISHARES TR U.S. TECH ETF IYW	IYW	3,360	$847.4k0.18%	0.18%	Reduced -3.4k	-3,375 -50.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IDU	IDU	11,932	$1.4m11.9k shares
ISHARES TR IYF	IYF	10,992	$1.3m11.0k shares
ISHARES TR IYJ	IYJ	7,208	$1.1m7.2k shares
ISHARES TR IGV	IGV	12,374	$990.5k12.4k shares
PAYCHEX INC PAYX	PAYX	2,825	$260.2k2.8k shares
INNOVATOR ETFS TRUST BALT	BALT	7,250	$242.6k7.2k shares
MASTERCARD INCORPORATED MA	MA	445	$222.5k445 shares
CONOCOPHILLIPS COP	COP	1,662	$219.4k1.7k shares