Nikulski Financial, Inc.
176 holdingsFiling period: 2026-03-31Current AUM: $461.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 64.0K | $16.2M | $19.8M | 4.29% | -18,950 | 2026-03-31 |
| 2 | AMZN | AMAZON COM INC | 65.2K | $13.6M | $17.7M | 3.84% | -11,378 | 2026-03-31 |
| 3 | IPKW | INVESCO EXCH TRADED FD TR II | 229.8K | $12.9M | $13.9M | 3.02% | +112.4K | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 43.4K | $12.5M | $15.4M | 3.35% | -14,420 | 2026-03-31 |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 10.7K | $10.7M | $10.2M | 2.22% | -3,081 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 58.8K | $10.3M | $11.8M | 2.56% | -7,441 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 27.4K | $10.1M | $12.7M | 2.76% | -836 | 2026-03-31 |
| 8 | JPM | JPMORGAN CHASE & CO | 33.5K | $9.8M | $11.8M | 2.55% | -222 | 2026-03-31 |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 41.5K | $8.9M | $9.9M | 2.15% | -40,441 | 2026-03-31 |
| 10 | XOP | SPDR SERIES TRUST | 46.3K | $8.4M | $8.2M | 1.78% | +30.6K | 2026-03-31 |
| 11 | LRCX | LAM RESEARCH CORP | 39.3K | $8.4M | $11.5M | 2.50% | -2,561 | 2026-03-31 |
| 12 | ABBV | ABBVIE INC | 37.5K | $8.2M | $9.4M | 2.04% | -1,042 | 2026-03-31 |
| 13 | PANW | PALO ALTO NETWORKS INC | 47.5K | $7.6M | $15.8M | 3.42% | -51 | 2026-03-31 |
| 14 | IJR | ISHARES TR | 58.9K | $7.3M | $8.6M | 1.86% | -3,361 | 2026-03-31 |
| 15 | QQQ | INVESCO QQQ TR | 12.1K | $7.0M | $8.3M | 1.80% | -1,403 | 2026-03-31 |
| 16 | VO | VANGUARD INDEX FDS | 22.7K | $6.5M | $7.4M | 1.60% | -931 | 2026-03-31 |
| 17 | SPHQ | INVESCO EXCHANGE TRADED FD T | 80.3K | $6.0M | $6.8M | 1.47% | -20,505 | 2026-03-31 |
| 18 | GSLC | GOLDMAN SACHS ETF TR | 47.7K | $6.0M | $6.8M | 1.48% | -8,911 | 2026-03-31 |
| 19 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | 120.4K | $5.6M | $4.8M | 1.04% | +38.0K | 2026-03-31 |
| 20 | SCHA | SCHWAB STRATEGIC TR | 183.7K | $5.3M | $6.2M | 1.34% | -518 | 2026-03-31 |
| 21 | CEG | CONSTELLATION ENERGY CORP | 19.0K | $5.3M | $5.0M | 1.08% | -246 | 2026-03-31 |
| 22 | SCHD | SCHWAB STRATEGIC TR | 163.1K | $5.0M | $5.5M | 1.18% | +11.6K | 2026-03-31 |
| 23 | FCX | FREEPORT MCMORAN INC | 85.0K | $5.0M | $5.3M | 1.15% | +46.3K | 2026-03-31 |
| 24 | DE | DEERE & CO | 8.9K | $5.0M | $5.3M | 1.14% | -2,155 | 2026-03-31 |
| 25 | SMH | VANECK ETF TRUST | 12.4K | $4.8M | $6.7M | 1.45% | +384 | 2026-03-31 |
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