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Nikulski Financial, Inc.
Nikulski Financial, Inc. is a registered investment adviser headquartered in Bettendorf, Iowa. Founded in 2017, the firm provides investment management services to institutional clients and individual investors. It is classified as an investment adviser, reporting regulatory filings and holding a 13F status. Their typical operations include portfolio management and proxy voting for client assets. Employee count and detailed company description are not public, but the firm's scale and regular filings suggest a small, specialized practice.
Investment Strategy
Nikulski Financial, Inc. manages client portfolios primarily by investing in exchange-traded funds (ETFs) and mutual funds, focusing on diversified asset allocation strategies tailored to client objectives and risk profiles. The firm reports quarterly on equity holdings as required by 13F filings, suggesting a focus on publicly traded securities, indexing, and structured ETF portfolios. The investment approach aims to provide risk-adjusted returns through broad diversification and regular portfolio rebalancing.
Latest 13F Filing Activity
Nikulski Financial, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 143 equity positions with a total 13F market value of $365M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Constellation Energy Corp. among other positions. Nikulski Financial, Inc. reduced exposure to Unitedhealth Group Inc., Ishares TR, Abbvie Inc. among others.
Top Holdings
Equity Positions (143)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 5.91% | $21.6M | 105,523 | $115.62 | $204.67 | +$1.1M |
A AAPL | APPLE INC | 4.54% | $16.6M | 80,807 | $54.94 | $205.17 | -$729.1K |
A AMZN | AMAZON COM INC | 4.41% | $16.1M | 73,426 | $90.33 | $219.39 | +$2.7M |
C COST | COSTCO WHSL CORP NEW | 3.40% | $12.4M | 12,532 | $326.80 | $989.94 | +$822.1K |
M MSFT | MICROSOFT CORP | 3.10% | $11.3M | 22,786 | $279.73 | $497.41 | +$3.4M |
Industry Allocation
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