Nikulski Financial, Inc. holds a diversified book of 180 stocks worth $463.6M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Ishares U.S. Basic Materials and trimmed Lam Research Corp. Their largest long position is Apple Inc at 4% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
60% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Nikulski Financial, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $539.3B |
| LPL Financial LLC | 80 / 80 | $77.6B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $60.7B |
| Cetera Investment Advisers | 80 / 80 | $22.4B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.5B |
| Advisory Services Network, LLC | 80 / 80 | $2.1B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $147.2B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $82.7B |
Ranked by the share of each fund's own book sitting in the names it shares with Nikulski Financial, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $18.7M | 64.6K | 4.0% | ▲+0.9% Added · +555 sh | |
| 2 | Palo Alto Networks Inc COM | $16.6M | 48.8K | 3.6% | ▲+2.6% Added · +1K sh | |
| 3 | Lam Research Corp COM NEW | $16.3M | 37.5K | 3.5% | ▼−4.5% Reduced · −2K sh | |
| 4 | Amazon Com Inc COM | $15.9M | 66.8K | 3.4% | ▲+2.5% Added · +2K sh | |
| 5 | Alphabet Inc CAP STK CL A | $14.9M | 41.8K | 3.2% | ▼−3.6% Reduced · −2K sh | |
| 6 | Invesco Exch Traded FD TR II INTL BUYBACK | $13.8M | 245.2K | 3.0% | ▲+6.7% Added · +15K sh | |
| 7 | Nvidia Corporation COM | $11.7M | 58.6K | 2.5% | ▼−0.3% Reduced · −211 sh | |
| 8 | JPMorgan Chase & Co COM | $11.0M | 33.6K | 2.4% | ▲+0.4% Added · +135 sh | |
| 9 | Microsoft Corp COM | $10.5M | 28.2K | 2.3% | ▲+3.1% Added · +845 sh | |
| 10 | Costco Wholesale Corporation COM | $10.2M | 10.9K | 2.2% | ▲+1.6% Added · +169 sh | |
| 11 | Vanguard Specialized Funds DIV APP ETF | $9.8M | 41.4K | 2.1% | ▼−0.3% Reduced · −144 sh | |
| 12 | Abbvie Inc COM | $9.6M | 38.1K | 2.1% | ▲+1.7% Added · +629 sh | |
| 13 | Invesco QQQ TR UNIT SER 1 | $8.6M | 11.7K | 1.9% | ▼−3.4% Reduced · −411 sh | |
| 14 | Vaneck ETF Trust SEMICONDUCTR ETF | $8.6M | 13.1K | 1.9% | ▲+5.4% Added · +674 sh | |
| 15 | Ishares TR CORE S&P SCP ETF | $8.0M | 53.9K | 1.7% | ▼−8.4% Reduced · −5K sh | |
| 16 | Crowdstrike Hldgs Inc CL A | $7.6M | 9.9K | 1.6% | ▲+1.1% Added · +106 sh | |
| 17 | Vanguard Index FDS MID CAP ETF | $7.5M | 92.9K | 1.6% | ▲+309% Added · +70K sh | |
| 18 | SPDR Series Trust SP O&G EXPL PRO | $7.2M | 46.9K | 1.6% | ▲+1.1% Added · +516 sh | |
| 19 | Robinhood MKTS Inc COM CL A | $6.9M | 68.8K | 1.5% | ▲+23% Added · +13K sh | |
| 20 | Schwab Strategic TR US SML CAP ETF | $6.8M | 188.8K | 1.5% | ▲+2.7% Added · +5K sh | |
| 21 | Invesco Exchange Traded FD T S&P500 QUALITY | $6.6M | 73.8K | 1.4% | ▼−8.1% Reduced · −6K sh | |
| 22 | Eli Lilly & Co COM | $6.4M | 5.4K | 1.4% | ▲+6.9% Added · +347 sh | |
| 23 | Goldman Sachs ETF TR ACTIVEBETA US LG | $6.0M | 42.4K | 1.3% | ▼−11% Reduced · −5K sh | |
| 24 | Deere & Co COM | $5.8M | 9.2K | 1.3% | ▲+3.8% Added · +337 sh | |
| 25 | Freeport McMoran Inc CL B | $5.5M | 86.9K | 1.2% | ▲+2.3% Added · +2K sh | |
| 26 | Schwab Strategic TR US DIVIDEND EQ | $5.4M | 169.6K | 1.2% | ▲+4.0% Added · +6K sh | |
| 27 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $5.2M | 30.8K | 1.1% | ▲+8.4% Added · +2K sh | |
| 28 | Visa Inc COM CL A | $5.1M | 14.9K | 1.1% | ▼−0.6% Reduced · −86 sh | |
| 29 | Goldman Sachs Physical Gold UNIT | $4.9M | 123.4K | 1.1% | ▲+2.5% Added · +3K sh | |
| 30 | Constellation Energy Corp COM | $4.9M | 19.6K | 1.0% | ▲+2.9% Added · +546 sh | |
| 31 | Broadcom Inc COM | $4.8M | 12.7K | 1.0% | ▼−5.0% Reduced · −671 sh | |
| 32 | Wisdomtree TR US MIDCAP DIVID | $4.6M | 80.7K | 1.0% | ▼−3.0% Reduced · −2K sh | |
| 33 | McDonalds Corp COM | $4.1M | 15.3K | 0.9% | ▲+6.5% Added · +928 sh | |
| 34 | Tesla Inc COM | $4.0M | 9.5K | 0.9% | ▲+12% Added · +1K sh | |
| 35 | J P Morgan Exchange Traded F JPMORGAN INTL VL | $4.0M | 43.7K | 0.9% | ▲+6.7% Added · +3K sh | |
| 36 | Waste Mgmt Inc Del COM | $3.9M | 17.7K | 0.9% | ▲+1.4% Added · +246 sh | |
| 37 | Walmart Inc COM | $3.8M | 33.5K | 0.8% | ▼−0.1% Reduced · −41 sh | |
| 38 | Home Depot Inc COM | $3.8M | 10.8K | 0.8% | ▲+5.2% Added · +534 sh | |
| 39 | Vanguard Star FDS VG TL INTL STK F | $3.6M | 42.2K | 0.8% | ▼−7.4% Reduced · −3K sh | |
| 40 | Global X FDS DEFENSE TECH ETF | $3.6M | 59.7K | 0.8% | ▲+8.7% Added · +5K sh | |
| 41 | Schwab Strategic TR EMRG MKTEQ ETF | $3.5M | 96.4K | 0.8% | ▲+31% Added · +23K sh | |
| 42 | Innovator Etfs Trust US EQT PWR BUF | $3.5M | 81.8K | 0.7% | ▼−8.1% Reduced · −7K sh | |
| 43 | Allstate Corp COM | $3.1M | 13.2K | 0.7% | ▼−1.1% Reduced · −150 sh | |
| 44 | Lockheed Martin Corp COM | $3.0M | 6.0K | 0.7% | ▲+7.7% Added · +427 sh | |
| 45 | Ishares TR S&P MC 400VL ETF | $2.9M | 19.3K | 0.6% | ▼−11% Reduced · −2K sh | |
| 46 | Sea Ltd SPONSORD ADS | $2.8M | 29.0K | 0.6% | ▲+34% Added · +7K sh | |
| 47 | Invesco Exch Traded FD TR II FNDMNTL IG CRP | $2.8M | 116.0K | 0.6% | ▲+4.7% Added · +5K sh | |
| 48 | Vanguard Index FDS VALUE ETF | $2.8M | 12.6K | 0.6% | ▼−6.6% Reduced · −895 sh | |
| 49 | Stryker Corporation COM | $2.6M | 8.3K | 0.6% | ▲+1.6% Added · +130 sh | |
| 50 | TJX Cos Inc New COM | $2.6M | 17.1K | 0.6% | ▲+2.7% Added · +450 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1729847/holdings"
Use Arkolith to show Nikulski Financial, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.