Nikulski Financial, Inc.
RIA/Wealth
Nikulski Financial, Inc. is a RIA/Wealth based in Bettendorf, IA led by Brian Jacob Nikulski, managing $398.0M across 153 long positions as of Q3 2025 with 42% ETF concentration.
PresidentBrian Jacob Nikulski
- Portfolio Value
- $398.0M
- Positions
- 153
- Top Holding
- VIG at 5.63%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Nikulski Financial, Inc.'s portfolio (36.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $22.4M | 5.63% | -$374.1K Sold | — 103.8K shares | |
Consumer Electronics Technology | $20.8M | 5.22% | +$209.1K Bought | 0.00% 81.6K shares | |
Specialty Retail Consumer Cyclical | $16.3M | 4.10% | +$202.0K Bought | 0.00% 74.3K shares | |
Internet Content & Information Communication Services | $14.9M | 3.74% | -$169.0K Sold | 0.00% 61.2K shares | |
Semiconductors Technology | $12.9M | 3.24% | -$18.8K Sold | 0.00% 69.2K shares | |
Software - Infrastructure Technology | $11.9M | 2.99% | +$82.9K Bought | 0.00% 22.9K shares | |
Discount Stores Consumer Defensive | $11.8M | 2.96% | +$167.5K Bought | 0.00% 12.7K shares | |
ETF ETF | $11.3M | 2.84% | -$28.2K Sold | — 18.8K shares | |
ETF ETF | $11.0M | 2.76% | -$99.9K Sold | — 84.4K shares | |
ETF ETF | $10.9M | 2.73% | -$213.5K Sold | — 148.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Nikulski Financial, Inc.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Nikulski Financial, Inc.
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