Nikulski Financial, Inc.
All 13F Filings
- Location
- Bettendorf, IA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 418,266
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/15/2026 | 166 | 418,266 | 13F-HR | Nikulski Financial, Inc. |
| Q3 2025 | 11/5/2025 | 153 | 397,979 | 13F-HR | Nikulski Financial, Inc. |
| Q2 2025 | 8/15/2025 | 144 | 365,247 | 13F-HR | Nikulski Financial, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 335.1 K | 80.1% | 23.16 K | 0 | 23.16 K |
| ETFs | 83.16 K | 19.9% | 0 | 2.878 K | -2.878 K |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
418,266
Holdings
166
QoQ value change ($000)
20,287
(5.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.