Nikulski Financial, Inc.
All 13F Filings
- Location
- Bettendorf, IA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 465,945
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 168 | 465,945 | 13F-HR | Nikulski Financial, Inc. |
| Q2 2026 | 7/28/2026 | 180 | 463,563 | 13F-HR | Nikulski Financial, Inc. |
| Q1 2026 | 5/14/2026 | 175 | 405,109 | 13F-HR | Nikulski Financial, Inc. |
| 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)
Derivatives reported exposure ($000):
23
(0.0% of total reported value)
· QoQ Δ:
+23
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 293.5 K | 63.0% | 1.936 K | 0 | 1.936 K |
| ETFs | 172.4 K | 37.0% | 424 | 0 | 424 |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
465,945
Holdings
168
QoQ value change ($000)
2,382
(0.5%)
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.