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| Nikulski Financial Inc
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|---|---|
| CRD # | 151569 |
| SEC # | 801-109933 |
| CIK # | 0001729847 |
| AUM | 449.0 M (2026-03-17) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 563-344-0118 |
| Address | 4275 Ontario Drive Bettendorf, IA 52722 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001729847 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.2 | ||
| Amazon Com Inc | 13.6 | ||
| Alphabet Inc | 12.5 | ||
| Costco Wholesale Corp /NEW | 10.7 | ||
| Nvidia Corp | 10.3 | ||
| Microsoft Corp | 10.1 | ||
| J P Morgan Chase & Co | 9.8 | ||
| Lam Research Corp | 8.4 | ||
| AbbVie Inc | 8.2 | ||
| Palo Alto Networks Inc | 7.6 | ||
| Perth MINT Physical Gold ETF | 5.6 | ||
| Constellation Energy Corp | 5.3 | ||
| Freeport McMoran Copper & Gold Inc | 5.0 | ||
| Deere & Co | 5.0 | ||
| Lilly Eli & Co | 4.6 | ||
| Visa Inc | 4.5 | ||
| McDonalds Corp | 4.5 | ||
| Wal Mart Stores Inc | 4.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 352 | 103.3 |
| (b) Individuals (high net worth individuals) | 116 | 338.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 475 | 449.0 |
| By Discretionary | ||
| Discretionary | 475 | 449.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 475 | 449.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 449.0 | |
| Total | 475 | 449.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729847] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
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