Dominguez Wealth Management Solutions

Latest statistics and disclosures from Dominguez Wealth Management Solutions's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VUG, AAPL, SGOV, FIXD, SPLV, and represent 52.52% of Dominguez Wealth Management Solutions's stock portfolio.
  • Added to shares of these 10 stocks: VUG, SPLV, BALT, GOOG, EFG, QQQ, USB, SGOV, SCHD, IJT.
  • Started 3 new stock positions in GOOG, USB, QQQ.
  • Reduced shares in these 10 stocks: AAPL, FDG, VZ, EMR, BRK.B, T, KMB, FLV, SHV, FBT.
  • Dominguez Wealth Management Solutions was a net buyer of stock by $3.1M.
  • Dominguez Wealth Management Solutions has $164M in assets under management (AUM), dropping by 3.51%.
  • Central Index Key (CIK): 0001881335

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Portfolio Holdings for Dominguez Wealth Management Solutions

Dominguez Wealth Management Solutions holds 67 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 16.1 $26M +3% 54k 487.86
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Apple (AAPL) 12.1 $20M 73k 271.86
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Ishares Tr 0-3 Mnth Treasry (SGOV) 8.9 $15M 145k 100.38
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First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 8.7 $14M 321k 44.32
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 6.8 $11M +6% 155k 71.42
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Innovator Etfs Trust Defined Wlt Shld (BALT) 5.2 $8.6M +5% 256k 33.51
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Johnson & Johnson (JNJ) 3.0 $5.0M 24k 206.95
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Ishares Tr Eafe Grwth Etf (EFG) 2.6 $4.3M +5% 38k 113.92
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.0 $3.2M 65k 49.99
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Procter & Gamble Company (PG) 1.8 $2.9M 20k 143.31
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Emerson Electric (EMR) 1.8 $2.9M 22k 132.72
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AFLAC Incorporated (AFL) 1.7 $2.8M 25k 110.27
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Ishares Tr Msci Emg Mkt Etf (EEM) 1.5 $2.5M +4% 45k 54.71
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Merck & Co (MRK) 1.5 $2.4M 23k 105.26
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Ishares Tr Rus Md Cp Gr Etf (IWP) 1.4 $2.4M +4% 17k 136.94
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Ishares Tr S&P SML 600 GWT (IJT) 1.3 $2.1M +5% 15k 141.16
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.2 $2.0M 17k 123.26
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Lockheed Martin Corporation (LMT) 1.2 $2.0M 4.2k 483.67
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NVIDIA Corporation (NVDA) 1.2 $1.9M 10k 186.49
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Kimberly-Clark Corporation (KMB) 1.0 $1.7M -2% 17k 100.89
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American Centy Etf Tr Focused Dynamic (FDG) 1.0 $1.6M -5% 13k 126.85
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At&t (T) 0.9 $1.5M -2% 60k 24.84
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Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $1.3M 14k 96.27
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Target Corporation (TGT) 0.8 $1.3M 13k 97.75
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Parker-Hannifin Corporation (PH) 0.8 $1.2M 1.4k 878.96
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Bristol Myers Squibb (BMY) 0.7 $1.2M 22k 53.94
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.2M 1.8k 681.94
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Microsoft Corporation (MSFT) 0.7 $1.2M +7% 2.5k 483.56
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Costco Wholesale Corporation (COST) 0.5 $898k 1.0k 862.71
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Home Depot (HD) 0.5 $894k 2.6k 344.04
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Wal-Mart Stores (WMT) 0.5 $889k +8% 8.0k 111.41
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McDonald's Corporation (MCD) 0.5 $879k 2.9k 305.58
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Dominion Resources (D) 0.5 $840k 14k 58.59
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Ishares Tr Trust Ishare 0-1 (SHV) 0.5 $803k -2% 7.3k 110.14
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $789k +20% 29k 27.43
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $775k +14% 1.2k 626.88
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Pepsi (PEP) 0.4 $736k 5.1k 143.51
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $711k -5% 1.4k 502.65
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First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.4 $710k 7.8k 91.19
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Amazon (AMZN) 0.4 $672k 2.9k 230.82
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Abbvie (ABBV) 0.4 $659k 2.9k 228.53
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American Centy Etf Tr Focused Lrg Cap (FLV) 0.4 $635k -3% 8.4k 75.77
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $632k 2.0k 313.03
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Coca-Cola Company (KO) 0.4 $594k 8.5k 69.91
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First Tr Exchange Traded Nasd Tech Div (TDIV) 0.4 $591k 6.1k 96.85
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J P Morgan Exchange Traded F Internl Gwt (JIG) 0.3 $547k 7.5k 73.34
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Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.3 $546k 7.4k 73.56
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Nextera Energy (NEE) 0.3 $546k 6.8k 80.27
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Verizon Communications (VZ) 0.3 $496k -14% 12k 40.73
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Mastercard Incorporated Cl A (MA) 0.3 $470k 823.00 570.81
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $448k +4% 2.1k 211.79
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Micron Technology (MU) 0.3 $443k 1.6k 285.41
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Exxon Mobil Corporation (XOM) 0.2 $394k 3.3k 120.35
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $358k -5% 1.1k 335.15
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International Business Machines (IBM) 0.2 $353k 1.2k 296.28
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Bank of America Corporation (BAC) 0.2 $346k 6.3k 55.00
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Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.2 $324k 5.9k 55.05
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $323k 1.5k 219.77
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Tesla Motors (TSLA) 0.2 $317k 704.00 449.72
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First Tr Exchange Traded Hlth Care Alph (FXH) 0.2 $305k -5% 2.7k 113.84
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Alphabet Cap Stk Cl C (GOOG) 0.2 $256k NEW 815.00 313.71
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $243k 3.3k 73.55
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Altria (MO) 0.1 $242k 4.2k 57.66
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $222k -8% 1.1k 206.44
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $215k NEW 351.00 613.51
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $203k 428.00 473.21
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Us Bancorp Del Com New (USB) 0.1 $202k NEW 3.8k 53.36
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Past Filings by Dominguez Wealth Management Solutions

SEC 13F filings are viewable for Dominguez Wealth Management Solutions going back to 2022