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 52.57% of Dominguez Wealth Management Solutions's stock portfolio.
  • Added to shares of these 10 stocks: VUG, SPLV, SGOV, BALT, EFG, MU, FBT, IWF, FIXD, EEM.
  • Started 3 new stock positions in IWF, FBT, MU.
  • Reduced shares in these 10 stocks: T, TGT, EMR, SPY, KMB, JSML, XOM, AAPL, JNJ, FNY.
  • Dominguez Wealth Management Solutions was a net buyer of stock by $4.6M.
  • Dominguez Wealth Management Solutions has $158M in assets under management (AUM), dropping by 9.64%.
  • Central Index Key (CIK): 0001881335

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Portfolio Holdings for Dominguez Wealth Management Solutions

Dominguez Wealth Management Solutions holds 64 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 15.9 $25M +3% 52k 479.61
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Apple (AAPL) 11.8 $19M 73k 254.63
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Ishares Tr 0-3 Mnth Treasry (SGOV) 9.1 $14M +5% 143k 100.70
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First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 9.0 $14M 320k 44.42
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 6.8 $11M +7% 146k 73.48
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Innovator Etfs Trust Defined Wlt Shld (BALT) 5.1 $8.0M +8% 243k 32.82
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Johnson & Johnson (JNJ) 2.8 $4.4M 24k 185.42
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Ishares Tr Eafe Grwth Etf (EFG) 2.6 $4.1M +7% 36k 113.88
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.0 $3.2M 65k 49.79
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Procter & Gamble Company (PG) 2.0 $3.1M 21k 153.65
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Emerson Electric (EMR) 1.8 $2.9M 22k 131.18
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AFLAC Incorporated (AFL) 1.8 $2.8M 25k 111.70
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Ishares Tr Rus Md Cp Gr Etf (IWP) 1.5 $2.4M +6% 17k 142.41
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Ishares Tr Msci Emg Mkt Etf (EEM) 1.5 $2.3M +6% 43k 53.40
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Kimberly-Clark Corporation (KMB) 1.4 $2.1M 17k 124.34
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Lockheed Martin Corporation (LMT) 1.3 $2.1M 4.1k 499.22
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.2 $2.0M 16k 120.72
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Ishares Tr S&P SML 600 GWT (IJT) 1.2 $2.0M +8% 14k 141.50
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NVIDIA Corporation (NVDA) 1.2 $1.9M 10k 186.57
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Merck & Co (MRK) 1.2 $1.9M 23k 83.93
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At&t (T) 1.1 $1.7M -4% 61k 28.24
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American Centy Etf Tr Focused Dynamic (FDG) 1.0 $1.6M 14k 120.44
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Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $1.3M 14k 96.55
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Target Corporation (TGT) 0.8 $1.2M -4% 13k 89.70
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Microsoft Corporation (MSFT) 0.8 $1.2M +2% 2.3k 517.96
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.2M -3% 1.8k 666.06
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Parker-Hannifin Corporation (PH) 0.7 $1.1M 1.4k 758.15
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Home Depot (HD) 0.7 $1.0M 2.6k 405.17
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Bristol Myers Squibb (BMY) 0.6 $1.0M 22k 45.10
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Costco Wholesale Corporation (COST) 0.6 $964k 1.0k 925.55
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McDonald's Corporation (MCD) 0.6 $878k 2.9k 303.92
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Dominion Resources (D) 0.5 $868k 14k 61.17
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Ishares Tr Short Treas Bd (SHV) 0.5 $826k 7.5k 110.49
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Wal-Mart Stores (WMT) 0.5 $760k +5% 7.4k 103.06
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $756k 1.5k 502.74
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First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.5 $727k 7.9k 91.61
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Pepsi (PEP) 0.5 $720k 5.1k 140.43
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Abbvie (ABBV) 0.4 $669k 2.9k 231.52
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $663k 1.1k 612.52
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $654k 24k 27.30
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American Centy Etf Tr Focused Lrg Cap (FLV) 0.4 $639k +4% 8.7k 73.75
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Amazon (AMZN) 0.4 $639k 2.9k 219.57
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Verizon Communications (VZ) 0.4 $629k 14k 43.95
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First Tr Exchange Traded Nasd Tech Div (TDIV) 0.4 $601k 6.1k 98.60
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Coca-Cola Company (KO) 0.4 $572k 8.6k 66.32
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J P Morgan Exchange Traded F Internl Gwt (JIG) 0.4 $569k 7.6k 75.34
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Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.4 $562k 7.5k 74.78
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Nextera Energy (NEE) 0.3 $512k 6.8k 75.49
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $491k 2.0k 243.05
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Mastercard Incorporated Cl A (MA) 0.3 $468k 822.00 569.05
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $423k 2.0k 208.74
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $370k 1.1k 328.28
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Exxon Mobil Corporation (XOM) 0.2 $369k -2% 3.3k 112.76
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International Business Machines (IBM) 0.2 $335k 1.2k 282.16
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Bank of America Corporation (BAC) 0.2 $327k 6.3k 51.59
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $318k +4% 1.5k 215.73
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Tesla Motors (TSLA) 0.2 $313k +4% 704.00 444.72
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Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.2 $312k 5.9k 53.02
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First Tr Exchange Traded Hlth Care Alph (FXH) 0.2 $312k 2.8k 109.66
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Altria (MO) 0.2 $276k 4.2k 66.06
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Micron Technology (MU) 0.2 $260k NEW 1.6k 167.32
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $240k 3.4k 71.36
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $210k NEW 1.2k 179.23
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $200k NEW 428.00 468.14
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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