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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, SPLV, BALT, and represent 50.46% of Dominguez Wealth Management Solutions's stock portfolio.
Added to shares of these 10 stocks: SCHD (+$5.5M), ACYN, Exxon Mobil Corp, VTEB, VUG, SPLV, CVX, MET, BALT, SPY.
Started 5 new stock positions in Exxon Mobil Corp, VTEB, ACYN, CVX, MET.
Reduced shares in these 10 stocks: FIXD (-$15M), , SGOV, NVDA, SHV, , IWM, JNJ, EMR, AAPL.
Sold out of its positions in XOM, FIXD, IWM, UNH.
Dominguez Wealth Management Solutions was a net seller of stock by $-4.8M.
Dominguez Wealth Management Solutions has $181M in assets under management (AUM), dropping by -0.47%.
Central Index Key (CIK): 0001881335

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Portfolio Holdings for Dominguez Wealth Management Solutions

Dominguez Wealth Management Solutions holds 76 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	17.3	$31M		347k	90.11	View chart
Apple (AAPL)	13.3	$24M		72k	333.02	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	7.7	$14M	-2%	138k	100.68	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	6.8	$12M	+2%	175k	70.51	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	5.4	$9.7M	+2%	278k	34.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.8	$6.8M	+434%	209k	32.53	View chart
Johnson & Johnson (JNJ)	3.3	$6.0M		23k	264.75	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.8	$5.0M	+2%	42k	119.83	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	2.4	$4.4M	NEW	211k	20.86	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.8	$3.3M		69k	48.46	View chart
Emerson Electric (EMR)	1.8	$3.2M	-2%	21k	155.10	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.8	$3.2M		47k	66.79	View chart
Merck & Co (MRK)	1.7	$3.2M	-2%	22k	145.31	View chart
Procter & Gamble Company (PG)	1.6	$2.9M		20k	145.28	View chart
AFLAC Incorporated (AFL)	1.4	$2.6M		23k	111.78	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.4	$2.6M		19k	137.68	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.4	$2.6M		16k	160.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$2.3M		16k	142.26	View chart
Lockheed Martin Corporation (LMT)	1.2	$2.2M		4.3k	509.30	View chart
Target Corporation (TGT)	1.2	$2.1M		14k	156.69	View chart
NVIDIA Corporation (NVDA)	1.1	$2.0M	-13%	8.9k	228.37	View chart
Kimberly-Clark Corporation (KMB)	0.9	$1.7M		17k	97.43	View chart
Micron Technology (MU)	0.9	$1.6M		1.5k	1065.11	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.9	$1.5M	-2%	12k	134.12	View chart
At&t (T)	0.9	$1.5M		63k	24.40	View chart
Bristol Myers Squibb (BMY)	0.8	$1.5M		24k	62.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$1.5M	+9%	1.9k	762.66	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.8	$1.4M		14k	106.71	View chart
Parker-Hannifin Corporation (PH)	0.7	$1.3M		1.4k	955.42	View chart
Microsoft Corporation (MSFT)	0.7	$1.3M		2.5k	512.83	View chart
Costco Wholesale Corporation (COST)	0.5	$950k		1.0k	910.38	View chart
Dominion Resources (D)	0.5	$949k	+7%	16k	60.52	View chart
Wal-Mart Stores (WMT)	0.5	$935k		9.0k	103.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$878k	+4%	1.3k	700.79	View chart
Amazon (AMZN)	0.4	$770k	+6%	3.1k	249.15	View chart
Abbvie (ABBV)	0.4	$754k		2.9k	261.59	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.4	$738k		7.5k	98.83	View chart
Coca-Cola Company (KO)	0.4	$708k		8.2k	86.08	View chart
Home Depot (HD)	0.4	$695k		2.4k	284.45	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.4	$692k		6.1k	112.82	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.4	$682k		8.3k	82.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$662k	-2%	1.9k	344.07	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.3	$620k		7.2k	85.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$618k	-5%	1.2k	497.95	View chart
McDonald's Corporation (MCD)	0.3	$591k		2.6k	230.96	View chart
Pepsi (PEP)	0.3	$577k	-3%	4.6k	126.71	View chart
Verizon Communications (VZ)	0.3	$574k		13k	45.87	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.3	$549k		6.6k	83.81	View chart
Exxonmobil Holdings Corp Com Shs	0.3	$533k	NEW	3.3k	162.77	View chart
Nextera Energy (NEE)	0.3	$500k		6.6k	75.74	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.3	$484k		2.1k	231.03	View chart
Mastercard Incorporated Cl A (MA)	0.3	$455k		825.00	551.38	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$427k	-42%	3.9k	110.33	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$384k	NEW	8.1k	47.36	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$361k	+8%	2.4k	150.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$357k		1.5k	233.32	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.2	$357k		5.9k	60.53	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$352k	-5%	939.00	374.43	View chart
Bank of America Corporation (BAC)	0.2	$340k		6.2k	54.43	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.2	$328k	-6%	2.5k	130.76	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$292k		1.1k	272.16	View chart
Altria (MO)	0.2	$287k		4.3k	67.34	View chart
International Business Machines (IBM)	0.1	$265k		1.2k	219.96	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$263k		3.2k	82.98	View chart
Applied Materials (AMAT)	0.1	$263k		514.00	511.38	View chart
Intel Corporation (INTC)	0.1	$261k		2.2k	120.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$260k		352.00	739.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$250k		732.00	340.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$245k		2.0k	125.67	View chart
Chevron Corporation (CVX)	0.1	$241k	NEW	1.2k	204.20	View chart
Tesla Motors (TSLA)	0.1	$239k		674.00	354.81	View chart
Citigroup Com New (C)	0.1	$224k		1.7k	129.48	View chart
Us Bancorp Com New (USB)	0.1	$219k		3.8k	57.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$215k		1.7k	125.28	View chart
MetLife (MET)	0.1	$213k	NEW	2.3k	94.16	View chart
Enterprise Products Partners (EPD)	0.1	$210k		5.9k	35.61	View chart

Past Filings by Dominguez Wealth Management Solutions

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

Dominguez Wealth Management Solutions 2026 Q3 filed Oct. 7, 2026
Dominguez Wealth Management Solutions 2026 Q2 filed July 9, 2026
Dominguez Wealth Management Solutions 2026 Q1 filed April 27, 2026
Dominguez Wealth Management Solutions 2025 Q4 filed Jan. 15, 2026
Dominguez Wealth Management Solutions 2025 Q3 filed Oct. 3, 2025
Dominguez Wealth Management Solutions 2025 Q2 filed July 7, 2025
Dominguez Wealth Management Solutions 2025 Q1 filed May 12, 2025
Dominguez Wealth Management Solutions 2024 Q4 filed Jan. 15, 2025
Dominguez Wealth Management Solutions 2024 Q3 filed Oct. 3, 2024
Dominguez Wealth Management Solutions 2024 Q2 filed July 10, 2024
Dominguez Wealth Management Solutions 2024 Q1 filed April 18, 2024
Dominguez Wealth Management Solutions 2023 Q4 filed Jan. 9, 2024
Dominguez Wealth Management Solutions 2023 Q3 filed Oct. 18, 2023
Dominguez Wealth Management Solutions 2023 Q2 filed July 13, 2023
Dominguez Wealth Management Solutions 2023 Q1 filed April 24, 2023
Dominguez Wealth Management Solutions 2022 Q4 filed Feb. 13, 2023

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