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 51.04% of Dominguez Wealth Management Solutions's stock portfolio.
  • Added to shares of these 10 stocks: VUG, SPLV, BALT, EFG, CVX, FIXD, EPD, SCHD, IJT, IWP.
  • Started 2 new stock positions in EPD, CVX.
  • Reduced shares in these 10 stocks: IWF, USB, SGOV, JNJ, FDG, SHV, PG, MRK, BRK.B, EMR.
  • Sold out of its positions in IWF, USB.
  • Dominguez Wealth Management Solutions was a net buyer of stock by $3.6M.
  • Dominguez Wealth Management Solutions has $165M in assets under management (AUM), dropping by 0.92%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 15.0 $25M +4% 57k 436.79
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Apple (AAPL) 11.1 $18M 72k 253.79
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Ishares Tr 0-3 Mnth Treasry (SGOV) 8.8 $15M 144k 100.66
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First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 8.6 $14M 327k 43.59
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 7.5 $12M +9% 169k 73.14
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Innovator Etfs Trust Defined Wlt Shld (BALT) 5.6 $9.2M +7% 274k 33.47
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Johnson & Johnson (JNJ) 3.5 $5.8M 24k 244.44
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Ishares Tr Eafe Grwth Etf (EFG) 2.7 $4.5M +6% 40k 111.37
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.0 $3.3M 66k 49.81
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Procter & Gamble Company (PG) 1.8 $2.9M -2% 20k 144.44
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Emerson Electric (EMR) 1.7 $2.8M 22k 131.02
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AFLAC Incorporated (AFL) 1.6 $2.7M 25k 109.71
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Ishares Tr Msci Emg Mkt Etf (EEM) 1.6 $2.7M +5% 47k 56.79
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Merck & Co (MRK) 1.6 $2.7M -2% 22k 120.29
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Lockheed Martin Corporation (LMT) 1.5 $2.5M 4.2k 604.37
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Ishares Tr Rus Md Cp Gr Etf (IWP) 1.4 $2.4M +6% 18k 128.12
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Ishares Tr S&P SML 600 GWT (IJT) 1.4 $2.3M +7% 16k 144.71
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $1.9M 16k 113.11
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NVIDIA Corporation (NVDA) 1.1 $1.8M 10k 174.39
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At&t (T) 1.1 $1.8M 61k 28.99
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Target Corporation (TGT) 1.0 $1.7M 14k 121.20
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Kimberly-Clark Corporation (KMB) 1.0 $1.6M 17k 96.47
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Bristol Myers Squibb (BMY) 0.8 $1.4M +2% 23k 60.65
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American Centy Etf Tr Focused Dynamic (FDG) 0.8 $1.4M -4% 12k 114.05
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Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $1.3M 14k 97.23
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Parker-Hannifin Corporation (PH) 0.8 $1.3M 1.4k 895.24
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $1.1M 1.8k 650.18
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $1.1M +24% 36k 30.68
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Wal-Mart Stores (WMT) 0.6 $1.1M +6% 8.5k 124.28
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Costco Wholesale Corporation (COST) 0.6 $1.0M 1.0k 996.36
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Microsoft Corporation (MSFT) 0.6 $912k 2.5k 370.11
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Dominion Resources (D) 0.5 $896k 15k 61.82
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McDonald's Corporation (MCD) 0.5 $892k 2.9k 310.82
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Home Depot (HD) 0.5 $856k 2.6k 328.88
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Pepsi (PEP) 0.5 $786k 5.1k 155.30
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Ishares Tr Trust Ishare 0-1 (SHV) 0.4 $741k -7% 6.7k 110.39
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $739k 1.2k 597.38
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First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.4 $684k -2% 7.6k 90.49
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American Centy Etf Tr Focused Lrg Cap (FLV) 0.4 $637k 8.3k 76.68
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Coca-Cola Company (KO) 0.4 $631k -2% 8.3k 76.05
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $630k -7% 1.3k 479.20
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Abbvie (ABBV) 0.4 $628k 2.9k 217.51
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Nextera Energy (NEE) 0.4 $623k 6.7k 92.87
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Verizon Communications (VZ) 0.4 $612k 12k 50.20
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Amazon (AMZN) 0.4 $606k 2.9k 208.27
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $581k 2.0k 287.54
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First Tr Exchange Traded Nasd Tech Div (TDIV) 0.3 $573k 6.1k 93.66
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Exxon Mobil Corporation (XOM) 0.3 $556k 3.3k 169.68
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J P Morgan Exchange Traded F Internl Gwt (JIG) 0.3 $533k -3% 7.2k 74.24
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Micron Technology (MU) 0.3 $516k 1.5k 337.84
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Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.3 $507k -2% 7.2k 70.03
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $458k 2.1k 217.23
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Mastercard Incorporated Cl A (MA) 0.2 $412k 824.00 499.38
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $343k 1.1k 320.90
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $316k 1.5k 215.09
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Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.2 $314k 5.9k 53.33
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Bank of America Corporation (BAC) 0.2 $306k 6.3k 48.75
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First Tr Exchange-traded Hlth Care Alph (FXH) 0.2 $294k 2.7k 109.78
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International Business Machines (IBM) 0.2 $290k 1.2k 242.31
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Altria (MO) 0.2 $278k 4.2k 65.99
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Chevron Corporation (CVX) 0.2 $264k NEW 1.3k 206.94
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Tesla Motors (TSLA) 0.2 $262k 704.00 371.75
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $249k 3.3k 75.10
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Enterprise Products Partners (EPD) 0.1 $223k NEW 5.9k 37.84
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $216k 1.1k 200.75
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Alphabet Cap Stk Cl C (GOOG) 0.1 $210k -10% 733.00 286.83
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $210k +3% 364.00 576.76
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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