Dominguez Wealth Management Solutions, Inc. Top Holdings and 13F Report (2025) About Dominguez Wealth Management Solutions, Inc.Investment ActivityDominguez Wealth Management Solutions, Inc. has $144.09 million in total holdings as of June 30, 2025.Dominguez Wealth Management Solutions, Inc. owns shares of 61 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 3.00% of the portfolio was purchased this quarter.About 0.42% of the portfolio was sold this quarter.This quarter, Dominguez Wealth Management Solutions, Inc. has purchased 61 new stocks and bought additional shares in 36 stocks.Dominguez Wealth Management Solutions, Inc. sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Growth ETF $22,117,240Apple $15,011,800First Trust TCW Opportunistic Fixed Income ETF $13,891,957iShares 0-3 Month Treasury Bond ETF $13,698,468Invesco S&P 500 Low Volatility ETF $9,891,329 Largest New Holdings this Quarter 88160R101 - Tesla $214,103 Holding Largest Purchases this Quarter Vanguard Growth ETF 2,781 shares (about $1.22M)Invesco S&P 500 Low Volatility ETF 7,866 shares (about $572.80K)Innovator Defined Wealth Shield ETF 13,228 shares (about $424.35K)iShares 0-3 Month Treasury Bond ETF 3,984 shares (about $401.15K)iShares MSCI EAFE Growth ETF 2,363 shares (about $264.65K) Largest Sales this Quarter Vanguard Total Stock Market ETF 300 shares (about $91.16K)Merck & Co., Inc. 576 shares (about $45.60K)Procter & Gamble 217 shares (about $34.57K)Target 345 shares (about $34.04K)NextEra Energy 474 shares (about $32.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDominguez Wealth Management Solutions, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$22,117,240$1,219,188 ▲5.8%50,45015.3%ETFAAPLApple$15,011,800$3,078 ▼0.0%73,16810.4%Computer and TechnologyFIXDFirst Trust TCW Opportunistic Fixed Income ETF$13,891,957$239,595 ▲1.8%316,5189.6%ManufacturingSGOViShares 0-3 Month Treasury Bond ETF$13,698,468$401,149 ▲3.0%136,0469.5%ETFSPLVInvesco S&P 500 Low Volatility ETF$9,891,329$572,800 ▲6.1%135,8336.9%ETFBALTInnovator Defined Wealth Shield ETF$7,169,078$424,354 ▲6.3%223,4755.0%ETFEFGiShares MSCI EAFE Growth ETF$3,731,357$264,654 ▲7.6%33,3162.6%ETFJNJJohnson & Johnson$3,669,852$27,954 ▲0.8%24,0252.5%MedicalPGProcter & Gamble$3,248,997$34,572 ▼-1.1%20,3932.3%Consumer StaplesLMBSFirst Trust Low Duration Opportunities ETF$3,166,043$50,984 ▲1.6%64,2722.2%ManufacturingEMREmerson Electric$3,007,354$11,200 ▲0.4%22,5562.1%IndustrialsAFLAflac$2,623,686$31,217 ▼-1.2%24,8781.8%FinanceKMBKimberly-Clark$2,234,564$21,272 ▼-0.9%17,3331.6%Consumer StaplesIWPiShares Russell Mid-Cap Growth ETF$2,152,812$129,385 ▲6.4%15,5241.5%ETFEEMiShares MSCI Emerging Markets ETF$1,939,622$132,949 ▲7.4%40,2081.3%FinanceLMTLockheed Martin$1,901,412$13,433 ▲0.7%4,1051.3%AerospaceTAT&T$1,845,531$16,640 ▼-0.9%63,7711.3%Computer and TechnologyMRKMerck & Co., Inc.$1,781,626$45,595 ▼-2.5%22,5071.2%MedicalIVWiShares S&P 500 Growth ETF$1,774,196$35,123 ▲2.0%16,1141.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$1,695,686$133,569 ▲8.6%12,7461.2%ETFNVDANVIDIA$1,595,937$109,798 ▲7.4%10,1021.1%Computer and TechnologyFDGAmerican Century Focused Dynamic Growth ETF$1,463,181$8,522 ▼-0.6%13,3921.0%ETFTGTTarget$1,377,885$34,035 ▼-2.4%13,9671.0%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$1,260,795$8,185 ▼-0.6%13,7090.9%ETFSPYSPDR S&P 500 ETF Trust$1,128,988$30,897 ▼-2.7%1,8270.8%FinanceMSFTMicrosoft$1,120,902$96,518 ▲9.4%2,2530.8%Computer and TechnologyCOSTCostco Wholesale$1,029,9380.0%1,0400.7%Retail/WholesaleBMYBristol Myers Squibb$1,016,021$22,960 ▲2.3%21,9490.7%MedicalPHParker-Hannifin$977,8580.0%1,4000.7%IndustrialsHDHome Depot$942,026$4,767 ▲0.5%2,5690.7%Retail/WholesaleMCDMcDonald's$842,631$9,934 ▼-1.2%2,8840.6%Retail/WholesaleSHViShares Short Treasury Bond ETF$823,157$1,656 ▲0.2%7,4550.6%ETFDDominion Energy$793,480$8,874 ▲1.1%14,0390.6%UtilitiesBRK.BBerkshire Hathaway$730,1120.0%1,5030.5%FinanceWMTWalmart$681,666$7,334 ▲1.1%6,9710.5%Retail/WholesalePEPPepsiCo$680,654$1,452 ▲0.2%5,1550.5%Consumer StaplesFNYFirst Trust Mid Cap Growth AlphaDEX Fund$658,853$6,265 ▼-0.9%7,9920.5%ETFAMZNAmazon.com$638,206$93,241 ▲17.1%2,9090.4%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$638,121$4,903 ▲0.8%24,0800.4%ETFVOOVanguard S&P 500 ETF$614,0560.0%1,0810.4%ETFVZVerizon Communications$607,089$5,885 ▲1.0%14,0300.4%Computer and TechnologyKOCocaCola$604,195$10,259 ▼-1.7%8,5400.4%Consumer StaplesFLVAmerican Century Focused Large Cap Value ETF$580,473$768 ▲0.1%8,3180.4%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$548,738$902 ▲0.2%6,0860.4%ManufacturingJIGJPMorgan International Growth ETF$544,9360.0%7,6200.4%ETFABBVAbbVie$529,754$371 ▲0.1%2,8540.4%MedicalJSMLSmall Cap Growth Alpha ETF$515,858$1,821 ▲0.4%7,6480.4%ETFNEENextEra Energy$465,507$32,903 ▼-6.6%6,7060.3%UtilitiesMAMastercard$461,808$562 ▲0.1%8220.3%Business ServicesVBRVanguard Small-Cap Value ETF$395,3910.0%2,0280.3%ETFXOMExxon Mobil$361,276$21,562 ▼-5.6%3,3510.3%EnergyGOOGLAlphabet$355,780$88,989 ▲33.4%2,0190.2%Computer and TechnologyIBMInternational Business Machines$348,115$1,474 ▲0.4%1,1810.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$342,141$91,157 ▼-21.0%1,1260.2%ETFBACBank of America$299,772$4,732 ▲1.6%6,3350.2%FinanceBJANInnovator U.S. Equity Buffer ETF - January$295,9230.0%5,8920.2%ETFFXHFirst Trust Health Care AlphaDEX Fund$293,733$104 ▲0.0%2,8330.2%ETFVIGVanguard Dividend Appreciation ETF$287,7940.0%1,4060.2%ETFMOAltria Group$243,338$1,055 ▲0.4%4,1500.2%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$225,276$874 ▲0.4%3,3510.2%ETFTSLATesla$214,103$214,103 ▲New Holding6740.1%Auto/Tires/TrucksEPDEnterprise Products Partners$0$201,426 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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