Dominguez Wealth Management Solutions, Inc. Top Holdings and 13F Report (2025) About Dominguez Wealth Management Solutions, Inc.Investment ActivityDominguez Wealth Management Solutions, Inc. has $157.98 million in total holdings as of September 30, 2025.Dominguez Wealth Management Solutions, Inc. owns shares of 64 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 3.07% of the portfolio was purchased this quarter.About 0.19% of the portfolio was sold this quarter.This quarter, Dominguez Wealth Management Solutions, Inc. has purchased 61 new stocks and bought additional shares in 40 stocks.Dominguez Wealth Management Solutions, Inc. sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Growth ETF $25,092,778Apple $18,623,663iShares 0-3 Month Treasury Bond ETF $14,394,859First Trust TCW Opportunistic Fixed Income ETF $14,221,710Invesco S&P 500 Low Volatility ETF $10,721,698 Largest New Holdings this Quarter 595112103 - Micron Technology $259,848 Holding33733E203 - First Trust NYSE Arca Biotechnology Index Fund $210,237 Holding464287614 - iShares Russell 1000 Growth ETF $200,362 Holding Largest Purchases this Quarter Vanguard Growth ETF 1,869 shares (about $896.39K)Invesco S&P 500 Low Volatility ETF 10,080 shares (about $740.68K)iShares 0-3 Month Treasury Bond ETF 6,902 shares (about $695.03K)Innovator Defined Wealth Shield ETF 19,861 shares (about $651.84K)iShares MSCI EAFE Growth ETF 2,555 shares (about $290.96K) Largest Sales this Quarter AT&T 2,659 shares (about $75.09K)Target 602 shares (about $54.00K)Emerson Electric 406 shares (about $53.26K)SPDR S&P 500 ETF Trust 60 shares (about $39.96K)Kimberly-Clark 158 shares (about $19.65K) 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$25,092,778$896,393 ▲3.7%52,31915.9%ETFAAPLApple$18,623,663$7,130 ▼0.0%73,14011.8%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$14,394,859$695,031 ▲5.1%142,9489.1%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$14,221,710$162,000 ▲1.2%320,1659.0%ManufacturingSPLVInvesco S&P 500 Low Volatility ETF$10,721,698$740,679 ▲7.4%145,9136.8%ETFBALTInnovator Defined Wealth Shield ETF$7,986,288$651,838 ▲8.9%243,3365.1%ETFJNJJohnson & Johnson$4,448,667$6,119 ▼-0.1%23,9922.8%MedicalEFGiShares MSCI EAFE Growth ETF$4,084,954$290,961 ▲7.7%35,8712.6%ETFLMBSFirst Trust Low Duration Opportunities ETF$3,224,631$24,546 ▲0.8%64,7652.0%ManufacturingPGProcter & Gamble$3,144,326$10,909 ▲0.3%20,4642.0%Consumer StaplesEMREmerson Electric$2,905,639$53,259 ▼-1.8%22,1501.8%IndustrialsAFLAflac$2,779,359$447 ▲0.0%24,8821.8%FinanceIWPiShares Russell Mid-Cap Growth ETF$2,354,616$143,835 ▲6.5%16,5341.5%ETFEEMiShares MSCI Emerging Markets ETF$2,297,152$150,053 ▲7.0%43,0181.5%FinanceKMBKimberly-Clark$2,135,508$19,645 ▼-0.9%17,1751.4%Consumer StaplesLMTLockheed Martin$2,069,262$19,969 ▲1.0%4,1451.3%AerospaceIVWiShares S&P 500 Growth ETF$1,956,122$10,865 ▲0.6%16,2041.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$1,951,071$147,448 ▲8.2%13,7881.2%ETFNVDANVIDIA$1,902,105$17,351 ▲0.9%10,1951.2%Computer and TechnologyMRKMerck & Co., Inc.$1,899,686$10,659 ▲0.6%22,6341.2%MedicalTAT&T$1,725,798$75,090 ▼-4.2%61,1121.1%Computer and TechnologyFDGAmerican Century Focused Dynamic Growth ETF$1,634,099$21,197 ▲1.3%13,5681.0%ETFIWRiShares Russell Mid-Cap ETF$1,325,050$1,448 ▲0.1%13,7240.8%ETFTGTTarget$1,198,874$54,001 ▼-4.3%13,3650.8%Retail/WholesaleMSFTMicrosoft$1,191,828$24,862 ▲2.1%2,3010.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,176,935$39,964 ▼-3.3%1,7670.7%FinancePHParker-Hannifin$1,061,4100.0%1,4000.7%IndustrialsHDHome Depot$1,042,507$1,621 ▲0.2%2,5730.7%Retail/WholesaleBMYBristol Myers Squibb$1,002,065$12,177 ▲1.2%22,2190.6%MedicalCOSTCostco Wholesale$963,495$926 ▲0.1%1,0410.6%Retail/WholesaleMCDMcDonald's$878,326$1,824 ▲0.2%2,8900.6%Retail/WholesaleDDominion Energy$867,654$8,870 ▲1.0%14,1840.5%UtilitiesSHViShares Short Treasury Bond ETF$826,440$2,762 ▲0.3%7,4800.5%ETFWMTWalmart$760,054$41,636 ▲5.8%7,3750.5%Retail/WholesaleBRK.BBerkshire Hathaway$755,6180.0%1,5030.5%FinanceFNYFirst Trust Mid Cap Growth AlphaDEX Fund$726,506$5,680 ▼-0.8%7,9300.5%ETFPEPPepsiCo$719,685$4,213 ▼-0.6%5,1250.5%Consumer StaplesABBVAbbVie$669,334$8,566 ▲1.3%2,8910.4%MedicalVOOVanguard S&P 500 ETF$662,748$613 ▲0.1%1,0820.4%ETFSCHDSchwab US Dividend Equity ETF$653,618$3,767 ▼-0.6%23,9420.4%ETFFLVAmerican Century Focused Large Cap Value ETF$639,272$25,813 ▲4.2%8,6680.4%ETFAMZNAmazon.com$638,7290.0%2,9090.4%Retail/WholesaleVZVerizon Communications$628,837$12,218 ▲2.0%14,3080.4%Computer and TechnologyTDIVFirst Trust NASDAQ Technology Dividend Index Fund$600,742$690 ▲0.1%6,0930.4%ManufacturingKOCocaCola$572,266$5,902 ▲1.0%8,6290.4%Consumer StaplesJIGJPMorgan International Growth ETF$568,810$5,274 ▼-0.9%7,5500.4%ETFJSMLSmall Cap Growth Alpha ETF$561,597$10,320 ▼-1.8%7,5100.4%ETFNEENextEra Energy$511,897$5,662 ▲1.1%6,7810.3%UtilitiesGOOGLAlphabet$490,963$243 ▲0.0%2,0200.3%Computer and TechnologyMAMastercard$467,7570.0%8220.3%Business ServicesVBRVanguard Small-Cap Value ETF$422,692$626 ▼-0.1%2,0250.3%ETFVTIVanguard Total Stock Market ETF$369,6440.0%1,1260.2%ETFXOMExxon Mobil$369,184$8,683 ▼-2.3%3,2740.2%EnergyIBMInternational Business Machines$334,647$1,411 ▲0.4%1,1860.2%Computer and TechnologyBACBank of America$326,8230.0%6,3350.2%FinanceVIGVanguard Dividend Appreciation ETF$317,987$14,670 ▲4.8%1,4740.2%ETFTSLATesla$313,083$13,342 ▲4.5%7040.2%Auto/Tires/TrucksBJANInnovator U.S. Equity Buffer ETF - January$312,3680.0%5,8920.2%ETFFXHFirst Trust Health Care AlphaDEX Fund$311,981$1,316 ▲0.4%2,8450.2%ETFMOAltria Group$275,456$1,321 ▲0.5%4,1700.2%Consumer StaplesMUMicron Technology$259,848$259,848 ▲New Holding1,5530.2%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$239,848$714 ▲0.3%3,3610.2%ETFFBTFirst Trust NYSE Arca Biotechnology Index Fund$210,237$210,237 ▲New Holding1,1730.1%ETFIWFiShares Russell 1000 Growth ETF$200,362$200,362 ▲New Holding4280.1%ETFShowing 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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