Dominguez Wealth Management Solutions, Inc. Top Holdings and 13F Report (2026)

About Dominguez Wealth Management Solutions, Inc.

Investment Activity

Dominguez Wealth Management Solutions, Inc. has $181.48 million in total holdings as of June 30, 2026.
Dominguez Wealth Management Solutions, Inc. owns shares of 75 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
Approximately 15.66% of the portfolio was purchased this quarter.
About 0.68% of the portfolio was sold this quarter.
This quarter, Dominguez Wealth Management Solutions, Inc. has purchased 67 new stocks and bought additional shares in 33 stocks.
Dominguez Wealth Management Solutions, Inc. sold shares of 25 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Vanguard Growth ETF: $29,485,952
Apple: $20,946,335
First Trust TCW Opportunistic Fixed Income ETF: $14,974,901
iShares 0-3 Month Treasury Bond ETF: $14,261,744
Invesco S&P 500 Low Volatility ETF: $12,764,973

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP: $377,259 Holding
038222105 - Applied Materials: $371,622 Holding
458140100 - Intel: $303,083 Holding
172967424 - Citigroup: $242,551 Holding
92204A702 - Vanguard Information Technology ETF: $236,172 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 285,630 shares (about $24.60M)
First Trust TCW Opportunistic Fixed Income ETF: 16,304 shares (about $711.02K)
SPACE EXPLORATION TECHN CORP: 2,208 shares (about $377.26K)
Applied Materials: 514 shares (about $371.62K)
Intel: 2,171 shares (about $303.08K)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF: 2,116 shares (about $213.02K)
Aflac: 1,061 shares (about $124.40K)
Johnson & Johnson: 394 shares (about $100.06K)
McDonald's: 267 shares (about $72.18K)
American Century Focused Dynamic Growth ETF: 492 shares (about $65.48K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VUG Vanguard Growth ETF	$29,485,952	$24,604,144 â–²	504.0%	342,303	16.2%	ETF
AAPL Apple	$20,946,335	$12,443 â–²	0.1%	72,388	11.5%	Computer and Technology
FIXD First Trust TCW Opportunistic Fixed Income ETF	$14,974,901	$711,018 â–²	5.0%	343,382	8.3%	Manufacturing
SGOV iShares 0-3 Month Treasury Bond ETF	$14,261,744	$213,018 â–¼	-1.5%	141,668	7.9%	ETF
SPLV Invesco S&P 500 Low Volatility ETF	$12,764,973	$87,783 â–²	0.7%	170,427	7.0%	ETF
BALT Innovator Defined Wealth Shield ETF	$9,340,768	$38,691 â–¼	-0.4%	272,564	5.1%	ETF
JNJ Johnson & Johnson	$5,874,989	$100,062 â–¼	-1.7%	23,133	3.2%	Medical
EFG iShares MSCI EAFE Growth ETF	$5,039,462	$21,276 â–²	0.4%	40,504	2.8%	ETF
LMBS First Trust Low Duration Opportunities ETF	$3,411,705	$133,460 â–²	4.1%	68,536	1.9%	Manufacturing
EEM iShares MSCI Emerging Markets ETF	$3,181,174	$44,124 â–¼	-1.4%	46,502	1.8%	Finance
EMR Emerson Electric	$3,073,697	$3,436 â–¼	-0.1%	21,472	1.7%	Industrials
PG Procter & Gamble	$2,917,660	$18,623 â–¼	-0.6%	19,897	1.6%	Consumer Staples
MRK Merck & Co., Inc.	$2,853,140	$4,498 â–¼	-0.2%	22,203	1.6%	Medical
IJT iShares S&P Small-Cap 600 Growth ETF	$2,808,846	$24,290 â–²	0.9%	15,727	1.5%	ETF
AFL Aflac	$2,780,184	$124,400 â–¼	-4.3%	23,712	1.5%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$2,698,227	$6,442 â–²	0.2%	18,429	1.5%	ETF
IVW iShares S&P 500 Growth ETF	$2,264,043	$10,040 â–²	0.4%	16,462	1.2%	ETF
LMT Lockheed Martin	$2,152,384	$14,264 â–²	0.7%	4,225	1.2%	Aerospace
NVDA NVIDIA	$2,070,983	$15,607 â–²	0.8%	10,350	1.1%	Computer and Technology
KIMBERLY-CLARK CORP	$1,914,773	$48,959 â–²	2.6%	17,443	1.1%	COM
TGT Target	$1,794,300	$6,008 â–²	0.3%	13,738	1.0%	Retail/Wholesale
MU Micron Technology	$1,727,972	$34,629 â–¼	-2.0%	1,497	1.0%	Computer and Technology
FDG American Century Focused Dynamic Growth ETF	$1,556,186	$65,484 â–¼	-4.0%	11,692	0.9%	ETF
IWR iShares Russell Mid-Cap ETF	$1,514,325	$11,142 â–¼	-0.7%	13,727	0.8%	ETF
BMY Bristol Myers Squibb	$1,369,953	$48,861 â–²	3.7%	23,776	0.8%	Medical
PH Parker-Hannifin	$1,369,368		0.0%	1,400	0.8%	Industrials
SPY SPDR S&P 500 ETF Trust	$1,311,176	$1,493 â–²	0.1%	1,756	0.7%	Finance
T AT&T	$1,301,941	$49,659 â–²	4.0%	62,896	0.7%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$1,241,985	$105,150 â–²	9.2%	39,167	0.7%	ETF
WALMART INC	$1,024,207	$64,558 â–²	6.7%	9,043	0.6%	COM
D Dominion Energy	$998,751	$8,878 â–²	0.9%	14,625	0.6%	Utilities
COST Costco Wholesale	$975,190		0.0%	1,042	0.5%	Retail/Wholesale
MSFT Microsoft	$920,590	$1,119 â–²	0.1%	2,468	0.5%	Computer and Technology
HD Home Depot	$877,526	$40,208 â–¼	-4.4%	2,488	0.5%	Retail/Wholesale
FNY First Trust Mid Cap Growth AlphaDEX Fund	$834,590	$2,882 â–¼	-0.3%	7,529	0.5%	ETF
VOO Vanguard S&P 500 ETF	$825,032	$24,730 â–¼	-2.9%	1,201	0.5%	ETF
SHV iShares Short Treasury Bond ETF	$738,935	$1,876 â–¼	-0.3%	6,696	0.4%	ETF
ABBV AbbVie	$726,556	$503 â–²	0.1%	2,887	0.4%	Medical
MCD McDonald's	$703,960	$72,180 â–¼	-9.3%	2,604	0.4%	Retail/Wholesale
TDIV First Trust NASDAQ Technology Dividend Index Fund	$703,894	$1,149 â–²	0.2%	6,127	0.4%	Manufacturing
GOOGL Alphabet	$702,003	$20,374 â–¼	-2.8%	1,964	0.4%	Computer and Technology
AMZN Amazon.com	$693,569	$238 â–²	0.0%	2,910	0.4%	Retail/Wholesale
JSML Small Cap Growth Alpha ETF	$677,862	$3,722 â–²	0.6%	7,285	0.4%	ETF
KO CocaCola	$674,777	$488 â–²	0.1%	8,303	0.4%	Consumer Staples
FLV American Century Focused Large Cap Value ETF	$673,365	$1,789 â–¼	-0.3%	8,282	0.4%	ETF
BRK.B Berkshire Hathaway	$658,513	$500 â–²	0.1%	1,316	0.4%	Finance
PEP PepsiCo	$639,546	$45,498 â–¼	-6.6%	4,723	0.4%	Consumer Staples
NEE NextEra Energy	$583,303	$5,003 â–¼	-0.9%	6,646	0.3%	Utilities
JIG JPMorgan International Growth ETF	$576,187	$49,948 â–¼	-8.0%	6,610	0.3%	ETF
VZ Verizon Communications	$523,394	$7,409 â–²	1.4%	12,362	0.3%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$517,757	$6,074 â–²	1.2%	2,131	0.3%	ETF
XOM ExxonMobil	$448,081	$410 â–²	0.1%	3,277	0.2%	Energy
MA Mastercard	$423,334		0.0%	824	0.2%	Business Services
SPACE EXPLORATION TECHN CORP	$377,259	$377,259 â–²	New Holding	2,208	0.2%	CLASS A COM STK
AMAT Applied Materials	$371,622	$371,622 â–²	New Holding	514	0.2%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$369,269	$26,271 â–¼	-6.6%	998	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$361,714	$13,958 â–²	4.0%	1,529	0.2%	ETF
BAC Bank of America	$357,663		0.0%	6,277	0.2%	Finance
BJAN Innovator U.S. Equity Buffer ETF - January	$346,862		0.0%	5,892	0.2%	ETF
IBM International Business Machines	$337,578	$1,125 â–²	0.3%	1,200	0.2%	Computer and Technology
FXH First Trust Health Care AlphaDEX Fund	$328,154	$245 â–²	0.1%	2,681	0.2%	ETF
MO Altria Group	$304,042	$1,223 â–²	0.4%	4,226	0.2%	Consumer Staples
INTC Intel	$303,083	$303,083 â–²	New Holding	2,171	0.2%	Computer and Technology
TSLA Tesla	$283,484	$12,618 â–¼	-4.3%	674	0.2%	Auto/Tires/Trucks
VEU Vanguard FTSE All-World ex-US ETF	$270,398	$6,783 â–¼	-2.4%	3,229	0.1%	ETF
FBT First Trust NYSE Arca Biotechnology Index Fund	$266,136		0.0%	1,074	0.1%	ETF
QQQ Invesco QQQ	$259,018	$8,830 â–¼	-3.3%	352	0.1%	Finance
GOOG Alphabet	$259,016		0.0%	733	0.1%	Computer and Technology
C Citigroup	$242,551	$242,551 â–²	New Holding	1,733	0.1%	Financial Services
VGT Vanguard Information Technology ETF	$236,172	$236,172 â–²	New Holding	1,976	0.1%	ETF
USB U.S. Bancorp	$229,312	$229,312 â–²	New Holding	3,797	0.1%	Finance
UNH UnitedHealth Group	$219,453	$219,453 â–²	New Holding	528	0.1%	Medical
EPD Enterprise Products Partners	$216,884		0.0%	5,900	0.1%	Energy
IWF iShares Russell 1000 Growth ETF	$212,664	$212,664 â–²	New Holding	1,713	0.1%	ETF
IWM iShares Russell 2000 ETF	$208,319	$208,319 â–²	New Holding	693	0.1%	Finance
CVX Chevron	$0	$264,051 â–¼	-100.0%	0	0.0%	Energy

Showing largest 100 holdings. View all holdings.

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Dominguez Wealth Management Solutions, Inc. Top Holdings and 13F Report (2026)

About Dominguez Wealth Management Solutions, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Dominguez Wealth Management Solutions, Inc. Top Holdings and 13F Report (2026)

About Dominguez Wealth Management Solutions, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDominguez Wealth Management Solutions, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools