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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 $165.02 million in total holdings as of March 31, 2026.
  • Dominguez Wealth Management Solutions, Inc. owns shares of 67 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 2.89% of the portfolio was purchased this quarter.
  • About 0.70% of the portfolio was sold this quarter.
  • This quarter, Dominguez Wealth Management Solutions, Inc. has purchased 67 new stocks and bought additional shares in 32 stocks.
  • Dominguez Wealth Management Solutions, Inc. sold shares of 26 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

166764100 - Chevron
$264,051 Holding
293792107 - Enterprise Products Partners
$223,256 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
2,684 shares (about $1.17M)
Invesco S&P 500 Low Volatility ETF
14,512 shares (about $1.06M)
Innovator Defined Wealth Shield ETF
18,139 shares (about $607.02K)
iShares MSCI EAFE Growth ETF
2,569 shares (about $286.11K)
Chevron
1,276 shares (about $264.05K)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF
1,070 shares (about $107.71K)
Johnson & Johnson
399 shares (about $97.53K)
iShares Short Treasury Bond ETF
580 shares (about $64.03K)
Procter & Gamble
421 shares (about $60.81K)

Sector Allocation Over Time

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

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$24,754,075$1,172,338 5.0%56,67315.0%ETF
Apple Inc. stock logo
AAPL
Apple
$18,360,479$34,008 -0.2%72,34511.1%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$14,473,269$107,706 -0.7%143,7848.8%ETF
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$14,257,348$248,202 1.8%327,0788.6%Manufacturing
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$12,379,345$1,061,411 9.4%169,2557.5%ETF
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$9,159,137$607,022 7.1%273,6935.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$5,750,924$97,531 -1.7%23,5273.5%Medical
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$4,491,842$286,107 6.8%40,3332.7%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$3,280,225$52,898 1.6%65,8552.0%Manufacturing
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,892,257$60,809 -2.1%20,0241.8%Consumer Staples
Emerson Electric Co. stock logo
EMR
Emerson Electric
$2,816,436$34,852 -1.2%21,4961.7%Industrials
Aflac Incorporated stock logo
AFL
Aflac
$2,717,837$23,588 -0.9%24,7731.6%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$2,677,479$130,447 5.1%47,1471.6%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,674,996$56,416 -2.1%22,2381.6%Medical
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$2,536,528$13,900 0.6%4,1971.5%Aerospace
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$2,355,549$148,751 6.7%18,3851.4%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$2,256,112$153,967 7.3%15,5911.4%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,853,716$9,275 -0.5%16,3891.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,791,384$349 0.0%10,2721.1%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$1,753,808$25,859 1.5%60,4971.1%Computer and Technology
Target Corporation stock logo
TGT
Target
$1,659,457$30,663 1.9%13,6921.0%Retail/Wholesale
KIMBERLY-CLARK CORP
$1,639,653$16,399 1.0%16,9971.0%COM
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,390,593$31,781 2.3%22,9280.8%Medical
American Century Focused Dynamic Growth ETF stock logo
FDG
American Century Focused Dynamic Growth ETF
$1,389,586$72,536 -5.0%12,1840.8%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,344,461$2,431 -0.2%13,8280.8%ETF
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$1,253,3360.0%1,4000.8%Industrials
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,140,419$9,753 -0.8%1,7540.7%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,099,898$217,090 24.6%35,8510.7%ETF
WALMART INC
$1,053,008$61,890 6.2%8,4730.6%COM
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,038,208$996 0.1%1,0420.6%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$912,313$370 0.0%2,4650.6%Computer and Technology
Dominion Energy Inc. stock logo
D
Dominion Energy
$896,084$9,582 1.1%14,4950.5%Utilities
McDonald's Corporation stock logo
MCD
McDonald's
$892,353$1,865 -0.2%2,8710.5%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$855,736$987 0.1%2,6020.5%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$785,678$10,250 -1.3%5,0590.5%Consumer Staples
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$741,079$64,029 -8.0%6,7130.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$738,954$597 0.1%1,2370.4%ETF
First Trust Mid Cap Growth AlphaDEX Fund stock logo
FNY
First Trust Mid Cap Growth AlphaDEX Fund
$683,658$20,541 -2.9%7,5550.4%ETF
FLV
American Century Focused Large Cap Value ETF
$636,770$6,288 -1.0%8,3040.4%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$630,974$14,601 -2.3%8,2970.4%Consumer Staples
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$630,148$47,920 -7.1%1,3150.4%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$627,520$435 0.1%2,8850.4%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$622,537$8,637 -1.4%6,7030.4%Utilities
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$611,786$1,004 0.2%12,1870.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$605,8570.0%2,9090.4%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$581,109$288 0.0%2,0210.4%Computer and Technology
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$572,911$937 0.2%6,1170.3%Manufacturing
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$555,5280.0%3,2740.3%Energy
JPMorgan International Growth ETF stock logo
JIG
JPMorgan International Growth ETF
$533,288$20,046 -3.6%7,1830.3%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$515,882$8,784 -1.7%1,5270.3%Computer and Technology
Small Cap Growth Alpha ETF stock logo
JSML
Small Cap Growth Alpha ETF
$507,353$12,045 -2.3%7,2450.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$457,477$2,389 -0.5%2,1060.3%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$411,491$499 0.1%8240.2%Business Services
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$343,0400.0%1,0690.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$316,178$215 0.1%1,4700.2%ETF
BJAN
Innovator U.S. Equity Buffer ETF - January
$314,2200.0%5,8920.2%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$306,004$488 -0.2%6,2770.2%Finance
First Trust Health Care AlphaDEX Fund stock logo
FXH
First Trust Health Care AlphaDEX Fund
$294,088$439 0.1%2,6790.2%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$289,803$1,454 0.5%1,1960.2%Computer and Technology
Altria Group, Inc. stock logo
MO
Altria Group
$277,742$1,386 0.5%4,2090.2%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$264,051$264,051 New Holding1,2760.2%Energy
Tesla, Inc. stock logo
TSLA
Tesla
$261,7120.0%7040.2%Auto/Tires/Trucks
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$248,591$150 0.1%3,3100.2%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$223,256$223,256 New Holding5,9000.1%Energy
First Trust NYSE Arca Biotechnology Index Fund stock logo
FBT
First Trust NYSE Arca Biotechnology Index Fund
$215,6020.0%1,0740.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$210,248$23,520 -10.1%7330.1%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$209,941$7,498 3.7%3640.1%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$0$202,536 -100.0%00.0%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$0$202,218 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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