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Q2 2026 13F · SEC CIK 1881335

Dominguez Wealth Management Solutions, Inc.

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$181.5M
Reported positions
75
Top holdings a year, 3 yrs
+10.1%
Assets under management
$213.1M

Dominguez Wealth Management Solutions, Inc. is a wealth manager that reported 75 positions worth $181.5M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Vanguard Indx Fd (VUG, 16.2%), Apple Inc (AAPL, 11.5%), First Tr Exchng Traded Fd Vi (FIXD, 8.3%). A portfolio copying its top holdings returned 10.1% a year over the last 3 years, against 20.4% for the S&P 500.

Dominguez Wealth Management Solutions, Inc. holdings largest 50 of 75 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Dominguez Wealth Management Solutions, Inc. 13F holdings
Stock% of 13F valueShare changeReported value
VUGVanguard Indx Fd16.2%+504.0%$29.5M
AAPLApple Inc11.5%+0.1%$20.9M
FIXDFirst Tr Exchng Traded Fd Vi8.3%+5.0%$15.0M
SGOViShares 0-3 Month Treasury Bon7.9%-1.5%$14.3M
SPLVInvesco Exch Traded Fd Tr II7.0%+0.7%$12.8M
BALTInnovator Etfs Trust5.1%-0.4%$9.3M
JNJJohnson & Johnson3.2%-1.7%$5.9M
EFGIshares Tr2.8%+0.4%$5.0M
LMBSFirst Tr Exchange-Traded Fd1.9%+4.1%$3.4M
EEMIshares1.8%-1.4%$3.2M
EMREmerson Elec Co Com1.7%-0.1%$3.1M
PGProcter & Gamble Co Com1.6%-0.6%$2.9M
MRKMerck & Co. Inc1.6%-0.2%$2.9M
IJTIshares Tr1.5%+0.9%$2.8M
AFLAflac Inc1.5%-4.3%$2.8M
IWPIshares Russell Mid-Cap Growth ETF1.5%+0.2%$2.7M
IVWIshares1.2%+0.4%$2.3M
LMTLockheed Martin Corp Com1.2%+0.7%$2.2M
NVDANvidia Corporation Com1.1%+0.8%$2.1M
KMBKimberly-Clark Corporation1.1%+2.6%$1.9M
TGTTarget Corp Com1.0%+0.3%$1.8M
MUMicron Technology Inc1.0%-2.0%$1.7M
FDGAmerican Centy ETF Tr0.9%-4.0%$1.6M
IWRIshares Russell Midcap ETF0.8%-0.7%$1.5M
BMYBristol-Myers Squibb Co Com0.8%+3.7%$1.4M
PHParker-Hannifin Corp0.8%+0.0%$1.4M
SPYSpdr S&p 500 ETF Tr0.7%+0.1%$1.3M
TAt&t Inc Com0.7%+4.0%$1.3M
SCHDSchwab Strategic Tr0.7%+9.2%$1.2M
WMTWalmart Inc0.6%+6.7%$1.0M
DDominion Energy Inc0.6%+0.9%$999K
COSTCostco Whsl Corp New0.5%+0.0%$975K
MSFTMicrosoft Corp0.5%+0.1%$921K
HDHome Depot Inc Com0.5%-4.4%$878K
FNYFirst Trust Mid Cap Growth Alphadex Fund0.5%-0.3%$835K
VOOVanguard S&p 500 ETF0.5%-2.9%$825K
SHVIshares Tr0.4%-0.3%$739K
ABBVAbbvie Inc0.4%+0.1%$727K
MCDMcdonalds Corp Com0.4%-9.3%$704K
TDIVFirst Tr Exchange Traded Fd0.4%+0.2%$704K
GOOGLAlphabet Inc0.4%-2.8%$702K
AMZNAmazon Com Inc Com0.4%+0.0%$694K
JSMLJanus Henderson Small Cap Growth Alpha E0.4%—$678K
KOCoca Cola Co0.4%+0.1%$675K
FLVAmerican Centy ETF Tr0.4%-0.3%$673K
BRK-BBerkshire Hathaway Inc Del0.4%+0.1%$659K
PEPPepsico Inc0.4%-6.6%$640K
NEENextera Energy Inc Com0.3%-0.9%$583K
JIGJp Morgan International Growth ETF0.3%-8.0%$576K
VZVerizon Communications Inc Com0.3%+1.4%$523K

What Dominguez Wealth Management Solutions, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+13.6% /yr
S&P 500 +20.1%
3 years
+10.1% /yr
S&P 500 +20.4%
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$181.5M75
Q1 2026$165.0M67
Q4 2025$163.5M67
Q3 2025$158.0M64
Q2 2025$144.1M61
Q1 2025$136.5M61
Q4 2024$137.1M59
Q3 2024$138.2M61
Q2 2024$132.8M59
Q1 2024$127.0M57
Q4 2023$120.6M56
Q3 2023$108.3M58

Questions about Dominguez Wealth Management Solutions, Inc.'s portfolio

What stocks does Dominguez Wealth Management Solutions, Inc. own?

Dominguez Wealth Management Solutions, Inc.'s latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 75 positions worth $181.5M. The largest are Vanguard Indx Fd (VUG) at 16.2%, Apple Inc (AAPL) at 11.5%, First Tr Exchng Traded Fd Vi (FIXD) at 8.3%, iShares 0-3 Month Treasury Bon (SGOV) at 7.9% and Invesco Exch Traded Fd Tr II (SPLV) at 7.0%.

What did Dominguez Wealth Management Solutions, Inc. buy last quarter?

In Q2 2026, Dominguez Wealth Management Solutions, Inc. added Vanguard Indx Fd (VUG) (+504.0% shares), Schwab Strategic Tr (SCHD) (+9.2% shares) and Walmart Inc (WMT) (+6.7% shares), compared with its Q1 2026 filing.

What did Dominguez Wealth Management Solutions, Inc. sell last quarter?

In Q2 2026, Dominguez Wealth Management Solutions, Inc. cut from its top 50 Exxon Mobil Corp (XOM), Mcdonalds Corp Com (MCD) (-9.3% shares), Jp Morgan International Growth ETF (JIG) (-8.0% shares) and Pepsico Inc (PEP) (-6.6% shares), compared with its Q1 2026 filing.

How has Dominguez Wealth Management Solutions, Inc.'s portfolio performed?

A portfolio copying Dominguez Wealth Management Solutions, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.6% against +20.1%.

When is Dominguez Wealth Management Solutions, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Dominguez Wealth Management Solutions, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Dominguez Wealth Management Solutions, Inc. manage?

Dominguez Wealth Management Solutions, Inc. reported $213.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $181.5M.