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CIK: 0001881335
Total reported value
$181.5M
$181.5M
64 檔
45.8%
At the close of Q3 2025, Dominguez Wealth Management Solutions, Inc. disclosed equity holdings valued at approximately $181.5M, spread across 64 reported holdings.
In Q3 2025, Dominguez Wealth Management Solutions, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 15.88% | +1.25% | +3.70% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.79% | +0.41% | -0.04% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 9.11% | -0.91% | +5.07% | |
| 4 | FIXD | First Trust Smith Opportunis | ETF-Other | 9.00% | -0.39% | +1.15% | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 6.79% | -0.47% | +7.42% | |
| 6 | BALT | Inn Defined Wealth Shield | ETF-Other | 5.06% | -0.40% | +8.89% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.82% | -0.24% | -0.14% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.59% | +0.06% | +7.67% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.04% | -0.11% | +0.77% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.99% | -0.14% | +0.35% | |
| 11 | EMR | Emerson Electric Co | Stock-Industrials | 1.84% | -0.02% | -1.80% | |
| 12 | AFL | Aflac Inc | Stock-Financials | 1.76% | -0.12% | +0.02% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.49% | +0.06% | +6.51% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.45% | +0.13% | +6.99% | |
| 15 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.35% | +0.07% | -0.91% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.31% | -0.35% | +0.97% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.24% | +0.13% | +0.56% | |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.24% | +0.18% | +8.18% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | +0.05% | +0.92% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.20% | -0.05% | +0.56% | |
| 21 | T | At&t Inc | Stock-Comm Services | 1.09% | -0.34% | -4.17% | |
| 22 | FDG | American Century Focused Dyn | ETF-Other | 1.03% | +0.02% | +1.31% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.84% | +0.02% | +0.11% | |
| 24 | TGT | Target CORP | Stock-Consumer Disc | 0.76% | -0.02% | -4.31% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | -0.04% | +2.13% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.03% | -3.28% | |
| 27 | PH | Parker Hannifin CORP | Stock-Industrials | 0.67% | -0.01% | — | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.04% | +0.16% | |
| 29 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.63% | -0.09% | +1.23% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.09% | +0.10% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.15% | +0.21% | |
| 32 | D | Dominion Energy Inc | Stock-Utilities | 0.55% | +0.01% | +1.03% | |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.52% | -0.04% | +0.34% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.08% | +5.80% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.02% | — | |
| 36 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.46% | +0.05% | -0.78% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.13% | -0.58% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | +0.02% | +1.30% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | — | +0.09% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.41% | +0.01% | -0.57% | |
| 41 | FLV | American Century Focused Lar | ETF-Other | 0.40% | -0.02% | +4.21% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.01% | — | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.40% | -0.08% | +1.98% | |
| 44 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.38% | +0.04% | +0.12% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | -0.01% | +1.04% | |
| 46 | JIG | Jpmorgan International Growt | ETF-Other | 0.36% | — | -0.92% | |
| 47 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.36% | +0.06% | -1.80% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.32% | -0.06% | +1.12% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.04% | +0.05% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +2.9% | +3.70% | Add |
| 2 | NVDA | Nvidia CORP | +0.5% | +0.92% | Add |
| 3 | EFG | Ishares Msci Eafe Growth ETF | +0.3% | +7.67% | Add |
| 4 | EEM | Ishares Msci Emerging Market | +0.3% | +6.99% | Add |
| 5 | BALT | Inn Defined Wealth Shield | +0.2% | +8.89% | Add |
| 6 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +6.51% | Add |
| 7 | MSFT | Microsoft CORP | +0.2% | +2.13% | Add |
| 8 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +0.56% | Add |
| 9 | IJT | Ishares S&p Small-cap 600 Gr | +0.2% | +8.18% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.05% | Add |
| 11 | FDG | American Century Focused Dyn | +0.1% | +1.31% | Add |
| 12 | PH | Parker Hannifin CORP | +0.1% | — | Unchanged |
| 13 | AMZN | Amazon.com Inc | +0.1% | — | Add |
| 14 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | +0.12% | Add |
| 15 | WMT | Walmart Inc | 0% | +5.80% | Add |
| 16 | EMR | Emerson Electric Co | 0% | -1.80% | Trim |
| 17 | FNY | First Trust Mid Cap Growth | 0% | -0.78% | Trim |
| 18 | JSML | Janus Hender Sm Cap Grw Alph | 0% | -1.80% | Trim |
| 19 | BAC | Bank Of America CORP | 0% | — | Add |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | +0.09% | Add |
| 21 | JIG | Jpmorgan International Growt | 0% | -0.92% | Trim |
| 22 | VIG | Vanguard Dividend Apprec ETF | — | +4.84% | Add |
| 23 | VBR | Vanguard Small-cap Value ETF | 0% | -0.15% | Trim |
| 24 | LMT | Lockheed Martin CORP | 0% | +0.97% | Add |
| 25 | IWR | Ishares Russell Mid-cap ETF | 0% | +0.11% | Trim |
| 26 | D | Dominion Energy Inc | 0% | +1.03% | Add |
| 27 | ABBV | Abbvie Inc | 0% | +1.30% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.28% | Trim |
| 29 | HD | Home Depot Inc | 0% | +0.16% | Add |
| 30 | FLV | American Century Focused Lar | 0% | +4.21% | Add |
| 31 | JNJ | Johnson & Johnson | -0.1% | -0.14% | Add |
| 32 | XOM | Exxon Mobil CORP | -0.1% | -2.30% | Trim |
| 33 | PEP | Pepsico Inc | -0.1% | -0.58% | Trim |
| 34 | KO | Coca-cola Co/the | -0.1% | +1.04% | Trim |
| 35 | AAPL | Apple Inc | -0.1% | -0.04% | Trim |
| 36 | SPLV | Invesco S&p 500 Low Volatili | -0.2% | +7.42% | Add |
| 37 | LMBS | First Trust Low Duration Opp | -0.2% | +0.77% | Add |
| 38 | T | At&t Inc | -0.2% | -4.17% | Trim |
| 39 | MRK | Merck & Co. Inc. | -0.3% | +0.56% | Trim |
| 40 | BMY | Bristol-myers Squibb Co | -0.3% | +1.23% | Add |
| 41 | TGT | Target CORP | -0.3% | -4.31% | Trim |
| 42 | KMB | Kimberly-clark CORP | -0.5% | -0.91% | Trim |
| 43 | PG | Procter & Gamble Co/the | -0.6% | +0.35% | Trim |
| 44 | SGOV | Ishares 0-3 Month Treasury B | -0.6% | +5.07% | Add |
| 45 | FIXD | First Trust Smith Opportunis | -1% | +1.15% | Add |
| 46 | TSLA | Tesla Inc | — | NEW | New buy |
| 47 | MU | Micron Technology Inc | — | NEW | New buy |
| 48 | FBT | First Trust Nyse Arca Biotec | — | NEW | New buy |
| 49 | EPD | Enterprise Products Partners | — | EXIT | Sold out |
| 50 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
According to official SEC Form 13F filings, Dominguez Wealth Management Solutions, Inc. reported a total U.S. public equity portfolio value of $181.5M across 64 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, AAPL, SGOV) accounted for 45.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
TSLA
市值: $313.1K
Top Position Liquidated / Trimmed
EPD
前期市值: $201.4K
During Q3 2025, Dominguez Wealth Management Solutions, Inc.'s top holdings by market value included VUG (15.9%)、AAPL (11.8%)、SGOV (9.1%). The largest single position, VUG, represented 15.9% of total portfolio value.
In Q3 2025, Dominguez Wealth Management Solutions, Inc. made 49 total portfolio adjustments, initiating 4 new buys, adding to 28 positions, trimming 16 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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