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CIK: 0001881335
Total reported value
$181.5M
$181.5M
67 檔
47.3%
As reported in its official Q4 2025 Form 13F filing, Dominguez Wealth Management Solutions, Inc.'s tracked investment portfolio stood at $181.5M with 67 total positions.
In Q4 2025, Dominguez Wealth Management Solutions, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 16.11% | +1.25% | +3.19% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 12.05% | +0.41% | -0.90% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 8.89% | -0.91% | +1.33% | |
| 4 | FIXD | First Trust Smith Opportunis | ETF-Other | 8.71% | -0.39% | +0.38% | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 6.76% | -0.47% | +6.05% | |
| 6 | BALT | Inn Defined Wealth Shield | ETF-Other | 5.24% | -0.40% | +5.02% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.03% | -0.24% | -0.28% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.63% | +0.06% | +5.28% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.98% | -0.11% | +0.04% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.79% | -0.14% | -0.09% | |
| 11 | EMR | Emerson Electric Co | Stock-Industrials | 1.77% | -0.02% | -1.75% | |
| 12 | AFL | Aflac Inc | Stock-Financials | 1.69% | -0.12% | +0.43% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.50% | +0.13% | +4.26% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.46% | -0.05% | +0.32% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.44% | +0.06% | +4.17% | |
| 16 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.25% | +0.18% | +5.36% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.24% | +0.13% | +1.65% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.23% | -0.35% | +0.70% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.05% | +0.77% | |
| 20 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.04% | +0.07% | -2.03% | |
| 21 | FDG | American Century Focused Dyn | ETF-Other | 0.99% | +0.02% | -5.51% | |
| 22 | T | At&t Inc | Stock-Comm Services | 0.91% | -0.34% | -2.47% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.82% | +0.02% | +0.94% | |
| 24 | TGT | Target CORP | Stock-Consumer Disc | 0.80% | -0.02% | +0.55% | |
| 25 | PH | Parker Hannifin CORP | Stock-Industrials | 0.75% | -0.01% | — | |
| 26 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.74% | -0.09% | +0.83% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.03% | +0.11% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | -0.04% | +7.08% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.09% | — | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.04% | +1.01% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.08% | +8.14% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.15% | -0.45% | |
| 33 | D | Dominion Energy Inc | Stock-Utilities | 0.51% | +0.01% | +1.10% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.49% | -0.04% | -2.50% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | +0.01% | +20.19% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | — | +14.23% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.13% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.02% | -5.86% | |
| 39 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.43% | +0.05% | -1.87% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.01% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | +0.02% | -0.28% | |
| 42 | FLV | American Century Focused Lar | ETF-Other | 0.39% | -0.02% | -3.25% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.04% | — | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | -0.01% | -1.62% | |
| 45 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.36% | +0.04% | +0.23% | |
| 46 | JIG | Jpmorgan International Growt | ETF-Other | 0.33% | — | -1.28% | |
| 47 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.33% | +0.06% | -1.24% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.33% | -0.06% | +0.22% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.30% | -0.08% | -14.96% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | -0.02% | +0.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | -0.90% | Trim |
| 2 | MRK | Merck & Co. Inc. | +0.3% | +0.32% | Add |
| 3 | VUG | Vanguard Growth ETF | +0.2% | +3.19% | Add |
| 4 | JNJ | Johnson & Johnson | +0.2% | -0.28% | Trim |
| 5 | BALT | Inn Defined Wealth Shield | +0.2% | +5.02% | Add |
| 6 | BMY | Bristol-myers Squibb Co | +0.1% | +0.83% | Add |
| 7 | MU | Micron Technology Inc | +0.1% | — | Unchanged |
| 8 | PH | Parker Hannifin CORP | +0.1% | — | Unchanged |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 10 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +20.19% | Add |
| 11 | WMT | Walmart Inc | +0.1% | +8.14% | Add |
| 12 | EEM | Ishares Msci Emerging Market | +0.1% | +4.26% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +14.23% | Add |
| 14 | EFG | Ishares Msci Eafe Growth ETF | 0% | +5.28% | Add |
| 15 | TGT | Target CORP | 0% | +0.55% | Add |
| 16 | IJT | Ishares S&p Small-cap 600 Gr | 0% | +5.36% | Add |
| 17 | NEE | Nextera Energy Inc | 0% | +0.22% | Add |
| 18 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 19 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 20 | IBM | Intl Business Machines CORP | 0% | +0.34% | Add |
| 21 | IVW | Ishares S&p 500 Growth ETF | — | +1.65% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.11% | Add |
| 23 | VBR | Vanguard Small-cap Value ETF | — | +4.54% | Add |
| 24 | KO | Coca-cola Co/the | — | -1.62% | Trim |
| 25 | BAC | Bank Of America CORP | — | -0.76% | Trim |
| 26 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 27 | MO | Altria Group Inc | 0% | +0.43% | Add |
| 28 | SPLV | Invesco S&p 500 Low Volatili | 0% | +6.05% | Add |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | 0% | -2.50% | Trim |
| 30 | JIG | Jpmorgan International Growt | 0% | -1.28% | Trim |
| 31 | FNY | First Trust Mid Cap Growth | 0% | -1.87% | Trim |
| 32 | JSML | Janus Hender Sm Cap Grw Alph | 0% | -1.24% | Trim |
| 33 | NVDA | Nvidia CORP | 0% | +0.77% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -5.86% | Trim |
| 35 | D | Dominion Energy Inc | 0% | +1.10% | Add |
| 36 | COST | Costco Wholesale CORP | -0.1% | — | Unchanged |
| 37 | LMBS | First Trust Low Duration Opp | -0.1% | +0.04% | Add |
| 38 | AFL | Aflac Inc | -0.1% | +0.43% | Add |
| 39 | EMR | Emerson Electric Co | -0.1% | -1.75% | Trim |
| 40 | LMT | Lockheed Martin CORP | -0.1% | +0.70% | Add |
| 41 | VZ | Verizon Communications Inc | -0.1% | -14.96% | Trim |
| 42 | HD | Home Depot Inc | -0.1% | +1.01% | Add |
| 43 | T | At&t Inc | -0.2% | -2.47% | Trim |
| 44 | PG | Procter & Gamble Co/the | -0.2% | -0.09% | Trim |
| 45 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | +1.33% | Add |
| 46 | FIXD | First Trust Smith Opportunis | -0.3% | +0.38% | Add |
| 47 | KMB | Kimberly-clark CORP | -0.3% | -2.03% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 49 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 50 | USB | US Bancorp | — | 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 67 disclosed positions in Q4 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 47.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
GOOG
市值: $255.7K
Top Position Liquidated / Trimmed
AAPL
前期市值: $18.6M
During Q4 2025, Dominguez Wealth Management Solutions, Inc.'s top holdings by market value included VUG (16.1%)、AAPL (12.1%)、SGOV (8.9%). The largest single position, VUG, represented 16.1% of total portfolio value.
In Q4 2025, Dominguez Wealth Management Solutions, Inc. made 43 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 14 holdings, and fully liquidating 0 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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