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CIK: 0001881335
Total reported value
$181.5M
$181.5M
67 檔
46.4%
According to the latest 13F quarterly dataset, Dominguez Wealth Management Solutions, Inc. managed an equity portfolio of $181.5M at the end of Q1 2026, spanning 67 distinct U.S. exchange-listed positions.
Dominguez Wealth Management Solutions, Inc. executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 2 holdings and trimming 26 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 15.00% | +1.25% | +4.97% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.13% | +0.41% | -0.18% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 8.77% | -0.91% | -0.74% | |
| 4 | FIXD | First Trust Smith Opportunis | ETF-Other | 8.64% | -0.39% | +1.77% | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 7.50% | -0.47% | +9.38% | |
| 6 | BALT | Inn Defined Wealth Shield | ETF-Other | 5.55% | -0.40% | +7.10% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.48% | -0.24% | -1.67% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.72% | +0.06% | +6.80% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.99% | -0.11% | +1.64% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.75% | -0.14% | -2.06% | |
| 11 | EMR | Emerson Electric Co | Stock-Industrials | 1.71% | -0.02% | -1.22% | |
| 12 | AFL | Aflac Inc | Stock-Financials | 1.65% | -0.12% | -0.86% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.62% | +0.13% | +5.12% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.62% | -0.05% | -2.07% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.54% | -0.35% | +0.55% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.43% | +0.06% | +6.74% | |
| 17 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.37% | +0.18% | +7.32% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.12% | +0.13% | -0.50% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.05% | -0.02% | |
| 20 | T | At&t Inc | Stock-Comm Services | 1.06% | -0.34% | +1.50% | |
| 21 | TGT | Target CORP | Stock-Consumer Disc | 1.01% | -0.02% | +1.88% | |
| 22 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.99% | +0.07% | +1.01% | |
| 23 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.84% | -0.09% | +2.34% | |
| 24 | FDG | American Century Focused Dyn | ETF-Other | 0.84% | +0.02% | -4.96% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.81% | +0.02% | -0.18% | |
| 26 | PH | Parker Hannifin CORP | Stock-Industrials | 0.76% | -0.01% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | +0.03% | -0.85% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.67% | +0.01% | +24.59% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.08% | +6.24% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.09% | +0.10% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.04% | +0.04% | |
| 32 | D | Dominion Energy Inc | Stock-Utilities | 0.54% | +0.01% | +1.08% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.15% | -0.21% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.04% | +0.12% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.13% | -1.29% | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.45% | -0.04% | -7.95% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | — | +0.08% | |
| 38 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.41% | +0.05% | -2.92% | |
| 39 | FLV | American Century Focused Lar | ETF-Other | 0.39% | -0.02% | -0.98% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.38% | -0.01% | -2.26% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.02% | -7.07% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.02% | +0.07% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.38% | -0.06% | -1.37% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.37% | -0.08% | +0.16% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.01% | — | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.04% | +0.05% | |
| 47 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.35% | +0.04% | +0.16% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.09% | — | |
| 49 | JIG | Jpmorgan International Growt | ETF-Other | 0.32% | — | -3.62% | |
| 50 | MU | Micron Technology Inc | Stock-Tech | 0.31% | +0.64% | -1.67% |
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 Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VUG, AAPL, SGOV) accounted for 46.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
CVX
市值: $264.1K
Top Position Liquidated / Trimmed
IWF
前期市值: $202.5K
During Q1 2026, Dominguez Wealth Management Solutions, Inc.'s top holdings by market value included VUG (15.0%)、AAPL (11.1%)、SGOV (8.8%). The largest single position, VUG, represented 15.0% of total portfolio value.
In Q1 2026, Dominguez Wealth Management Solutions, Inc. made 62 total portfolio adjustments, initiating 2 new buys, adding to 32 positions, trimming 26 holdings, and fully liquidating 2 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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