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CIK: 0001881335
Total reported value
$180.6M
$180.6M
75 檔
51.2%
The Q2 2026 SEC filing reveals that Dominguez Wealth Management Solutions, Inc. held a total portfolio value of $180.6M, covering 75 public equity positions.
In Q2 2026, Dominguez Wealth Management Solutions, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 16.25% | +1.04% | +504.00% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.54% | +1.76% | +0.06% | |
| 3 | FIXD | First Trust Smith Opportunis | ETF-Other | 8.25% | -8.25% | EXIT | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 7.86% | -0.18% | -1.47% | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 7.03% | -0.22% | +0.69% | |
| 6 | BALT | Inn Defined Wealth Shield | ETF-Other | 5.15% | +0.23% | -0.41% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.24% | +0.10% | -1.67% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.78% | -0.03% | +0.42% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.88% | -0.04% | +4.07% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.75% | — | -1.37% | |
| 11 | EMR | Emerson Electric Co | Stock-Industrials | 1.69% | +0.11% | -0.11% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.61% | -0.02% | -0.63% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.57% | +0.17% | -0.16% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.55% | -0.14% | +0.87% | |
| 15 | AFL | Aflac Inc | Stock-Financials | 1.53% | -0.09% | -4.28% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.49% | -0.07% | +0.24% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.25% | +0.04% | +0.45% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.19% | +0.01% | +0.67% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | -0.01% | +0.76% | |
| 20 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.06% | -0.13% | +2.62% | |
| 21 | TGT | Target CORP | Stock-Consumer Disc | 0.99% | +0.19% | +0.34% | |
| 22 | MU | Micron Technology Inc | Stock-Tech | 0.95% | -0.07% | -1.96% | |
| 23 | FDG | American Century Focused Dyn | ETF-Other | 0.86% | -0.01% | -4.04% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.83% | -0.03% | -0.73% | |
| 25 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.75% | +0.07% | +3.70% | |
| 26 | PH | Parker Hannifin CORP | Stock-Industrials | 0.75% | -0.01% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | +0.09% | +0.11% | |
| 28 | T | At&t Inc | Stock-Comm Services | 0.72% | +0.13% | +3.97% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.68% | +3.09% | +9.25% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.04% | +6.73% | |
| 31 | D | Dominion Energy Inc | Stock-Utilities | 0.55% | -0.02% | +0.90% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.01% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | +0.19% | +0.12% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.10% | -4.38% | |
| 35 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.46% | -0.05% | -0.34% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.04% | -2.91% | |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.41% | -0.17% | -0.25% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | +0.02% | +0.07% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | -0.06% | -9.30% | |
| 40 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.39% | -0.01% | +0.16% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | -0.02% | -2.82% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.05% | +0.03% | |
| 43 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.37% | -0.03% | +0.55% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.37% | +0.02% | +0.07% | |
| 45 | FLV | American Century Focused Lar | ETF-Other | 0.37% | +0.01% | -0.26% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.02% | +0.08% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.35% | -0.03% | -6.64% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.32% | -0.04% | -0.85% | |
| 49 | JIG | Jpmorgan International Growt | ETF-Other | 0.32% | -0.02% | -7.98% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.29% | +0.03% | +1.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.3% | +504.00% | Add |
| 2 | MU | Micron Technology Inc | +0.6% | -1.96% | Trim |
| 3 | AAPL | Apple Inc | +0.4% | +0.06% | Add |
| 4 | ✓ | +0.2% | NEW | New buy | |
| 5 | AMAT | Applied Materials Inc | +0.2% | NEW | New buy |
| 6 | IJT | Ishares S&p Small-cap 600 Gr | +0.2% | +0.87% | Add |
| 7 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 8 | EEM | Ishares Msci Emerging Market | +0.1% | -1.37% | Trim |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.45% | Add |
| 10 | C | Citigroup Inc | +0.1% | NEW | New buy |
| 11 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 12 | USB | US Bancorp | +0.1% | NEW | New buy |
| 13 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 14 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | New buy |
| 15 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 16 | KMB | Kimberly-clark CORP | +0.1% | +2.62% | Add |
| 17 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +0.42% | Add |
| 18 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +0.24% | Add |
| 19 | JSML | Janus Hender Sm Cap Grw Alph | +0.1% | +0.55% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | +0.76% | Add |
| 21 | FNY | First Trust Mid Cap Growth | +0.1% | -0.34% | Trim |
| 22 | TDIV | Ft Nasdaq Tech Dvd Index Fd | 0% | +0.16% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | -2.82% | Trim |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.11% | Add |
| 25 | IWR | Ishares Russell Mid-cap ETF | 0% | -0.73% | Trim |
| 26 | FDG | American Century Focused Dyn | 0% | -4.04% | Trim |
| 27 | ABBV | Abbvie Inc | 0% | +0.07% | Add |
| 28 | FBT | First Trust Nyse Arca Biotec | 0% | — | Unchanged |
| 29 | SCHD | Schwab US Dvd Equity ETF | 0% | +9.25% | Add |
| 30 | D | Dominion Energy Inc | 0% | +0.90% | Add |
| 31 | AMZN | Amazon.com Inc | 0% | +0.03% | Add |
| 32 | VBR | Vanguard Small-cap Value ETF | 0% | +1.19% | Add |
| 33 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | -3.30% | Trim |
| 35 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 36 | IBM | Intl Business Machines CORP | 0% | +0.33% | Add |
| 37 | VIG | Vanguard Dividend Apprec ETF | 0% | +4.01% | Add |
| 38 | VOO | Vanguard S&p 500 ETF | — | -2.91% | Trim |
| 39 | JIG | Jpmorgan International Growt | — | -7.98% | Trim |
| 40 | FXH | First Trust Health Care Alph | — | +0.07% | Add |
| 41 | BJAN | Innovator U.s. Equity Buffer | — | — | Unchanged |
| 42 | MO | Altria Group Inc | — | +0.40% | Add |
| 43 | VEU | Vanguard Ftse All-world Ex-u | — | -2.45% | Trim |
| 44 | TSLA | Tesla Inc | — | -4.26% | Trim |
| 45 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 46 | KO | Coca-cola Co/the | 0% | +0.07% | Add |
| 47 | VTI | Vanguard Total Stock Mkt ETF | 0% | -6.64% | Trim |
| 48 | EMR | Emerson Electric Co | 0% | -0.11% | Trim |
| 49 | TGT | Target CORP | 0% | +0.34% | Add |
| 50 | FLV | American Century Focused Lar | 0% | -0.26% | Trim |
According to official SEC Form 13F filings, Dominguez Wealth Management Solutions, Inc. reported a total U.S. public equity portfolio value of $180.6M across 75 disclosed positions in Q2 2026.
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, FIXD) accounted for 51.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $377.3K
Top Position Liquidated / Trimmed
CVX
前期市值: $264.1K
During Q2 2026, Dominguez Wealth Management Solutions, Inc.'s top holdings by market value included VUG (16.3%)、AAPL (11.5%)、FIXD (8.3%). The largest single position, VUG, represented 16.3% of total portfolio value.
In Q2 2026, Dominguez Wealth Management Solutions, Inc. made 68 total portfolio adjustments, initiating 9 new buys, adding to 33 positions, trimming 25 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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