Dominguez Wealth Management Solutions, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$165.0M
Q ending 2026-03-31
Prior quarter
$163.5M
Q ending 2025-12-31
Change
+0.9% QoQ · +20.9% YoY
Positions
67
reported holdings
Largest positions
All 67 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VUG | Shares | $24.8M | 57K |
| Apple Inc | AAPL | Shares | $18.4M | 72K |
| Ishares Tr | SGOV | Shares | $14.5M | 144K |
| First Tr Exchng Traded Fd Vi | FIXD | Shares | $14.3M | 327K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $12.4M | 169K |
| Innovator Etfs Trust | BALT | Shares | $9.2M | 274K |
| Johnson & Johnson | JNJ | Shares | $5.8M | 24K |
| Ishares Tr | EFG | Shares | $4.5M | 40K |
| First Tr Exchange-Traded Fd | LMBS | Shares | $3.3M | 66K |
| Procter & Gamble Co | PG | Shares | $2.9M | 20K |
| Emerson Elec Co | EMR | Shares | $2.8M | 21K |
| Aflac Inc | AFL | Shares | $2.7M | 25K |
| Ishares Tr | EEM | Shares | $2.7M | 47K |
| Merck & Co Inc | MRK | Shares | $2.7M | 22K |
| Lockheed Martin Corp | LMT | Shares | $2.5M | 4K |
| Ishares Tr | IWP | Shares | $2.4M | 18K |
| Ishares Tr | IJT | Shares | $2.3M | 16K |
| Ishares Tr | IVW | Shares | $1.9M | 16K |
| Nvidia Corporation | NVDA | Shares | $1.8M | 10K |
| At&T Inc | T | Shares | $1.8M | 60K |
| Target Corp | TGT | Shares | $1.7M | 14K |
| Kimberly-Clark Corp | KMB | Shares | $1.6M | 17K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.4M | 23K |
| American Centy Etf Tr | FDG | Shares | $1.4M | 12K |
| Ishares Tr | IWR | Shares | $1.3M | 14K |
| Parker-Hannifin Corp | PH | Shares | $1.3M | 1K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.1M | 2K |
| Schwab Strategic Tr | SCHD | Shares | $1.1M | 36K |
| Walmart Inc | WMT | Shares | $1.1M | 8K |
| Costco Wholesale Corporation | COST | Shares | $1.0M | 1K |
| Microsoft Corp | MSFT | Shares | $912K | 2K |
| Dominion Energy Inc | D | Shares | $896K | 14K |
| Mcdonalds Corp | MCD | Shares | $892K | 3K |
| Home Depot Inc | HD | Shares | $856K | 3K |
| Pepsico Inc | PEP | Shares | $786K | 5K |
| Ishares Tr | SHV | Shares | $741K | 7K |
| Vanguard Index Fds | VOO | Shares | $739K | 1K |
| First Tr Exchange-Traded Alp | FNY | Shares | $684K | 8K |
| American Centy Etf Tr | FLV | Shares | $637K | 8K |
| Coca Cola Co | KO | Shares | $631K | 8K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $630K | 1K |
| Abbvie Inc | ABBV | Shares | $628K | 3K |
| Nextera Energy Inc | NEE | Shares | $623K | 7K |
| Verizon Communications Inc | VZ | Shares | $612K | 12K |
| Amazon Com Inc | AMZN | Shares | $606K | 3K |
| Alphabet Inc | GOOGL | Shares | $581K | 2K |
| First Tr Exchange Traded Fd | TDIV | Shares | $573K | 6K |
| Exxon Mobil Corp | XOM | Shares | $556K | 3K |
| J P Morgan Exchange Traded F | JIG | Shares | $533K | 7K |
| Micron Technology Inc | MU | Shares | $516K | 2K |
| Janus Detroit Str Tr | JSML | Shares | $507K | 7K |
| Vanguard Index Fds | VBR | Shares | $457K | 2K |
| Mastercard Incorporated | MA | Shares | $411K | 824 |
| Vanguard Index Fds | VTI | Shares | $343K | 1K |
| Vanguard Specialized Funds | VIG | Shares | $316K | 1K |
| Innovator Etfs Trust | BJAN | Shares | $314K | 6K |
| Bank America Corp | BAC | Shares | $306K | 6K |
| First Tr Exchange-Traded Fd | FXH | Shares | $294K | 3K |
| International Business Machs | IBM | Shares | $290K | 1K |
| Altria Group Inc | MO | Shares | $278K | 4K |
| Chevron Corporation | CVX | Shares | $264K | 1K |
| Tesla Inc | TSLA | Shares | $262K | 704 |
| Vanguard Intl Equity Index F | VEU | Shares | $249K | 3K |
| Enterprise Prods Partners L | EPD | Shares | $223K | 6K |
| First Tr Exchange-Traded Fd | FBT | Shares | $216K | 1K |
| Alphabet Inc | GOOG | Shares | $210K | 733 |
| Invesco Qqq Tr | QQQ | Shares | $210K | 364 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.