Dominguez Wealth Management Solutions, Inc.

CIK 0001881335 · WILLIAMSBURG, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

Dominguez Wealth Management Solutions, Inc. reported 75 positions worth $181.5M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: VUG (16.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$181.5M
2026 Q2
Positions
75
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.7%
Est. Net Flow (Q)
2026 Q2
10 / 75 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVANGUARD INDEX FDSSH$29.5M16.25%342,303
2AAPLAPPLE INCSH$20.9M11.54%72,388
3FIXDFIRST TR EXCHNG TRADED FD VISH$15.0M8.25%343,382
4SGOVISHARES TRSH$14.3M7.86%141,668
5SPLVINVESCO EXCH TRADED FD TR IISH$12.8M7.03%170,427
6BALTINNOVATOR ETFS TRUSTSH$9.3M5.15%272,564
7JNJJOHNSON & JOHNSONSH$5.9M3.24%23,133
8EFGISHARES TRSH$5.0M2.78%40,504
9LMBSFIRST TR EXCHANGE-TRADED FDSH$3.4M1.88%68,536
10EEMISHARES TRSH$3.2M1.75%46,502

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Dominguez Wealth Management Solutions, Inc. hold as of Q2 2026?

Dominguez Wealth Management Solutions, Inc. reported 75 positions worth $181.5M in its Q2 2026 13F filing. Largest positions: VUG (16.2%), AAPL (11.5%), FIXD (8.3%), SGOV (7.9%) and SPLV (7.0%).

What did Dominguez Wealth Management Solutions, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Dominguez Wealth Management Solutions, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.