Dominguez Wealth Management Solutions, Inc.
CIK 0001881335 · WILLIAMSBURG, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
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
Top Holdings
VUG
VANGUARD INDEX FDS
16.2%
AAPL
APPLE INC
11.5%
FIXD
FIRST TR EXCHNG TRADED FD VI
8.3%
SGOV
ISHARES TR
7.9%
SPLV
INVESCO EXCH TRADED FD TR II
7.0%
BALT
INNOVATOR ETFS TRUST
5.1%
JNJ
JOHNSON & JOHNSON
3.2%
EFG
ISHARES TR
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.