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Q3 2026 13F · SEC CIK 1881335

Dominguez Wealth Management Solutions, Inc.

Wealth managerFiled 2026-10-07 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$180.6M
Reported positions
76
Top holdings a year, 3 yrs
+10.1%
Assets under management
$213.1M

Dominguez Wealth Management Solutions, Inc. is a wealth manager that reported 76 positions worth $180.6M in its Q3 2026 13F, filed 2026-10-07. Its largest holdings were Vanguard Index Fds (VUG, 17.3%), Apple Inc (AAPL, 13.3%), Ishares Tr (SGOV, 7.7%). A portfolio copying its top holdings returned 10.1% a year over the last 3 years, against 20.4% for the S&P 500.

Dominguez Wealth Management Solutions, Inc. holdings largest 50 of 76 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Dominguez Wealth Management Solutions, Inc. 13F holdings
Stock% of 13F valueShare changeReported value
VUGVanguard Index Fds17.3%+1.2%$31.2M
AAPLApple Inc13.3%-0.3%$24.0M
SGOVIshares Tr7.7%-2.8%$13.9M
SPLVInvesco Exch Traded Fd Tr II6.8%+2.4%$12.3M
BALTInnovator Etfs Trust5.4%+2.1%$9.7M
SCHDSchwab Strategic Tr3.8%+434.1%$6.8M
JNJJohnson & Johnson3.3%-1.6%$6.0M
EFGIshares Tr2.8%+2.5%$5.0M
ACYNFirst Tr Exchange-Traded Fd2.4%—$4.4M
LMBSFirst Tr Exchange-Traded Fd1.8%+0.3%$3.3M
EMREmerson Elec Co1.8%-2.5%$3.2M
EEMIshares Tr1.8%+1.8%$3.2M
MRKMerck & Co Inc1.7%-2.3%$3.2M
PGProcter & Gamble Co1.6%-0.6%$2.9M
AFLAflac Inc1.4%-1.7%$2.6M
IWPIshares Tr1.4%+0.8%$2.6M
IJTIshares Tr1.4%+1.2%$2.6M
IVWIshares Tr1.3%-0.2%$2.3M
LMTLockheed Martin Corp1.2%+0.6%$2.2M
TGTTarget Corp1.2%-0.7%$2.1M
NVDANvidia Corporation1.1%-13.6%$2.0M
KMBKimberly-Clark Corp0.9%-1.3%$1.7M
MUMicron Technology Inc0.9%+0.0%$1.6M
FDGAmerican Centy ETF Tr0.9%-2.0%$1.5M
TAt&t Inc0.8%+0.1%$1.5M
BMYBristol-Myers Squibb Co0.8%+0.0%$1.5M
SPYState Str Spdr S&p 500 ETF T0.8%+9.5%$1.5M
IWRIshares Tr0.8%-1.0%$1.4M
PHParker-Hannifin Corp0.7%+0.0%$1.3M
MSFTMicrosoft Corp0.7%+0.0%$1.3M
COSTCostco Wholesale Corporation0.5%+0.1%$950K
DDominion Energy Inc0.5%+7.2%$949K
WMTWalmart Inc0.5%-0.5%$935K
VOOVanguard Index Fds0.5%+4.3%$878K
AMZNAmazon Com Inc0.4%+6.2%$770K
ABBVAbbvie Inc0.4%-0.2%$754K
FNYFirst Tr Exchange-Traded Alp0.4%-0.8%$738K
KOCoca Cola Co0.4%-1.0%$708K
HDHome Depot Inc0.4%-1.8%$695K
TDIVFirst Tr Exchange Traded Fd0.4%+0.1%$692K
FLVAmerican Centy ETF Tr0.4%-0.1%$682K
GOOGLAlphabet Inc0.4%-2.1%$662K
JSMLJanus Detroit Str Tr0.3%-0.9%$620K
BRK-BBerkshire Hathaway Inc Del0.3%-5.7%$618K
MCDMcdonalds Corp0.3%-1.7%$591K
PEPPepsico Inc0.3%-3.7%$577K
VZVerizon Communications Inc0.3%+1.1%$574K
JIGJ P Morgan Exchange Traded F0.3%-0.9%$549K
XOMExxonmobil Holdings Corp0.3%—$533K
NEENextera Energy Inc0.3%-0.6%$500K

What Dominguez Wealth Management Solutions, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+13.6% /yr
S&P 500 +20.1%
3 years
+10.1% /yr
S&P 500 +20.4%
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q3 2026$180.6M76
Q2 2026$181.5M75
Q1 2026$165.0M67
Q4 2025$163.5M67
Q3 2025$158.0M64
Q2 2025$144.1M61
Q1 2025$136.5M61
Q4 2024$137.1M59
Q3 2024$138.2M61
Q2 2024$132.8M59
Q1 2024$127.0M57
Q4 2023$120.6M56

Questions about Dominguez Wealth Management Solutions, Inc.'s portfolio

What stocks does Dominguez Wealth Management Solutions, Inc. own?

Dominguez Wealth Management Solutions, Inc.'s latest 13F, for Q3 2026 and filed Oct 7, 2026, lists 76 positions worth $180.6M. The largest are Vanguard Index Fds (VUG) at 17.3%, Apple Inc (AAPL) at 13.3%, Ishares Tr (SGOV) at 7.7%, Invesco Exch Traded Fd Tr II (SPLV) at 6.8% and Innovator Etfs Trust (BALT) at 5.4%.

What did Dominguez Wealth Management Solutions, Inc. buy last quarter?

In Q3 2026, Dominguez Wealth Management Solutions, Inc. added Schwab Strategic Tr (SCHD) (+434.1% shares), State Str Spdr S&p 500 ETF T (SPY) (+9.5% shares) and Dominion Energy Inc (D) (+7.2% shares), compared with its Q2 2026 filing.

What did Dominguez Wealth Management Solutions, Inc. sell last quarter?

In Q3 2026, Dominguez Wealth Management Solutions, Inc. cut from its top 50 First Tr Exchng Traded Fd Vi (FIXD), cut from its top 50 Ishares Tr (SHV), Nvidia Corporation (NVDA) (-13.6% shares) and Berkshire Hathaway Inc Del (BRK-B) (-5.7% shares), compared with its Q2 2026 filing.

How has Dominguez Wealth Management Solutions, Inc.'s portfolio performed?

A portfolio copying Dominguez Wealth Management Solutions, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.6% against +20.1%.

When is Dominguez Wealth Management Solutions, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Dominguez Wealth Management Solutions, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Dominguez Wealth Management Solutions, Inc. manage?

Dominguez Wealth Management Solutions, Inc. reported $213.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $180.6M.