HolderBook

Dominguez Wealth Management Solutions, Inc.

Reported holdings as of Q2 2026, from 15 quarterly filings.

CIK
1881335
Reported value
$181.5M
Positions
75
Top 10 weight
65.7%
Filed
2026-07-09
Days after quarter end
9

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
VANGUARD INDEX FDSVUG$29.5M342,30316.25%+1.25pp15q+504.0%+$24.6M
APPLE INCAAPL$20.9M72,38811.54%+0.42pp15qHELD
FIRST TR EXCHNG TRADED FD VIFIXD$15.0M343,3828.25%-0.39pp15q+5.0%+$711.0K
ISHARES TRSGOV$14.3M141,6687.86%-0.91pp12q-1.5%-$213.0K
INVESCO EXCH TRADED FD TR IISPLV$12.8M170,4277.03%-0.47pp15q+0.7%+$87.8K
INNOVATOR ETFS TRUSTBALT$9.3M272,5645.15%-0.40pp15qHELD
JOHNSON & JOHNSONJNJ$5.9M23,1333.24%-0.25pp15q-1.7%-$100.1K
ISHARES TREFG$5.0M40,5042.78%+0.05pp15qHELD
FIRST TR EXCHANGE-TRADED FDLMBS$3.4M68,5361.88%-0.11pp15q+4.1%+$133.5K
ISHARES TREEM$3.2M46,5021.75%+0.13pp15q-1.4%-$44.1K
EMERSON ELEC COEMR$3.1M21,4721.69%-0.01pp15qHELD
PROCTER & GAMBLE COPG$2.9M19,8971.61%-0.14pp15q-0.6%-$18.6K
MERCK & CO INCMRK$2.9M22,2031.57%-0.05pp15qHELD
ISHARES TRIJT$2.8M15,7271.55%+0.18pp15q+0.9%+$24.3K
AFLAC INCAFL$2.8M23,7121.53%-0.12pp15q-4.3%-$124.4K
ISHARES TRIWP$2.7M18,4291.49%+0.06pp15qHELD
ISHARES TRIVW$2.3M16,4621.25%+0.12pp15qHELD
LOCKHEED MARTIN CORPLMT$2.2M4,2251.19%-0.35pp15q+0.7%+$14.3K
NVIDIA CORPORATIONNVDA$2.1M10,3501.14%+0.06pp12q+0.8%+$15.6K
KIMBERLY-CLARK CORPKMB$1.9M17,4431.06%+0.06pp15q+2.6%+$49.0K
TARGET CORPTGT$1.8M13,7380.99%-0.02pp15qHELD
MICRON TECHNOLOGY INCMU$1.7M1,4970.95%+0.64pp4q-2.0%-$34.6K
AMERICAN CENTY ETF TRFDG$1.6M11,6920.86%+0.02pp15q-4.0%-$65.5K
ISHARES TRIWR$1.5M13,7270.83%+0.02pp15q-0.7%-$11.1K
BRISTOL-MYERS SQUIBB COBMY$1.4M23,7760.75%-0.09pp15q+3.7%+$48.9K
PARKER-HANNIFIN CORPPH$1.4M1,4000.75%flat15qHELD
STATE STR SPDR S&P 500 ETF TSPY$1.3M1,7560.72%+0.03pp15qHELD
AT&T INCT$1.3M62,8960.72%-0.35pp15q+4.0%+$49.7K
SCHWAB STRATEGIC TRSCHD$1.2M39,1670.68%+0.02pp15q+9.2%+$105.2K
WALMART INCWMT$1.0M9,0430.56%-0.07pp15q+6.7%+$64.6K
DOMINION ENERGY INCD$998.8K14,6250.55%+0.01pp15q+0.9%+$8.9K
COSTCO WHOLESALE CORPORATIONCOST$975.2K1,0420.54%-0.09pp15qHELD
MICROSOFT CORPMSFT$920.6K2,4680.51%-0.05pp15qHELD
HOME DEPOT INCHD$877.5K2,4880.48%-0.04pp15q-4.4%-$40.2K
FIRST TR EXCHANGE-TRADED ALPFNY$834.6K7,5290.46%+0.05pp15qHELD
VANGUARD INDEX FDSVOO$825.0K1,2010.45%+0.01pp15q-2.9%-$24.7K
ISHARES TRSHV$738.9K6,6960.41%-0.04pp15qHELD
ABBVIE INCABBV$726.6K2,8870.40%+0.02pp15qHELD
MCDONALDS CORPMCD$704.0K2,6040.39%-0.15pp15q-9.3%-$72.2K
FIRST TR EXCHANGE-TRADED FDTDIV$703.9K6,1270.39%+0.04pp15qHELD
ALPHABET INCGOOGL$702.0K1,9640.39%+0.03pp9q-2.8%-$20.4K
AMAZON COM INCAMZN$693.6K2,9100.38%+0.02pp13qHELD
JANUS DETROIT STR TRJSML$677.9K7,2850.37%+0.07pp15q+0.6%+$3.7K
COCA COLA COKO$674.8K8,3030.37%-0.01pp15qHELD
AMERICAN CENTY ETF TRFLV$673.4K8,2820.37%-0.01pp15qHELD
BERKSHIRE HATHAWAY INC DELBRKB$658.5K1,3160.36%-0.02pp15qHELD
PEPSICO INCPEP$639.5K4,7230.35%-0.12pp15q-6.6%-$45.5K
NEXTERA ENERGY INCNEE$583.3K6,6460.32%-0.06pp15q-0.9%-$5.0K
J P MORGAN EXCHANGE TRADED FJIG$576.2K6,6100.32%-0.01pp15q-8.0%-$49.9K
VERIZON COMMUNICATIONS INCVZ$523.4K12,3620.29%-0.08pp15q+1.4%+$7.4K
VANGUARD INDEX FDSVBR$517.8K2,1310.29%+0.01pp15q+1.2%+$6.1K
EXXON MOBIL CORPXOMXXXX$448.1K3,2770.25%-0.09pp15qHELD
MASTERCARD INCORPORATEDMA$423.3K8240.23%-0.02pp15qHELD
SPACE EXPLORATION TECHN CORPSPCX$377.3K2,2080.21%-newNEW
APPLIED MATLS INCAMAT$371.6K5140.20%-newNEW
VANGUARD INDEX FDSVTI$369.3K9980.20%flat8q-6.6%-$26.3K
VANGUARD SPECIALIZED FUNDSVIG$361.7K1,5290.20%+0.01pp15q+4.0%+$14.0K
BANK OF AMER CORPBAC$357.7K6,2770.20%+0.01pp6qHELD
INNOVATOR ETFS TRUSTBJAN$346.9K5,8920.19%flat14qHELD
INTERNATIONAL BUSINESS MACHSIBM$337.6K1,2000.19%+0.01pp10qHELD
FIRST TR EXCHANGE TRADED FDFXH$328.2K2,6810.18%flat15qHELD
ALTRIA GROUP INCMO$304.0K4,2260.17%flat8qHELD
INTEL CORPINTC$303.1K2,1710.17%-newNEW
TESLA INCTSLA$283.5K6740.16%flat5q-4.3%-$12.6K
VANGUARD INTL EQUITY INDEX FVEU$270.4K3,2290.15%flat6q-2.4%-$6.8K
FIRST TR EXCHANGE-TRADED FDFBT$266.1K1,0740.15%+0.02pp4qHELD
INVESCO QQQ TRQQQ$259.0K3520.14%+0.02pp3q-3.3%-$8.8K
ALPHABET INCGOOG$259.0K7330.14%+0.02pp3qHELD
CITIGROUP INCC$242.6K1,7330.13%-newNEW
VANGUARD WORLD FDVGT$236.2K1,9760.13%-newNEW
US BANCORPUSB$229.3K3,7970.13%-newNEW
UNITEDHEALTH GROUP INCUNH$219.5K5280.12%-newNEW
ENTERPRISE PRODS PARTNERS LEPD$216.9K5,9000.12%-0.02pp2qHELD
ISHARES TRIWF$212.7K1,7130.12%-newNEW
ISHARES TRIWM$208.3K6930.11%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Computer Hardware 11.7%Biotech & Pharma 6.0%Semiconductors & Electronics 4.2%Retail & Consumer 3.3%Insurance 2.0%Industrials 1.8%Chemicals 1.6%Other sectors 6.8%Not classified 62.5%
 
SectorValueShare
Computer Hardware$21.3M11.7%
Biotech & Pharma$10.8M6.0%
Semiconductors & Electronics$7.5M4.2%
Retail & Consumer$6.1M3.3%
Insurance$3.7M2.0%
Industrials$3.3M1.8%
Chemicals$2.9M1.6%
Other sectors$12.4M6.8%
Not classified$113.5M62.5%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$181.5M7591719165.7%9
Q1 2026$165.0M6722020266.5%27
Q4 2025$163.5M6732118067.2%15
Q3 2025$158.0M6432611067.1%3
Q2 2025$144.1M6112415166.3%7
Q1 2025$136.5M6132314166.4%42
Q4 2024$137.1M5912111366.3%15
Q3 2024$138.2M613926164.6%3
Q2 2024$132.8M5922713065.3%10
Q1 2024$127.0M5712210063.7%18
Q4 2023$120.6M5611029365.3%9
Q3 2023$108.3M5821620164.4%18
Q2 2023$114.4M5712314265.4%13
Q1 2023$109.0M581269064.2%24
Q4 2022$100.6M57000063.4%44

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.