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Dominguez Wealth Management Solutions, Inc. Portfolio
$180.6M across 76 positions as of 2026-09-30, with 65% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+10.5%
-3.9% a year vs the S&P 500
3 years
+12.7%
-8.6% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
3 of 15
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.8% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +8.5% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.5% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +2.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.5% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.6% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VUGVanguard Growth ETF | $31.2M | 17.3% | 346,542 |
| AAPLApple Inc | $24M | 13.3% | 72,136 |
| SGOViShares 0-3 Month Treasury Bond ETF | $13.9M | 7.7% | 137,763 |
| SPLVInvesco S&P 500 Low Volatility ETF | $12.3M | 6.8% | 174,543 |
| INNOVATOR ETFS TRUST | $9.7M | 5.4% | 278,181 |
| SCHDSchwab US Dividend Equity ETF | $6.8M | 3.8% | 209,188 |
| JNJJohnson & Johnson | $6M | 3.3% | 22,770 |
| EFGiShares MSCI EAFE Growth ETF | $5M | 2.8% | 41,501 |
| FIRST TR EXCHANGE-TRADED FD | $4.4M | 2.4% | 211,228 |
| LMBSFirst Trust Low Duration Opportunities ETF | $3.3M | 1.8% | 68,731 |
| EMREmerson Electric Co | $3.2M | 1.8% | 20,928 |
| EEMiShares MSCI Emerging Index Fund | $3.2M | 1.8% | 47,330 |
| MRKMerck & Co Inc | $3.2M | 1.7% | 21,691 |
| PGProcter & Gamble Co | $2.9M | 1.6% | 19,785 |
| AFLAflac Inc | $2.6M | 1.4% | 23,313 |
| IWPiShares Russell Midcap Growth ETF | $2.6M | 1.4% | 18,585 |
| IJTiShares S&P SmallCap 600 Growth ETF | $2.6M | 1.4% | 15,914 |
| IVWiShares S&P 500 Growth ETF | $2.3M | 1.3% | 16,436 |
| LMTLockheed Martin Corp | $2.2M | 1.2% | 4,252 |
| TGTTarget Corp | $2.1M | 1.2% | 13,643 |
| NVDANVIDIA Corp | $2M | 1.1% | 8,941 |
| KMBKimberly-Clark Corp | $1.7M | 0.9% | 17,217 |
| MUMicron Technology Inc | $1.6M | 0.9% | 1,497 |
| AMERICAN CENTY ETF TR | $1.5M | 0.9% | 11,458 |
| TAT&T Inc | $1.5M | 0.9% | 62,946 |
| BMYBristol-Myers Squibb Co | $1.5M | 0.8% | 23,777 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.5M | 0.8% | 1,922 |
| IWRiShares Russell Mid-Cap ETF | $1.4M | 0.8% | 13,583 |
| PHParker-Hannifin Corp | $1.3M | 0.7% | 1,400 |
| MSFTMicrosoft Corp | $1.3M | 0.7% | 2,469 |
| COSTCostco Wholesale Corp | $949.5K | 0.5% | 1,043 |
| DDominion Energy Inc | $949.2K | 0.5% | 15,684 |
| WMTWalmart Inc | $935K | 0.5% | 8,997 |
| VOOVanguard S&P 500 ETF | $878.1K | 0.5% | 1,253 |
| AMZNAmazon.com Inc | $770.1K | 0.4% | 3,091 |
| ABBVAbbVie Inc | $753.9K | 0.4% | 2,882 |
| FIRST TR EXCHANGE-TRADED ALP | $737.9K | 0.4% | 7,466 |
| KOCoca-Cola Co | $707.9K | 0.4% | 8,224 |
| HDHome Depot Inc | $694.6K | 0.4% | 2,442 |
| TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $692.2K | 0.4% | 6,136 |
| AMERICAN CENTY ETF TR | $681.9K | 0.4% | 8,277 |
| GOOGLAlphabet Inc | $661.6K | 0.4% | 1,923 |
| JANUS DETROIT STR TR | $620.3K | 0.3% | 7,219 |
| BRK.BBerkshire Hathaway Inc | $618K | 0.3% | 1,241 |
| MCDMcDonald's Corp | $591.3K | 0.3% | 2,560 |
| PEPPepsiCo Inc | $576.5K | 0.3% | 4,550 |
| VZVerizon Communications Inc | $573.5K | 0.3% | 12,503 |
| JIGJPMorgan International Growth ETF | $549.2K | 0.3% | 6,552 |
| XOMExxonmobil Holdings Corp | $533.4K | 0.3% | 3,277 |
| NEENextera Energy Inc | $500.4K | 0.3% | 6,607 |
| VBRVanguard Small-Cap Value ETF | $483.8K | 0.3% | 2,094 |
| MAMastercard Inc | $454.9K | 0.3% | 825 |
| SHViShares 0-1 Year Treasury Bond ETF | $426.8K | 0.2% | 3,869 |
| VTEBVanguard Tax-Exempt Bond ETF | $383.6K | 0.2% | 8,099 |
| SPCXSpace Exploration Technologies Corp | $360.6K | 0.2% | 2,390 |
| VIGVanguard Div Appreciation ETF | $357K | 0.2% | 1,530 |
| INNOVATOR ETFS TRUST | $356.6K | 0.2% | 5,892 |
| VTIVanguard Total Stock Market ETF | $351.6K | 0.2% | 939 |
| BACBank of America Corp | $339.6K | 0.2% | 6,239 |
| FXHFirst Trust Health Care AlphaDEX | $328.2K | 0.2% | 2,510 |
| FBTFirst Trust Amex Biotech Index Fund | $292.3K | 0.2% | 1,074 |
| MOAltria Group Inc | $286.8K | 0.2% | 4,258 |
| IBMInternational Business Machines Corp | $264.8K | 0.1% | 1,204 |
| VEUVanguard FTSE All World Ex US ETF | $263K | 0.1% | 3,169 |
| AMATApplied Materials Inc | $262.8K | 0.1% | 514 |
| INTCIntel Corp | $261K | 0.1% | 2,171 |
| QQQInvesco QQQ Trust, Series 1 | $260.3K | 0.1% | 352 |
| GOOGAlphabet Inc | $249.5K | 0.1% | 732 |
| VGTVanguard Information Tech ETF | $245.3K | 0.1% | 1,952 |
| CVXChevron Corp | $240.7K | 0.1% | 1,179 |
| TSLATesla Inc | $239.1K | 0.1% | 674 |
| CCitigroup Inc | $224.4K | 0.1% | 1,733 |
| USBUS Bancorp | $219.3K | 0.1% | 3,797 |
| IWFiShares Russell 1000 Growth ETF | $214.6K | 0.1% | 1,713 |
| METMetLife Inc | $213K | 0.1% | 2,262 |
| EPDEnterprise Products Partners L.P | $210.1K | 0.1% | 5,900 |
Quarter ending 2026-09-30.
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