Institutional Manager · CIK 0001881335
Dominguez Wealth Management Solutions, Inc.
WILLIAMSBURG, VA · File #028-22906
Latest AUM
$163.5M
Positions
67
Top-10 Concentration
69.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202567 pos · $163.5M
- 13F HOLDINGS REPORTQ/E Sep 202564 pos · $158.0M
- 13F HOLDINGS REPORTQ/E Jun 202561 pos · $144.1M
- 13F HOLDINGS REPORTQ/E Mar 202561 pos · $136.5M
- 13F HOLDINGS REPORTQ/E Dec 202459 pos · $137.1M
- 13F HOLDINGS REPORTQ/E Sep 202461 pos · $138.2M
- 13F HOLDINGS REPORTQ/E Jun 202459 pos · $132.8M
- 13F HOLDINGS REPORTQ/E Mar 202457 pos · $127.0M
- 13F HOLDINGS REPORTQ/E Dec 202358 pos · $108.3M
- 13F HOLDINGS REPORTQ/E Sep 202357 pos · $114.4M
- 13F HOLDINGS REPORTQ/E Jun 202358 pos · $109.0M
- 13F HOLDINGS REPORTQ/E Mar 202357 pos · $100.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 53,989 | $26.3M | 16.64% |
| 2 | APPLE INC | AAPL | 72,479 | $19.7M | 12.45% |
| 3 | ISHARES TR | 46436E718 | 144,854 | $14.5M | 9.18% |
| 4 | FIRST TR EXCHNG TRADED FD VI | 33740F805 | 321,384 | $14.2M | 9.00% |
| 5 | INVESCO EXCH TRADED FD TR II | IVZ | 154,743 | $11.1M | 6.98% |
| 6 | INNOVATOR ETFS TRUST | INHD | 255,554 | $8.6M | 5.41% |
| 7 | JOHNSON & JOHNSON | JNJ | 23,926 | $5.0M | 3.13% |
| 8 | ISHARES TR | 464288885 | 37,764 | $4.3M | 2.72% |
| 9 | FIRST TR EXCHANGE-TRADED FD | 33739Q200 | 64,793 | $3.2M | 2.05% |
| 10 | PROCTER AND GAMBLE CO | 742718109 | 20,445 | $2.9M | 1.85% |
| 11 | EMERSON ELEC CO | EMR | 21,762 | $2.9M | 1.82% |
| 12 | AFLAC INC | AFL | 24,988 | $2.8M | 1.74% |
| 13 | ISHARES TR | 464287234 | 44,850 | $2.5M | 1.55% |
| 14 | MERCK & CO INC | MRK | 22,707 | $2.4M | 1.51% |
| 15 | ISHARES TR | 464287481 | 17,224 | $2.4M | 1.49% |
| 16 | ISHARES TR | 464287887 | 14,527 | $2.1M | 1.30% |
| 17 | ISHARES TR | 464287309 | 16,471 | $2.0M | 1.28% |
| 18 | LOCKHEED MARTIN CORP | LMT | 4,174 | $2.0M | 1.28% |
| 19 | NVIDIA CORPORATION | NVDA | 10,274 | $1.9M | 1.21% |
| 20 | KIMBERLY-CLARK CORP | KMB | 16,827 | $1.7M | 1.07% |