Dominguez Wealth Management Solutions, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Dominguez Wealth Management Solutions, Inc. reported 75 stock positions worth $181.5 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 16.2% of the portfolio, followed by Apple (AAPL, 11.5%) and First Trust Smith Opportunis (FIXD, 8.3%). Compared with Q1 2026, it opened 9 new positions, sold out of 1, added to 33 and reduced 25. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +1%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WILLIAMSBURG, VA
- CIK
- 0001881335
- Portfolio Value
- $181.5M (Q2 2026)
- SEC Filing
- 0001881335-26-000003 ↗ filed Jul 9, 2026
Holdings Value
Holdings 75 stocks · $181.5M
| VUG Vanguard Mrngstar GR ETF-Sui | 16.25% | 342,303 | $29.5M | Add +0.7% |
| AAPL Apple Inc. | 11.54% | 72,388 | $20.9M | Add +0.1% |
| FIXD First Trust Smith Opportunis | 8.25% | 343,382 | $15.0M | Add +5.0% |
| SGOV iShares 0-3 Month Treasury B | 7.86% | 141,668 | $14.3M | Reduce -1.5% |
| SPLV Invesco S&P 500 Low Volatili | 7.03% | 170,427 | $12.8M | Add +0.7% |
| BALT Inn Defined Wealth Shield | 5.15% | 272,564 | $9.3M | Reduce -0.4% |
| JNJ Johnson & Johnson | 3.24% | 23,133 | $5.9M | Reduce -1.7% |
| EFG iShares MSCI Eafe Growth ETF | 2.78% | 40,504 | $5.0M | Add +0.4% |
| LMBS First Trust Low Duration Opp | 1.88% | 68,536 | $3.4M | Add +4.1% |
| EEM iShares MSCI Emerging Market | 1.75% | 46,502 | $3.2M | Reduce -1.4% |
| EMR Emerson Electric Co. | 1.69% | 21,472 | $3.1M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 1.61% | 19,897 | $2.9M | Reduce -0.6% |
| MRK Merck & Co. Inc. | 1.57% | 22,203 | $2.9M | Reduce -0.2% |
| IJT iShares S&P Small-Cap 600 GR | 1.55% | 15,727 | $2.8M | Add +0.9% |
| AFL Aflac Inc. | 1.53% | 23,712 | $2.8M | Reduce -4.3% |
| IWP iShares Russell Mid-Cap Grow | 1.49% | 18,429 | $2.7M | Add +0.2% |
| IVW iShares S&P 500 Growth ETF | 1.25% | 16,462 | $2.3M | Add +0.5% |
| LMT Lockheed Martin Corp. | 1.19% | 4,225 | $2.2M | Add +0.7% |
| NVDA Nvidia Corp. | 1.14% | 10,350 | $2.1M | Add +0.8% |
| KMB Kimberly-Clark Corp. | 1.06% | 17,443 | $1.9M | Add +2.6% |
| TGT Target Corp. | 0.99% | 13,738 | $1.8M | Add +0.3% |
| MU Micron Technology Inc. | 0.95% | 1,497 | $1.7M | Reduce -2.0% |
| FDG American Century Focused DYN | 0.86% | 11,692 | $1.6M | Reduce -4.0% |
| IWR iShares Russell Mid-Cap ETF | 0.83% | 13,727 | $1.5M | Reduce -0.7% |
| BMY Bristol-Myers Squibb Co. | 0.75% | 23,776 | $1.4M | Add +3.7% |
| PH Parker Hannifin Corp. | 0.75% | 1,400 | $1.4M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.72% | 1,756 | $1.3M | Add +0.1% |
| T AT&T Inc. | 0.72% | 62,896 | $1.3M | Add +4.0% |
| SCHD Schwab US DVD Equity ETF | 0.68% | 39,167 | $1.2M | Add +9.3% |
| WMT Walmart Inc. | 0.56% | 9,043 | $1.0M | Add +6.7% |
| D Dominion Energy Inc. | 0.55% | 14,625 | $999K | Add +0.9% |
| COST Costco Wholesale Corp. | 0.54% | 1,042 | $975K | No change |
| MSFT Microsoft Corp. | 0.51% | 2,468 | $921K | Add +0.1% |
| HD Home Depot Inc. | 0.48% | 2,488 | $878K | Reduce -4.4% |
| FNY First Trust Mid Cap Growth | 0.46% | 7,529 | $835K | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.45% | 1,201 | $825K | Reduce -2.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.41% | 6,696 | $739K | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.40% | 2,887 | $727K | Add +0.1% |
| MCD McDonald's Corp. | 0.39% | 2,604 | $704K | Reduce -9.3% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.39% | 6,127 | $704K | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.39% | 1,964 | $702K | Reduce -2.8% |
| AMZN Amazon.com Inc. | 0.38% | 2,910 | $694K | Add +0.0% |
| JSML Janus Hender SM Cap GRW Alph | 0.37% | 7,285 | $678K | Add +0.6% |
| KO The Coca-Cola Co. | 0.37% | 8,303 | $675K | Add +0.1% |
| FLV American Century Focused Lar | 0.37% | 8,282 | $673K | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 1,316 | $659K | Add +0.1% |
| PEP Pepsico Inc. | 0.35% | 4,723 | $640K | Reduce -6.6% |
| NEE Nextera Energy Inc. | 0.32% | 6,646 | $583K | Reduce -0.8% |
| JIG JPMorgan International Growt | 0.32% | 6,610 | $576K | Reduce -8.0% |
| VZ Verizon Communications Inc. | 0.29% | 12,362 | $523K | Add +1.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.29% | 2,131 | $518K | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.25% | 3,277 | $448K | Add +0.1% |
| MA Mastercard Inc. Class A | 0.23% | 824 | $423K | No change |
| SPCX Space Exploration Techn Class A | 0.21% | 2,208 | $377K | New |
| AMAT Applied Materials Inc. | 0.20% | 514 | $372K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 998 | $369K | Reduce -6.6% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 1,529 | $362K | Add +4.0% |
| BAC Bank of America Corp. | 0.20% | 6,277 | $358K | No change |
| BJAN Innovator U.S. Equity Buffer | 0.19% | 5,892 | $347K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 1,200 | $338K | Add +0.3% |
| FXH First Trust Health Care Alph | 0.18% | 2,681 | $328K | Add +0.1% |
| MO Altria Group Inc. | 0.17% | 4,226 | $304K | Add +0.4% |
| INTC Intel Corp. | 0.17% | 2,171 | $303K | New |
| TSLA Tesla Inc. | 0.16% | 674 | $283K | Reduce -4.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.15% | 3,229 | $270K | Reduce -2.5% |
| FBT First Trust Nyse Arca Biotec | 0.15% | 1,074 | $266K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 352 | $259K | Reduce -3.3% |
| GOOG Alphabet Inc. Class C | 0.14% | 733 | $259K | No change |
| C Citigroup Inc. | 0.13% | 1,733 | $243K | New |
| VGT Vanguard Info Tech ETF | 0.13% | 1,976 | $236K | New |
| USB US Bancorp | 0.13% | 3,797 | $229K | New |
| UNH Unitedhealth Group Inc. | 0.12% | 528 | $219K | New |
| EPD Enterprise Products Partners | 0.12% | 5,900 | $217K | No change |
| IWF iShares Russell 1000 Growth | 0.12% | 1,713 | $213K | New |
| IWM iShares Russell 2000 ETF | 0.11% | 693 | $208K | New |
Portfolio Sells Q1 2026 → Q2 2026
| SGOV iShares 0-3 Month Treasury B | Reduce -1.5% | 7.86% | −0.91 |
| BALT Inn Defined Wealth Shield | Reduce -0.4% | 5.15% | −0.40 |
| JNJ Johnson & Johnson | Reduce -1.7% | 3.24% | −0.25 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.16 |
| MCD McDonald's Corp. | Reduce -9.3% | 0.39% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 1.61% | −0.14 |
| PEP Pepsico Inc. | Reduce -6.6% | 0.35% | −0.12 |
| AFL Aflac Inc. | Reduce -4.3% | 1.53% | −0.12 |
| NEE Nextera Energy Inc. | Reduce -0.8% | 0.32% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -0.2% | 1.57% | −0.05 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -0.3% | 0.41% | −0.04 |
| HD Home Depot Inc. | Reduce -4.4% | 0.48% | −0.04 |
| FLV American Century Focused Lar | Reduce -0.3% | 0.37% | −0.01 |
| EMR Emerson Electric Co. | Reduce -0.1% | 1.69% | −0.01 |
| JIG JPMorgan International Growt | Reduce -8.0% | 0.32% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.6% | 0.20% | −0.00 |
| TSLA Tesla Inc. | Reduce -4.3% | 0.16% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.5% | 0.15% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -2.9% | 0.45% | +0.01 |
| FDG American Century Focused DYN | Reduce -4.0% | 0.86% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.3% | 0.14% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.7% | 0.83% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -2.8% | 0.39% | +0.03 |
| FNY First Trust Mid Cap Growth | Reduce -0.3% | 0.46% | +0.05 |
| EEM iShares MSCI Emerging Market | Reduce -1.4% | 1.75% | +0.13 |
| MU Micron Technology Inc. | Reduce -2.0% | 0.95% | +0.64 |
Portfolio Buys Q1 2026 → Q2 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.7% | 16.25% | +1.25 |
| AAPL Apple Inc. | Add +0.1% | 11.54% | +0.42 |
| SPCX Space Exploration Techn Class A | New | 0.21% | +0.21 |
| AMAT Applied Materials Inc. | New | 0.20% | +0.20 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.9% | 1.55% | +0.18 |
| INTC Intel Corp. | New | 0.17% | +0.17 |
| C Citigroup Inc. | New | 0.13% | +0.13 |
| VGT Vanguard Info Tech ETF | New | 0.13% | +0.13 |
| USB US Bancorp | New | 0.13% | +0.13 |
| IVW iShares S&P 500 Growth ETF | Add +0.5% | 1.25% | +0.12 |
| UNH Unitedhealth Group Inc. | New | 0.12% | +0.12 |
| IWF iShares Russell 1000 Growth | New | 0.12% | +0.12 |
| IWM iShares Russell 2000 ETF | New | 0.11% | +0.11 |
| JSML Janus Hender SM Cap GRW Alph | Add +0.6% | 0.37% | +0.07 |
| KMB Kimberly-Clark Corp. | Add +2.6% | 1.06% | +0.06 |
| IWP iShares Russell Mid-Cap Grow | Add +0.2% | 1.49% | +0.06 |
| NVDA Nvidia Corp. | Add +0.8% | 1.14% | +0.06 |
| EFG iShares MSCI Eafe Growth ETF | Add +0.4% | 2.78% | +0.05 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +0.2% | 0.39% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.72% | +0.03 |
| ABBV Abbvie Inc. | Add +0.1% | 0.40% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +9.3% | 0.68% | +0.02 |
| AMZN Amazon.com Inc. | Add +0.0% | 0.38% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.19% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.2% | 0.29% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +4.0% | 0.20% | +0.01 |
| D Dominion Energy Inc. | Add +0.9% | 0.55% | +0.01 |
| FXH First Trust Health Care Alph | Add +0.1% | 0.18% | +0.00 |
| MO Altria Group Inc. | Add +0.4% | 0.17% | −0.00 |
| KO The Coca-Cola Co. | Add +0.1% | 0.37% | −0.01 |
| TGT Target Corp. | Add +0.3% | 0.99% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 0.36% | −0.02 |
| MSFT Microsoft Corp. | Add +0.1% | 0.51% | −0.05 |
| WMT Walmart Inc. | Add +6.7% | 0.56% | −0.07 |
| VZ Verizon Communications Inc. | Add +1.4% | 0.29% | −0.08 |
| BMY Bristol-Myers Squibb Co. | Add +3.7% | 0.75% | −0.09 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.25% | −0.09 |
| LMBS First Trust Low Duration Opp | Add +4.1% | 1.88% | −0.11 |
| T AT&T Inc. | Add +4.0% | 0.72% | −0.35 |
| LMT Lockheed Martin Corp. | Add +0.7% | 1.19% | −0.35 |
| FIXD First Trust Smith Opportunis | Add +5.0% | 8.25% | −0.39 |
| SPLV Invesco S&P 500 Low Volatili | Add +0.7% | 7.03% | −0.47 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 75 | $181.5M | VUG, AAPL, FIXD, SGOV, SPLV |
| Q1 2026 | 67 | $165.0M | VUG, AAPL, SGOV, FIXD, SPLV |
| Q4 2025 | 67 | $163.5M | VUG, AAPL, SGOV, FIXD, SPLV |
| Q3 2025 | 64 | $158.0M | VUG, AAPL, SGOV, FIXD, SPLV |
| Q2 2025 | 61 | $144.1M | VUG, AAPL, FIXD, SGOV, SPLV |
| Q1 2025 | 61 | $136.5M | VUG, AAPL, FIXD, SGOV, SPLV |
| Q4 2024 | 59 | $137.1M | VUG, AAPL, SGOV, FIXD, SPLV |
| Q3 2024 | 61 | $138.2M | AAPL, VUG, FIXD, SGOV, SPLV |
| Q2 2024 | 59 | $132.8M | VUG, AAPL, FIXD, SGOV, SPLV |
| Q1 2024 | 57 | $127.0M | VUG, FIXD, SGOV, AAPL, SPLV |