Dominguez Wealth Management Solutions, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Dominguez Wealth Management Solutions, Inc. reported 67 stock positions worth $163.5 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 16.1% of the portfolio, followed by Apple (AAPL, 12.1%) and iShares 0-3 Month Treasury B (SGOV, 8.9%). Compared with Q3 2025, it opened 3 new positions, added to 31 and reduced 23. The biggest buy was Merck (MRK, shares +0%) and the biggest sale Kimberly-Clark (KMB, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WILLIAMSBURG, VA
- CIK
- 0001881335
- Portfolio Value
- $163.5M (Q4 2025)
- SEC Filing
- 0001881335-26-000001 ↗ filed Jan 15, 2026
Holdings Value
Holdings 67 stocks · $163.5M
| VUG Vanguard Mrngstar GR ETF-Sui | 16.11% | 53,989 | $26.3M | Add +3.2% |
| AAPL Apple Inc. | 12.05% | 72,479 | $19.7M | Reduce -0.9% |
| SGOV iShares 0-3 Month Treasury B | 8.89% | 144,854 | $14.5M | Add +1.3% |
| FIXD First Trust Smith Opportunis | 8.71% | 321,384 | $14.2M | Add +0.4% |
| SPLV Invesco S&P 500 Low Volatili | 6.76% | 154,743 | $11.1M | Add +6.0% |
| BALT Inn Defined Wealth Shield | 5.24% | 255,554 | $8.6M | Add +5.0% |
| JNJ Johnson & Johnson | 3.03% | 23,926 | $5.0M | Reduce -0.3% |
| EFG iShares MSCI Eafe Growth ETF | 2.63% | 37,764 | $4.3M | Add +5.3% |
| LMBS First Trust Low Duration Opp | 1.98% | 64,793 | $3.2M | Add +0.0% |
| PG The Procter & Gamble Co. | 1.79% | 20,445 | $2.9M | Reduce -0.1% |
| EMR Emerson Electric Co. | 1.77% | 21,762 | $2.9M | Reduce -1.8% |
| AFL Aflac Inc. | 1.69% | 24,988 | $2.8M | Add +0.4% |
| EEM iShares MSCI Emerging Market | 1.50% | 44,850 | $2.5M | Add +4.3% |
| MRK Merck & Co. Inc. | 1.46% | 22,707 | $2.4M | Add +0.3% |
| IWP iShares Russell Mid-Cap Grow | 1.44% | 17,224 | $2.4M | Add +4.2% |
| IJT iShares S&P Small-Cap 600 GR | 1.25% | 14,527 | $2.1M | Add +5.4% |
| IVW iShares S&P 500 Growth ETF | 1.24% | 16,471 | $2.0M | Add +1.6% |
| LMT Lockheed Martin Corp. | 1.23% | 4,174 | $2.0M | Add +0.7% |
| NVDA Nvidia Corp. | 1.17% | 10,274 | $1.9M | Add +0.8% |
| KMB Kimberly-Clark Corp. | 1.04% | 16,827 | $1.7M | Reduce -2.0% |
| FDG American Century Focused DYN | 0.99% | 12,820 | $1.6M | Reduce -5.5% |
| T AT&T Inc. | 0.91% | 59,605 | $1.5M | Reduce -2.5% |
| IWR iShares Russell Mid-Cap ETF | 0.82% | 13,853 | $1.3M | Add +0.9% |
| TGT Target Corp. | 0.80% | 13,439 | $1.3M | Add +0.6% |
| PH Parker Hannifin Corp. | 0.75% | 1,400 | $1.2M | No change |
| BMY Bristol-Myers Squibb Co. | 0.74% | 22,404 | $1.2M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.74% | 1,769 | $1.2M | Add +0.1% |
| MSFT Microsoft Corp. | 0.73% | 2,464 | $1.2M | Add +7.1% |
| COST Costco Wholesale Corp. | 0.55% | 1,041 | $898K | No change |
| HD Home Depot Inc. | 0.55% | 2,599 | $894K | Add +1.0% |
| WMT Walmart Inc. | 0.54% | 7,975 | $888K | Add +8.1% |
| MCD McDonald's Corp. | 0.54% | 2,877 | $879K | Reduce -0.5% |
| D Dominion Energy Inc. | 0.51% | 14,340 | $840K | Add +1.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.49% | 7,293 | $803K | Reduce -2.5% |
| SCHD Schwab US DVD Equity ETF | 0.48% | 28,775 | $789K | Add +20.2% |
| VOO Vanguard S&P 500 ETF | 0.47% | 1,236 | $775K | Add +14.2% |
| PEP Pepsico Inc. | 0.45% | 5,125 | $735K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 1,415 | $711K | Reduce -5.8% |
| FNY First Trust Mid Cap Growth | 0.43% | 7,782 | $710K | Reduce -1.9% |
| AMZN Amazon.com Inc. | 0.41% | 2,909 | $671K | No change |
| ABBV Abbvie Inc. | 0.40% | 2,883 | $659K | Reduce -0.3% |
| FLV American Century Focused Lar | 0.39% | 8,386 | $635K | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 0.39% | 2,020 | $632K | No change |
| KO The Coca-Cola Co. | 0.36% | 8,489 | $593K | Reduce -1.6% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.36% | 6,107 | $591K | Add +0.2% |
| JIG JPMorgan International Growt | 0.33% | 7,453 | $547K | Reduce -1.3% |
| JSML Janus Hender SM Cap GRW Alph | 0.33% | 7,417 | $546K | Reduce -1.2% |
| NEE Nextera Energy Inc. | 0.33% | 6,796 | $546K | Add +0.2% |
| VZ Verizon Communications Inc. | 0.30% | 12,167 | $496K | Reduce -15.0% |
| MA Mastercard Inc. Class A | 0.29% | 823 | $470K | Add +0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.27% | 2,117 | $448K | Add +4.5% |
| MU Micron Technology Inc. | 0.27% | 1,553 | $443K | No change |
| XOM Exxon Mobil Corp. | 0.24% | 3,274 | $394K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 1,069 | $358K | Reduce -5.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 1,190 | $353K | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 6,287 | $346K | Reduce -0.8% |
| BJAN Innovator U.S. Equity Buffer | 0.20% | 5,892 | $324K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 1,469 | $323K | Reduce -0.3% |
| TSLA Tesla Inc. | 0.19% | 704 | $317K | No change |
| FXH First Trust Health Care Alph | 0.19% | 2,675 | $305K | Reduce -6.0% |
| GOOG Alphabet Inc. Class C | 0.16% | 815 | $256K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.15% | 3,308 | $243K | Reduce -1.6% |
| MO Altria Group Inc. | 0.15% | 4,188 | $241K | Add +0.4% |
| FBT First Trust Nyse Arca Biotec | 0.14% | 1,074 | $222K | Reduce -8.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 351 | $215K | New |
| IWF iShares Russell 1000 Growth | 0.12% | 428 | $203K | No change |
| USB US Bancorp | 0.12% | 3,790 | $202K | New |
Portfolio Sells Q3 2025 → Q4 2025
| KMB Kimberly-Clark Corp. | Reduce -2.0% | 1.04% | −0.31 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 1.79% | −0.20 |
| T AT&T Inc. | Reduce -2.5% | 0.91% | −0.19 |
| VZ Verizon Communications Inc. | Reduce -15.0% | 0.30% | −0.10 |
| EMR Emerson Electric Co. | Reduce -1.8% | 1.77% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.8% | 0.43% | −0.04 |
| FDG American Century Focused DYN | Reduce -5.5% | 0.99% | −0.04 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -2.5% | 0.49% | −0.03 |
| FNY First Trust Mid Cap Growth | Reduce -1.9% | 0.43% | −0.03 |
| JIG JPMorgan International Growt | Reduce -1.3% | 0.33% | −0.03 |
| JSML Janus Hender SM Cap GRW Alph | Reduce -1.2% | 0.33% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.3% | 0.40% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.54% | −0.02 |
| FLV American Century Focused Lar | Reduce -3.3% | 0.39% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.1% | 0.22% | −0.01 |
| FXH First Trust Health Care Alph | Reduce -6.0% | 0.19% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 0.20% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.6% | 0.15% | −0.00 |
| KO The Coca-Cola Co. | Reduce -1.6% | 0.36% | +0.00 |
| FBT First Trust Nyse Arca Biotec | Reduce -8.4% | 0.14% | +0.00 |
| BAC Bank of America Corp. | Reduce -0.8% | 0.21% | +0.00 |
| JNJ Johnson & Johnson | Reduce -0.3% | 3.03% | +0.21 |
| AAPL Apple Inc. | Reduce -0.9% | 12.05% | +0.26 |
Portfolio Buys Q3 2025 → Q4 2025
| MRK Merck & Co. Inc. | Add +0.3% | 1.46% | +0.26 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.2% | 16.11% | +0.22 |
| BALT Inn Defined Wealth Shield | Add +5.0% | 5.24% | +0.18 |
| GOOG Alphabet Inc. Class C | New | 0.16% | +0.16 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.13% | +0.13 |
| USB US Bancorp | New | 0.12% | +0.12 |
| BMY Bristol-Myers Squibb Co. | Add +0.8% | 0.74% | +0.10 |
| SCHD Schwab US DVD Equity ETF | Add +20.2% | 0.48% | +0.07 |
| WMT Walmart Inc. | Add +8.1% | 0.54% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +14.2% | 0.47% | +0.05 |
| EEM iShares MSCI Emerging Market | Add +4.3% | 1.50% | +0.05 |
| EFG iShares MSCI Eafe Growth ETF | Add +5.3% | 2.63% | +0.05 |
| TGT Target Corp. | Add +0.6% | 0.80% | +0.04 |
| IJT iShares S&P Small-Cap 600 GR | Add +5.4% | 1.25% | +0.02 |
| NEE Nextera Energy Inc. | Add +0.2% | 0.33% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +4.5% | 0.27% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.22% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Add +1.6% | 1.24% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.74% | −0.01 |
| MA Mastercard Inc. Class A | Add +0.1% | 0.29% | −0.01 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +0.2% | 0.36% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Add +0.9% | 0.82% | −0.02 |
| MSFT Microsoft Corp. | Add +7.1% | 0.73% | −0.03 |
| MO Altria Group Inc. | Add +0.4% | 0.15% | −0.03 |
| SPLV Invesco S&P 500 Low Volatili | Add +6.0% | 6.76% | −0.03 |
| NVDA Nvidia Corp. | Add +0.8% | 1.17% | −0.03 |
| D Dominion Energy Inc. | Add +1.1% | 0.51% | −0.04 |
| IWP iShares Russell Mid-Cap Grow | Add +4.2% | 1.44% | −0.05 |
| LMBS First Trust Low Duration Opp | Add +0.0% | 1.98% | −0.06 |
| AFL Aflac Inc. | Add +0.4% | 1.69% | −0.07 |
| LMT Lockheed Martin Corp. | Add +0.7% | 1.23% | −0.08 |
| HD Home Depot Inc. | Add +1.0% | 0.55% | −0.11 |
| SGOV iShares 0-3 Month Treasury B | Add +1.3% | 8.89% | −0.22 |
| FIXD First Trust Smith Opportunis | Add +0.4% | 8.71% | −0.29 |
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 |