§ 13F · FUND PROFILE
Dominguez Wealth Management Solutions, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $158M (13F)Positions · 64Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$487K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 57K | $25M | 15.0% | +5% |
| 2 | AAPL | APPLE INC | 72K | $18M | 11.1% | ±0% |
| 3 | SGOV | ISHARES TR | 144K | $14M | 8.8% | −1% |
| 4 | FIXD | FIRST TR EXCHNG TRADED FD VI | 327K | $14M | 8.6% | +2% |
| 5 | SPLV | INVESCO EXCH TRADED FD TR II | 169K | $12M | 7.5% | +9% |
| 6 | BALT | INNOVATOR ETFS TRUST | 274K | $9M | 5.6% | +7% |
| 7 | JNJ | JOHNSON & JOHNSON | 24K | $6M | 3.5% | −2% |
| 8 | EFG | ISHARES TR | 40K | $4M | 2.7% | +7% |
| 9 | LMBS | FIRST TR EXCHANGE-TRADED FD | 66K | $3M | 2.0% | +2% |
| 10 | PG | PROCTER & GAMBLE CO | 20K | $3M | 1.8% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DOMINGUEZ SIGNAL
AC read
Dominguez Wealth Management Solutions, Inc. is a Other fund managing $158 million in assets. The fund runs a portfolio of 64 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed