Q2 2026 13F · SEC CIK 1881335
Dominguez Wealth Management Solutions, Inc.
Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $181.5M
- Reported positions
- 75
- Top holdings a year, 3 yrs
- +10.1%
- Assets under management
- $213.1M
Dominguez Wealth Management Solutions, Inc. is a wealth manager that reported 75 positions worth $181.5M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Vanguard Indx Fd (VUG, 16.2%), Apple Inc (AAPL, 11.5%), First Tr Exchng Traded Fd Vi (FIXD, 8.3%). A portfolio copying its top holdings returned 10.1% a year over the last 3 years, against 20.4% for the S&P 500.
Dominguez Wealth Management Solutions, Inc. holdings largest 50 of 75 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Dominguez Wealth Management Solutions, Inc. bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- VUG Vanguard Indx Fd+504.0% shares
- SCHD Schwab Strategic Tr+9.2% shares
- WMT Walmart Inc+6.7% shares
Reduced
- MCD Mcdonalds Corp Com-9.3% shares
- JIG Jp Morgan International Growth ETF-8.0% shares
- PEP Pepsico Inc-6.6% shares
Left the top 50
- XOM Exxon Mobil Corpwas 0.3%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +13.6% /yr
- S&P 500 +20.1%
- 3 years
- +10.1% /yr
- S&P 500 +20.4%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $181.5M | 75 |
| Q1 2026 | $165.0M | 67 |
| Q4 2025 | $163.5M | 67 |
| Q3 2025 | $158.0M | 64 |
| Q2 2025 | $144.1M | 61 |
| Q1 2025 | $136.5M | 61 |
| Q4 2024 | $137.1M | 59 |
| Q3 2024 | $138.2M | 61 |
| Q2 2024 | $132.8M | 59 |
| Q1 2024 | $127.0M | 57 |
| Q4 2023 | $120.6M | 56 |
| Q3 2023 | $108.3M | 58 |
Questions about Dominguez Wealth Management Solutions, Inc.'s portfolio
What stocks does Dominguez Wealth Management Solutions, Inc. own?
Dominguez Wealth Management Solutions, Inc.'s latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 75 positions worth $181.5M. The largest are Vanguard Indx Fd (VUG) at 16.2%, Apple Inc (AAPL) at 11.5%, First Tr Exchng Traded Fd Vi (FIXD) at 8.3%, iShares 0-3 Month Treasury Bon (SGOV) at 7.9% and Invesco Exch Traded Fd Tr II (SPLV) at 7.0%.
What did Dominguez Wealth Management Solutions, Inc. buy last quarter?
In Q2 2026, Dominguez Wealth Management Solutions, Inc. added Vanguard Indx Fd (VUG) (+504.0% shares), Schwab Strategic Tr (SCHD) (+9.2% shares) and Walmart Inc (WMT) (+6.7% shares), compared with its Q1 2026 filing.
What did Dominguez Wealth Management Solutions, Inc. sell last quarter?
In Q2 2026, Dominguez Wealth Management Solutions, Inc. cut from its top 50 Exxon Mobil Corp (XOM), Mcdonalds Corp Com (MCD) (-9.3% shares), Jp Morgan International Growth ETF (JIG) (-8.0% shares) and Pepsico Inc (PEP) (-6.6% shares), compared with its Q1 2026 filing.
How has Dominguez Wealth Management Solutions, Inc.'s portfolio performed?
A portfolio copying Dominguez Wealth Management Solutions, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.6% against +20.1%.
When is Dominguez Wealth Management Solutions, Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Dominguez Wealth Management Solutions, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Dominguez Wealth Management Solutions, Inc. manage?
Dominguez Wealth Management Solutions, Inc. reported $213.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $181.5M.