Dominguez Wealth Management Solutions, Inc.
CIK: 0001881335SEC EDGAR →
Portfolio Value
$163.5M
Holdings
67
As of
Q4 2025
New Positions
3
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 53,989 | $26.3M | 16.11% |
| 2 | APPLE INC | 72,479 | $19.7M | 12.05% |
| 3 | ISHARES TR | 144,854 | $14.5M | 8.89% |
| 4 | FIRST TR EXCHNG TRADED FD VI | 321,384 | $14.2M | 8.71% |
| 5 | INVESCO EXCH TRADED FD TR II | 154,743 | $11.1M | 6.76% |
| 6 | INNOVATOR ETFS TRUST | 255,554 | $8.6M | 5.24% |
| 7 | JOHNSON & JOHNSON | 23,926 | $5.0M | 3.03% |
| 8 | ISHARES TR | 37,764 | $4.3M | 2.63% |
| 9 | FIRST TR EXCHANGE-TRADED FD | 64,793 | $3.2M | 1.98% |
| 10 | PROCTER AND GAMBLE CO | 20,445 | $2.9M | 1.79% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $98.8M | 60.5% |
| Technology | 5 | $23.6M | 14.4% |
| Unknown | 4 | $10.8M | 6.6% |
| Healthcare | 4 | $9.2M | 5.6% |
| Consumer Defensive | 7 | $8.0M | 4.9% |
| Industrials | 3 | $6.1M | 3.8% |
| Consumer Cyclical | 4 | $2.8M | 1.7% |
| Communication Services | 3 | $2.4M | 1.4% |
| Utilities | 2 | $1.4M | 0.8% |
| Energy | 1 | $394K | 0.2% |