Dominguez Wealth Management Solutions, Inc.
CIK: 1881335SEC EDGAR →
Portfolio Value
$83.3B
Holdings
76
As of
Q3 2026
New Positions
72
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 346,542 | $31.2B | 37.47% |
| 2 | INVESCO EXCH TRADED FD TR II | 174,543 | $12.3B | 14.77% |
| 3 | INNOVATOR ETFS TRUST | 278,181 | $9.7B | 11.67% |
| 4 | SCHWAB STRATEGIC TR | 209,188 | $6.8B | 8.16% |
| 5 | — FIRST TR EXCHANGE-TRADED FD | 211,228 | $4.4B | 5.29% |
| 6 | FIRST TR EXCHANGE-TRADED FD | 68,731 | $3.3B | 4.00% |
| 7 | ISHARES TR | 47,330 | $3.2B | 3.79% |
| 8 | KIMBERLY-CLARK CORP | 17,217 | $1.7B | 2.01% |
| 9 | AT&T INC | 62,946 | $1.5B | 1.84% |
| 10 | BRISTOL-MYERS SQUIBB CO | 23,777 | $1.5B | 1.78% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $61.8B | 74.2% |
| Unknown | 8 | $14.1B | 17.0% |
| Consumer Defensive | 7 | $2.7B | 3.2% |
| Communication Services | 3 | $1.5B | 1.8% |
| Healthcare | 4 | $1.5B | 1.8% |
| Utilities | 2 | $1.4B | 1.7% |
| Energy | 2 | $210.3M | 0.3% |
| Technology | 7 | $29.7M | 0.0% |
| Industrials | 3 | $6.7M | 0.0% |
| Consumer Cyclical | 4 | $2.3M | 0.0% |