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Latest Dominguez Wealth Management Solutions, Inc. Stock Portfolio

$181Million | No. of Holdings #75

Dominguez Wealth Management Solutions, Inc. Performance

2026 Q2-25.00%
YTD-25.97%
2025+8.38%

About Dominguez Wealth Management Solutions, Inc. and 13F Hedge Fund Stock Holdings

Dominguez Wealth Management Solutions, Inc. is a hedge fund based in Williamsburg, VA. On 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Dominguez Wealth Management Solutions, Inc. reported an equity portfolio of $181.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Dominguez Wealth Management Solutions, Inc. are VB, AAPL, AFLG. The fund has invested 16.2% of it's portfolio in VANGUARD INDEX FDS and 11.5% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off CHEVRON CORPORATION (CVX) stocks. They significantly reduced their stock positions in MCDONALDS CORP (MCD), J P MORGAN EXCHANGE TRADED F (BBAX) and PEPSICO INC (PEP). Dominguez Wealth Management Solutions, Inc. opened new stock positions in SPACE EXPLORATION TECHN CORP, APPLIED MATLS INC (AMAT) and INTEL CORP (INTC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), SCHWAB STRATEGIC TR (FNDA) and WALMART INC (WMT).
Dominguez Wealth Management Solutions, Inc. Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$181Million
  as of Jul 09, 2026

Dominguez Wealth Management Solutions, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Dominguez Wealth Management Solutions, Inc. made a return of -25% in the last quarter. In trailing 12 months, it's portfolio return was -20.12%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
space exploration techn corp377,259
applied matls inc371,622
intel corp303,083
citigroup inc242,551
vanguard world fd236,172
us bancorp229,312
unitedhealth group inc219,453
ishares tr212,664
New stocks bought by Dominguez Wealth Management Solutions, Inc.

Additions

Ticker% Inc.
vanguard index fds504
schwab strategic tr9.25
walmart inc6.73
first tr exchng traded fd vi4.98
first tr exchange-traded fd4.07
vanguard specialized funds4.01
at&t inc3.97
bristol-myers squibb co3.7
Additions to existing portfolio by Dominguez Wealth Management Solutions, Inc.

Reductions

Ticker% Reduced
mcdonalds corp-9.3
j p morgan exchange traded f-7.98
pepsico inc-6.64
vanguard index fds-6.64
home depot inc-4.38
aflac inc-4.28
tesla inc-4.26
american centy etf tr-4.04
Dominguez Wealth Management Solutions, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
chevron corporation-264,051
Dominguez Wealth Management Solutions, Inc. got rid off the above stocks

Sector Distribution

Dominguez Wealth Management Solutions, Inc. has about 63.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Consumer Defensive
  • Industrials
  • Financial Services
  • Communication Services
  • Consumer Cyclical
Sector%
Others63.5
Technology14.7
Healthcare6.1
Consumer Defensive5.6
Industrials3.6
Financial Services2.2
Communication Services1.5
Consumer Cyclical1.4

Market Cap. Distribution

Dominguez Wealth Management Solutions, Inc. has about 36.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED63.5
MEGA-CAP27.2
LARGE-CAP9.2

Stocks belong to which Index?

About 36.4% of the stocks held by Dominguez Wealth Management Solutions, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others63.6
S&P 50036.4
Top 5 Winners (%)%
MU
micron technology inc
239.3 %
JAAA
janus detroit str tr
32.8 %
QQQ
invesco qqq tr
27.1 %
GOOG
alphabet inc
24.0 %
BGLD
first tr exchange-traded fd
23.4 %
Top 5 Winners ($)$
AAPL
apple inc
2.6 M
MU
micron technology inc
1.2 M
IJR
ishares tr
0.5 M
IJR
ishares tr
0.5 M
AAXJ
ishares tr
0.5 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.3 %
T
at&t inc
-28.2 %
XOM
exxon mobil corp
-19.4 %
LMT
lockheed martin corp
-15.7 %
VZ
verizon communications inc
-15.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-70.0 M
T
at&t inc
-0.5 M
LMT
lockheed martin corp
-0.4 M
MCD
mcdonalds corp
-0.1 M
XOM
exxon mobil corp
-0.1 M

Dominguez Wealth Management Solutions, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Dominguez Wealth Management Solutions, Inc.

Dominguez Wealth Management Solutions, Inc. has 75 stocks in it's portfolio. About 65.7% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Dominguez Wealth Management Solutions, Inc. last quarter.

$181.48MTotal Value
76.00Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Dominguez Wealth Management Solutions, Inc., last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Dominguez Wealth Management Solutions, Inc.'s holding in Ishares Tr over time
2.78%40,504
$5.04M
2.78%
increased 0.42 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Dominguez Wealth Management Solutions, Inc.'s holding in Ishares Tr over time
0.41%6,696
$738.9K
0.41%
decreased 0.25 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Dominguez Wealth Management Solutions, Inc.'s holding in American Centy Etf Tr over time
0.86%11,692
$1.56M
0.86%
decreased 4.04 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Dominguez Wealth Management Solutions, Inc.'s holding in American Centy Etf Tr over time
0.37%8,282
$673.4K
0.37%
decreased 0.26 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Dominguez Wealth Management Solutions, Inc.'s holding in First Tr Exchng Traded Fd Vi over time
8.25%343,382
$14.97M
8.25%
increased 4.98 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Dominguez Wealth Management Solutions, Inc.'s holding in First Tr Exchange Traded Fd over time
0.39%6,127
$703.9K
0.39%
increased 0.16 percentadded
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Dominguez Wealth Management Solutions, Inc.'s holding in Innovator Etfs Trust over time
5.15%272,564
$9.34M
5.15%
decreased 0.41 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Dominguez Wealth Management Solutions, Inc.'s holding in Innovator Etfs Trust over time
0.19%5,892
$346.9K
0.19%
unchanged 0 percentunchanged
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Dominguez Wealth Management Solutions, Inc.'s holding in J P Morgan Exchange Traded F over time
0.32%6,610
$576.2K
0.32%
decreased 7.98 percentreduced
BGLD
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

BGLD
Dominguez Wealth Management Solutions, Inc.'s holding in First Tr Exchange-Traded Fd over time
0.15%1,074
$266.1K
0.15%
unchanged 0 percentunchanged
CARZ
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

CARZ
Dominguez Wealth Management Solutions, Inc.'s holding in First Tr Exchange-Traded Fd over time
0.18%2,681
$328.2K
0.18%
increased 0.07 percentadded
CGW
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

CGW
Dominguez Wealth Management Solutions, Inc.'s holding in Invesco Exch Traded Fd Tr Ii over time
7.03%170,427
$12.77M
7.03%
increased 0.69 percentadded