The Analysis of Dominguez Wealth Management Solutions, Inc.'s Holdings & P&L


Currently, Dominguez Wealth Management Solutions, Inc. holds 75 types of securities in its portfolio with a total value $181.5M. In the most recent quarter, they have increased their positions in VUG (+285.6K shares, valued at $24.6M), FIXD (+16.3K shares, valued at $711.0K), N/A (+2.2K shares, valued at $377.3K); decreased their positions in SGOV (-2.1K shares, valued at $213.0K), AFL (-1.1K shares, valued at $124.4K), JNJ (-394 shares, valued at $100.1K); initiated new positions in N/A (+2.2K shares, valued at $377.3K), N/A (+514 shares, valued at $371.6K), INTC (+2.2K shares, valued at $303.1K).


1M P&L
+3.9M+2.24%
3M P&L
+4.5M+2.57%
HY P&L
-121.5M-40.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A112.6M
64.4%
2Consumer Electronics20.9M
12.0%
3Drug Manufacturers - General10.1M
5.8%

Top Industries by Stock Count

1N/A31 stocks
48.4%
2Drug Manufacturers - General3 stocks
4.7%
3Semiconductors3 stocks
4.7%
Stock Holdings
VUG
VANGUARD INDEX FDS
504.00%
Shares342.3K
Event2026-06-30
Filed2026-07-09
AAPL
APPLE INC
0.06%
Shares72.4K
Event2026-06-30
Filed2026-07-09
FIXD
FIRST TR EXCHNG TRADED FD VI
4.98%
Shares343.4K
Event2026-06-30
Filed2026-07-09
SGOV
ISHARES TR
-1.47%
Shares141.7K
Event2026-06-30
Filed2026-07-09
SPLV
INVESCO EXCH TRADED FD TR II
0.69%
Shares170.4K
Event2026-06-30
Filed2026-07-09
BALT
INNOVATOR ETFS TRUST
-0.41%
Shares272.6K
Event2026-06-30
Filed2026-07-09
JNJ
JOHNSON & JOHNSON
-1.67%
Shares23.1K
Event2026-06-30
Filed2026-07-09
EFG
ISHARES TR
0.42%
Shares40.5K
Event2026-06-30
Filed2026-07-09
LMBS
FIRST TR EXCHANGE-TRADED FD
4.07%
Shares68.5K
Event2026-06-30
Filed2026-07-09
EEM
ISHARES TR
-1.37%
Shares46.5K
Event2026-06-30
Filed2026-07-09
EMR
EMERSON ELEC CO
-0.11%
Shares21.5K
Event2026-06-30
Filed2026-07-09
PG
PROCTER & GAMBLE CO
-0.63%
Shares19.9K
Event2026-06-30
Filed2026-07-09
MRK
MERCK & CO INC
-0.16%
Shares22.2K
Event2026-06-30
Filed2026-07-09
IJT
ISHARES TR
0.87%
Shares15.7K
Event2026-06-30
Filed2026-07-09
AFL
AFLAC INC
-4.28%
Shares23.7K
Event2026-06-30
Filed2026-07-09
IWP
ISHARES TR
0.24%
Shares18.4K
Event2026-06-30
Filed2026-07-09
IVW
ISHARES TR
0.45%
Shares16.5K
Event2026-06-30
Filed2026-07-09
LMT
LOCKHEED MARTIN CORP
0.67%
Shares4.2K
Event2026-06-30
Filed2026-07-09
NVDA
NVIDIA CORPORATION
0.76%
Shares10.3K
Event2026-06-30
Filed2026-07-09
KMB
KIMBERLY-CLARK CORP
2.62%
Shares17.4K
Event2026-06-30
Filed2026-07-09
TGT
TARGET CORP
0.34%
Shares13.7K
Event2026-06-30
Filed2026-07-09
MU
MICRON TECHNOLOGY INC
-1.96%
Shares1.5K
Event2026-06-30
Filed2026-07-09
FDG
AMERICAN CENTY ETF TR
-4.04%
Shares11.7K
Event2026-06-30
Filed2026-07-09
IWR
ISHARES TR
-0.73%
Shares13.7K
Event2026-06-30
Filed2026-07-09
BMY
BRISTOL-MYERS SQUIBB CO
3.70%
Shares23.8K
Event2026-06-30
Filed2026-07-09
PH
PARKER-HANNIFIN CORP
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-09
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
0.11%
Shares1.8K
Event2026-06-30
Filed2026-07-09
T
AT&T INC
3.97%
Shares62.9K
Event2026-06-30
Filed2026-07-09
SCHD
SCHWAB STRATEGIC TR
9.25%
Shares39.2K
Event2026-06-30
Filed2026-07-09
WMT
WALMART INC
6.73%
Shares9.0K
Event2026-06-30
Filed2026-07-09
DOMINION ENERGY INC
DOMINION ENERGY INC
0.90%
Shares14.6K
Event2026-06-30
Filed2026-07-09
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-09
MSFT
MICROSOFT CORP
0.12%
Shares2.5K
Event2026-06-30
Filed2026-07-09
HD
HOME DEPOT INC
-4.38%
Shares2.5K
Event2026-06-30
Filed2026-07-09
FNY
FIRST TR EXCHANGE-TRADED ALP
-0.34%
Shares7.5K
Event2026-06-30
Filed2026-07-09
VOO
VANGUARD INDEX FDS
-2.91%
Shares1.2K
Event2026-06-30
Filed2026-07-09
SHV
ISHARES TR
-0.25%
Shares6.7K
Event2026-06-30
Filed2026-07-09
ABBVIE INC
ABBVIE INC
0.07%
Shares2.9K
Event2026-06-30
Filed2026-07-09
MCD
MCDONALDS CORP
-9.30%
Shares2.6K
Event2026-06-30
Filed2026-07-09
TDIV
FIRST TR EXCHANGE TRADED FD
0.16%
Shares6.1K
Event2026-06-30
Filed2026-07-09
GOOGL
ALPHABET INC
-2.82%
Shares2.0K
Event2026-06-30
Filed2026-07-09
AMZN
AMAZON COM INC
0.03%
Shares2.9K
Event2026-06-30
Filed2026-07-09
JSML
JANUS DETROIT STR TR
0.55%
Shares7.3K
Event2026-06-30
Filed2026-07-09
KO
COCA COLA CO
0.07%
Shares8.3K
Event2026-06-30
Filed2026-07-09
FLV
AMERICAN CENTY ETF TR
-0.26%
Shares8.3K
Event2026-06-30
Filed2026-07-09
BRK.B
BERKSHIRE HATHAWAY INC DEL
0.08%
Shares1.3K
Event2026-06-30
Filed2026-07-09
PEP
PEPSICO INC
-6.64%
Shares4.7K
Event2026-06-30
Filed2026-07-09
NEXTERA ENERGY INC
NEXTERA ENERGY INC
-0.85%
Shares6.6K
Event2026-06-30
Filed2026-07-09
JIG
J P MORGAN EXCHANGE TRADED F
-7.98%
Shares6.6K
Event2026-06-30
Filed2026-07-09
VZ
VERIZON COMMUNICATIONS INC
1.44%
Shares12.4K
Event2026-06-30
Filed2026-07-09
VBR
VANGUARD INDEX FDS
1.19%
Shares2.1K
Event2026-06-30
Filed2026-07-09
EXXON MOBIL CORP
EXXON MOBIL CORP
0.09%
Shares3.3K
Event2026-06-30
Filed2026-07-09
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
0.00%
Shares824
Event2026-06-30
Filed2026-07-09
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares2.2K
Event2026-06-30
Filed2026-07-09
APPLIED MATLS INC
APPLIED MATLS INC
New
Shares514
Event2026-06-30
Filed2026-07-09
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-6.64%
Shares998
Event2026-06-30
Filed2026-07-09
VIG
VANGUARD SPECIALIZED FUNDS
4.01%
Shares1.5K
Event2026-06-30
Filed2026-07-09
BAC
BANK OF AMER CORP
0.00%
Shares6.3K
Event2026-06-30
Filed2026-07-09
BJAN
INNOVATOR ETFS TRUST
0.00%
Shares5.9K
Event2026-06-30
Filed2026-07-09
IBM
INTERNATIONAL BUSINESS MACHS
0.33%
Shares1.2K
Event2026-06-30
Filed2026-07-09
FXH
FIRST TR EXCHANGE-TRADED FD
0.07%
Shares2.7K
Event2026-06-30
Filed2026-07-09
MO
ALTRIA GROUP INC
0.40%
Shares4.2K
Event2026-06-30
Filed2026-07-09
INTC
INTEL CORP
New
Shares2.2K
Event2026-06-30
Filed2026-07-09
TSLA
TESLA INC
-4.26%
Shares674
Event2026-06-30
Filed2026-07-09
VEU
VANGUARD INTL EQUITY INDEX F
-2.45%
Shares3.2K
Event2026-06-30
Filed2026-07-09
FBT
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-09
QQQ
INVESCO QQQ TR
-3.30%
Shares352
Event2026-06-30
Filed2026-07-09
GOOG
ALPHABET INC
0.00%
Shares733
Event2026-06-30
Filed2026-07-09
C
CITIGROUP INC
New
Shares1.7K
Event2026-06-30
Filed2026-07-09
VGT
VANGUARD WORLD FD
New
Shares2.0K
Event2026-06-30
Filed2026-07-09
USB
US BANCORP
New
Shares3.8K
Event2026-06-30
Filed2026-07-09
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
New
Shares528
Event2026-06-30
Filed2026-07-09
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares5.9K
Event2026-06-30
Filed2026-07-09
IWF
ISHARES TR
New
Shares1.7K
Event2026-06-30
Filed2026-07-09
IWM
ISHARES TR
New
Shares693
Event2026-06-30
Filed2026-07-09

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available