Sponsored

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

Currently, Dominguez Wealth Management Solutions, Inc. holds 67 types of securities in its portfolio with a total value $165.0M. In the most recent quarter, they have increased their positions in VUG (+2.7K shares, valued at $1.2M), N/A (+14.5K shares, valued at $1.1M), BALT (+18.1K shares, valued at $607.0K); decreased their positions in SGOV (-1.1K shares, valued at $107.7K), JNJ (-399 shares, valued at $97.5K), FDG (-636 shares, valued at $72.5K); initiated new positions in CVX (+1.3K shares, valued at $264.1K), EPD (+5.9K shares, valued at $223.3K).

1M P&L

+5.7M+3.68%

3M P&L

-125.3M-43.84%

HY P&L

-123.1M-43.40%

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/A90.4M

61.2%

2Consumer Electronics18.4M

12.4%

3Drug Manufacturers - General7.8M

5.3%

Top Industries by Stock Count

1N/A27 stocks

45.0%

2Drug Manufacturers - General3 stocks

5.0%

3Discount Stores3 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS56.7K shares4.97%2026-03-312026-04-27

AAPL APPLE INC72.3K shares-0.18%2026-03-312026-04-27

SGOV ISHARES TR143.8K shares-0.74%2026-03-312026-04-27

FIXD FIRST TR EXCHNG TRADED FD VI327.1K shares1.77%2026-03-312026-04-27

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II169.3K shares9.38%2026-03-312026-04-27

BALT INNOVATOR ETFS TRUST273.7K shares7.10%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON23.5K shares-1.67%2026-03-312026-04-27

EFG ISHARES TR40.3K shares6.80%2026-03-312026-04-27

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD65.9K shares1.64%2026-03-312026-04-27

PG PROCTER & GAMBLE CO20.0K shares-2.06%2026-03-312026-04-27

EMR EMERSON ELEC CO21.5K shares-1.22%2026-03-312026-04-27

AFL AFLAC INC24.8K shares-0.86%2026-03-312026-04-27

EEM ISHARES TR47.1K shares5.12%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC22.2K shares-2.07%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP4.2K shares0.55%2026-03-312026-04-27

IWP ISHARES TR18.4K shares6.74%2026-03-312026-04-27

Sponsored

IJT ISHARES TR15.6K shares7.32%2026-03-312026-04-27

IVW ISHARES TR16.4K shares-0.50%2026-03-312026-04-27

NVDA NVIDIA CORPORATION10.3K shares-0.02%2026-03-312026-04-27

T AT&T INC60.5K shares1.50%2026-03-312026-04-27

TGT TARGET CORP13.7K shares1.88%2026-03-312026-04-27

KMB KIMBERLY-CLARK CORP17.0K shares1.01%2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO22.9K shares2.34%2026-03-312026-04-27

FDG AMERICAN CENTY ETF TR12.2K shares-4.96%2026-03-312026-04-27

Sponsored

IWR ISHARES TR13.8K shares-0.18%2026-03-312026-04-27

PH PARKER-HANNIFIN CORP1.4K shares0.00%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T1.8K shares-0.85%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR35.9K shares24.59%2026-03-312026-04-27

WMT WALMART INC8.5K shares6.24%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION1.0K shares0.10%2026-03-312026-04-27

MSFT MICROSOFT CORP2.5K shares0.04%2026-03-312026-04-27

D DOMINION ENERGY INC14.5K shares1.08%2026-03-312026-04-27

Sponsored

MCD MCDONALDS CORP2.9K shares-0.21%2026-03-312026-04-27

HD HOME DEPOT INC2.6K shares0.12%2026-03-312026-04-27

PEP PEPSICO INC5.1K shares-1.29%2026-03-312026-04-27

SHV ISHARES TR6.7K shares-7.95%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares0.08%2026-03-312026-04-27

FNY FIRST TR EXCHANGE-TRADED ALP7.6K shares-2.92%2026-03-312026-04-27

FLV AMERICAN CENTY ETF TR8.3K shares-0.98%2026-03-312026-04-27

KO COCA COLA CO8.3K shares-2.26%2026-03-312026-04-27

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares-7.07%2026-03-312026-04-27

ABBV ABBVIE INC2.9K shares0.07%2026-03-312026-04-27

NEE NEXTERA ENERGY INC6.7K shares-1.37%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC12.2K shares0.16%2026-03-312026-04-27

AMZN AMAZON COM INC2.9K shares0.00%2026-03-312026-04-27

ALPHABET INC ALPHABET INC2.0K shares0.05%2026-03-312026-04-27

TDIV FIRST TR EXCHANGE TRADED FD6.1K shares0.16%2026-03-312026-04-27

XOM EXXON MOBIL CORP3.3K shares0.00%2026-03-312026-04-27

Sponsored

JIG J P MORGAN EXCHANGE TRADED F7.2K shares-3.62%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC1.5K shares-1.67%2026-03-312026-04-27

JSML JANUS DETROIT STR TR7.2K shares-2.32%2026-03-312026-04-27

VBR VANGUARD INDEX FDS2.1K shares-0.52%2026-03-312026-04-27

MA MASTERCARD INCORPORATED824 shares0.12%2026-03-312026-04-27

VTI VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.07%2026-03-312026-04-27

BJAN INNOVATOR ETFS TRUST5.9K shares0.00%2026-03-312026-04-27

Sponsored

BAC BANK AMERICA CORP6.3K shares-0.16%2026-03-312026-04-27

FXH FIRST TR EXCHANGE-TRADED FD2.7K shares0.15%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.50%2026-03-312026-04-27

MO ALTRIA GROUP INC4.2K shares0.50%2026-03-312026-04-27

CVX CHEVRON CORPORATION1.3K sharesnew addition2026-03-312026-04-27

TSLA TESLA INC704 shares0.00%2026-03-312026-04-27

VEU VANGUARD INTL EQUITY INDEX F3.3K shares0.06%2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L5.9K sharesnew addition2026-03-312026-04-27

Sponsored

FBT FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2026-03-312026-04-27

ALPHABET INC ALPHABET INC733 shares-10.06%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR364 shares3.70%2026-03-312026-04-27

VUG

VANGUARD INDEX FDS

4.97%

Shares56.7K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-0.18%

Shares72.3K

Event2026-03-31

Filed2026-04-27

SGOV

ISHARES TR

-0.74%

Shares143.8K

Event2026-03-31

Filed2026-04-27

FIXD

FIRST TR EXCHNG TRADED FD VI

1.77%

Shares327.1K

Event2026-03-31

Filed2026-04-27

INVESCO EXCH TRADED FD TR II

9.38%

Shares169.3K

Event2026-03-31

Filed2026-04-27

BALT

INNOVATOR ETFS TRUST

7.10%

Shares273.7K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

-1.67%

Shares23.5K

Event2026-03-31

Filed2026-04-27

EFG

ISHARES TR

6.80%

Shares40.3K

Event2026-03-31

Filed2026-04-27

LMBS

FIRST TR EXCHANGE-TRADED FD

1.64%

Shares65.9K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

-2.06%

Shares20.0K

Event2026-03-31

Filed2026-04-27

EMR

EMERSON ELEC CO

-1.22%

Shares21.5K

Event2026-03-31

Filed2026-04-27

AFL

AFLAC INC

-0.86%

Shares24.8K

Event2026-03-31

Filed2026-04-27

EEM

ISHARES TR

5.12%

Shares47.1K

Event2026-03-31

Filed2026-04-27

MERCK & CO INC

-2.07%

Shares22.2K

Event2026-03-31

Filed2026-04-27

LMT

LOCKHEED MARTIN CORP

0.55%

Shares4.2K

Event2026-03-31

Filed2026-04-27

IWP

ISHARES TR

6.74%

Shares18.4K

Event2026-03-31

Filed2026-04-27

IJT

ISHARES TR

7.32%

Shares15.6K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

-0.50%

Shares16.4K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-0.02%

Shares10.3K

Event2026-03-31

Filed2026-04-27

AT&T INC

1.50%

Shares60.5K

Event2026-03-31

Filed2026-04-27

TGT

TARGET CORP

1.88%

Shares13.7K

Event2026-03-31

Filed2026-04-27

KMB

KIMBERLY-CLARK CORP

1.01%

Shares17.0K

Event2026-03-31

Filed2026-04-27

BMY

BRISTOL-MYERS SQUIBB CO

2.34%

Shares22.9K

Event2026-03-31

Filed2026-04-27

FDG

AMERICAN CENTY ETF TR

-4.96%

Shares12.2K

Event2026-03-31

Filed2026-04-27

IWR

ISHARES TR

-0.18%

Shares13.8K

Event2026-03-31

Filed2026-04-27

PARKER-HANNIFIN CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-0.85%

Shares1.8K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

24.59%

Shares35.9K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

6.24%

Shares8.5K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

0.10%

Shares1.0K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

0.04%

Shares2.5K

Event2026-03-31

Filed2026-04-27

DOMINION ENERGY INC

1.08%

Shares14.5K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

-0.21%

Shares2.9K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

0.12%

Shares2.6K

Event2026-03-31

Filed2026-04-27

PEP

PEPSICO INC

-1.29%

Shares5.1K

Event2026-03-31

Filed2026-04-27

SHV

ISHARES TR

-7.95%

Shares6.7K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.08%

Shares1.2K

Event2026-03-31

Filed2026-04-27

FNY

FIRST TR EXCHANGE-TRADED ALP

-2.92%

Shares7.6K

Event2026-03-31

Filed2026-04-27

FLV

AMERICAN CENTY ETF TR

-0.98%

Shares8.3K

Event2026-03-31

Filed2026-04-27

COCA COLA CO

-2.26%

Shares8.3K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

-7.07%

Shares1.3K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

0.07%

Shares2.9K

Event2026-03-31

Filed2026-04-27

NEE

NEXTERA ENERGY INC

-1.37%

Shares6.7K

Event2026-03-31

Filed2026-04-27

VERIZON COMMUNICATIONS INC

0.16%

Shares12.2K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

0.05%

Shares2.0K

Event2026-03-31

Filed2026-04-27

TDIV

FIRST TR EXCHANGE TRADED FD

0.16%

Shares6.1K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-27

JIG

J P MORGAN EXCHANGE TRADED F

-3.62%

Shares7.2K

Event2026-03-31

Filed2026-04-27

MICRON TECHNOLOGY INC

-1.67%

Shares1.5K

Event2026-03-31

Filed2026-04-27

JSML

JANUS DETROIT STR TR

-2.32%

Shares7.2K

Event2026-03-31

Filed2026-04-27

VBR

VANGUARD INDEX FDS

-0.52%

Shares2.1K

Event2026-03-31

Filed2026-04-27

MASTERCARD INCORPORATED

0.12%

Shares824

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

0.07%

Shares1.5K

Event2026-03-31

Filed2026-04-27

BJAN

INNOVATOR ETFS TRUST

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-27

BAC

BANK AMERICA CORP

-0.16%

Shares6.3K

Event2026-03-31

Filed2026-04-27

FXH

FIRST TR EXCHANGE-TRADED FD

0.15%

Shares2.7K

Event2026-03-31

Filed2026-04-27

IBM

INTERNATIONAL BUSINESS MACHS

0.50%

Shares1.2K

Event2026-03-31

Filed2026-04-27

ALTRIA GROUP INC

0.50%

Shares4.2K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

New

Shares1.3K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

0.00%

Shares704

Event2026-03-31

Filed2026-04-27

VEU

VANGUARD INTL EQUITY INDEX F

0.06%

Shares3.3K

Event2026-03-31

Filed2026-04-27

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares5.9K

Event2026-03-31

Filed2026-04-27

FBT

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-10.06%

Shares733

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

3.70%

Shares364

Event2026-03-31

Filed2026-04-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available