StockDriftsStockDriftsTop 50 Dominguez Wealth Management Solutions INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 17.29% | 346.5K | $31.2M | +1.24%(+4.24K) | $45.98(+93.16%) | 2026-09-30 | |
| AAPL | APPLE INC | 13.3% | 72.1K | $24.0M | -0.35%(-252) | $135.02(+153.98%) | 2026-09-30 | |
| SGOV | ISHARES TR | 7.68% | 137.8K | $13.9M | -2.76%(-3.90K) | $100.50(+0.09%) | 2026-09-30 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 6.81% | 174.5K | $12.3M | +2.42%(+4.12K) | $64.78(+13.58%) | 2026-09-30 | |
| BALT | INNOVATOR ETFS TRUST | 5.38% | 278.2K | $9.7M | +2.06%(+5.62K) | $28.18(+24.26%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.77% | 209.2K | $6.8M | +434.09%(+170.02K) | $30.93(+10.70%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 3.34% | 22.8K | $6.0M | -1.57%(-363) | $169.07(+50.11%) | 2026-09-30 | |
| EFG | ISHARES TR | 2.75% | 41.5K | $5.0M | +2.46%(+997) | $88.56(+33.71%) | 2026-09-30 | |
| ACYN | FIRST TR EXCHANGE-TRADED FD | 2.44% | 211.2K | $4.4M | new | $21.50(-3.53%) | 2026-09-30 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 1.84% | 68.7K | $3.3M | +0.28%(+195) | $47.63(+2.32%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.36% | +38.09% | — | — | +42.29% |
| Top 20 Holdings Unweighted | +10.06% | +33.30% | — | — | +31.37% |
Dominguez Wealth Management Solutions INC reports $180.64M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are VUG (17.3%), AAPL (13.3%) and SGOV (7.7%). The top 20 holdings account for 79.42% of reported assets. Its disclosed equity book has returned +38.09% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Dominguez Wealth Management Solutions INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Dominguez Wealth Management Solutions INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1881335). View Dominguez Wealth Management Solutions INC’s 13F filings on SEC