StockDriftsStockDriftsTop 50 Dominguez Wealth Management Solutions, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 16.25% | 342.3K | $29.5M | +0.67%(+2.27K) | $45.46(+96.17%) | 2026-06-30 | |
| AAPL | APPLE INC | 11.54% | 72.4K | $20.9M | +0.06%(+43) | $135.02(+126.17%) | 2026-06-30 | |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 8.25% | 343.4K | $15.0M | +4.98%(+16.30K) | $43.79(-1.56%) | 2026-06-30 | |
| SGOV | ISHARES TR | 7.86% | 141.7K | $14.3M | -1.47%(-2.12K) | $100.50(+0.06%) | 2026-06-30 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 7.03% | 170.4K | $12.8M | +0.69%(+1.17K) | $64.58(+17.54%) | 2026-06-30 | |
| BALT | INNOVATOR ETFS TRUST | 5.15% | 272.6K | $9.3M | -0.41%(-1.13K) | $28.05(+23.83%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.24% | 23.1K | $5.9M | -1.67%(-394) | $169.07(+54.06%) | 2026-06-30 | |
| EFG | ISHARES TR | 2.78% | 40.5K | $5.0M | +0.42%(+171) | $89.12(+42.23%) | 2026-06-30 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 1.88% | 68.5K | $3.4M | +4.07%(+2.68K) | $47.63(+4.31%) | 2026-06-30 | |
| EEM | ISHARES TR | 1.75% | 46.5K | $3.2M | -1.37%(-645) | $40.29(+68.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.62% | +31.72% | — | — | +39.18% |
| Top 20 Holdings Unweighted | +8.37% | +27.28% | — | — | +30.59% |
Dominguez Wealth Management Solutions, Inc. reports $181.48M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are VUG (16.3%), AAPL (11.5%) and FIXD (8.3%). The top 20 holdings account for 79.81% of reported assets. Its disclosed equity book has returned +31.72% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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