Dominguez Wealth Management Solutions, Inc.

CIK

1881335

Location

WILLIAMSBURG, VA

Portfolio Value

Micro $68,156,244

Diversification

Diversified

Filing Date

Global Rank

#6,560 / 8,517 ▲ 362

Top Industry

Consumer Electronics 31.5%

3Y Alpha vs SPY

+0.3%

Period ended 47 days ago

Filed Jul 9, 2026 · 38d

15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+77.5%

SPY

+76.6%

Annualised alpha

+0.2%

Max drawdown

−17.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

42 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

30.7%

+1.7 pts

Top 5

52.3%

+0.9 pts

Top 10

68.0%

+0.1 pts

HHI

1,169

Diversified+82

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.1%	$26,677,917	7
Healthcare	16.2%	$11,044,082	5
Consumer Defensive	15.0%	$10,244,041	8
Industrials	9.7%	$6,595,552	3
Financial Services	6.9%	$4,691,502	6
Consumer Cyclical	3.8%	$2,558,407	4
Communication Services	3.7%	$2,527,228	3
Utilities	2.3%	$1,582,060	2
Unclassified	2.3%	$1,570,540	2
Energy	1.0%	$664,915	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+2,399	62,896	$1,301,947
BMY	Bristol Myers Squibb Co	+848	23,776	$1,369,973
WMT	Walmart Inc.	+570	9,043	$1,024,210
KMB	Kimberly Clark Corp	+446	17,443	$1,914,718
VZ	Verizon Communications Inc	+175	12,362	$523,407
D	Dominion Energy, Inc	+130	14,625	$998,741
NVDA	Nvidia Corp	+78	10,350	$2,070,931
TGT	Target Corp	+46	13,738	$1,794,320
AAPL	Apple Inc.	+43	72,388	$20,946,191
LMT	Lockheed Martin Corp	+28	4,225	$2,152,468
MO	Altria Group, Inc.	+17	4,226	$304,060
KO	Coca Cola Co	+6	8,303	$674,784
IBM	International Business Machines Corp	+4	1,200	$337,452
MSFT	Microsoft Corp	+3	2,468	$920,613
XOM	ExxonMobil Holdings Corp	+3	3,277	$448,031
ABBV	AbbVie Inc.	+2	2,887	$726,484
SPY	Spdr S&P 500 ETF Trust	+2	1,756	$1,311,328
BRK-B	Berkshire Hathaway Inc	+1	1,316	$658,513
AMZN	Amazon Com Inc	+1	2,910	$693,569
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
AFL	Aflac Inc	−1,061	23,712	$2,780,232
GOOGL	Alphabet Inc.	−790	1,964	$701,874
JNJ	Johnson & Johnson	−394	23,133	$5,875,088
PEP	Pepsico Inc	−336	4,723	$639,494
MCD	Mcdonalds Corp	−267	2,604	$703,887
PG	PROCTER & GAMBLE Co	−127	19,897	$2,917,696
HD	Home Depot, Inc.	−114	2,488	$877,467
NEE	Nextera Energy Inc	−57	6,646	$583,319
MRK	Merck & Co., Inc.	−35	22,203	$2,853,085
MU	Micron Technology Inc	−30	1,497	$1,727,972
TSLA	Tesla, Inc.	−30	674	$283,484
EMR	Emerson Electric Co	−24	21,472	$3,073,716
QQQ	Invesco Qqq Trust, Series 1	−12	352	$259,212
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	514	$371,622
INTC	Intel Corp	2,171	$303,136
C	Citigroup Inc	1,733	$242,550
USB	US Bancorp De	3,797	$229,338
UNH	Unitedhealth Group Inc	528	$219,452
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	1,470	$316,138
CVX	Chevron Corp	1,276	$264,004
VEU	Vanguard FTSE All-World Ex-US ETF	3,310	$248,581
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 tracked positions · $68,156,244 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	72,388	+43	$20,946,191	+14.1%	30.73%
JNJ	Johnson & Johnson Healthcare	Reduced	23,133	-394	$5,875,088	+2.2%	8.62%
EMR	Emerson Electric Co Industrials	Reduced	21,472	-24	$3,073,716	+9.1%	4.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	19,897	-127	$2,917,696	+0.9%	4.28%
MRK	Merck & Co., Inc. Healthcare	Reduced	22,203	-35	$2,853,085	+6.7%	4.19%
AFL	Aflac Inc Financial Services	Reduced	23,712	-1,061	$2,780,232	+2.3%	4.08%
LMT	Lockheed Martin Corp Industrials	Added	4,225	+28	$2,152,468	−15.1%	3.16%
NVDA	Nvidia Corp Technology	Added	10,350	+78	$2,070,931	+15.6%	3.04%
KMB	Kimberly Clark Corp Consumer Defensive	Added	17,443	+446	$1,914,718	+16.8%	2.81%
TGT	Target Corp Consumer Defensive	Added	13,738	+46	$1,794,320	+8.1%	2.63%
MU	Micron Technology Inc Technology	Reduced	1,497	-30	$1,727,972	+235.0%	2.54%
BMY	Bristol Myers Squibb Co Healthcare	Added	23,776	+848	$1,369,973	−1.5%	2.01%
PH	Parker-Hannifin Corp Industrials	Held	1,400	0	$1,369,368	+9.3%	2.01%
SPY	Spdr S&P 500 ETF Trust	Added	1,756	+2	$1,311,328	+15.0%	1.92%
T	At&T Inc. Communication Services	Added	62,896	+2,399	$1,301,947	−25.8%	1.91%
WMT	Walmart Inc. Consumer Defensive	Added	9,043	+570	$1,024,210	−2.7%	1.50%
D	Dominion Energy, Inc Utilities	Added	14,625	+130	$998,741	+11.5%	1.47%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,042	0	$974,759	−6.1%	1.43%
MSFT	Microsoft Corp Technology	Added	2,468	+3	$920,613	+0.9%	1.35%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,488	-114	$877,467	+2.5%	1.29%
ABBV	AbbVie Inc. Healthcare	Added	2,887	+2	$726,484	+15.8%	1.07%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,604	-267	$703,887	−21.1%	1.03%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,964	-790	$701,874	−11.3%	1.03%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,910	+1	$693,569	+14.5%	1.02%
KO	Coca Cola Co Consumer Defensive	Added	8,303	+6	$674,784	+6.9%	0.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,316	+1	$658,513	+4.5%	0.97%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,723	-336	$639,494	−18.6%	0.94%
NEE	Nextera Energy Inc Utilities	Reduced	6,646	-57	$583,319	−6.3%	0.86%
VZ	Verizon Communications Inc Communication Services	Added	12,362	+175	$523,407	−14.4%	0.77%
XOM	ExxonMobil Holdings Corp Energy	Added	3,277	+3	$448,031	−19.3%	0.66%
MA	Mastercard Inc Financial Services	Held	824	0	$423,206	+2.8%	0.62%
AMAT	Applied Materials Inc /De Technology	NEW	514	NEW	$371,622	NEW	0.55%
BAC	Bank Of America Corp /De/ Financial Services	Held	6,277	0	$357,663	+16.9%	0.52%
IBM	International Business Machines Corp Technology	Added	1,200	+4	$337,452	+16.4%	0.50%
MO	Altria Group, Inc. Consumer Defensive	Added	4,226	+17	$304,060	+9.5%	0.45%
INTC	Intel Corp Technology	NEW	2,171	NEW	$303,136	NEW	0.44%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	674	-30	$283,484	+8.3%	0.42%
QQQ	Invesco Qqq Trust, Series 1	Reduced	352	-12	$259,212	+23.4%	0.38%
C	Citigroup Inc Financial Services	NEW	1,733	NEW	$242,550	NEW	0.36%
USB	US Bancorp De Financial Services	NEW	3,797	NEW	$229,338	NEW	0.34%
UNH	Unitedhealth Group Inc Healthcare	NEW	528	NEW	$219,452	NEW	0.32%
EPD	Enterprise Products Partners L.P. Energy	Held	5,900	0	$216,884	−2.9%	0.32%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.