Dominguez Wealth Management Solutions, Inc.

Registered adviser

CIK

1881335

Location

WILLIAMSBURG, VA

Portfolio Value

Small $152,254,116

Diversification

Diversified

Filing Date

Global Rank

#6,679 / 8,807 ▲ 501 · as of Jun 2026

Top Industry

Consumer Electronics 33.9%

Period ended 20 days ago

Filed Oct 7, 2026 · 13d

16 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 173083

Roster of Oct 1, 2026

Regulatory AUM

$213,124,091

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$213,124,091	Individuals and high net worth (99%)
Mar 2025 to Mar 2026	$186,553,574	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$162,693,160	Individuals and high net worth (100%)
May 2023 to Mar 2024	$139,281,819	Individuals and high net worth (100%)
Apr 2023	$139,281,819	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$127,498,854	Individuals and high net worth (100%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 72.6% of the book (60%+)

Turnover

Low turnover

2.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.3 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 80.5%; sector active share 55.6% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

76 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

21.6%

+4.4 pts

Top 5

56.4%

−2.6 pts

Top 10

69.8%

−2.8 pts

HHI

912

Diversified+74

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	53.5%	$81,443,102	33
Technology	19.5%	$29,714,157	7
Healthcare	7.5%	$11,417,634	4
Consumer Defensive	6.7%	$10,145,219	8
Industrials	4.7%	$7,109,406	4
Financial Services	3.1%	$4,675,123	7
Communication Services	2.0%	$3,020,480	4
Consumer Cyclical	1.5%	$2,295,193	4
Utilities	1.0%	$1,449,609	2
Energy	0.6%	$984,193	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHD	Schwab U.S. Dividend Equity ETF	+170,021	209,188	$6,804,885
BALT		+5,617	278,181	$9,722,425
VUG	VANGUARD GROWTH INDEX FUND	+4,239	346,542	$31,226,899
SPLV	Invesco S&P 500 Low Volatility ETF	+4,116	174,543	$12,307,026
D	Dominion Energy, Inc	+1,059	15,684	$949,195
EFG	iShares MSCI EAFE Growth ETF	+997	41,501	$0
EEM	iShares MSCI Emerging Markets ETF	+828	47,330	$3,161,170
LMBS	First Trust Low Duration Opportunities ETF	+195	68,731	$3,330,704
IJT	iShares S&P Small-Cap 600 Growth ETF	+187	15,914	$0
SPCX	Space Exploration Technologies Corp	+182	2,390	$360,555
AMZN	Amazon Com Inc	+181	3,091	$770,122
SPY	Spdr S&P 500 ETF Trust	+166	1,922	$1,465,774
—		+156	18,585	$0
VZ	Verizon Communications Inc	+141	12,503	$573,512
VOO	VANGUARD 500 INDEX FUND	+52	1,253	$878,177
T	At&T Inc.	+50	62,946	$1,535,882
MO	Altria Group, Inc.	+32	4,258	$286,733
LMT	Lockheed Martin Corp	+27	4,252	$2,165,331
TDIV	First Trust NASDAQ Technology Dividend Index Fund	+9	6,136	$692,263
IBM	International Business Machines Corp	+4	1,204	$264,795
MSFT	Microsoft Corp	+1	2,469	$1,266,350
COST	Costco Wholesale Corp /New	+1	1,043	$949,484
BMY	Bristol Myers Squibb Co	+1	23,777	$1,483,684
MA	Mastercard Inc	+1	825	$454,962
VIG	Vanguard Specialized Funds	+1	1,530	$356,964
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SGOV	iShares 0-3 Month Treasury Bond ETF	−3,905	137,763	$0
SHV	iShares 0-1 Year Treasury Bond ETF	−2,827	3,869	$0
NVDA	Nvidia Corp	−1,409	8,941	$2,041,945
EMR	Emerson Electric Co	−544	20,928	$3,245,932
MRK	Merck & Co., Inc.	−512	21,691	$3,151,919
AFL	Aflac Inc	−399	23,313	$2,605,927
JNJ	Johnson & Johnson	−363	22,770	$6,028,129
AAPL	Apple Inc.	−252	72,136	$24,022,730
FDG	American Century Focused Dynamic Growth ETF	−234	11,458	$1,536,746
KMB	Kimberly Clark Corp	−226	17,217	$1,677,452
PEP	Pepsico Inc	−173	4,550	$576,576
FXH	First Trust Health Care AlphaDEX Fund	−171	2,510	$328,157
IWR	iShares Russell Mid-Cap ETF	−144	13,583	$0
PG	PROCTER & GAMBLE Co	−112	19,785	$2,874,364
TGT	Target Corp	−95	13,643	$2,137,721
KO	Coca Cola Co	−79	8,224	$707,921
BRK-B	Berkshire Hathaway Inc	−75	1,241	$617,955
JSML	Janus Henderson Small Cap Growth Alpha ETF	−66	7,219	$620,314
FNY	First Trust Mid Cap Growth AlphaDEX Fund	−63	7,466	$737,914
VEU	Vanguard International Equity Index Funds	−60	3,169	$262,931
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−59	939	$351,411
JIG	JPMorgan International Growth ETF	−58	6,552	$549,188
HD	Home Depot, Inc.	−46	2,442	$694,724
WMT	Walmart Inc.	−46	8,997	$934,968
MCD	Mcdonalds Corp	−44	2,560	$591,206
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
ACYN	First Trust Exchange-Traded Fund	211,228	$4,406,216
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	8,099	$383,568
CVX	Chevron Corp	1,179	$240,763
MET	Metlife Inc	2,262	$212,989
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
FIXD	First Trust Smith Opportunistic Fixed Income ETF	343,382	$14,974,889
UNH	Unitedhealth Group Inc	528	$219,452
IWM	iShares Russell 2000 ETF	693	$208,211
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

76 tracked positions · $152,254,116 total · filing declares 76 positions · $180,636,488 · as of Sep 30, 2026

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

Showing 1–50 of 76 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VUG	VANGUARD GROWTH INDEX FUND	Added	346,542	+4,239	$31,226,899	+5.9%	20.51%
AAPL	Apple Inc. Technology	Reduced	72,136	-252	$24,022,730	+14.7%	15.78%
SPLV	Invesco S&P 500 Low Volatility ETF	Added	174,543	+4,116	$12,307,026	−3.6%	8.08%
BALT		Added	278,181	+5,617	$9,722,425	+4.1%	6.39%
SCHD	Schwab U.S. Dividend Equity ETF	Added	209,188	+170,021	$6,804,885	+447.9%	4.47%
JNJ	Johnson & Johnson Healthcare	Reduced	22,770	-363	$6,028,129	+2.6%	3.96%
ACYN	First Trust Exchange-Traded Fund	NEW	211,228	NEW	$4,406,216	NEW	2.89%
LMBS	First Trust Low Duration Opportunities ETF	Added	68,731	+195	$3,330,704	−2.4%	2.19%
EMR	Emerson Electric Co Industrials	Reduced	20,928	-544	$3,245,932	+5.6%	2.13%
EEM	iShares MSCI Emerging Markets ETF	Added	47,330	+828	$3,161,170	−0.6%	2.08%
MRK	Merck & Co., Inc. Healthcare	Reduced	21,691	-512	$3,151,919	+10.5%	2.07%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	19,785	-112	$2,874,364	−1.5%	1.89%
AFL	Aflac Inc Financial Services	Reduced	23,313	-399	$2,605,927	−6.3%	1.71%
LMT	Lockheed Martin Corp Industrials	Added	4,252	+27	$2,165,331	+0.6%	1.42%
TGT	Target Corp Consumer Defensive	Reduced	13,643	-95	$2,137,721	+19.1%	1.40%
NVDA	Nvidia Corp Technology	Reduced	8,941	-1,409	$2,041,945	−1.4%	1.34%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	17,217	-226	$1,677,452	−12.4%	1.10%
MU	Micron Technology Inc Technology	Held	1,497	0	$1,594,469	−7.7%	1.05%
FDG	American Century Focused Dynamic Growth ETF	Reduced	11,458	-234	$1,536,746	−1.2%	1.01%
T	At&T Inc. Communication Services	Added	62,946	+50	$1,535,882	+18.0%	1.01%
BMY	Bristol Myers Squibb Co Healthcare	Added	23,777	+1	$1,483,684	+8.3%	0.97%
SPY	Spdr S&P 500 ETF Trust	Added	1,922	+166	$1,465,774	+11.8%	0.96%
PH	Parker-Hannifin Corp Industrials	Held	1,400	0	$1,337,588	−2.3%	0.88%
MSFT	Microsoft Corp Technology	Added	2,469	+1	$1,266,350	+37.6%	0.83%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,043	+1	$949,484	−2.6%	0.62%
D	Dominion Energy, Inc Utilities	Added	15,684	+1,059	$949,195	−5.0%	0.62%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,997	-46	$934,968	−8.7%	0.61%
VOO	VANGUARD 500 INDEX FUND	Added	1,253	+52	$878,177	+6.5%	0.58%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,091	+181	$770,122	+11.0%	0.51%
ABBV	AbbVie Inc. Healthcare	Reduced	2,882	-5	$753,902	+3.8%	0.50%
FNY	First Trust Mid Cap Growth AlphaDEX Fund	Reduced	7,466	-63	$737,914	−11.6%	0.48%
KO	Coca Cola Co Consumer Defensive	Reduced	8,224	-79	$707,921	+4.9%	0.46%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,442	-46	$694,724	−20.8%	0.46%
TDIV	First Trust NASDAQ Technology Dividend Index Fund	Added	6,136	+9	$692,263	−1.6%	0.45%
FLV	American Century Focused Large Cap Value ETF	Reduced	8,277	-5	$681,859	+1.3%	0.45%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,923	-41	$661,665	−5.7%	0.43%
JSML	Janus Henderson Small Cap Growth Alpha ETF	Reduced	7,219	-66	$620,314	−8.5%	0.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,241	-75	$617,955	−6.2%	0.41%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,560	-44	$591,206	−16.0%	0.39%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,550	-173	$576,576	−9.8%	0.38%
VZ	Verizon Communications Inc Communication Services	Added	12,503	+141	$573,512	+9.6%	0.38%
JIG	JPMorgan International Growth ETF	Reduced	6,552	-58	$549,188	−4.7%	0.36%
XOM	ExxonMobil Holdings Corp Energy	Held	3,277	0	$533,331	+19.0%	0.35%
NEE	Nextera Energy Inc Utilities	Reduced	6,607	-39	$500,414	−14.2%	0.33%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	2,094	-37	$483,776	−6.6%	0.32%
MA	Mastercard Inc Financial Services	Added	825	+1	$454,962	+7.5%	0.30%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	NEW	8,099	NEW	$383,568	NEW	0.25%
SPCX	Space Exploration Technologies Corp Industrials	Added	2,390	+182	$360,555	−4.4%	0.24%
VIG	Vanguard Specialized Funds	Added	1,530	+1	$356,964	−1.3%	0.23%
BJAN		Held	5,892	0	$356,622	+2.8%	0.23%

Showing the top 50 of 76 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.