Dominguez Wealth Management Solutions, Inc.

CIK

1881335

Location

WILLIAMSBURG, VA

Portfolio Value

Micro $62,437,819

Diversification

Diversified

Filing Date

Global Rank

#6,547 / 8,605 ▲ 148 · as of Mar 2026

Top Industry

Consumer Electronics 30.1%

3Y Alpha vs SPY

-6.5%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+50.6%

SPY

+76.5%

Annualised alpha

-6.2%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

38 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

29.4%

−2.7 pts

Top 5

52.1%

−2.1 pts

Top 10

68.8%

−0.9 pts

HHI

1,113

Diversified−142

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.0%	$21,870,121	5
Healthcare	16.7%	$10,443,989	4
Consumer Defensive	16.0%	$9,977,089	8
Industrials	10.6%	$6,606,365	3
Financial Services	6.5%	$4,065,715	4
Communication Services	4.7%	$2,946,753	3
Consumer Cyclical	4.2%	$2,615,618	4
Utilities	2.4%	$1,518,654	2
Unclassified	2.2%	$1,350,789	2
Energy	1.7%	$1,042,726	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+892	60,497	$1,753,808
BMY	Bristol Myers Squibb Co	+524	22,928	$1,390,583
WMT	Walmart Inc.	+498	8,473	$1,053,024
TGT	Target Corp	+253	13,692	$1,659,470
KMB	Kimberly Clark Corp	+170	16,997	$1,639,700
D	Dominion Energy, Inc	+155	14,495	$896,080
LMT	Lockheed Martin Corp	+23	4,197	$2,536,624
MO	Altria Group, Inc.	+21	4,209	$277,751
VZ	Verizon Communications Inc	+20	12,187	$611,787
QQQ	Invesco Qqq Trust, Series 1	+13	364	$210,093
IBM	International Business Machines Corp	+6	1,196	$289,898
HD	Home Depot, Inc.	+3	2,602	$855,771
ABBV	AbbVie Inc.	+2	2,885	$627,458
COST	Costco Wholesale Corp /New	+1	1,042	$1,038,280
MA	Mastercard Inc	+1	824	$411,719
GOOGL	Alphabet Inc.	+1	2,021	$581,158
MSFT	Microsoft Corp	+1	2,465	$912,469
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
MRK	Merck & Co., Inc.	−469	22,238	$2,675,009
PG	PROCTER & GAMBLE Co	−421	20,024	$2,892,266
JNJ	Johnson & Johnson	−399	23,527	$5,750,939
EMR	Emerson Electric Co	−266	21,496	$2,816,405
AFL	Aflac Inc	−215	24,773	$2,717,845
KO	Coca Cola Co	−192	8,297	$630,986
AAPL	Apple Inc.	−134	72,345	$18,360,437
BRK-B	Berkshire Hathaway Inc	−100	1,315	$630,148
NEE	Nextera Energy Inc	−93	6,703	$622,574
PEP	Pepsico Inc	−66	5,059	$785,612
MU	Micron Technology Inc	−26	1,527	$515,881
SPY	Spdr S&P 500 ETF Trust	−15	1,754	$1,140,696
BAC	Bank Of America Corp /De/	−10	6,277	$306,003
MCD	Mcdonalds Corp	−6	2,871	$892,278
NVDA	Nvidia Corp	−2	10,272	$1,791,436
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	1,276	$264,004
EPD	Enterprise Products Partners L.P.	5,900	$223,256
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
USB	US Bancorp De	3,790	$202,234
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

38 positions · $62,437,819 total · as of Mar 31, 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	Reduced	72,345	-134	$18,360,437	−6.8%	29.41%
JNJ	Johnson & Johnson Healthcare	Reduced	23,527	-399	$5,750,939	+16.1%	9.21%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	20,024	-421	$2,892,266	−1.3%	4.63%
EMR	Emerson Electric Co Industrials	Reduced	21,496	-266	$2,816,405	−2.5%	4.51%
AFL	Aflac Inc Financial Services	Reduced	24,773	-215	$2,717,845	−1.4%	4.35%
MRK	Merck & Co., Inc. Healthcare	Reduced	22,238	-469	$2,675,009	+11.9%	4.28%
LMT	Lockheed Martin Corp Industrials	Added	4,197	+23	$2,536,624	+25.6%	4.06%
NVDA	Nvidia Corp Technology	Reduced	10,272	-2	$1,791,436	−6.5%	2.87%
T	At&T Inc. Communication Services	Added	60,497	+892	$1,753,808	+18.5%	2.81%
TGT	Target Corp Consumer Defensive	Added	13,692	+253	$1,659,470	+26.3%	2.66%
KMB	Kimberly Clark Corp Consumer Defensive	Added	16,997	+170	$1,639,700	−3.4%	2.63%
BMY	Bristol Myers Squibb Co Healthcare	Added	22,928	+524	$1,390,583	+15.1%	2.23%
PH	Parker-Hannifin Corp Industrials	Held	1,400	0	$1,253,336	+1.9%	2.01%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,754	-15	$1,140,696	−5.4%	1.83%
WMT	Walmart Inc. Consumer Defensive	Added	8,473	+498	$1,053,024	+18.5%	1.69%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,042	+1	$1,038,280	+15.7%	1.66%
MSFT	Microsoft Corp Technology	Added	2,465	+1	$912,469	−23.4%	1.46%
D	Dominion Energy, Inc Utilities	Added	14,495	+155	$896,080	+6.7%	1.44%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,871	-6	$892,278	+1.5%	1.43%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,602	+3	$855,771	−4.3%	1.37%
PEP	Pepsico Inc Consumer Defensive	Reduced	5,059	-66	$785,612	+6.8%	1.26%
KO	Coca Cola Co Consumer Defensive	Reduced	8,297	-192	$630,986	+6.3%	1.01%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,315	-100	$630,148	−11.4%	1.01%
ABBV	AbbVie Inc. Healthcare	Added	2,885	+2	$627,458	−4.7%	1.00%
NEE	Nextera Energy Inc Utilities	Reduced	6,703	-93	$622,574	+14.1%	1.00%
VZ	Verizon Communications Inc Communication Services	Added	12,187	+20	$611,787	+23.5%	0.98%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,909	0	$605,857	−9.8%	0.97%
GOOGL	Alphabet Inc. Communication Services	Added	2,021	+1	$581,158	−8.1%	0.93%
XOM	Exxon Mobil Corp Energy	Held	3,274	0	$555,466	+41.0%	0.89%
MU	Micron Technology Inc Technology	Reduced	1,527	-26	$515,881	+16.4%	0.83%
MA	Mastercard Inc Financial Services	Added	824	+1	$411,719	−12.4%	0.66%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,277	-10	$306,003	−11.5%	0.49%
IBM	International Business Machines Corp Technology	Added	1,196	+6	$289,898	−17.8%	0.46%
MO	Altria Group, Inc. Consumer Defensive	Added	4,209	+21	$277,751	+15.0%	0.44%
CVX	Chevron Corp Energy	NEW	1,276	NEW	$264,004	NEW	0.42%
TSLA	Tesla, Inc. Consumer Cyclical	Held	704	0	$261,712	−17.3%	0.42%
EPD	Enterprise Products Partners L.P. Energy	NEW	5,900	NEW	$223,256	NEW	0.36%
QQQ	Invesco Qqq Trust, Series 1	Added	364	+13	$210,093	−2.6%	0.34%