Dominguez Wealth Management Solutions, Inc. holds a focused book of 75 reported positions worth $181.5M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Applied Materials Inc and trimmed Ishares 0-3 Month Treasury B. Their largest long position is Vanguard Growth ETF at 16% of the reported non-option book.
Dominguez Wealth Management Solutions, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
37% mapped to company sectors
+4 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Dominguez Wealth Management Solutions, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 7 / 75 | $2.9B |
| Hoffman, Alan N Investment Management | 9 / 75 | $161.9M |
| Prospect Hill Management, LLC | 8 / 75 | $242.6M |
| H&H International Investment, LLC | 7 / 75 | $16.3B |
| 9823 Capital, L.P. | 7 / 75 | $125.4M |
| Marest Capital, LLC | 12 / 75 | $168.8M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 75 | $385.3M |
| Copos Capital B.V. | 17 / 75 | $612.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Dominguez Wealth Management Solutions, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $29.5M | 342.3K | 16.2% | ▲+504% Added · +286K sh | |
| 2 | Apple Inc COM | $20.9M | 72.4K | 11.5% | ▲+0.1% Added · +43 sh | |
| 3 | First TR Exchng Traded FD VI SMITH OPPORT FXD | $15.0M | 343.4K | 8.3% | ▲+5.0% Added · +16K sh | |
| 4 | Ishares TR 0-3 MTH TREASURY | $14.3M | 141.7K | 7.9% | ▼−1.5% Reduced · −2K sh | |
| 5 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $12.8M | 170.4K | 7.0% | ▲+0.7% Added · +1K sh | |
| 6 | Innovator Etfs Trust DEFINED WLT SHLD | $9.3M | 272.6K | 5.1% | ▼−0.4% Reduced · −1K sh | |
| 7 | Johnson & Johnson COM | $5.9M | 23.1K | 3.2% | ▼−1.7% Reduced · −394 sh | |
| 8 | Ishares TR EAFE GRWTH ETF | $5.0M | 40.5K | 2.8% | ▲+0.4% Added · +171 sh | |
| 9 | First TR Exchange-Traded FD FST LOW OPPT EFT | $3.4M | 68.5K | 1.9% | ▲+4.1% Added · +3K sh | |
| 10 | Ishares TR MSCI EMG MKT ETF | $3.2M | 46.5K | 1.8% | ▼−1.4% Reduced · −645 sh | |
| 11 | Emerson Elec Co COM | $3.1M | 21.5K | 1.7% | ▼−0.1% Reduced · −24 sh | |
| 12 | Procter & Gamble Co COM | $2.9M | 19.9K | 1.6% | ▼−0.6% Reduced · −127 sh | |
| 13 | Merck & Co Inc COM | $2.9M | 22.2K | 1.6% | ▼−0.1% Reduced · −35 sh | |
| 14 | Ishares TR S&P SML 600 GWT | $2.8M | 15.7K | 1.5% | ▲+0.9% Added · +136 sh | |
| 15 | Aflac Inc COM | $2.8M | 23.7K | 1.5% | ▼−4.3% Reduced · −1K sh | |
| 16 | Ishares TR RUS MD CP GR ETF | $2.7M | 18.4K | 1.5% | ▲+0.2% Added · +44 sh | |
| 17 | Ishares TR S&P 500 GRWT ETF | $2.3M | 16.5K | 1.2% | ▲+0.4% Added · +73 sh | |
| 18 | Lockheed Martin Corp COM | $2.2M | 4.2K | 1.2% | ▲+0.7% Added · +28 sh | |
| 19 | Nvidia Corporation COM | $2.1M | 10.3K | 1.1% | ▲+0.8% Added · +78 sh | |
| 20 | Kimberly-Clark Corp COM | $1.9M | 17.4K | 1.1% | ▲+2.6% Added · +446 sh | |
| 21 | Target Corp COM | $1.8M | 13.7K | 1.0% | ▲+0.3% Added · +46 sh | |
| 22 | Micron Technology Inc COM | $1.7M | 1.5K | 1.0% | ▼−2.0% Reduced · −30 sh | |
| 23 | American Centy ETF TR FOCUSED DYNAMIC | $1.6M | 11.7K | 0.9% | ▼−4.0% Reduced · −492 sh | |
| 24 | Ishares TR RUS MID CAP ETF | $1.5M | 13.7K | 0.8% | ▼−0.7% Reduced · −101 sh | |
| 25 | Bristol-Myers Squibb Co COM | $1.4M | 23.8K | 0.8% | ▲+3.7% Added · +848 sh | |
| 26 | Parker-Hannifin Corp COM | $1.4M | 1.4K | 0.8% | —Held | |
| 27 | State STR SPDR S&P 500 ETF T TR UNIT | $1.3M | 1.8K | 0.7% | ▲+0.1% Added · +2 sh | |
| 28 | AT&T Inc COM | $1.3M | 62.9K | 0.7% | ▲+4.0% Added · +2K sh | |
| 29 | Schwab Strategic TR US DIVIDEND EQ | $1.2M | 39.2K | 0.7% | ▲+9.2% Added · +3K sh | |
| 30 | Walmart Inc COM | $1.0M | 9.0K | 0.6% | ▲+6.7% Added · +570 sh | |
| 31 | Dominion Energy Inc COM | $999K | 14.6K | 0.6% | ▲+0.9% Added · +130 sh | |
| 32 | Costco Wholesale Corporation COM | $975K | 1.0K | 0.5% | —Held | |
| 33 | Microsoft Corp COM | $921K | 2.5K | 0.5% | ▲+0.1% Added · +3 sh | |
| 34 | Home Depot Inc COM | $878K | 2.5K | 0.5% | ▼−4.4% Reduced · −114 sh | |
| 35 | First TR Exchange-Traded Alp MID CP GR ALPH | $835K | 7.5K | 0.5% | ▼−0.3% Reduced · −26 sh | |
| 36 | Vanguard Index FDS S&P 500 ETF SHS | $825K | 1.2K | 0.5% | ▼−2.9% Reduced · −36 sh | |
| 37 | Ishares TR TRUST ISHARE 0-1 | $739K | 6.7K | 0.4% | ▼−0.3% Reduced · −17 sh | |
| 38 | Abbvie Inc COM | $727K | 2.9K | 0.4% | ▲+0.1% Added · +2 sh | |
| 39 | McDonalds Corp COM | $704K | 2.6K | 0.4% | ▼−9.3% Reduced · −267 sh | |
| 40 | First TR Exchange Traded FD NASD TECH DIV | $704K | 6.1K | 0.4% | ▲+0.2% Added · +10 sh | |
| 41 | Alphabet Inc CAP STK CL A | $702K | 2.0K | 0.4% | ▼−2.8% Reduced · −57 sh | |
| 42 | Amazon Com Inc COM | $694K | 2.9K | 0.4% | ▲~0% Added · +1 sh | |
| 43 | Janus Detroit STR TR HENDERSN CAP ETF | $678K | 7.3K | 0.4% | ▲+0.6% Added · +40 sh | |
| 44 | Coca Cola Co COM | $675K | 8.3K | 0.4% | ▲+0.1% Added · +6 sh | |
| 45 | American Centy ETF TR FOCUSED LRG CAP | $673K | 8.3K | 0.4% | ▼−0.3% Reduced · −22 sh | |
| 46 | Berkshire Hathaway Inc Del CL B NEW | $659K | 1.3K | 0.4% | ▲+0.1% Added · +1 sh | |
| 47 | Pepsico Inc COM | $640K | 4.7K | 0.4% | ▼−6.6% Reduced · −336 sh | |
| 48 | NextEra Energy Inc COM | $583K | 6.6K | 0.3% | ▼−0.8% Reduced · −57 sh | |
| 49 | J P Morgan Exchange Traded F INTERNL GWT | $576K | 6.6K | 0.3% | ▼−8.0% Reduced · −573 sh | |
| 50 | Verizon Communications Inc COM | $523K | 12.4K | 0.3% | ▲+1.4% Added · +175 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 75 | $181.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 27d | 67 | $165.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 15d | 67 | $163.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 3, 2025 | 3d | 64 | $158.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 7d | 61 | $144.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 61 | $136.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 59 | $137.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 3, 2024 | 3d | 61 | $138.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.