Arkolith/Funds/Dominguez Wealth Management Solutions, Inc.

Dominguez Wealth Management Solutions, Inc.

CIK 1881335Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Dominguez Wealth Management Solutions, Inc. holds a focused book of 75 stocks worth $181.5M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Ishares 0-3 Month Treasury B. Their largest long position is Vanguard Growth ETF at 16% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Dominguez Wealth Management Solutions, Inc. owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1881335/holdings"
Ask your agent
Use Arkolith to show Dominguez Wealth Management Solutions, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
9
new positions
Added to
33
existing
Trimmed
25
reduced
Sold out
1
exited

Concentration

Top-heavy: focused book

Top 5 holdings
51%
Top 10 holdings
66%
Top 20 holdings
80%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

37% mapped to company sectors

ETF / fund or unclassified
63%
Information Technology
17%
Health Care
6%
Consumer Discretionary
4%
Materials
3%
Financials
3%
Industrials
2%
Communication Services
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

75 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
GROWTH ETF
$29.5M342.3K
16.2%
+504%
Added · +286K sh
2Apple Inc
COM
$20.9M72.4K
11.5%
+0.1%
Added · +43 sh
3First TR Exchng Traded FD VI
SMITH OPPORT FXD
$15.0M343.4K
8.3%
+5.0%
Added · +16K sh
4Ishares TR
0-3 MTH TREASURY
$14.3M141.7K
7.9%
−1.5%
Reduced · −2K sh
5Invesco Exch Traded FD TR II
S&P500 LOW VOL
$12.8M170.4K
7.0%
+0.7%
Added · +1K sh
6Innovator Etfs Trust
DEFINED WLT SHLD
$9.3M272.6K
5.1%
−0.4%
Reduced · −1K sh
7Johnson & Johnson
COM
$5.9M23.1K
3.2%
−1.7%
Reduced · −394 sh
8Ishares TR
EAFE GRWTH ETF
$5.0M40.5K
2.8%
+0.4%
Added · +171 sh
9First TR Exchange-Traded FD
FST LOW OPPT EFT
$3.4M68.5K
1.9%
+4.1%
Added · +3K sh
10Ishares TR
MSCI EMG MKT ETF
$3.2M46.5K
1.8%
−1.4%
Reduced · −645 sh
11Emerson Elec Co
COM
$3.1M21.5K
1.7%
−0.1%
Reduced · −24 sh
12Procter & Gamble Co
COM
$2.9M19.9K
1.6%
−0.6%
Reduced · −127 sh
13Merck & Co Inc
COM
$2.9M22.2K
1.6%
−0.1%
Reduced · −35 sh
14Ishares TR
S&P SML 600 GWT
$2.8M15.7K
1.5%
+0.9%
Added · +136 sh
15Aflac Inc
COM
$2.8M23.7K
1.5%
−4.3%
Reduced · −1K sh
16Ishares TR
RUS MD CP GR ETF
$2.7M18.4K
1.5%
+0.2%
Added · +44 sh
17Ishares TR
S&P 500 GRWT ETF
$2.3M16.5K
1.2%
+0.4%
Added · +73 sh
18Lockheed Martin Corp
COM
$2.2M4.2K
1.2%
+0.7%
Added · +28 sh
19Nvidia Corporation
COM
$2.1M10.3K
1.1%
+0.8%
Added · +78 sh
20Kimberly-Clark Corp
COM
$1.9M17.4K
1.1%
+2.6%
Added · +446 sh
21Target Corp
COM
$1.8M13.7K
1.0%
+0.3%
Added · +46 sh
22Micron Technology Inc
COM
$1.7M1.5K
1.0%
−2.0%
Reduced · −30 sh
23American Centy ETF TR
FOCUSED DYNAMIC
$1.6M11.7K
0.9%
−4.0%
Reduced · −492 sh
24Ishares TR
RUS MID CAP ETF
$1.5M13.7K
0.8%
−0.7%
Reduced · −101 sh
25Bristol-Myers Squibb Co
COM
$1.4M23.8K
0.8%
+3.7%
Added · +848 sh
26Parker-Hannifin Corp
COM
$1.4M1.4K
0.8%
Held
27State STR SPDR S&P 500 ETF T
TR UNIT
$1.3M1.8K
0.7%
+0.1%
Added · +2 sh
28AT&T Inc
COM
$1.3M62.9K
0.7%
+4.0%
Added · +2K sh
29Schwab Strategic TR
US DIVIDEND EQ
$1.2M39.2K
0.7%
+9.2%
Added · +3K sh
30Walmart Inc
COM
$1.0M9.0K
0.6%
+6.7%
Added · +570 sh
31Dominion Energy Inc
COM
$999K14.6K
0.6%
+0.9%
Added · +130 sh
32Costco Wholesale Corporation
COM
$975K1.0K
0.5%
Held
33Microsoft Corp
COM
$921K2.5K
0.5%
+0.1%
Added · +3 sh
34Home Depot Inc
COM
$878K2.5K
0.5%
−4.4%
Reduced · −114 sh
35First TR Exchange-Traded Alp
MID CP GR ALPH
$835K7.5K
0.5%
−0.3%
Reduced · −26 sh
36Vanguard Index FDS
S&P 500 ETF SHS
$825K1.2K
0.5%
−2.9%
Reduced · −36 sh
37Ishares TR
TRUST ISHARE 0-1
$739K6.7K
0.4%
−0.3%
Reduced · −17 sh
38Abbvie Inc
COM
$727K2.9K
0.4%
+0.1%
Added · +2 sh
39McDonalds Corp
COM
$704K2.6K
0.4%
−9.3%
Reduced · −267 sh
40First TR Exchange Traded FD
NASD TECH DIV
$704K6.1K
0.4%
+0.2%
Added · +10 sh
41Alphabet Inc
CAP STK CL A
$702K2.0K
0.4%
−2.8%
Reduced · −57 sh
42Amazon Com Inc
COM
$694K2.9K
0.4%
~0%
Added · +1 sh
43Janus Detroit STR TR
HENDERSN CAP ETF
$678K7.3K
0.4%
+0.6%
Added · +40 sh
44Coca Cola Co
COM
$675K8.3K
0.4%
+0.1%
Added · +6 sh
45American Centy ETF TR
FOCUSED LRG CAP
$673K8.3K
0.4%
−0.3%
Reduced · −22 sh
46Berkshire Hathaway Inc Del
CL B NEW
$659K1.3K
0.4%
+0.1%
Added · +1 sh
47Pepsico Inc
COM
$640K4.7K
0.4%
−6.6%
Reduced · −336 sh
48NextEra Energy Inc
COM
$583K6.6K
0.3%
−0.8%
Reduced · −57 sh
49J P Morgan Exchange Traded F
INTERNL GWT
$576K6.6K
0.3%
−8.0%
Reduced · −573 sh
50Verizon Communications Inc
COM
$523K12.4K
0.3%
+1.4%
Added · +175 sh
Showing 50 of 75 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 202675$181.5M13F-HR
Q1 2026Mar 31, 2026Apr 27, 202667$165.0M13F-HR
Q4 2025Dec 31, 2025Jan 15, 202667$163.5M13F-HR
Q3 2025Sep 30, 2025Oct 3, 202564$158.0M13F-HR
Q2 2025Jun 30, 2025Jul 7, 202561$144.1M13F-HR
Q1 2025Mar 31, 2025May 12, 202561$136.5M13F-HR
Q4 2024Dec 31, 2024Jan 15, 202559$137.1M13F-HR
Q3 2024Sep 30, 2024Oct 3, 202461$138.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.