Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Dominguez Wealth Management Solutions, Inc.

•CIK: 1881335•Filing: Q4 2025

**Dominguez Wealth Management Solutions, Inc.** manages $164M across a diversified portfolio of 67 positions. The strategy exhibits a notable allocation to growth equities, highlighted by the top holdings in VUG ($26.3M) and AAPL ($19.7M). Fixed income and short-term treasuries provide ballast, with significant positions in SGOV ($14.5M) and FIXD ($14.2M). The portfolio maintains exposure across sectors, balancing growth potential with defensive stability.

Total AUM

$163.5M

QoQ Performance

+3.5%

Positions

51

Top 10 Concentration

67.2%

Latest Filing

Q4 2025

Top Holdings Allocation

VUG

AAPL

SGOV

FIXD

SPLV

BALT

VUG16.1%

AAPL12.1%

SGOV8.9%

FIXD8.7%

SPLV6.8%

BALT5.2%

JNJ3.0%

EFG2.6%

📈 Biggest Buys

VANGUARD INDEX FDS

+3.2%

16.1% of portfolio

INVESCO EXCH TRADED FD TR II

+6.1%

6.8% of portfolio

INNOVATOR ETFS TRUST

+5.0%

5.2% of portfolio

ALPHABET INC

NEW

0.2% of portfolio

ISHARES TR

+5.3%

2.6% of portfolio

📉 Biggest Sells

APPLE INC

-0.9%

12.1% of portfolio

AMERICAN CENTY ETF TR

-5.5%

1.0% of portfolio

VERIZON COMMUNICATIONS INC

-15.0%

0.3% of portfolio

EMERSON ELEC CO

-1.8%

1.8% of portfolio

BERKSHIRE HATHAWAY INC DEL

-5.9%

0.4% of portfolio

Sector Breakdown

Other70.2%

Technology14.7%

Healthcare5.6%

Consumer2.8%

Financial1.2%

Industrial1.2%

ETF1.2%

Consumer Staples1.0%

Changes from Q3 2025

NEW3 new positions

↑31 increased

↓23 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VANGUARD INDEX FDS

FIRST TR EXCHNG TRADED FD VI

INVESCO EXCH TRADED FD TR II

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