Institutional Fund
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VACIK 18813355 filings on record
Portfolio Value
$165.02M
Q1 2026
Holdings
67
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+0.9%
from $163.52M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds15.0%
- Apple Inc11.1%
- Ishares Tr8.8%
- First Tr Exchng Traded Fd Vi8.6%
- Invesco Exch Traded Fd Tr II7.5%
- Innovator Etfs Trust5.6%
- Other43.4%
Portfolio Holdings
67 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 56.7K | $24.75M | 15.0% | +2.7K | Added |
| 2 | Apple Inc | 72.3K | $18.36M | 11.1% | −134 | Reduced |
| 3 | Ishares Tr | 143.8K | $14.47M | 8.8% | −1.1K | Reduced |
| 4 | First Tr Exchng Traded Fd Vi | 327.1K | $14.26M | 8.6% | +5.7K | Added |
| 5 | Invesco Exch Traded Fd Tr II | 169.3K | $12.38M | 7.5% | +14.5K | Added |
| 6 | Innovator Etfs Trust | 273.7K | $9.16M | 5.6% | +18.1K | Added |
| 7 | Johnson & Johnson | 23.5K | $5.75M | 3.5% | −399 | Reduced |
| 8 | Ishares Tr | 40.3K | $4.49M | 2.7% | +2.6K | Added |
| 9 | First Tr Exchange-Traded Fd | 65.9K | $3.28M | 2.0% | +1.1K | Added |
| 10 | Procter And Gamble Co | 20.0K | $2.89M | 1.8% | −421 | Reduced |
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