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CIK 0001881335 • 6 13F filings • May 12, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $598K | 0.4% | 2,852 SH | |
| AFLAC INC | COM | $2.8M | 2.1% | 25,174 SH | |
| ALPHABET INC | CAP STK CL A | $234K | 0.2% | 1,514 SH | |
| ALTRIA GROUP INC | COM | $248K | 0.2% | 4,132 SH | |
| AMAZON COM INC | COM | $473K | 0.3% | 2,484 SH | |
| AMERICAN CENTY ETF TR | FOCUSED DYNAMIC | $1.2M | 0.9% | 13,470 SH | |
| AMERICAN CENTY ETF TR | FOCUSED LRG CAP | $581K | 0.4% | 8,307 SH | |
| APPLE INC | COM | $16.3M | 11.9% | 73,183 SH | |
| AT&T INC | COM | $1.8M | 1.3% | 64,346 SH | |
| BANK AMERICA CORP | COM | $260K | 0.2% | 6,235 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $800K | 0.6% | 1,503 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $1.3M | 1.0% | 21,453 SH | |
| COCA COLA CO | COM | $622K | 0.5% | 8,685 SH | |
| COSTCO WHSL CORP NEW | COM | $984K | 0.7% | 1,040 SH | |
| DOMINION ENERGY INC | COM | $778K | 0.6% | 13,882 SH | |
| EMERSON ELEC CO | COM | $2.5M | 1.8% | 22,472 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $201K | 0.1% | 5,900 SH | |
| EXXON MOBIL CORP | COM | $422K | 0.3% | 3,551 SH | |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | $293K | 0.2% | 2,832 SH | |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $447K | 0.3% | 6,076 SH | |
| FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | $604K | 0.4% | 8,068 SH | |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $3.1M | 2.3% | 63,237 SH | |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | $13.6M | 10.0% | 311,059 SH | |
| HOME DEPOT INC | COM | $937K | 0.7% | 2,556 SH | |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $6.6M | 4.8% | 210,247 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | $275K | 0.2% | 5,892 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $292K | 0.2% | 1,176 SH | |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $9.6M | 7.0% | 127,967 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $13.3M | 9.7% | 132,062 SH | |
| ISHARES TR | EAFE GRWTH ETF | $3.1M | 2.3% | 30,953 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $1.6M | 1.2% | 37,452 SH | |
| ISHARES TR | RUS MD CP GR ETF | $1.7M | 1.3% | 14,591 SH | |
| ISHARES TR | RUS MID CAP ETF | $1.2M | 0.9% | 13,798 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $1.5M | 1.1% | 15,795 SH | |
| ISHARES TR | S&P SML 600 GWT | $1.5M | 1.1% | 11,742 SH | |
| ISHARES TR | SHORT TREAS BD | $822K | 0.6% | 7,440 SH | |
| J P MORGAN EXCHANGE TRADED F | INTERNL GWT | $483K | 0.4% | 7,620 SH | |
| JANUS DETROIT STR TR | HENDERSN CAP ETF | $464K | 0.3% | 7,621 SH | |
| JOHNSON & JOHNSON | COM | $4.0M | 2.9% | 23,842 SH | |
| KIMBERLY-CLARK CORP | COM | $2.5M | 1.8% | 17,498 SH | |
| LOCKHEED MARTIN CORP | COM | $1.8M | 1.3% | 4,076 SH | |
| MASTERCARD INCORPORATED | CL A | $450K | 0.3% | 821 SH | |
| MCDONALDS CORP | COM | $911K | 0.7% | 2,918 SH | |
| MERCK & CO INC | COM | $2.1M | 1.5% | 23,083 SH | |
| MICROSOFT CORP | COM | $773K | 0.6% | 2,059 SH | |
| NEXTERA ENERGY INC | COM | $509K | 0.4% | 7,180 SH | |
| NVIDIA CORPORATION | COM | $1.0M | 0.7% | 9,407 SH | |
| PARKER-HANNIFIN CORP | COM | $851K | 0.6% | 1,400 SH | |
| PEPSICO INC | COM | $771K | 0.6% | 5,144 SH | |
| PROCTER AND GAMBLE CO | COM | $3.5M | 2.6% | 20,610 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $668K | 0.5% | 23,895 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.0M | 0.8% | 1,877 SH | |
| TARGET CORP | COM | $1.5M | 1.1% | 14,312 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $17.7M | 13.0% | 47,669 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $556K | 0.4% | 1,081 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $378K | 0.3% | 2,028 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $392K | 0.3% | 1,426 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $202K | 0.1% | 3,338 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $273K | 0.2% | 1,406 SH | |
| VERIZON COMMUNICATIONS INC | COM | $630K | 0.5% | 13,894 SH | |
| WALMART INC | COM | $605K | 0.4% | 6,896 SH |
| Q3 2025 |
| 13F-HR |
| 0001881335-25-000007 |
| $158.0M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001881335-26-000003 | $181.5M | View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0001881335-25-000005 | $144.1M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001881335-26-000002 | $165.0M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001881335-25-000004 | $136.5M | View |