Dominguez Wealth Management Solutions, Inc.
All 13F Filings
- Location
- Williamsburg, VA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 180,636
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 76 | 180,636 | 13F-HR | Dominguez Wealth Management Solutions, Inc. |
| Q2 2026 | 7/9/2026 | 75 | 181,485 | 13F-HR | Dominguez Wealth Management Solutions, Inc. |
| Q1 2026 | 4/27/2026 | 67 | 165,022 | 13F-HR | Dominguez Wealth Management Solutions, Inc. |
| Q4 2025 | 1/15/2026 | 67 | 163,518 | 13F-HR | Dominguez Wealth Management Solutions, Inc. |
| Q3 2025 | 10/3/2025 | 64 | 157,981 | 13F-HR | Dominguez Wealth Management Solutions, Inc. |
| Q2 2025 | 7/7/2025 | 61 | 144,088 | 13F-HR | Dominguez Wealth Management Solutions, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 89.99 K | 49.8% | 0 | 6.741 K | -6.741 K |
| ETFs | 90.65 K | 50.2% | 5.895 K | 0 | 5.895 K |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
180,636
Holdings
76
QoQ value change ($000)
-849
(-0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.