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Manager record

Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA · CIK 1881335 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$180.64MReported 13F valueQ3 2026 · as filed
76Holdings listed
-0.5%vs prior quartervalue change includes market moves
6Quarters on record
Oct 07Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $144.1M$144.1MQ2 202561 holdingsQ3 2025: $158.0M$158.0MQ3 202564 holdingsQ4 2025: $163.5M$163.5MQ4 202567 holdingsQ1 2026: $165.0M$165.0MQ1 202667 holdingsQ2 2026: $181.5M$181.5MQ2 202675 holdingsQ3 2026: $180.6M$180.6MQ3 202676 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 07 2026 13F-HR · period Q3 2026

$180.64M · 76 holdings listed · View original SEC filing ↗
Jul 09 2026 13F-HR · period Q2 2026

$181.48M · 75 holdings listed · View original SEC filing ↗
Apr 27 2026 13F-HR · period Q1 2026

$165.02M · 67 holdings listed · View original SEC filing ↗
Jan 15 2026 13F-HR · period Q4 2025

$163.52M · 67 holdings listed · View original SEC filing ↗
Oct 03 2025 13F-HR · period Q3 2025

$157.98M · 64 holdings listed · View original SEC filing ↗
Jul 07 2025 13F-HR · period Q2 2025

$144.09M · 61 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 07, 2026 · Change methodology