Sign In
test

Jeffrey Dominguez

Dominguez Wealth Management Solutions, Inc.

Assets Managed
$181.485M
Holdings
75
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
9.98%(2Q avg: 5.45%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Dominguez Wealth Management Solutions, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Dominguez Wealth Management Solutions, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 181.485M in assets, with a quarterly growth rate of 9.98% and a 2-quarter average growth rate of 5.45%. The portfolio is managed by Jeffrey Dominguez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 504%
16.25%
$29.486M
342,303 shares@ $86.14 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.06%
11.55%
$20.946M
72,388 shares@ $289.37 avg price
FIXD
First Trust Tcw Opp Fixed In
Recent Activity
Increased 4.99%
8.26%
$14.975M
343,382 shares@ $43.62 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -1.47%
7.86%
$14.262M
141,668 shares@ $100.68 avg price
SPLV
Invesco S&p 500 Low Volatili
Recent Activity
Increased 0.7%
7.04%
$12.765M
170,427 shares@ $74.9 avg price
BALT
Inn Defined Wealth Shield
Recent Activity
Decreased -0.41%
5.15%
$9.341M
272,564 shares@ $34.27 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.67%
3.24%
$5.875M
23,133 shares@ $253.97 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 0.43%
2.78%
$5.039M
40,504 shares@ $124.42 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Increased 4.08%
1.88%
$3.412M
68,536 shares@ $49.78 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Decreased -1.36%
1.76%
$3.181M
46,502 shares@ $68.41 avg price

1-10 of 75