account_balance

Investment manager · 13F filer · SEC CIK 1881335

Dominguez Wealth Management Solutions, Inc.

Reported value$181Mas of Sep 30, 2026
Positions76 4 new, 3 sold out
Top 10 weight64.6%VUG alone is 17%
FiledOct 77 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VUG Vanguard Index FDS 17.3% Held
AAPL Apple Inc. 13.3% Held
SGOV iShares Tr 7.7% Trimmed −3%
SPLV Invesco Exch Traded Fd Tr II 6.8% Added +2%
BALT Innovator Etfs Trust 5.4% Added +2%
SCHD Schwab Strategic Tr 3.8% Added +434%
JNJ Johnson & Johnson 3.3% Held
EFG iShares Tr 2.8% Added +2%
ACYN First Tr Exchange-Traded Fd 2.4% New
LMBS First Tr Exchange-Traded Fd 1.8% Held
EMR Emerson Electric Co 1.8% Trimmed −3%
EEM iShares Tr 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 7, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • ACYN $4.41M
  • VTEB $384K
  • CVX $241K
  • MET $213K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • FIXD $15M
  • UNH $219K
  • IWM $208K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist