13F Insight
DOSSIER · 13F-HR · Q3 2026

Dominguez Wealth Management Solutions, Inc.

$181M in tracked AUM across 76 positions as of Q3 2026.

DW
CIK 0001881335 · last filed Sep 30, 2026
Total AUM
$181M
as of Q3 2026
Holdings
76
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Portfolio Overview

Dominguez Wealth Management Solutions, Inc. has reported a substantial expansion in assets under management, with the total portfolio value surging by 301.0% from $40.78 million to $163.52 million quarter-over-quarter. This dramatic increase in capital coincides with a significant shift in portfolio construction, as the number of holdings grew from a previously undisclosed count to 67 positions.

The portfolio is heavily concentrated, with the top ten hold...

Key Holdings

The portfolio is anchored by two massive new ETF positions that constitute over 30% of the total assets:

  1. VUG (Vanguard Growth ETF): The largest holding at $26.34 million (16.11%), providing broad exposure to large-cap growth companies.
  2. iShares Trust (Undisclosed Ticker): The second largest at $25.59 million (15.65%). While the specific ticker is not listed in the data, the sheer volume (300K shares) suggests a major broad-market or sector-specific iShares ETF.
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$31M347K17.3%02
AAPL
APPLE INC
$24M72K13.3%03
SGOV
ISHARES TR
$14M138K7.7%04
SPLV
INVESCO EXCH TRADED FD TR II
$12M175K6.8%05
BALT
INNOVATOR ETFS TRUST
$10M278K5.4%06
SCHD
SCHWAB STRATEGIC TR
$7M209K3.8%07
JNJ
JOHNSON & JOHNSON
$6M23K3.3%08
EFG
ISHARES TR
$5M42K2.8%09
ACYN
FIRST TR EXCHANGE-TRADED FD
$4M211K2.4%10
LMBS
FIRST TR EXCHANGE-TRADED FD
$3M69K1.8%

Filing history

2026Q3Sep 30
$181M▼ 0.5%
76 positionsView →2026Q2Jun 30
$181M▲ 10.0%
75 positionsView →2026Q1Mar 31
$165M▲ 0.9%
67 positionsView →2025Q4Dec 31
$164M▲ 3.5%
67 positionsView →2025Q3Sep 30
$158M▲ 9.6%
64 positionsLocked2025Q2Jun 30
$144M▲ 5.6%
61 positionsLocked2025Q1Mar 31
$136M▼ 0.4%
61 positionsLocked2024Q4Dec 31
$137M▼ 0.8%
59 positionsLocked2024Q3Sep 30
$138M▲ 4.0%
61 positionsLocked2024Q2Jun 30
$133M▲ 4.6%
59 positionsLocked2024Q1Mar 31
$127M▲ 5.3%
57 positionsLocked2023Q4Dec 31
$121M▲ 11.3%
56 positionsLocked
Showing 12 of 16