Current Market Value 144,088,077
Current Holdings 61
Most Recent File Date 2025-07-07
Total Filings on Record 11
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Dominguez Wealth Management Solutions, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-07 2025-06-30 13F-HR 61 144,088
2025-05-12 2025-03-31 13F-HR 61 136,495
2025-01-15 2024-12-31 13F-HR 59 137,054
2024-10-03 2024-09-30 13F-HR 61 138,151
2024-07-10 2024-06-30 13F-HR 59 132,808
2024-04-18 2024-03-31 13F-HR 57 127,012
2024-01-09 2023-12-31 13F-HR 56 120,578
2023-10-18 2023-09-30 13F-HR 58 108,302
2023-07-13 2023-06-30 13F-HR 57 114,392
2023-04-24 2023-03-31 13F-HR 58 109,002
2023-02-13 2022-12-31 13F-HR 57 100,617