Dominguez Wealth Management Solutions, Inc.

RIA/Wealth

Dominguez Wealth Management Solutions, Inc. is a RIA/Wealth based in Scottsdale, AZ led by Jeffrey Paul Dominguez, reporting $186.6M in AUM as of Q3 2025 with 57% ETF concentration, 67% concentrated in top 10 holdings, and 16% allocation to VUG.

PresidentJeffrey Paul Dominguez

Portfolio Value: $158.0M
Positions: 64
Top Holding: VUG at 15.88%
Last Reported: Q3 2025

Address8550 E. Shea Boulevard, Suite 130, Scottsdale, AZ, 85260, United States

Top Holdings

Largest long holdings in Dominguez Wealth Management Solutions, Inc.'s portfolio (67.1% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Growth VUG	ETF ETF	$25.1M	15.88%	+$896.4K Bought	— 52.3K shares	Q4 2022 Held for 2y 11m
2 Apple AAPL	Consumer Electronics Technology	$18.6M	11.79%	-$7.1K Sold	0.00% 73.1K shares	Q4 2022 Held for 2y 11m
3 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$14.4M	9.11%	+$695.0K Bought	— 142.9K shares	Q3 2023 Held for 2y 2m
4 First Trust TCW Opportunistic Fixed Income FIXD	ETF ETF	$14.2M	9.00%	+$162.0K Bought	— 320.2K shares	Q4 2022 Held for 2y 11m
5 Invesco S&P 500 Low Volatility SPLV	ETF ETF	$10.7M	6.79%	+$740.7K Bought	— 145.9K shares	Q4 2022 Held for 2y 11m
6 BALT Innovator Defined Wealth Shield BALT	Unknown Unknown	$8.0M	5.06%	+$651.8K Bought	— 243.3K shares	Q4 2022 Held for 2y 11m
7 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$4.4M	2.82%	-$6.1K Sold	0.00% 24.0K shares	Q4 2022 Held for 2y 11m
8 iShares MSCI EAFE Growth EFG	ETF ETF	$4.1M	2.59%	+$291.0K Bought	— 35.9K shares	Q4 2022 Held for 2y 11m
9 LMBS First Trust Low Duration Opportunities LMBS	ETF ETF	$3.2M	2.04%	+$24.5K Bought	— 64.8K shares	Q4 2022 Held for 2y 11m
10 Procter & Gamble PG	Household & Personal Products Consumer Defensive	$3.1M	1.99%	+$10.9K Bought	0.00% 20.5K shares	Q4 2022 Held for 2y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Dominguez Wealth Management Solutions, Inc.'s latest filing

See all changes

GthenC

Market Value

$158.0M

Prior: $144.1M

Q/Q Change

+9.64%

+$13.9M

Net Flows % of MV

+2.59%

Turnover Ratio

1.63%

New Purchases

1 stocks

$200.4K

Added To

40 stocks

+$4.2M

Sold Out Of

0 stocks

Reduced Holdings

14 stocks

-$293.8K

Increased Positions

Position	Shares Δ	Change
1 iShares Russell 1000 Growth IWF	New	0 → 428.0 +$200.4K
2 BALT Innovator Defined Wealth Shield BALT	+8.89%	223.5K → 243.3K +$651.8K
3 iShares S&P Small-Cap 600 Growth ETF IJT	+8.18%	12.7K → 13.8K +$147.4K
4 iShares MSCI EAFE Growth EFG	+7.67%	33.3K → 35.9K +$291.0K
5 Invesco S&P 500 Low Volatility SPLV	+7.42%	135.8K → 145.9K +$740.7K

Decreased Positions

Position	Shares Δ	Change
1 Target TGT	-4.31%	14.0K → 13.4K −$54.0K
2 AT&T T	-4.17%	63.8K → 61.1K −$75.1K
3 SPDR S&P 500 ETF Trust SPY	-3.28%	1.8K → 1.8K −$40.0K
4 Exxon Mobil XOM	-2.3%	3.4K → 3.3K −$8.7K
5 JSML Janus Henderson Small Cap Growth Alpha ETF JSML	-1.8%	7.6K → 7.5K −$10.3K