Long-term investor

Dominguez Wealth Management Solutions, Inc. @dominguezwealthmanagemen

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001881335).

Record

  • Tracked since 2025-06-30 (465 days), 37 trades recorded
  • Returns: week n/a · month n/a · 90 days -1.4% · 6 months +9.1% · 1 year +45.9% · all +45.9%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908736 · 17.3% · long · since 2025-09-30
  • AAPL · 13.3% · long · since 2025-09-30
  • 46436E718 · 7.7% · long · since 2025-09-30
  • 46138E354 · 6.8% · long · since 2025-09-30
  • 45783Y855 · 5.4% · long · since 2025-09-30
  • 808524797 · 3.8% · long · since 2025-09-30
  • JNJ · 3.3% · long · since 2025-09-30
  • 464288885 · 2.8% · long · since 2025-09-30
  • 33733E690 · 2.4% · long · since 2026-09-30
  • 33739Q200 · 1.8% · long · since 2025-09-30
  • EMR · 1.8% · long · since 2025-09-30
  • 464287234 · 1.8% · long · since 2025-09-30

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