RWQ Financial Management Services

Latest statistics and disclosures from RWQ Financial Management Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TSM, BRK.B, NVDA, GE, ABBV, and represent 35.30% of RWQ Financial Management Services's stock portfolio.
  • Added to shares of these 10 stocks: BRK.B (+$8.8M), ABBV (+$7.9M), GE (+$7.8M), GS (+$7.2M), SOXX (+$7.1M), INTC (+$5.1M), MSFT, AVGO, TSLA, PLTR.
  • Started 5 new stock positions in GS, PLTR, SOXX, INTC, SPCX.
  • Reduced shares in these 10 stocks: SMH (-$14M), QQQ (-$7.7M), AAPL (-$5.9M), GEV, NFLX, NLR, TSM, JEPQ, MU, JPM.
  • Sold out of its positions in CEG, NFLX, NLR.
  • RWQ Financial Management Services was a net buyer of stock by $11M.
  • RWQ Financial Management Services has $207M in assets under management (AUM), dropping by 35.13%.
  • Central Index Key (CIK): 0001846544

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Portfolio Holdings for RWQ Financial Management Services

RWQ Financial Management Services holds 24 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 7.7 $16M -15% 33k 477.57
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 7.4 $15M +136% 31k 500.39
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NVIDIA Corporation (NVDA) 6.9 $14M +7% 71k 200.09
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Ge Aerospace Com New (GE) 6.7 $14M +126% 37k 373.73
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Abbvie (ABBV) 6.6 $14M +135% 55k 251.64
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Broadcom (AVGO) 5.4 $11M +56% 30k 377.75
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Ge Vernova (GEV) 5.3 $11M -30% 9.3k 1174.86
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Apple (AAPL) 4.8 $10M -37% 35k 289.36
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Vaneck Etf Trust Semiconductr Etf (SMH) 4.7 $9.8M -59% 15k 655.89
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Microsoft Corporation (MSFT) 4.6 $9.5M +88% 26k 373.03
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Micron Technology (MU) 4.6 $9.5M -17% 8.3k 1154.29
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Alphabet Cap Stk Cl A (GOOGL) 4.6 $9.4M +9% 26k 357.37
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Tesla Motors (TSLA) 4.3 $8.8M +76% 21k 420.60
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JPMorgan Chase & Co. (JPM) 3.9 $8.1M -18% 25k 327.33
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Goldman Sachs (GS) 3.5 $7.2M NEW 7.1k 1011.37
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Ishares Tr Ishares Semicdtr (SOXX) 3.4 $7.1M NEW 11k 640.76
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Amazon (AMZN) 3.4 $7.1M +5% 30k 238.34
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.8 $5.9M -30% 96k 61.46
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $5.5M -58% 7.5k 736.40
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Intel Corporation (INTC) 2.4 $5.1M NEW 36k 139.63
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Meta Platforms Cl A (META) 2.1 $4.3M -3% 7.7k 563.26
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Palantir Technologies Cl A (PLTR) 1.3 $2.6M NEW 23k 116.67
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Space Exploration Techn Corp Class A Com Stk (SPCX) 0.8 $1.6M NEW 9.4k 170.86
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $378k +37% 550.00 686.81
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Past Filings by RWQ Financial Management Services

SEC 13F filings are viewable for RWQ Financial Management Services going back to 2020

View all past filings