RWQ Financial Management Services
Latest statistics and disclosures from RWQ Financial Management Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SMH, META, JPM, GOOGL, AVGO, and represent 43.88% of RWQ Financial Management Services's stock portfolio.
- Added to shares of these 9 stocks: SMH (+$24M), META (+$12M), JEPQ (+$11M), PLTR (+$6.0M), JPM (+$5.4M), AVGO, TSM, CRWD, AMD.
- Started 3 new stock positions in SMH, AMD, PLTR.
- Reduced shares in these 10 stocks: AAPL (-$19M), GE (-$11M), BA (-$7.5M), BABA (-$6.9M), AMZN (-$6.2M), CRWV (-$6.1M), , CEG (-$5.4M), GOOGL (-$5.1M), NFLX.
- Sold out of its positions in BABA, BA, CRWV, GS, NFLX, ORCL.
- RWQ Financial Management Services was a net seller of stock by $-20M.
- RWQ Financial Management Services has $217M in assets under management (AUM), dropping by -5.66%.
- Central Index Key (CIK): 0001846544
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Portfolio Holdings for RWQ Financial Management Services
RWQ Financial Management Services holds 20 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 11.0 | $24M | NEW | 66k | 360.13 |
|
| Meta Platforms Cl A (META) | 10.0 | $22M | +131% | 33k | 660.10 |
|
| JPMorgan Chase & Co. (JPM) | 8.2 | $18M | +43% | 55k | 322.22 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.5 | $16M | -23% | 52k | 313.00 |
|
| Broadcom (AVGO) | 7.2 | $16M | +15% | 45k | 346.10 |
|
| Tesla Motors (TSLA) | 7.1 | $15M | 34k | 449.72 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.7 | $15M | +16% | 48k | 303.89 |
|
| Microsoft Corporation (MSFT) | 6.2 | $14M | -12% | 28k | 483.62 |
|
| Amazon (AMZN) | 5.8 | $13M | -32% | 54k | 230.82 |
|
| NVIDIA Corporation (NVDA) | 5.7 | $12M | -22% | 66k | 186.50 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 5.3 | $11M | +5521% | 197k | 58.12 |
|
| Apple (AAPL) | 4.3 | $9.4M | -66% | 35k | 271.86 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 4.3 | $9.4M | +21% | 20k | 468.76 |
|
| Constellation Energy (CEG) | 3.5 | $7.5M | -41% | 21k | 353.27 |
|
| Ge Aerospace Com New (GE) | 2.9 | $6.2M | -63% | 20k | 308.03 |
|
| Palantir Technologies Cl A (PLTR) | 2.8 | $6.0M | NEW | 34k | 177.75 |
|
| Ge Vernova (GEV) | 0.9 | $1.9M | -2% | 2.9k | 653.57 |
|
| Oklo Com Cl A (OKLO) | 0.3 | $754k | -75% | 11k | 71.76 |
|
| Advanced Micro Devices (AMD) | 0.3 | $659k | NEW | 3.1k | 214.16 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $216k | -54% | 351.00 | 614.31 |
|
Past Filings by RWQ Financial Management Services
SEC 13F filings are viewable for RWQ Financial Management Services going back to 2020
- RWQ Financial Management Services 2025 Q4 filed Feb. 2, 2026
- RWQ Financial Management Services 2025 Q3 filed Oct. 23, 2025
- RWQ Financial Management Services 2025 Q2 filed July 29, 2025
- RWQ Financial Management Services 2025 Q1 filed May 2, 2025
- RWQ Financial Management Services 2024 Q4 filed Feb. 11, 2025
- RWQ Financial Management Services 2024 Q3 filed Oct. 29, 2024
- RWQ Financial Management Services 2024 Q2 filed July 30, 2024
- RWQ Financial Management Services 2024 Q1 filed May 14, 2024
- RWQ Financial Management Services 2023 Q4 filed Jan. 24, 2024
- RWQ Financial Management Services 2023 Q3 filed Oct. 30, 2023
- RWQ Financial Management Services 2023 Q2 filed Aug. 10, 2023
- RWQ Financial Management Services 2023 Q1 filed May 12, 2023
- RWQ Financial Management Services 2022 Q4 filed Feb. 13, 2023
- RWQ Financial Management Services 2022 Q3 filed Oct. 20, 2022
- RWQ Financial Management Services 2022 Q2 filed July 26, 2022
- RWQ Financial Management Services 2022 Q1 filed April 20, 2022