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, AAPL, TSM, GEV, NVDA, and represent 42.11% of RWQ Financial Management Services's stock portfolio.
  • Added to shares of these 9 stocks: QQQ (+$10M), GEV (+$9.1M), BRK.B (+$6.2M), AAPL (+$5.2M), ABBV (+$5.0M), NFLX, NLR, MU, VOO.
  • Started 6 new stock positions in NLR, ABBV, BRK.B, NFLX, MU, VOO.
  • Reduced shares in these 10 stocks: META (-$14M), SMH (-$11M), CRWD (-$9.4M), TSLA (-$8.3M), AVGO (-$8.1M), GOOGL (-$8.0M), JPM (-$7.3M), PLTR (-$6.0M), AMZN (-$5.5M), MSFT (-$5.3M).
  • Sold out of its positions in AMD, OKLO, CRWD, PLTR.
  • RWQ Financial Management Services was a net seller of stock by $-49M.
  • RWQ Financial Management Services has $153M in assets under management (AUM), dropping by -29.43%.
  • Central Index Key (CIK): 0001846544

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Portfolio Holdings for RWQ Financial Management Services

RWQ Financial Management Services holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Semiconductr Etf (SMH) 9.2 $14M -44% 37k 383.40
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Apple (AAPL) 9.1 $14M +58% 55k 253.79
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 8.7 $13M -18% 40k 337.95
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Ge Vernova (GEV) 7.6 $12M +357% 13k 872.90
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NVIDIA Corporation (NVDA) 7.5 $12M 66k 174.40
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Invesco Qqq Tr Unit Ser 1 (QQQ) 6.7 $10M +4999% 18k 577.18
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JPMorgan Chase & Co. (JPM) 5.9 $9.0M -44% 31k 294.16
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 5.0 $7.6M -30% 137k 55.52
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Alphabet Cap Stk Cl A (GOOGL) 4.5 $6.9M -53% 24k 287.56
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.0 $6.2M NEW 13k 479.20
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Broadcom (AVGO) 3.8 $5.9M -58% 19k 309.50
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Amazon (AMZN) 3.8 $5.9M -48% 28k 208.27
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Abbvie (ABBV) 3.3 $5.0M NEW 23k 217.49
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Microsoft Corporation (MSFT) 3.3 $5.0M -51% 14k 370.18
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Ge Aerospace Com New (GE) 3.1 $4.7M -17% 17k 283.77
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Meta Platforms Cl A (META) 3.0 $4.6M -75% 8.0k 572.17
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Tesla Motors (TSLA) 2.9 $4.4M -65% 12k 371.75
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Netflix (NFLX) 2.7 $4.1M NEW 43k 96.15
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Vaneck Etf Trust Uranium And Nucl (NLR) 2.4 $3.7M NEW 28k 133.19
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Micron Technology (MU) 2.2 $3.4M NEW 10k 337.84
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Constellation Energy (CEG) 1.2 $1.9M -68% 6.8k 279.26
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $239k NEW 400.00 597.55
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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