RWQ Financial Management Services, Inc.

CIK 0001846544 · NAPLES, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

RWQ Financial Management Services, Inc. reported 24 positions worth $207.3M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: TSM (7.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$207.3M
2026 Q2
Positions
24
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.1%
Est. Net Flow (Q)
2026 Q2
10 / 24 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TSMTAIWAN SEMICONDUCTOR MANUFACSH$15.9M7.68%33,350
2BRK-BBERKSHIRE HATHAWAY INC DELSH$15.3M7.37%30,540
3NVDANVIDIA CORPORATIONSH$14.2M6.86%71,101
4GEGE AEROSPACESH$14.0M6.75%37,447
5ABBVABBVIE INCSH$13.8M6.64%54,700
6AVGOBROADCOM INCSH$11.2M5.40%29,621
7GEVGE VERNOVA INCSH$10.9M5.25%9,266
8AAPLAPPLE INCSH$10.0M4.84%34,661
9SMHVANECK ETF TRUSTSH$9.8M4.72%14,910
10MSFTMICROSOFT CORPSH$9.5M4.60%25,590

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does RWQ Financial Management Services, Inc. hold as of Q2 2026?

RWQ Financial Management Services, Inc. reported 24 positions worth $207.3M in its Q2 2026 13F filing. Largest positions: TSM (7.7%), BRK-B (7.4%), NVDA (6.9%), GE (6.7%) and ABBV (6.6%).

What did RWQ Financial Management Services, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did RWQ Financial Management Services, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.