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RWQ Financial Management Services, Inc.

Portfolio Manager
RWQ Financial Management Services, Inc.
Performance
-8.07% (2026 Q1)
AUM (13F)
$153.44M
# of Holdings
22
Performance Rank
Allocation (Top 20)
98.6%

RWQ Financial Management Services, Inc. Holdings Map

Top 22 RWQ Financial Management Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SMH
VANECK ETF TRUST
9.18%36.7K$14.1M
-44.50%(-29.46K)
2025-Q1: 8.9K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 66.2K shares2026-Q1: 36.7K shares
$326.25(+77.27%)
2026-03-31
AAPL
APPLE INC
9.11%55.1K$14.0M
+58.67%(+20.38K)
2025-Q1: 0 shares2025-Q2: 1.9K shares2025-Q3: 104.3K shares2025-Q4: 34.7K shares2026-Q1: 55.1K shares
$244.26(+22.09%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
8.7%39.5K$13.3M
-18.21%(-8.79K)
2025-Q1: 46.5K shares2025-Q2: 40.5K shares2025-Q3: 41.5K shares2025-Q4: 48.3K shares2026-Q1: 39.5K shares
$193.30(+116.10%)
2026-03-31
GEV
GE VERNOVA INC
7.62%13.4K$11.7M
+357.95%(+10.47K)
2025-Q1: 2.3K shares2025-Q2: 3.5K shares2025-Q3: 3.0K shares2025-Q4: 2.9K shares2026-Q1: 13.4K shares
$673.73(+61.87%)
2026-03-31
NVDA
NVIDIA CORPORATION
7.5%66.0K$11.5M
-0.11%(-76)
2025-Q1: 183.8K shares2025-Q2: 118.7K shares2025-Q3: 85.8K shares2025-Q4: 66.1K shares2026-Q1: 66.0K shares
$68.94(+241.96%)
2026-03-31
QQQ
INVESCO QQQ TR
6.73%17.9K$10.3M
+4999.72%(+17.55K)
2025-Q1: 0 shares2025-Q2: 776 shares2025-Q3: 776 shares2025-Q4: 351 shares2026-Q1: 17.9K shares
$589.96(+22.01%)
2026-03-31
JPM
JPMORGAN CHASE & CO
5.87%30.6K$9.0M
-44.70%(-24.76K)
2025-Q1: 39.5K shares2025-Q2: 56.2K shares2025-Q3: 38.6K shares2025-Q4: 55.4K shares2026-Q1: 30.6K shares
$240.31(+24.80%)
2026-03-31
JEPQ
J P MORGAN EXCHANGE TRADED F
4.96%137.2K$7.6M
-30.29%(-59.60K)
2025-Q1: 78.7K shares2025-Q2: 0 shares2025-Q3: 3.5K shares2025-Q4: 196.8K shares2026-Q1: 137.2K shares
$57.71(+3.98%)
2026-03-31
GOOGL
ALPHABET INC
4.51%24.1K$6.9M
-53.66%(-27.89K)
2025-Q1: 57.9K shares2025-Q2: 54.6K shares2025-Q3: 68.2K shares2025-Q4: 52.0K shares2026-Q1: 24.1K shares
$174.80(+129.44%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
4.03%12.9K$6.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 12.9K shares
$488.92(-0.99%)
2026-03-31

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