StockDriftsStockDriftsTop 23 RWQ Financial Management Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.68% | 33.4K | $15.9M | -15.53%(-6.13K) | $193.30(+119.15%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.37% | 30.5K | $15.3M | +136.74%(+17.64K) | $488.12(+7.22%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.86% | 71.1K | $14.2M | +7.70%(+5.09K) | $77.07(+186.05%) | 2026-06-30 | |
| GE | GE AEROSPACE | 6.75% | 37.4K | $14.0M | +126.17%(+20.89K) | $273.31(+35.69%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 6.64% | 54.7K | $13.8M | +135.88%(+31.51K) | $228.40(+9.16%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 5.4% | 29.6K | $11.2M | +56.39%(+10.68K) | $259.29(+62.12%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 5.25% | 9.3K | $10.9M | -30.82%(-4.13K) | $673.73(+51.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.84% | 34.7K | $10.0M | -37.10%(-20.44K) | $244.26(+25.55%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 4.72% | 14.9K | $9.8M | -59.42%(-21.83K) | $326.25(+76.76%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.6% | 25.6K | $9.5M | +88.09%(+11.98K) | $383.42(+31.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +36.25% | +152.91% | +20.23% | +151.27% |
| Top 20 Holdings Unweighted | +29.30% | +116.19% | +14.08% | +93.23% |
RWQ Financial Management Services, Inc. reports $207.34M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are TSM (7.7%), BRK.B (7.4%) and NVDA (6.9%). The top 20 holdings account for 95.69% of reported assets. Its disclosed equity book has returned +152.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from RWQ Financial Management Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1846544). View RWQ Financial Management Services, Inc.’s 13F filings on SEC