StockDriftsStockDriftsTop 24 Rwq Financial Management Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.26% | 39.1K | $13.0M | +12.68%(+4.39K) | $251.79(+36.20%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 7% | 36.5K | $12.5M | +38.10%(+10.06K) | $232.27(+48.18%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 6.89% | 24.1K | $12.4M | -5.90%(-1.51K) | $383.42(+39.15%) | 2026-09-30 | |
| GEV | GE VERNOVA INC | 6.79% | 12.8K | $12.2M | +38.19%(+3.54K) | $781.22(+16.28%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 6.66% | 52.2K | $11.9M | -26.53%(-18.87K) | $77.07(+181.68%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.29% | 24.7K | $11.3M | -25.94%(-8.65K) | $193.30(+117.40%) | 2026-09-30 | |
| META | META PLATFORMS INC | 6.06% | 15.0K | $10.9M | +94.26%(+7.26K) | $607.64(+16.10%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 5.79% | 14.0K | $10.4M | +87.70%(+6.55K) | $659.17(+8.98%) | 2026-09-30 | |
| INTC | INTEL CORP | 5.14% | 76.6K | $9.2M | +110.66%(+40.22K) | $111.17(-17.22%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 4.92% | 25.1K | $8.8M | -15.33%(-4.54K) | $259.29(+29.04%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +36.85% | +156.27% | +19.75% | +146.29% |
| Top 20 Holdings Unweighted | +30.10% | +120.19% | +14.05% | +92.98% |
Rwq Financial Management Services INC reports $179.17M in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.3%), GOOGL (7.0%) and MSFT (6.9%). The top 20 holdings account for 92.92% of reported assets. Its disclosed equity book has returned +156.27% on a three-year cumulative basis. Figures reflect the Q3 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