RWQ Financial Management Services, Inc. — 13F Holdings & Portfolio

CIK 1846544 · latest 13F-HR filed 2026-05-14

RWQ Financial Management Services, Inc. manages $153.4M in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SMH (9.18%), AAPL (9.11%), TSM (8.70%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 4, added to 3, and trimmed 13.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$153.4M

Long-equity book

Holdings

22

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+6 / −4 / ↑3 / ↓13

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO QQQ TR$10.1M +4691.5%
  • GE VERNOVA INC$9.8M +511.6%
  • APPLE INC$4.5M +48.1%
Show all 3

Top Trims

  • META PLATFORMS INC-$17.3M -79.1%
  • TESLA INC-$11.0M -71.3%
  • BROADCOM INC-$9.8M -62.5%
  • VANECK ETF TRUST-$9.8M -40.9%
  • ALPHABET INC-$9.3M -57.4%
Show all 13

New Positions

  • BERKSHIRE HATHAWAY INC DEL$6.2M
  • ABBVIE INC$5.0M
  • NETFLIX INC.$4.1M
  • VANECK ETF TRUST$3.7M
  • MICRON TECHNOLOGY INC$3.4M
Show all 6

Exited Positions

  • CROWDSTRIKE HLDGS INC$9.4M
  • PALANTIR TECHNOLOGIES INC$6.0M
  • OKLO INC$754.2K
  • ADVANCED MICRO DEVICES INC$658.5K
Show all 4
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANECK ETF TRUST SMH 92189F676 $14.1M 9.18% 36,740 SH
2 APPLE INC AAPL 037833100 $14.0M 9.11% 55,101 SH
3 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $13.3M 8.70% 39,480 SH
4 GE VERNOVA INC GEV 36828A101 $11.7M 7.62% 13,395 SH
5 NVIDIA CORPORATION NVDA 67066G104 $11.5M 7.50% 66,015 SH
6 INVESCO QQQ TR QQQ 46090E103 $10.3M 6.73% 17,900 SH
7 JPMORGAN CHASE & CO JPM 46625H100 $9.0M 5.87% 30,628 SH
8 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $7.6M 4.96% 137,150 SH
9 ALPHABET INC GOOGL 02079K305 $6.9M 4.51% 24,086 SH
10 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.2M 4.03% 12,900 SH
11 BROADCOM INC AVGO 11135F101 $5.9M 3.82% 18,941 SH
12 AMAZON COM INC AMZN 023135106 $5.9M 3.82% 28,115 SH
13 ABBVIE INC ABBV 00287Y109 $5.0M 3.29% 23,190 SH
14 MICROSOFT CORP MSFT 594918104 $5.0M 3.28% 13,605 SH
15 GE AEROSPACE GE 369604301 $4.7M 3.06% 16,557 SH
16 META PLATFORMS INC META 30303M102 $4.6M 2.97% 7,970 SH
17 TESLA INC TSLA 88160R101 $4.4M 2.88% 11,885 SH
18 NETFLIX INC. NFLX 64110L106 $4.1M 2.68% 42,735 SH
19 VANECK ETF TRUST NLR 92189F601 $3.7M 2.38% 27,475 SH
20 MICRON TECHNOLOGY INC MU 595112103 $3.4M 2.21% 10,040 SH
21 CONSTELLATION ENERGY CORP CEG 21037T109 $1.9M 1.23% 6,750 SH
22 VANGUARD INDEX FDS VOO 922908363 $239.0K 0.16% 400 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $153.4M 22 0001172661-26-001954
2025-12-31 2026-02-02 $217.4M 20 0001172661-26-000419
2025-09-30 2025-10-23 $230.5M 23 0001172661-25-004405