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RWQ FINANCIAL MANAGEMENT SERVICES, INC. 13F portfolio summary

RWQ FINANCIAL MANAGEMENT SERVICES, INC. of RWQ FINANCIAL MANAGEMENT SERVICES, INC. has 24 current stock holdings with a reported portfolio value of $207.3M. The portfolio 1 year return is +37.01%. Top holdings include TSM (7.68%), BRK-B (7.37%), NVDA (6.86%), GE (6.75%), ABBV (6.64%).

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RWQ FINANCIAL MANAGEMENT SERVICES, INC.

RWQ FINANCIAL MANAGEMENT SERVICES, INC.
Latest filing: 2026-06-30

RWQ FINANCIAL MANAGEMENT SERVICES, INC. runs RWQ FINANCIAL MANAGEMENT SERVICES, INC. and currently holds 24 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $207.34M. Their top holdings are TSM, BRK-B, NVDA, GE, ABBV. The top five represent 35.3% of reported portfolio weight. RWQ FINANCIAL MANAGEMENT SERVICES, INC. ranks #102 out of 1000 investors tracked by Alpha Score. In the most recent quarter, RWQ FINANCIAL MANAGEMENT SERVICES, INC. initiated 4 new positions. They added to 11 existing positions. They trimmed 9 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
TSM7.7%
BRK-B7.4%
NVDA6.9%
GE6.8%
ABBV6.6%
Top 5: 35.3%
Portfolio Returns
1 Year
+37.01%
#255/1000
3 Year
+166.30%
#94/1000
5 Year
+178.84%
#84/1000

Portfolio Value

$207.34M

Alpha Score

131.6

#102 of 1000

Holdings

24

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24 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
TSM
TAIWAN SEMICONDUCTOR MANUFAC
7.68%$196.93$418.87+112.70%
Trimmed
-15.53%
BRK-B
BERKSHIRE HATHAWAY INC DEL
7.37%$491.44$495.77+0.88%
Added
+136.74%
NVDA
NVIDIA CORPORATION
6.86%$86.82$214.76+147.36%
Added
+7.70%
GE
GE AEROSPACE
6.75%$312.45$348.41+11.51%
Added
+126.17%
ABBV
ABBVIE INC
6.64%$237.16$265.01+11.74%
Added
+135.88%
AVGO
BROADCOM INC
5.40%$289.67$368.45+27.20%
Added
+56.39%
GEV
GE VERNOVA INC
5.25%$766.85$956.64+24.75%
Trimmed
-30.82%
AAPL
APPLE INC
4.84%$253.75$309.35+21.91%
Trimmed
-37.10%
SMH
VANECK ETF TRUST
4.72%$360.13$560.42+55.62%
Trimmed
-59.42%
MSFT
MICROSOFT CORP
4.60%$408.24$483.24+18.37%
Added
+88.09%

Showing 1-10 of 24