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Portfolio (Quarterly) Guide ↗

RWQ Financial Management Services, Inc.

· CIK 0001846544
13F Portfolio $207M AUM 24 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 4 Added 11 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 33,350.0 $15.9M 7.68% -15K -30.9% $477.57 -13.3%
2 AVGO BROADCOM INC Technology 29,621.0 $11.2M 5.40% -16K -34.4% $377.75 -2.1%
3 SMH VANECK ETF TRUST 14,910.0 $9.8M 4.72% -51K -77.5% $655.89 -16.9%
4 MSFT MICROSOFT CORP Technology 25,590.0 $9.5M 4.60% -2K -8.8% $373.03 +34.3%
5 GOOGL ALPHABET INC Communication Services 26,401.0 $9.4M 4.55% -26K -49.2% $357.37 -6.3%
6 TSLA TESLA INC Consumer Cyclical 20,960.0 $8.8M 4.25% -13K -38.8% $420.60 -15.3%
7 JPM JPMORGAN CHASE & CO Financial Services 24,813.0 $8.1M 3.92% -31K -55.2% $327.33 +8.4%
8 AMZN AMAZON COM INC Consumer Cyclical 29,765.0 $7.1M 3.42% -25K -45.2% $238.34 +7.0%
9 JEPQ J P MORGAN EXCHANGE TRADED F 95,537.0 $5.9M 2.83% -101K -51.4% $61.46 -4.0%
10 META META PLATFORMS INC Communication Services 7,706.0 $4.3M 2.09% -25K -76.7% $563.26 +2.7%
11 PLTR PALANTIR TECHNOLOGIES INC Technology 22,525.0 $2.6M 1.27% -11K -33.6% $116.67 +54.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.7%
Financial Services 12.4%
Consumer Cyclical 9.5%
Industrials 8.4%
Healthcare 8.2%
Communication Services 8.2%
Utilities 6.5%