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RWQ Financial Management Services, Inc. - Portfolio Stock Holdings

RWQ Financial Management Services, Inc. disclosed 28 stock positions in a recent SEC 13F filing. $179,166,581 of stock holdings were filed, with the largest holdings including AAPL, GOOGL, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $222,275,773 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

28

Est. Stock Holding Value:

$179,166,581

Top Stock Holdings By Sector

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Portfolio Stock Holdings - RWQ Financial Management Services, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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