RWQ Financial Management Services, Inc.
•CIK: 1846544•Filing: Q4 2025
**RWQ Financial Management Services, Inc.** manages $217M across a concentrated portfolio of 20 positions. The strategy exhibits significant exposure to technology and growth sectors, highlighted by top holdings including SMH at $23.8M and META at $21.8M. Further allocations are notable in financial services (JPM at $17.8M) and major tech names such as GOOGL ($16.3M) and AVGO ($15.6M). This structure indicates a conviction-driven, large-cap technology and industrials tilt.
Total AUM
$217.4M
QoQ Performance
-5.7%
Positions
20
Top 10 Concentration
75.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SMH
META
JPM
GOOGL
AVGO
TSLA
TSM
MSFT
SMH11.0%
META10.0%
JPM8.2%
GOOGL7.5%
AVGO7.2%
TSLA7.1%
TSM6.7%
MSFT6.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology41.3%
Other34.8%
Consumer12.8%
Financial8.2%
Industrial2.9%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW3 new positions
↑6 increased
↓11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023