RWQ Financial Management Services, Inc. - Portfolio overview

RWQ Financial Management Services, Inc. has 29 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SMH - VANECK ETF TRUST, 7.30%
2. AAPL - APPLE INC, 7.25%
3. TSM - TAIWAN SEMICONDUCTOR MANUFAC, 6.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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