Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RWQ Financial Management Services, Inc. (CIK 1846544) reported $153.4M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SMH ($14.1M, 9.18%), AAPL ($14.0M, 9.11%), TSM ($13.3M, 8.70%), GEV ($11.7M, 7.62%), NVDA ($11.5M, 7.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | $14.1M | 9.18% | 36,740 | Trimmed |
| 2 | AAPL | APPLE INC | $14.0M | 9.11% | 55,101 | Added |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $13.3M | 8.70% | 39,480 | Trimmed |
| 4 | GEV | GE VERNOVA INC | $11.7M | 7.62% | 13,395 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $11.5M | 7.50% | 66,015 | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $10.3M | 6.73% | 17,900 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $9.0M | 5.87% | 30,628 | Trimmed |
| 8 | JEPQ | J P MORGAN EXCHANGE TRADED F | $7.6M | 4.96% | 137,150 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $6.9M | 4.51% | 24,086 | Trimmed |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.2M | 4.03% | 12,900 | New |
| 11 | AMZN | AMAZON COM INC | $5.9M | 3.82% | 28,115 | Trimmed |
| 12 | AVGO | BROADCOM INC | $5.9M | 3.82% | 18,941 | Trimmed |
| 13 | ABBV | ABBVIE INC | $5.0M | 3.29% | 23,190 | New |
| 14 | MSFT | MICROSOFT CORP | $5.0M | 3.28% | 13,605 | Trimmed |
| 15 | GE | GE AEROSPACE | $4.7M | 3.06% | 16,557 | Trimmed |
| 16 | META | META PLATFORMS INC | $4.6M | 2.97% | 7,970 | Trimmed |
| 17 | TSLA | TESLA INC | $4.4M | 2.88% | 11,885 | Trimmed |
| 18 | NFLX | NETFLIX INC. | $4.1M | 2.68% | 42,735 | New |
| 19 | NLR | VANECK ETF TRUST | $3.7M | 2.38% | 27,475 | New |
| 20 | MU | MICRON TECHNOLOGY INC | $3.4M | 2.21% | 10,040 | New |
| 21 | CEG | CONSTELLATION ENERGY CORP | $1.9M | 1.23% | 6,750 | Trimmed |
| 22 | VOO | VANGUARD INDEX FDS | $239,020 | 0.16% | 400 | New |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | Exited |
| 24 | ALCC | OKLO INC | $0 | 0.00% | 0 | Exited |
| 25 | CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31