RWQ Financial Management Services, Inc.
All 13F Filings
- Location
- Naples, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 217,441
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/2/2026 | 20 | 217,441 | 13F-HR | RWQ Financial Management Services, Inc. |
| Q3 2025 | 10/23/2025 | 23 | 230,479 | 13F-HR | RWQ Financial Management Services, Inc. |
| Q2 2025 | 7/29/2025 | 22 | 237,670 | 13F-HR | RWQ Financial Management Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 193.6 K | 89.0% | 0 | 36.88 K | -36.88 K |
| ETFs | 23.84 K | 11.0% | 23.84 K | 0 | 23.84 K |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
217,441
Holdings
20
QoQ value change ($000)
-13,038
(-5.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.