RWQ Financial Management Services, Inc.
All 13F Filings
- Location
- Naples, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 207,338
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 24 | 207,338 | 13F-HR | RWQ Financial Management Services, Inc. |
| Q1 2026 | 5/14/2026 | 22 | 153,440 | 13F-HR | RWQ Financial Management Services, Inc. |
| 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 | 178.7 K | 86.2% | 61.16 K | 0 | 61.16 K |
| ETFs | 28.67 K | 13.8% | 0 | 7.257 K | -7.257 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
207,338
Holdings
24
QoQ value change ($000)
53,898
(35.1%)
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.