RWQ Financial Management Services, Inc.
All 13F Filings
- Location
- Naples, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 153,440
- 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 |
|---|---|---|---|---|---|
| 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 | 117.5 K | 76.6% | 0 | 76.09 K | -76.09 K |
| ETFs | 35.93 K | 23.4% | 12.09 K | 0 | 12.09 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
153,440
Holdings
22
QoQ value change ($000)
-64,001
(-29.4%)
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.