RWQ Financial Management Services, Inc. holds a focused book of 24 stocks worth $207.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Goldman Sachs Group Inc and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 8% of the equity book. Cloning the disclosed picks since 2024 would be +40% (+21.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1846544/holdings"
Use Arkolith to show RWQ Financial Management Services, Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +54.3%, a 14.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning RWQ Financial Management Services, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
85% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as RWQ Financial Management Services, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 46 / 24 | $10.6B |
| Kestra Advisory Services, LLC | 46 / 24 | $6.7B |
| IFP Advisors, Inc | 46 / 24 | $1.2B |
| LANARK FINANCIAL, INC. | 46 / 24 | $269.6M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 46 / 24 | $212.2M |
| Triumph Capital Management | 46 / 24 | $85.0M |
| MORGAN STANLEY | 45 / 24 | $485.1B |
| JPMORGAN CHASE & CO | 45 / 24 | $440.1B |
Ranked by how many of RWQ Financial Management Services, Inc.'s top 24 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufac SPONSORED ADS | $15.9M | 33.4K | 7.7% | ▼−16% Reduced · −6K sh | |
| 2 | Berkshire Hathaway Inc Del CL B NEW | $15.3M | 30.5K | 7.4% | ▲+137% Added · +18K sh | |
| 3 | Nvidia Corporation COM | $14.2M | 71.1K | 6.9% | ▲+7.7% Added · +5K sh | |
| 4 | Ge Aerospace COM NEW | $14.0M | 37.4K | 6.7% | ▲+126% Added · +21K sh | |
| 5 | Abbvie Inc COM | $13.8M | 54.7K | 6.6% | ▲+136% Added · +32K sh | |
| 6 | Broadcom Inc COM | $11.2M | 29.6K | 5.4% | ▲+56% Added · +11K sh | |
| 7 | Ge Vernova Inc COM | $10.9M | 9.3K | 5.3% | ▼−31% Reduced · −4K sh | |
| 8 | Apple Inc COM | $10.0M | 34.7K | 4.8% | ▼−37% Reduced · −20K sh | |
| 9 | Vaneck ETF Trust SEMICONDUCTR ETF | $9.8M | 14.9K | 4.7% | ▼−59% Reduced · −22K sh | |
| 10 | Microsoft Corp COM | $9.5M | 25.6K | 4.6% | ▲+88% Added · +12K sh | |
| 11 | Micron Technology Inc COM | $9.5M | 8.3K | 4.6% | ▼−18% Reduced · −2K sh | |
| 12 | Alphabet Inc CAP STK CL A | $9.4M | 26.4K | 4.6% | ▲+9.6% Added · +2K sh | |
| 13 | Tesla Inc COM | $8.8M | 21.0K | 4.3% | ▲+76% Added · +9K sh | |
| 14 | JPMorgan Chase & Co COM | $8.1M | 24.8K | 3.9% | ▼−19% Reduced · −6K sh | |
| 15 | Goldman Sachs Group Inc COM | $7.2M | 7.1K | 3.5% | ▲New New position | |
| 16 | Ishares TR ISHARES SEMICDTR | $7.1M | 11.2K | 3.4% | ▲New New position | |
| 17 | Amazon Com Inc COM | $7.1M | 29.8K | 3.4% | ▲+5.9% Added · +2K sh | |
| 18 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $5.9M | 95.5K | 2.8% | ▼−30% Reduced · −42K sh | |
| 19 | Invesco QQQ TR UNIT SER 1 | $5.5M | 7.5K | 2.7% | ▼−58% Reduced · −10K sh | |
| 20 | Intel Corp COM | $5.1M | 36.3K | 2.4% | ▲New New position | |
| 21 | Meta Platforms Inc CL A | $4.3M | 7.7K | 2.1% | ▼−3.3% Reduced · −264 sh | |
| 22 | Palantir Technologies Inc CL A | $2.6M | 22.5K | 1.3% | ▲New New position | |
| 23 | Space Exploration Techn Corp CLASS A COM STK | $1.6M | 9.4K | 0.8% | ▲New New position | |
| 24 | Vanguard Index FDS S&P 500 ETF SHS | $378K | 550 | 0.2% | ▲+38% Added · +150 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 24 | $207.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 22 | $153.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 20 | $217.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23 | $230.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 22 | $237.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 23 | $151.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 23 | $255.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 25 | $288.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.