Long-term investor
Rwq Financial Management Services, Inc. @rwqfinancialmanagementse
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001846544).
Record
- Tracked since 2025-06-30 (465 days), 86 trades recorded
- Returns: week n/a · month n/a · 90 days -1.8% · 6 months +17.0% · 1 year +13.3% · all +13.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSM · 7.7% · long · since 2025-06-30
- BRK-B · 7.4% · long · since 2026-03-31
- NVDA · 6.9% · long · since 2025-06-30
- 369604301 · 6.7% · long · since 2025-06-30
- ABBV · 6.6% · long · since 2026-03-31
- AVGO · 5.4% · long · since 2025-06-30
- GEV · 5.3% · long · since 2025-06-30
- AAPL · 4.8% · long · since 2025-06-30
- 92189F676 · 4.7% · long · since 2025-12-31
- MSFT · 4.6% · long · since 2025-06-30
- MU · 4.6% · long · since 2026-03-31
- GOOGL · 4.6% · long · since 2025-06-30