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 (431 days), 86 trades recorded
  • Returns: week n/a · month n/a · 90 days +19.7% · 6 months +14.6% · 1 year +26.2% · all +26.2%
  • Max drawdown -7.3% · Sharpe 0.89 · win rate 15% · data quality High
  • 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

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