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RWQ Financial Management Services, Inc.
RWQ Financial Management Services, Inc. (doing business as Q Capital Solutions) is a registered investment adviser headquartered in Naples, Florida. Founded in July 2018 and incorporated in New Jersey, the firm is owned by Robert W. Quinlan. RWQ provides financial planning and investment advisory services, managing portfolios and offering personalized advice for individual and institutional clients. With approximately 2–4 employees, the firm is focused on the customized management of client assets and delivers services to a broad client base, including high-net-worth individuals and families.
Investment Strategy
RWQ offers comprehensive financial planning and portfolio management services tailored to each client's needs. Their approach emphasizes individualized investment strategies based on client goals, risk tolerance, and preferences, supported by ongoing advisory relationships and regular account reviews. RWQ manages client portfolios through discretionary authority and assesses client accounts quarterly, applying fees based on assets under management. The firm prioritizes transparency, accessibility, and fiduciary responsibility in its investment operations.
Latest 13F Filing Activity
RWQ Financial Management Services, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 23 equity positions with a total 13F market value of $230M. The fund increased holdings in Apple Inc., Boeing Co., Alphabet Inc. among other positions. RWQ Financial Management Services, Inc. reduced exposure to Netflix Inc., Meta Platforms Inc., Microsoft Corp. among others.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 11.53% | $26.6M | 104,326 | $253.73 | $254.63 | +$26.2M |
A AMZN | AMAZON COM INC | 7.72% | $17.8M | 80,990 | $219.39 | $219.57 | -$2.8M |
M MSFT | MICROSOFT CORP | 7.21% | $16.6M | 32,075 | $439.26 | $517.95 | -$6.3M |
| ALPHABET INC | 7.20% | $16.6M | 68,240 | $189.76 | $243.10 | +$7.0M | |
G GE | GE AEROSPACE | 7.12% | $16.4M | 54,570 | $235.12 | $300.82 | -$5.5M |
Industry Allocation
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