CIK 1699622
ACCESS FINANCIAL SERVICES, INC.
Institutional 13F holdings & portfolio
Holdings
100
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 100
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 1.5M | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 1.4M | $1M+ | SH |
| XONE | BONDBLOXX ETF TRUST | 432K | $1M+ | SH |
| BILZ | PIMCO ETF TR | 146K | $1M+ | SH |
| OCTW | AIM ETF PRODUCTS TRUST | 364K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 459K | $1M+ | SH |
| IOCT | INNOVATOR ETFS TRUST | 292K | $1M+ | SH |
| DECW | AIM ETF PRODUCTS TRUST | 223K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 161K | $1M+ | SH |
| AUGW | AIM ETF PRODUCTS TRUST | 174K | $1M+ | SH |
| IVV | ISHARES TR | 8K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 11K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 104K | $1M+ | SH |
| IJUL | INNOVATOR ETFS TRUST | 140K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 22K | $1M+ | SH |
| EOCT | INNOVATOR ETFS TRUST | 113K | $1M+ | SH |
| AAPL | APPLE INC | 10K | $1M+ | SH |
| OEF | ISHARES TR | 8K | $1M+ | SH |
| TSLA | TESLA INC | 5K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 17K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 6K | $1M+ | SH |
| AMZN | AMAZON COM INC | 9K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 25K | $1M+ | SH |
| SGOV | ISHARES TR | 19K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 6K | $1M+ | SH |
| RSPN | INVESCO EXCHANGE TRADED FD T | 32K | $1M+ | SH |
| KO | COCA COLA CO | 26K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 4K | $1M+ | SH |
| ABBV | ABBVIE INC | 7K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| CBOE | CBOE GLOBAL MKTS INC | 6K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 11K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 10K | $1M+ | SH |
| ARES | ARES MANAGEMENT CORPORATION | 9K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| FTNT | FORTINET INC | 18K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC | 7K | $1M+ | SH |
| EJUL | INNOVATOR ETFS TRUST | 45K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 56K | $1M+ | SH |
| BKR | BAKER HUGHES COMPANY | 28K | $1M+ | SH |
| PAYX | PAYCHEX INC | 11K | $1M+ | SH |
| QCOM | QUALCOMM INC | 7K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 5K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 23K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| EOG | EOG RES INC | 10K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 2K | $1M+ | SH |
| WSO | WATSCO INC | 3K | $1M+ | SH |
| NVBW | AIM ETF PRODUCTS TRUST | 29K | $500K+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |