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 51–100 of 100
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEFA | ISHARES TR | 11K | $500K+ | SH |
| XOP | SPDR SERIES TRUST | 7K | $500K+ | SH |
| KLAC | KLA CORP | 759 | $500K+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 6K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 5K | $500K+ | SH |
| NXP | NUVEEN SELECT TAX-FREE INCOM | 59K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 6K | $500K+ | SH |
| XLC | SELECT SECTOR SPDR TR | 7K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| IAK | ISHARES TR | 5K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 13K | $500K+ | SH |
| XHB | SPDR SERIES TRUST | 6K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 10K | $500K+ | SH |
| NUW | NUVEEN AMT-FREE MUN VALUE FD | 44K | $500K+ | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 7K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 3K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| LOW | LOWES COS INC | 2K | $500K+ | SH |
| BBN | BLACKROCK TAX MUNICPAL BD TR | 34K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 756 | $500K+ | SH |
| ESGV | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| FAST | FASTENAL CO | 12K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| RFI | COHEN & STEERS TOTAL RETURN | 40K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 387 | $100K–$500K | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| META | META PLATFORMS INC | 577 | $100K–$500K | SH |
| PNOV | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| NMS | NUVEEN MINN QUALITY MUN INM | 31K | $100K–$500K | SH |
| IDEC | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| NNOV | INNOVATOR ETFS TRUST | 12K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 5K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 509 | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 6K | $100K–$500K | SH |
| IXUS | ISHARES TR | 3K | $100K–$500K | SH |
| MAGS | LISTED FDS TR | 7K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| MINT | PIMCO ETF TR | 3K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 840 | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |