Access Financial Services
$300M 13F equity value
114 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Access Financial Services covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 1,327,093 | $40M | 13.3% |
| SCHO | SCHWAB STRATEGIC TR | 1,316,039 | $31M | 10.5% |
| XONE | BONDBLOXX ETF TRUST | 515,135 | $25M | 8.4% |
| BILZ | PIMCO ETF TR | 204,563 | $21M | 6.9% |
| JUNW | AIM ETF PRODUCTS TRUST | 466,602 | $16M | 5.4% |
| FNDX | SCHWAB STRATEGIC TR | 507,548 | $16M | 5.3% |
| IJUL | INNOVATOR ETFS TRUST | 361,078 | $13M | 4.3% |
| FNDF | SCHWAB STRATEGIC TR | 210,875 | $11M | 3.8% |
| DECW | AIM ETF PRODUCTS TRUST | 205,851 | $8M | 2.5% |
| FNDE | SCHWAB STRATEGIC TR | 169,125 | $7M | 2.4% |
Track Access Financial Services's 13F portfolio: $300M in reported holdings, 114 positions. Top holdings and quarterly changes on SentiSense.
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