Access Financial Services
$305M 13F equity value
106 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Access Financial Services covers the quarter ended June 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 | 1,407,284 | $41M | 13.6% |
| SCHO | SCHWAB STRATEGIC TR | 1,399,521 | $34M | 11.1% |
| XONE | BONDBLOXX ETF TRUST | 489,580 | $24M | 7.9% |
| BILZ | PIMCO ETF TR | 215,191 | $22M | 7.1% |
| FNDX | SCHWAB STRATEGIC TR | 504,385 | $16M | 5.1% |
| JUNW | AIM ETF PRODUCTS TRUST | 453,357 | $16M | 5.1% |
| IJUN | INNOVATOR ETFS TRUST | 415,535 | $13M | 4.2% |
| FNDF | SCHWAB STRATEGIC TR | 215,023 | $11M | 3.7% |
| DECW | AIM ETF PRODUCTS TRUST | 220,052 | $8M | 2.6% |
| EJAN | INNOVATOR ETFS TRUST | 197,501 | $7M | 2.3% |
Track Access Financial Services's 13F portfolio: $305M in reported holdings, 106 positions. Top holdings and quarterly changes on SentiSense.
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