ACCESS FINANCIAL SERVICES, INC.

Institutional manager (13F) · CIK 1699622

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $260M

#	Issuer	Value	Shares
1	SCHWAB STRATEGIC TR	$37M	1,426,767
2	SCHWAB STRATEGIC TR	$34M	1,383,795
3	PIMCO ETF TR	$24M	234,391
4	BONDBLOXX ETF TRUST	$23M	470,955
5	SCHWAB STRATEGIC TR	$14M	494,636
6	AIM ETF PRODUCTS TRUST	$13M	349,811
7	SCHWAB STRATEGIC TR	$11M	216,248
8	AIM ETF PRODUCTS TRUST	$8M	244,852
9	INNOVATOR ETFS TRUST	$7M	197,793
10	SCHWAB STRATEGIC TR	$7M	171,213
11	INNOVATOR ETFS TRUST	$6M	177,252
12	AIM ETF PRODUCTS TRUST	$5M	167,079
13	ISHARES TR	$5M	7,887
14	MICROSOFT CORP	$4M	10,951
15	INVESCO EXCHANGE TRADED FD T	$4M	20,985
16	INNOVATOR ETFS TRUST	$4M	122,321
17	INNOVATOR ETFS TRUST	$4M	107,916
18	APPLE INC	$2M	9,753
19	ISHARES TR	$2M	7,555
20	VALERO ENERGY CORP	$2M	9,310
21	TESLA INC	$2M	5,337
22	SPDR SERIES TRUST	$2M	25,367
23	COCA COLA CO	$2M	24,886
24	JPMORGAN CHASE & CO	$2M	6,363
25	AMAZON COM INC	$2M	8,705
26	INVESCO EXCHANGE TRADED FD T	$2M	31,242
27	CBOE GLOBAL MKTS INC	$2M	6,183
28	BAKER HUGHES COMPANY	$2M	27,561
29	BERKSHIRE HATHAWAY INC DEL	$2M	3,356
30	INNOVATOR ETFS TRUST	$2M	47,405
31	ABBVIE INC	$2M	7,328
32	PROCTER & GAMBLE CO	$2M	10,797
33	SPDR GOLD TR	$2M	3,590
34	LOCKHEED MARTIN CORP	$1M	2,431
35	VANGUARD INTL EQUITY INDEX F	$1M	17,541
36	EOG RES INC	$1M	9,808
37	REPUBLIC SVCS INC	$1M	6,436
38	AIR PRODUCTS AND CHEMICALS I	$1M	4,808
39	FORTINET INC	$1M	17,064
40	VANGUARD MUN BD FDS	$1M	26,740
41	ISHARES INC	$1M	21,247
42	ISHARES TR	$1M	13,062
43	SPDR SERIES TRUST	$1M	7,209
44	QUANTA SVCS INC	$1M	2,349
45	INTERNATIONAL BUSINESS MACHS	$1M	4,802
46	VANGUARD INDEX FDS	$1M	3,483
47	KLA CORP	$1M	745
48	WATSCO INC	$1M	2,843
49	ISHARES TR	$1M	11,403
50	LAM RESEARCH CORP	$1M	4,715

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.