Access Financial Services, Inc. has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $175 Million distributed in 98 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $37.7M, Schwab Short Term Us Treasury with a value of $15.5M, Schwab Fundamental U S Large C with a value of $11.5M, Microsoft Corp with a value of $5.45M, and Ishares Core S&P 500 ETF with a value of $5.05M.
Examining the 13F form we can see an increase of $11.1M in the current position value, from $164M to 175M.
Below you can find more details about Access Financial Services, Inc. portfolio as well as his latest detailed transactions.