Access Financial Services, Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $192 Million distributed in 100 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 $40.3M, Schwab Short Term Us Treasury with a value of $33.6M, Schwab Fundamental U S Large C with a value of $12.2M, Schwab Fundamental Emerging Mk with a value of $6.04M, and Ishares Core S&P 500 ETF with a value of $5.34M.
Examining the 13F form we can see an decrease of $14.8M in the current position value, from $207M to 192M.
Below you can find more details about Access Financial Services, Inc. portfolio as well as his latest detailed transactions.
