Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ACCESS FINANCIAL SERVICES, INC. (CIK 1699622) reported $282.1M across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($36.6M, 12.97%), SCHO ($33.6M, 11.91%), BILZ ($23.7M, 8.39%), XONE ($23.3M, 8.27%), FNDX ($13.8M, 4.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $36.6M | 12.97% | 1.4M | Trimmed |
| 2 | SCHO | SCHWAB STRATEGIC TR | $33.6M | 11.91% | 1.4M | Added |
| 3 | BILZ | PIMCO ETF TR | $23.7M | 8.39% | 234,391 | Added |
| 4 | XONE | BONDBLOXX ETF TRUST | $23.3M | 8.27% | 470,955 | Added |
| 5 | FNDX | SCHWAB STRATEGIC TR | $13.8M | 4.88% | 494,636 | Added |
| 6 | OCTW | AIM ETF PRODUCTS TRUST | $13.5M | 4.77% | 349,811 | Trimmed |
| 7 | FNDF | SCHWAB STRATEGIC TR | $10.6M | 3.75% | 216,248 | Added |
| 8 | DECW | AIM ETF PRODUCTS TRUST | $8.2M | 2.90% | 244,852 | Added |
| 9 | EJAN | INNOVATOR ETFS TRUST | $6.7M | 2.38% | 197,793 | New |
| 10 | FNDE | SCHWAB STRATEGIC TR | $6.6M | 2.32% | 171,213 | Added |
| 11 | IOCT | INNOVATOR ETFS TRUST | $6.2M | 2.20% | 177,252 | Trimmed |
| 12 | AUGW | AIM ETF PRODUCTS TRUST | $5.4M | 1.90% | 167,079 | Trimmed |
| 13 | IVV | ISHARES TR | $5.2M | 1.83% | 7,887 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $4.1M | 1.44% | 10,951 | Added |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $4.0M | 1.43% | 20,985 | Trimmed |
| 16 | IMAR | INNOVATOR ETFS TRUST | $3.6M | 1.26% | 122,321 | New |
| 17 | IDEC | INNOVATOR ETFS TRUST | $3.5M | 1.25% | 107,916 | Added |
| 18 | AAPL | APPLE INC | $2.5M | 0.88% | 9,753 | Trimmed |
| 19 | OEF | ISHARES TR | $2.4M | 0.85% | 7,555 | Hold |
| 20 | VLO | VALERO ENERGY CORP | $2.3M | 0.82% | 9,310 | Trimmed |
| 21 | TSLA | TESLA INC | $2.0M | 0.70% | 5,337 | Trimmed |
| 22 | SPLG | SPDR SERIES TRUST | $1.9M | 0.69% | 25,367 | Added |
| 23 | KO | COCA COLA CO | $1.9M | 0.67% | 24,886 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO | $1.9M | 0.66% | 6,363 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $1.8M | 0.64% | 8,705 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31