§ 13F · FUND PROFILE
ACCESS FINANCIAL SERVICES, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $264.6T (13F)Positions · 98Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$274.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 1.52M | $40.9T | 14.9% | NEW |
| 2 | SCHO | SCHWAB STRATEGIC TR | 1.38M | $33.7T | 12.3% | NEW |
| 3 | XONE | BONDBLOXX ETF TRUST | 432K | $21.4T | 7.8% | NEW |
| 4 | BILZ | PIMCO ETF TR | 146K | $14.7T | 5.4% | NEW |
| 5 | OCTW | AIM ETF PRODUCTS TRUST | 364K | $14.2T | 5.2% | NEW |
| 6 | FNDX | SCHWAB STRATEGIC TR | 459K | $12.5T | 4.5% | NEW |
| 7 | IOCT | INNOVATOR ETFS TRUST | 292K | $10.2T | 3.7% | NEW |
| 8 | DECW | AIM ETF PRODUCTS TRUST | 223K | $7.6T | 2.8% | NEW |
| 9 | FNDE | SCHWAB STRATEGIC TR | 161K | $5.8T | 2.1% | NEW |
| 10 | AUGW | AIM ETF PRODUCTS TRUST | 174K | $5.7T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ACCESS SIGNAL
AC read
ACCESS FINANCIAL SERVICES, INC. is a Other fund managing $264556.3 trillion in assets. The fund runs a portfolio of 98 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed