Access Financial Services, Inc. - Q42025 Holdings

Access Financial Services, Inc. holds 100 stocks with a total portfolio value of $ 274.67M as of Q42025. In Q42025, Access Financial Services, Inc. added 7 new positions, increased stakes in 27 stocks, reduced 55 holdings, and fully exited 8 positions. The largest holding is Schwab Strategic Tr (SCHX), representing 14.88% of the total portfolio.