StockDriftsStockDriftsTop 50 Access Financial Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 13.58% | 1.41M | $41.4M | -1.37%(-19.48K) | $13.81(+120.98%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 11.08% | 1.40M | $33.8M | +1.14%(+15.73K) | $24.37(-1.06%) | 2026-06-30 | |
| XONE | BONDBLOXX ETF TRUST | 7.92% | 489.6K | $24.2M | +3.95%(+18.62K) | $49.66(-0.65%) | 2026-06-30 | |
| BILZ | PIMCO ETF TR | 7.12% | 215.2K | $21.7M | -8.19%(-19.20K) | $100.88(-0.06%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 5.14% | 504.4K | $15.7M | +1.97%(+9.75K) | $21.42(+51.93%) | 2026-06-30 | |
| JUNW | AIM ETF PRODUCTS TRUST | 5.11% | 453.4K | $15.6M | new | $33.67(+3.87%) | 2026-06-30 | |
| IJUN | INNOVATOR ETFS TRUST | 4.25% | 415.5K | $13.0M | new | $29.59(+8.37%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 3.72% | 215.0K | $11.3M | -0.57%(-1.23K) | $41.00(+35.76%) | 2026-06-30 | |
| DECW | AIM ETF PRODUCTS TRUST | 2.57% | 220.1K | $7.8M | -10.13%(-24.80K) | $30.61(+18.66%) | 2026-06-30 | |
| EJAN | INNOVATOR ETFS TRUST | 2.33% | 197.5K | $7.1M | -0.15%(-292) | $33.86(+8.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.36% | +38.09% | +4.57% | +25.01% |
| Top 20 Holdings Unweighted | +12.20% | +41.24% | +5.00% | +27.62% |
Access Financial Services INC reports $305.03M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (13.6%), SCHO (11.1%) and XONE (7.9%). The top 20 holdings account for 75.63% of reported assets. Its disclosed equity book has returned +38.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Access Financial Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1699622). View Access Financial Services INC’s 13F filings on SEC