DOSSIER · 13F-HR · Q1 2026

ACCESS FINANCIAL SERVICES, INC.

ACCESS FINANCIAL SERVICES's hedge fund based in New York, NY $282M in tracked AUM across 95 positions as of Q1 2026.

AF
ACCESS FINANCIAL SERVICES·New York, NY·Hedge Fund
CIK 0001699622 · last filed Mar 31, 2026
Total AUM
$282M
1.6%
vs prior
Holdings
95
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
Top sector
Tech
39% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

ACCESS FINANCIAL SERVICES, INC. has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 119.0%, growing from $125.44 million to $274.67 million. This substantial increase in AUM (Assets Under Management) suggests either significant capital inflows, a drastic shift in investment mandate, or aggressive re-allocation of capital. The portfolio consists of 100 holdings, indicating a diversif...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$37M1.4M13.0%
02
SCHO
SCHWAB STRATEGIC TR
$34M1.4M11.9%
03
BILZ
PIMCO ETF TR
$24M234K8.4%
04
XONE
BONDBLOXX ETF TRUST
$23M471K8.3%
05
FNDX
SCHWAB STRATEGIC TR
$14M495K4.9%
06
OCTW
AIM ETF PRODUCTS TRUST
$13M350K4.8%
07
FNDF
SCHWAB STRATEGIC TR
$11M216K3.8%
08
DECW
AIM ETF PRODUCTS TRUST
$8M245K2.9%
09
EJAN
INNOVATOR ETFS TRUST
$7M198K2.4%
10
FNDE
SCHWAB STRATEGIC TR
$7M171K2.3%

Filing history

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