SEC Form 13F

ACCESS FINANCIAL SERVICES, INC. 13F Holdings

Report period2026-06-30
Publicly available2026-07-17
Reported value$305,030,179
Positions103

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$41,416,3711,407,284
SCHWAB STRATEGIC TRSCHOSHT TM US TRES$33,784,4321,399,521
BONDBLOXX ETF TRUSTXONEBLOOMBERG ONE YR$24,170,542489,580
PIMCO ETF TRBILZULTR SH GO AC FD$21,719,185215,191
SCHWAB STRATEGIC TRFNDXFUNDAMENTAL US L$15,686,374504,385
AIM ETF PRODUCTS TRUSTJUNWALLIA US JUN ETF$15,590,947453,357
INNOVATOR ETFS TRUSTIJUNINTL DE PW JUNE$12,955,297415,535
SCHWAB STRATEGIC TRFNDFFUNDAMENTAL INTL$11,344,613215,023
AIM ETF PRODUCTS TRUSTDECWALLIANZIM US EQT$7,844,876220,052
INNOVATOR ETFS TRUSTEJANEMRGNG MKT JAN$7,109,483197,501

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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