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Brant Kairies

Access Financial Services, Inc.

Assets Managed
$282.086M
Holdings
95
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
2.71%(2Q avg: 1.1%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Access Financial Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Access Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 282.086M in assets, with a quarterly growth rate of 2.71% and a 2-quarter average growth rate of 1.1%. The portfolio is managed by Brant Kairies, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -6.05%
12.97%
$36.582M
1.427M shares@ $25.65 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 0.16%
11.91%
$33.585M
1.384M shares@ $24.27 avg price
BILZ
Pimco Ultra Shrt Govt Active
Recent Activity
Increased 60.61%
8.39%
$23.667M
234,391 shares@ $100.98 avg price
XONE
Bondbloxx Bbg 1 Dur Us Treas
Recent Activity
Increased 9.08%
8.27%
$23.322M
470,955 shares@ $49.53 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 7.82%
4.89%
$13.776M
494,636 shares@ $27.86 avg price
OCTW
Allianzim Us Lc Buffer20 Oct
Recent Activity
Decreased -4%
4.78%
$13.457M
349,811 shares@ $38.47 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 108.39%
3.76%
$10.581M
216,248 shares@ $48.94 avg price
DECW
Allianzim Us Lc Buffer20 Dec
Recent Activity
Increased 9.65%
2.91%
$8.181M
244,852 shares@ $33.41 avg price
EJAN
Innovator Emerging Markets P
Recent Activity
New Position
2.38%
$6.711M
197,793 shares@ $33.93 avg price
FNDE
Schwab Fndmntl Em Mrk Eq Etf
Recent Activity
Increased 6.13%
2.33%
$6.551M
171,213 shares@ $38.26 avg price

1-10 of 95