UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
Report for the Calendar Year or Quarter Ended:
03-31-2023
Check here if Amendment: ☐ Amendment Number:
This Amendment (Check only one.):☐ is a restatement.
☐ adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
ACCESS FINANCIAL SERVICES, INC.
Address:
1650 W 82ND ST STE 850
MINNEAPOLIS, MN 55431
Form 13F File Number:
028-17990

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
Brant Kairies
Title:
President
Phone:
952-885-2732


Signature, Place, and Date of Signing:

/s/ Brant Kairies
                         [Signature]
Minneapolis, MINNESOTA
                 [City, State]
04-21-2023
                           [Date]
                          

Report Type (Check only one.):

☒ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

☐ 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

☐ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)


Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
0
Form 13F Information table Entry Total:
83
Form 13F Information table Value Total:
164524850
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

  
NONE


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBOTT LABSCOM0028241001,391,51513,742SHSOLE 0 0 13,742
ABBVIE INCCOM00287Y1091,745,97310,955SHSOLE 0 0 10,955
ALTRIA GROUP INCCOM02209S103328,6717,366SHSOLE 0 0 7,366
AMGEN INCCOM0311621001,024,4754,238SHSOLE 0 0 4,238
APPLE INCCOM0378331001,584,3309,608SHSOLE 0 0 9,608
ARES MANAGEMENT CORPORATIONCL A COM STK03990B1011,356,56816,258SHSOLE 0 0 16,258
BAKER HUGHES COMPANYCL A05722G1001,303,54845,168SHSOLE 0 0 45,168
BERKSHIRE HATHAWAY INC DELCL B NEW084670702630,8172,043SHSOLE 0 0 2,043
BEST BUY INCCOM086516101767,3599,804SHSOLE 0 0 9,804
BLACKROCK TAX MUNICPAL BD TRSHS09248X100958,44853,485SHSOLE 0 0 53,485
CELANESE CORP DELCOM1508701031,571,28314,430SHSOLE 0 0 14,430
CHEVRON CORP NEWCOM1667641001,456,0408,924SHSOLE 0 0 8,924
COCA COLA COCOM1912161001,673,09426,972SHSOLE 0 0 26,972
COGENT COMMUNICATIONS HLDGSCOM NEW19239V3021,599,06425,095SHSOLE 0 0 25,095
COHEN & STEERS TOTAL RETURNCOM19247R1031,050,20186,650SHSOLE 0 0 86,650
CROWN CASTLE INCCOM22822V1011,875,60714,014SHSOLE 0 0 14,014
DIGITAL RLTY TR INCCOM2538681031,214,03012,349SHSOLE 0 0 12,349
DOW INCCOM260557103984,18317,953SHSOLE 0 0 17,953
EOG RES INCCOM26875P1011,410,17812,302SHSOLE 0 0 12,302
FASTENAL COCOM311900104383,8707,117SHSOLE 0 0 7,117
FIDELITY NATIONAL FINANCIALFNF GROUP COM31620R3031,084,85631,058SHSOLE 0 0 31,058
FIRST TR EXCHANGE TRADED FDNASDAQ CYB ETF33734X846674,68115,782SHSOLE 0 0 15,782
FIRST TR EXCHANGE-TRADED FDNASD TECH DIV33738R118258,2734,775SHSOLE 0 0 4,775
GLOBAL X FDSLITHIUM BTRY ETF37954Y855303,1344,770SHSOLE 0 0 4,770
HOME DEPOT INCCOM437076102525,3921,780SHSOLE 0 0 1,780
HORIZON THERAPEUTICS PUB LSHSG46188101438,4154,017SHSOLE 0 0 4,017
INVESCO EXCH TRADED FD TR IIKBW BK ETF46138E628821,77319,580SHSOLE 0 0 19,580
INVESCO EXCHANGE TRADED FD TS&P500 EQL IND46137V3241,258,1266,705SHSOLE 0 0 6,705
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V3575,363,95637,090SHSOLE 0 0 37,090
ISHARES TR7-10 YR TRSY BD464287440845,5938,531SHSOLE 0 0 8,531
ISHARES TRCORE MSCI EAFE46432F8421,453,18521,738SHSOLE 0 0 21,738
ISHARES TRCORE MSCI TOTAL46432F834298,1234,812SHSOLE 0 0 4,812
ISHARES TRCORE S&P500 ETF4642872003,687,3888,970SHSOLE 0 0 8,970
ISHARES TRS&P 100 ETF4642871013,148,07016,831SHSOLE 0 0 16,831
ISHARES TRSELECT DIVID ETF4642871682,331,99919,901SHSOLE 0 0 19,901
ISHARES TRUS TREAS BD ETF46429B26717,448,330746,293SHSOLE 0 0 746,293
J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q837579,21011,511SHSOLE 0 0 11,511
JOHNSON & JOHNSONCOM4781601041,818,68811,733SHSOLE 0 0 11,733
JPMORGAN CHASE & COCOM46625H1001,204,1959,241SHSOLE 0 0 9,241
LOCKHEED MARTIN CORPCOM5398301091,522,0553,220SHSOLE 0 0 3,220
LOWES COS INCCOM5486611071,749,8528,751SHSOLE 0 0 8,751
MCDONALDS CORPCOM580135101259,521928SHSOLE 0 0 928
MEDTRONIC PLCSHSG5960L1031,510,36218,734SHSOLE 0 0 18,734
MICROSOFT CORPCOM5949181043,411,37311,833SHSOLE 0 0 11,833
NETAPP INCCOM64110D104998,48715,638SHSOLE 0 0 15,638
NUVEEN AMT-FREE MUN VALUE FDCOM670695105340,54624,731SHSOLE 0 0 24,731
NUVEEN MINN QUALITY MUN INMSHS670734102265,68821,958SHSOLE 0 0 21,958
NUVEEN MUN VALUE FD INCCOM670928100920,301104,461SHSOLE 0 0 104,461
NUVEEN SELECT MAT MUN FDSH BEN INT67061T101343,12537,175SHSOLE 0 0 37,175
NUVEEN SELECT TAX-FREE INCOMSH BEN INT67062F1001,608,387112,396SHSOLE 0 0 112,396
PAYCHEX INCCOM7043261071,206,74210,531SHSOLE 0 0 10,531
PFIZER INCCOM7170811031,989,99348,774SHSOLE 0 0 48,774
PIMCO ETF TRENHAN SHRT MA AC72201R833323,4563,259SHSOLE 0 0 3,259
PIMCO ETF TRENHNCD LW DUR AC72201R71815,678,799165,240SHSOLE 0 0 165,240
PROCTER AND GAMBLE COCOM7427181091,917,05112,893SHSOLE 0 0 12,893
QUALCOMM INCCOM7475251032,016,62315,807SHSOLE 0 0 15,807
REPUBLIC SVCS INCCOM7607591001,082,4368,005SHSOLE 0 0 8,005
ROBERT HALF INTL INCCOM7703231031,031,05412,797SHSOLE 0 0 12,797
SCHWAB STRATEGIC TRINTL EQTY ETF8085248051,797,42051,650SHSOLE 0 0 51,650
SCHWAB STRATEGIC TRUS AGGREGATE B808524839268,0915,715SHSOLE 0 0 5,715
SCHWAB STRATEGIC TRUS DIVIDEND EQ8085247974,218,62057,663SHSOLE 0 0 57,663
SCHWAB STRATEGIC TRUS LCAP GR ETF808524300490,0787,520SHSOLE 0 0 7,520
SCHWAB STRATEGIC TRUS LRG CAP ETF80852420128,676,277592,853SHSOLE 0 0 592,853
SCHWAB STRATEGIC TRUS SML CAP ETF8085246071,045,94424,945SHSOLE 0 0 24,945
SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y2092,059,19115,906SHSOLE 0 0 15,906
SELECT SECTOR SPDR TRSBI INT-UTILS81369Y886857,22612,664SHSOLE 0 0 12,664
SELECT SECTOR SPDR TRTECHNOLOGY81369Y8031,893,36312,538SHSOLE 0 0 12,538
SPDR GOLD TRGOLD SHS78463V107818,9934,470SHSOLE 0 0 4,470
SPDR SER TRS&P OILGAS EXP78468R556911,2487,142SHSOLE 0 0 7,142
SYSCO CORPCOM8718291071,309,86216,961SHSOLE 0 0 16,961
TARGET CORPCOM87612E1061,513,3649,137SHSOLE 0 0 9,137
TEXAS INSTRS INCCOM8825081041,845,2199,920SHSOLE 0 0 9,920
UNITED PARCEL SERVICE INCCL B9113121061,782,7259,190SHSOLE 0 0 9,190
VALERO ENERGY CORPCOM91913Y1001,153,5718,263SHSOLE 0 0 8,263
VANGUARD BD INDEX FDSTOTAL BND MRKT921937835565,6757,662SHSOLE 0 0 7,662
VANGUARD INDEX FDSTOTAL STK MKT922908769987,3344,838SHSOLE 0 0 4,838
VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844341,4402,217SHSOLE 0 0 2,217
VANGUARD WHITEHALL FDSHIGH DIV YLD9219464061,301,13212,333SHSOLE 0 0 12,333
VANGUARD WORLD FDSCOMM SRVC ETF92204A8841,444,63614,944SHSOLE 0 0 14,944
VERTICAL CAP INCOME FDSHS BEN INT92535C104682,97269,620SHSOLE 0 0 69,620
WATSCO INCCOM9426222001,259,9143,960SHSOLE 0 0 3,960
WESTERN ASSET MANAGED MUNS FCOM95766M105700,92168,183SHSOLE 0 0 68,183
XCEL ENERGY INCCOM98389B100571,1428,469SHSOLE 0 0 8,469