Wall Street Access Asset Management, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $309 Million distributed in 866 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $40.7M, Berkshire Hathaway Inc with a value of $36.3M, Invesco S&P 500 Equal Weight E with a value of $22.6M, Microsoft Corp with a value of $19.3M, and Apple Inc. with a value of $18.1M.
Examining the 13F form we can see an increase of $13.1M in the current position value, from $296M to 309M.
Wall Street Access Asset Management, LLC is based out at New York, NY
Below you can find more details about Wall Street Access Asset Management, LLC portfolio as well as his latest detailed transactions.
