OneAscent Wealth Management LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Palantir Technologies Inc | $462.1K | 0.2% |
| ALPS ETF TR | $462.7K | 0.2% |
| AbbVie Inc. | $463.4K | 0.2% |
| Merck & Co., Inc. | $465.5K | 0.2% |
| Trane Technologies plc | $498.4K | 0.2% |
| AMPLIFY ETF TR | $521.6K | 0.2% |
| Tesla Inc | $537.4K | 0.2% |
| FLEX LTD. | $559.4K | 0.2% |
| CROSSMARK ETF TRUST | $607.1K | 0.2% |
| HARBOR ETF TRUST | $614.7K | 0.2% |
| Mastercard Inc | $617.1K | 0.2% |
| CROSSMARK ETF TRUST | $617.8K | 0.2% |
| ISHARES TR | $630.6K | 0.2% |
| AMERICAN EXPRESS CO | $630.8K | 0.2% |
| ISHARES TR | $647.9K | 0.2% |
| TIMOTHY PLAN | $668.8K | 0.2% |
| Warren E. Buffett | $671.5K | 0.2% |
| AT&T INC. | $681.1K | 0.2% |
| NORTHERN LTS FD TR IV | $684.0K | 0.2% |
| WELLS FARGO & COMPANY/MN | $698.1K | 0.2% |
| PEPSICO INC | $698.8K | 0.2% |
| NORTHERN LTS FD TR IV | $734.3K | 0.2% |
| VANGUARD SPECIALIZED FUNDS | $742.4K | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $746.8K | 0.2% |
| SCHWAB STRATEGIC TR | $791.1K | 0.3% |
| TIMOTHY PLAN | $806.8K | 0.3% |
| Intuitive Surgical Inc | $813.9K | 0.3% |
| Visa Inc | $843.1K | 0.3% |
| CATERPILLAR INC | $845.0K | 0.3% |
| EXXON MOBIL CORP | $860.8K | 0.3% |
| SPDR GOLD TR | $933.3K | 0.3% |
| WISDOMTREE TR | $940.4K | 0.3% |
| CHEVRON CORP | $941.5K | 0.3% |
| BANK OF AMERICA CORP /DE | $947.7K | 0.3% |
| SHERWIN WILLIAMS CO | $963.0K | 0.3% |
| JPMORGAN CHASE & CO | $1.03M | 0.3% |
| VANECK ETF TRUST | $1.04M | 0.3% |
| ISHARES TR | $1.06M | 0.4% |
| Amazon.com Inc | $1.07M | 0.4% |
| SCHWAB STRATEGIC TR | $1.21M | 0.4% |
| COCA COLA CONSOLIDATED INC | $1.29M | 0.4% |
| VANGUARD INDEX FDS | $1.36M | 0.5% |
| EA SERIES TRUST | $1.45M | 0.5% |
| NVIDIA Corp | $1.47M | 0.5% |
| TIDAL TRUST III | $1.59M | 0.5% |
| Alphabet Inc. | $1.69M | 0.6% |
| VANGUARD INDEX FDS | $1.70M | 0.6% |
| ELEVATION SERIES TRUST | $1.86M | 0.6% |
| VANGUARD WORLD FD | $1.88M | 0.6% |
| VICTORY PORTFOLIOS II | $1.91M | 0.6% |