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OneAscent Wealth Management LLC

All holdings · as of Dec 31, 2025

170 positions

CompanyClassValueShares% of portfolio
SCHWAB STRATEGIC TR$335.0K12,2130.1%
GOLUB CAP BDC INC$334.1K24,6200.1%
BRISTOL MYERS SQUIBB CO$328.5K6,0910.1%
INVESCO EXCHANGE TRADED FD T$328.4K3,2060.1%
TIMOTHY PLAN$319.6K7,0310.1%
JOHN HANCOCK EXCHANGE TRADED$318.4K3,9870.1%
EASTGROUP PROPERTIES INC$314.4K1,7650.1%
Salesforce Inc$312.6K1,1800.1%
VANGUARD WORLD FD$306.4K1,6560.1%
Yum! Brands Inc$305.4K2,0190.1%
Marathon Petroleum Corp$302.7K1,8610.1%
COLGATE PALMOLIVE CO$301.9K3,8200.1%
GE Vernova Inc.$299.3K4580.1%
UNITED COMMUNITY BANKS INC$298.9K9,5750.1%
XP INC$298.4K18,2300.1%
ISHARES TR$292.9K2,3120.1%
iShares MSCI UAE ETF$292.7K3,1090.1%
KLA CORP$291.6K2400.1%
Cigna Group$289.0K1,0500.1%
T-Mobile US, Inc.TMUSCommon Stock$286.3K1,4100.1%
J P MORGAN EXCHANGE TRADED F$281.3K6,0760.1%
GILEAD SCIENCES, INC.$279.2K2,2750.1%
Targa Resources Corp$279.1K1,5130.1%
ROPER TECHNOLOGIES INC$279.1K6270.1%
Accenture plc$277.7K1,0350.1%
STERIS plc$275.1K1,0850.1%
ROBLOX Corp$274.4K3,3860.1%
Comcast Corp.$269.5K9,0150.1%
Alphabet Inc.$268.3K8550.1%
SCHWAB STRATEGIC TR$258.9K8,2180.1%
Prologis Inc$258.5K2,0250.1%
PIMCO ETF TR$257.4K2,7650.1%
OLD DOMINION FREIGHT LINE, INC.$252.5K1,6110.1%
ROLLINS INC$252.4K4,2050.1%
The Boeing Company$251.9K1,1600.1%
MCKESSON CORP$250.2K3050.1%
Williams Cos Inc/The$247.7K4,1210.1%
VANGUARD INDEX FDS$245.9K1,2870.1%
SPDR SERIES TRUST$244.8K2,6790.1%
O REILLY AUTOMOTIVE INC$240.8K2,6400.1%
INTUIT INC.$237.1K3580.1%
CUMMINS INC$235.8K4620.1%
Booking Holdings Inc$235.6K440.1%
ISHARES INC$235.2K1,9810.1%
American Tower Corp$232.6K1,3250.1%
Houlihan Lokey Inc$230.5K1,3230.1%
Ferguson Enterprises Inc. /DE$230.0K1,0330.1%
Duke Energy Corp$228.0K1,9450.1%
ROYALTY PHARMA PLC$226.5K5,8630.1%
ConocoPhillips$223.8K2,3910.1%
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