Institutions / OneAscent Family Office, LLC
OneAscent Family Office, LLC
CIK 2055812 · Institution · as of Dec 31, 2025
Portfolio value
$147.52M
Positions
180
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 180 →
| Company | Value | % of portfolio |
|---|---|---|
| Unified Ser Tr | $10.35M | 7.0% |
| Unified Ser Tr | $10.08M | 6.8% |
| Select Sector SPDR Tr | $6.03M | 4.1% |
| Unified Ser Tr | $4.40M | 3.0% |
| Microsoft Corp | $3.44M | 2.3% |
| Dimensional ETF Trust | $3.43M | 2.3% |
| iShares Tr | $3.28M | 2.2% |
| NVIDIA Corp | $2.86M | 1.9% |
| Unified Ser Tr | $2.83M | 1.9% |
| iShares Tr | $2.70M | 1.8% |
| ETF Opportunities Trust | $2.70M | 1.8% |
| Dimensional ETF Trust | $2.55M | 1.7% |
| Broadcom Inc. | $2.25M | 1.5% |
| Alphabet Inc. | $2.14M | 1.5% |
| J P Morgan Exchange Traded F | $2.09M | 1.4% |
| Vanguard Index Fds | $1.97M | 1.3% |
| BlackRock ETF Trust | $1.96M | 1.3% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $1.94M | 1.3% |
| WisdomTree Tr | $1.91M | 1.3% |
| Amazon.com Inc | $1.80M | 1.2% |
| Alphabet Inc. | $1.75M | 1.2% |
| Tesla Inc | $1.62M | 1.1% |
| Schwab Strategic Tr | $1.53M | 1.0% |
| Ssga Active Tr | $1.49M | 1.0% |
| Victory Portfolios II | $1.49M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.