OneAscent Investment Solutions LLC

Q3 2025 13F Holdings

  • Location
    birmingham, AL
  • Num holdings

    119

  • Value ($000)

    $93,997

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0001974438
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$15.81M
17 %

263,438

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
$5.22M
6 %

88,728

---

VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF
$5.03M
5 %

107,093

I
IBD

NORTHERN LTS FD TR IV

INSPIRE CORP BD
$3.59M
4 %

148,564

M
MSFT

MICROSOFT CORP

COM
$2.85M
3 %

5,494

N
NVDA

NVIDIA CORPORATION

COM
$2.71M
3 %

14,535

O
OAIM

UNIFIED SER TR

ONEASCENT INTL
$2.53M
3 %

62,847

O
OACP

UNIFIED SER TR

ONEASCENT CORE P
$2.49M
3 %

108,090

G
GOOGL

ALPHABET INC

CAP STK CL A
$1.54M
2 %

6,348

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
$1.19M
1 %

4,255

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