OneAscent Family Office, LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location birmingham, ALCIK 0002055812All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
158 | $122.93M | OAIM, OACP, XLE, UNIFIED SER TR | 13F-HR | Oct 31, 2025 | 000205581225000005 | ||
142 | $106K | OAIM, OACP, XLE, UNIFIED SER TR | 13F-HR | Aug 6, 2025 | 000205581225000004 | ||
117 | $108K | OACP, OAIM, MSFT, SCHO | 13F-HR | May 5, 2025 | 000205581225000003 | ||
81 | $56K | OACP, OAIM, SCHO, XLE | 13F-HR | Feb 12, 2025 | 000205581225000001 |