OneAscent Family Office, LLC - Portfolio Stock Holdings
OneAscent Family Office, LLC disclosed 269 stock positions in a recent SEC 13F filing. $196,807,158 of stock holdings were filed, with the largest holdings including OAIM, OACP, and VOO. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $544,486,722 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from charitable organizations.
Report Period:
June 30, 2026No. of Stocks:
269Est. Stock Holding Value:
$196,807,158Top Stock Holdings By Sector
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Portfolio Stock Holdings - OneAscent Family Office, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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