OneAscent Wealth Management LLC - Portfolio Stock Holdings
OneAscent Wealth Management LLC disclosed 185 stock positions in a recent SEC 13F filing. $334,744,811 of stock holdings were filed, with the largest holdings including OACP, OAIM, and OALC. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $475,574,303 and has 23 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
185Est. Stock Holding Value:
$334,744,811Top Stock Holdings By Sector
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Portfolio Stock Holdings - OneAscent Wealth Management 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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Change (Shares)
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Change (USD)
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% Change
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