Skip to Main Content

OneAscent Investment Solutions LLC - Portfolio Stock Holdings

OneAscent Investment Solutions LLC disclosed 177 stock positions in a recent SEC 13F filing. $105,240,620 of stock holdings were filed, with the largest holdings including VGIT, VGSH, and VMBS. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $987,228,107 and has 27 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.

Report Period:

June 30, 2026

No. of Stocks:

177

Est. Stock Holding Value:

$105,240,620

Top Stock Holdings By Sector

Loading Graph...

Portfolio Stock Holdings - OneAscent Investment Solutions LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

Loading Fund Data...