OneAscent Investment Solutions LLC

Q4 2025 13F Holdings

  • Location
    birmingham, AL
  • Num holdings

    121

  • Value ($000)

    $94,396

  • Date Filed
    02/11/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$16.02M
17 %

267,313

VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
$5.21M
6 %

88,728

---

VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF
$5M
5 %

106,272

IBD

NORTHERN LTS FD TR IV

INSPIRE CORP BD
$3.73M
4 %

153,954

NVDA

NVIDIA CORPORATION

COM
$2.92M
3 %

15,647

MSFT

MICROSOFT CORP

COM
$2.66M
3 %

5,494

OAIM

UNIFIED SER TR

ONEASCENT INTL
$2.6M
3 %

62,902

OACP

UNIFIED SER TR

ONEASCENT CORE P
$2.48M
3 %

107,769

GOOGL

ALPHABET INC

CAP STK CL A
$1.95M
2 %

6,240

TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
$1.28M
1 %

4,202

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