Oneascent Investment Solutions Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    birmingham, AL
  • CIK
    0001974438
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

121

$94.4M
VANGUARD SCOTTSDALE FDS, VGSH, VANGUARD SCOTTSDALE FDS, IBD
13F-HR
Feb 11, 2026
000197443826000002

119

$94M
VANGUARD SCOTTSDALE FDS, VGSH, VANGUARD SCOTTSDALE FDS, IBD
13F-HR
Nov 3, 2025
000197443825000005

135

$94K
VANGUARD SCOTTSDALE FDS, VGSH, VANGUARD SCOTTSDALE FDS, IBD
13F-HR
Aug 12, 2025
000197443825000004

115

$85K
VANGUARD SCOTTSDALE FDS, VGSH, VANGUARD SCOTTSDALE FDS, IBD
13F-HR
May 13, 2025
000197443825000003