Oneascent Family Office, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationbirmingham, AL
- CIK0002055812
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
180 | $147.53M | OAIM, OACP, XLE, UNIFIED SER TR | 13F-HR | Feb 11, 2026 | 000205581226000001 | ||
158 | $122.93M | OAIM, OACP, XLE, UNIFIED SER TR | 13F-HR | Oct 31, 2025 | 000205581225000005 | ||
142 | $106K | OAIM, OACP, XLE, UNIFIED SER TR | 13F-HR | Aug 6, 2025 | 000205581225000004 | ||
117 | $108K | OACP, OAIM, MSFT, SCHO | 13F-HR | May 5, 2025 | 000205581225000003 | ||
81 | $56K | OACP, OAIM, SCHO, XLE | 13F-HR | Feb 12, 2025 | 000205581225000001 |