Oneascent Family Office, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    birmingham, AL
  • CIK
    0002055812
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

142

$106.00 K
OAIM, OACP, XLE, UNIFIED SER TR
13F-HR
Aug 6, 2025
000205581225000004

117

$108.00 K
OACP, OAIM, MSFT, SCHO
13F-HR
May 5, 2025
000205581225000003

81

$56.00 K
OACP, OAIM, SCHO, XLE
13F-HR
Feb 12, 2025
000205581225000001
OneAscent Family Office, LLC Stock Trades - Oneascent Family Office, Llc 13F