OneAscent Wealth Management LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    birmingham, AL
  • CIK
    0001844707
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

154

$231.00K
OACP, OAIM, UNIFIED SER TR, IBD
13F-HR
May 5, 2025
000184470725000003

159

$243.00K
OACP, UNIFIED SER TR, OAIM, VANGUARD SCOTTSDALE FDS
13F-HR
Feb 12, 2025
000184470725000001

178

$264.00K
OACP, UNIFIED SER TR, OAIM, UNIFIED SER TR
13F-HR
Nov 7, 2024
000184470724000001

97

$193.00K
OACP, UNIFIED SER TR, OAIM, VANGUARD SCOTTSDALE FDS
13F-HR
Jul 17, 2024
000178098524000004

171

$261.00K
OACP, OAIM, UNIFIED SER TR, VANGUARD SCOTTSDALE FDS
13F-HR
Apr 16, 2024
000178098524000002

173

$251.00K
OACP, OAIM, UNIFIED SER TR, UNIFIED SER TR
13F-HR
Jan 11, 2024
000176679124000003

157

$228.00K
OACP, OAIM, VANGUARD SCOTTSDALE FDS, UNIFIED SER TR
13F-HR
Oct 13, 2023
000178098523000004

99

$213.00K
OACP, OAIM, VANGUARD SCOTTSDALE FDS, UNIFIED SER TR
13F-HR
Jul 10, 2023
000184470723000004

177

$257.00K
OACP, OAIM, VGSH, UNIFIED SER TR
13F-HR
Apr 17, 2023
000184470723000002

154

$213.00K
OACP, UNIFIED SER TR, OAIM, VGSH
13F-HR
Jan 12, 2023
000184470723000001

148

$190.88M
OACP, UNIFIED SER TR, OAIM, VGSH
13F-HR
Nov 2, 2022
000184470722000003

182

$195.83M
OACP, UNIFIED SER TR, VGSH, STIP
13F-HR
Aug 8, 2022
000184470722000002

210

$200.78M
UNIFIED SER TR, VANGUARD SCOTTSDALE FDS, OACP, VANGUARD SCOTTSDALE FDS
13F-HR
May 12, 2022
000178098522000002

87

$40.07M
AAPL, GOOGL, TSM, ACN
13F-HR
Feb 8, 2022
000184470722000001

104

$87.68M
VANGUARD SCOTTSDALE FDS, VANGUARD SCOTTSDALE FDS, SPLV, GOOGL
13F-HR
Nov 12, 2021
000173347221000006

221

$234.73M
VANGUARD SCOTTSDALE FDS, VANGUARD SCOTTSDALE FDS, AAPL, USB
13F-HR
Apr 27, 2021
000184470721000002

205

$220.90M
VANGUARD SCOTTSDALE FDS, IBD, VANGUARD SCOTTSDALE FDS, AAPL
13F-HR
Feb 8, 2021
000184470721000001