Oneascent Family Office
$198M 13F equity value
271 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Oneascent Family Office covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| OAIM | UNIFIED SER TR | 252,565 | $12M | 6.1% |
| OACP | UNIFIED SER TR | 435,281 | $10M | 5.0% |
| VOO | VANGUARD INDEX FDS | 12,431 | $9M | 4.3% |
| XLE | SELECT SECTOR SPDR TR | 110,315 | $6M | 3.0% |
| EFV | ISHARES TR | 74,720 | $6M | 2.9% |
| NVDA | NVIDIA CORPORATION | 27,837 | $6M | 2.8% |
| VEA | VANGUARD TAX-MANAGED FDS | 62,138 | $4M | 2.2% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8,783 | $4M | 2.1% |
| OAEM | UNIFIED SER TR | 76,923 | $4M | 1.9% |
| VXF | VANGUARD INDEX FDS | 15,538 | $4M | 1.9% |
Track Oneascent Family Office's 13F portfolio: $198M in reported holdings, 271 positions. Top holdings and quarterly changes on SentiSense.
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