Oneascent Family Office
$242M 13F equity value
325 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Oneascent Family Office covers the quarter ended September 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 | 255,235 | $12M | 5.0% |
| OACP | UNIFIED SER TR | 461,664 | $10M | 4.1% |
| VOO | VANGUARD INDEX FDS | 11,949 | $8M | 3.5% |
| EFV | ISHARES TR | 100,546 | $8M | 3.3% |
| XLE | SELECT SECTOR SPDR TR | 128,551 | $8M | 3.3% |
| NVDA | NVIDIA CORPORATION | 33,321 | $8M | 3.1% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 13,759 | $6M | 2.6% |
| MSFT | MICROSOFT CORP | 11,246 | $6M | 2.4% |
| GOOGL | ALPHABET INC | 10,867 | $4M | 1.5% |
| AVGO | BROADCOM INC | 10,338 | $4M | 1.5% |
Track Oneascent Family Office's 13F portfolio: $242M in reported holdings, 325 positions. Top holdings and quarterly changes on SentiSense.
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