Oneascent Financial Services
$1.8B Assets Reported
613 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| OACP | UNIFIED SER TR | 5,524,960 | $126M | 6.8% |
| OAIM | UNIFIED SER TR | 2,550,985 | $110M | 5.9% |
| VOO | VANGUARD INDEX FDS | 179,503 | $107M | 5.8% |
| OALC | UNIFIED SER TR | 2,835,799 | $97M | 5.3% |
| SPYM | SPDR SERIES TRUST | 1,010,637 | $77M | 4.2% |
| PTL | NORTHERN LTS FD TR IV | 285,074 | $71M | 3.9% |
| OASC | UNIFIED SER TR | 1,604,453 | $48M | 2.6% |
| OAEM | UNIFIED SER TR | 880,963 | $36M | 1.9% |
| SPDW | SPDR INDEX SHS FDS | 708,441 | $32M | 1.8% |
| ISMD | NORTHERN LTS FD TR IV | 776,568 | $31M | 1.7% |
Track Oneascent Financial Services's 13F portfolio: $1.8B in reported holdings, 613 positions. Top holdings, AUM, and quarterly changes on SentiSense.