Oneascent Financial Services
$2.1B 13F equity value
652 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Oneascent Financial Services 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 |
|---|---|---|---|---|
| OACP | UNIFIED SER TR | 5,625,523 | $128M | 6.1% |
| OAIM | UNIFIED SER TR | 2,662,525 | $127M | 6.1% |
| OALC | UNIFIED SER TR | 2,879,184 | $118M | 5.6% |
| VOO | VANGUARD INDEX FDS | 167,582 | $115M | 5.5% |
| SPYM | SPDR SERIES TRUST | 1,014,191 | $89M | 4.3% |
| PTL | NORTHERN LTS FD TR IV | 292,463 | $84M | 4.0% |
| OASC | UNIFIED SER TR | 1,706,630 | $61M | 2.9% |
| OAEM | UNIFIED SER TR | 851,460 | $42M | 2.0% |
| ISMD | NORTHERN LTS FD TR IV | 793,784 | $40M | 1.9% |
| SPDW | SPDR INDEX SHS FDS | 712,465 | $36M | 1.7% |
Track Oneascent Financial Services's 13F portfolio: $2.1B in reported holdings, 652 positions. Top holdings and quarterly changes on SentiSense.
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