Oneascent Wealth Management
$336M 13F equity value
186 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Oneascent Wealth Management 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 | 2,592,408 | $59M | 17.6% |
| OAIM | UNIFIED SER TR | 1,026,961 | $49M | 14.6% |
| OALC | UNIFIED SER TR | 1,070,324 | $44M | 13.1% |
| OAEM | UNIFIED SER TR | 424,946 | $21M | 6.3% |
| OASC | UNIFIED SER TR | 519,509 | $19M | 5.6% |
| ELCV | STRATEGY SHS | 274,331 | $9M | 2.7% |
| CLOI | VANECK ETF TRUST | 167,555 | $9M | 2.6% |
| VFLO | VICTORY PORTFOLIOS II | 158,010 | $7M | 2.2% |
| SCHZ | SCHWAB STRATEGIC TR | 214,984 | $5M | 1.5% |
| HYBL | SSGA ACTIVE TR | 148,273 | $4M | 1.2% |
Track Oneascent Wealth Management's 13F portfolio: $336M in reported holdings, 186 positions. Top holdings and quarterly changes on SentiSense.
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