OneAscent Family Office, LLC - Portfolio overview

OneAscent Family Office, LLC has 211 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. OAIM - UNIFIED SER TR, 7.05%
2. OACP - UNIFIED SER TR, 6.16%
3. XLE - SELECT SECTOR SPDR TR, 5.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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