OneAscent Investment Solutions LLC - Portfolio overview

OneAscent Investment Solutions LLC has 138 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VGIT - VANGUARD SCOTTSDALE FDS, 15.43%
2. VGSH - VANGUARD SCOTTSDALE FDS, 5.39%
3. VMBS - VANGUARD SCOTTSDALE FDS, 4.82%

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

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