OneAscent Wealth Management LLC - Portfolio overview

OneAscent Wealth Management LLC has 196 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 Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. OACP - UNIFIED SER TR, 18.39%
2. OAIM - UNIFIED SER TR, 12.99%
3. OALC - UNIFIED SER TR, 12.65%

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

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