account_balance
Investment manager · 13F filer · SEC CIK 2055812
OneAscent Family Office, LLC
Reported value$242Mas of Sep 30, 2026
Positions313 75 new, 12 sold out
Top 10 weight30.3%OAIM alone is 5%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
OAIMUnified Ser Tr
5.0%
OACPUnified Ser Tr
4.1%Added +6%
VOOVanguard Index FDS
3.5%Trimmed −4%
EFViShares Tr
3.3%Added +35%
XLESelect Sector SPDR Tr
3.3%Added +17%
NVDANVIDIA Corp
3.1%Added +20%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.6%Added +57%
MSFTMicrosoft Corp
2.4%Added +16%
GOOGLAlphabet Inc.
1.5%Added +9%
AVGOBroadcom Inc.
1.5%+13%
OALCUnified Ser Tr
1.5%
VXFVanguard Index FDS
1.4%−6%
OAIMUnified Ser Tr
5.0%
OACPUnified Ser Tr
4.1%Added +6%
VOOVanguard Index FDS
3.5%Trimmed −4%
EFViShares Tr
3.3%Added +35%
XLESelect Sector SPDR Tr
3.3%Added +17%
NVDANVIDIA Corp
3.1%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.6%
MSFTMicrosoft Corp
2.4%
GOOGL1.5%AVGO1.5%OALC1.5%
VXF1.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
OAIM Unified Ser Tr 5.0% Held
OACP Unified Ser Tr 4.1% Added +6%
VOO Vanguard Index FDS 3.5% Trimmed −4%
EFV iShares Tr 3.3% Added +35%
XLE Select Sector SPDR Tr 3.3% Added +17%
NVDA NVIDIA Corp 3.1% Added +20%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.6% Added +57%MSFT Microsoft Corp 2.4% Added +16%GOOGL Alphabet Inc. 1.5% Added +9%AVGO Broadcom Inc. 1.5% Added +13%OALC Unified Ser Tr 1.5% Held
VXF Vanguard Index FDS 1.4% Trimmed −6%
What changed
Biggest moves since Jun 30, 2026
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