13F Insight
DOSSIER · 13F-HR · Q1 2026

OneAscent Wealth Management LLC

OneAscent Wealth's family office based in Boston, MA — $302M in tracked AUM across 157 positions as of Q1 2026.

OW
OneAscent Wealth·Boston, MA·Family Office
CIK 0001844707 · last filed Mar 31, 2026
Total AUM
$302M
▲ 4.2%
vs prior
Holdings
157
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Tech
17% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

OneAscent Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
OACP
UNIFIED SER TR
$58M2.6M19.2%
02
90470L444
UNIFIED SER TR
$41M955K13.6%
03
OALC
UNIFIED SER TR
$40M1.2M13.2%
04
OAEM
UNIFIED SER TR
$18M448K6.0%
05
90470L295
UNIFIED SER TR
$17M581K5.7%
06
ELCV
STRATEGY SHS
$7M243K2.3%
07
IBD
NORTHERN LTS FD TR IV
$7M292K2.3%
08
VFLO
VICTORY PORTFOLIOS II
$6M143K1.9%
09
CLOI
VANECK ETF TRUST
$4M83K1.4%
10
HYBL
SSGA ACTIVE TR
$4M152K1.4%

Filing history

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