OneAscent Family Office, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Birmingham, AL
CIK
0002055812
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
117
107,488
OACP, OAIM, MSFT, SCHO
13F-HR
5/5/2025
000205581225000003
Q4 2024
81
55,069
OACP, OAIM, SCHO, XLE
13F-HR
2/12/2025
000205581225000001