OneAscent Family Office, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2055812
Institutional-grade research for retail investors
13F Reported Value
ⓘ$143.2M
Holdings
182
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
OneAscent Family Office, LLC disclosed 182 positions worth $143.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 22 new positions and exited 22 and a full exit from $BCAT. The portfolio is most concentrated in Other (54.4% of disclosed assets). All figures are sourced directly from OneAscent Family Office, LLC’s Form 13F-HR filing with the SEC under CIK 2055812.
AI Fund Analysis
ConcentratingUNIFIED SER TR
7.5% weight
Held 6 quarters
UNIFIED SER TR
6.6% weight
Held 6 quarters
SELECT SECTOR SPDR TR
5.8% weight
Held 6 quarters
UNIFIED SER TR
2.8% weight
Held 6 quarters
$NVDA2.3% weight
Held 6 quarters
$AVGO5 quarters accumulating
$XOM5 quarters accumulating
SPDR SERIES TRUST
5 quarters accumulating
$MRK5 quarters accumulating
ISHARES TR
4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
UNIFIED SER TR
—Quality
$10.8M251,126 shUNIFIED SER TR
—Quality
$9.4M415,648 shSELECT SECTOR SPDR TR
—Quality
$8.3M135,446 shUNIFIED SER TR
—Quality
$4.0M117,615 shISHARES TR
—Quality
$3.4M45,898 sh- 90.2
Quality
$3.3M19,144 sh UNIFIED SER TR
—Quality
$3.2M80,190 sh- 83.7
Quality
$2.9M7,883 sh ISHARES TR
—Quality
$2.7M28,316 sh- 86.4
Quality
$2.4M7,837 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| UNIFIED SER TR | — | $10.8M | 251,126 |
| UNIFIED SER TR | — | $9.4M | 415,648 |
| SELECT SECTOR SPDR TR | — | $8.3M | 135,446 |
| UNIFIED SER TR | — | $4.0M | 117,615 |
| ISHARES TR | — | $3.4M | 45,898 |
| NVIDIA CORP$NVDA | 90.2 | $3.3M | 19,144 |
| UNIFIED SER TR | — | $3.2M | 80,190 |
 MICROSOFT CORP$MSFT | 83.7 | $2.9M | 7,883 |
| ISHARES TR | — | $2.7M | 28,316 |
| Broadcom Inc.$AVGO | 86.4 | $2.4M | 7,837 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of OneAscent Family Office, LLC's 182 positions.
Showing top 10 of 182 holdings.
Sector Allocation
Other
$77.9M
Technology
$23.2M
Financials
$13.4M
Industrials
$6.6M
Consumer Discretionary
$6.3M
Healthcare
$6.0M
Energy
$3.6M
Communication Services
$1.9M
Full Holdings — OneAscent Family Office, LLC (Q1 2026)
All 182 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | UNIFIED SER TR | $10.8M | 7.5% | +0% | — |
| 2 | — | UNIFIED SER TR | $9.4M | 6.6% | -5% | — |
| 3 | — | SELECT SECTOR SPDR TR | $8.3M | 5.8% | +0% | — |
| 4 | — | UNIFIED SER TR | $4.0M | 2.8% | -5% | — |
| 5 | — | ISHARES TR | $3.4M | 2.4% | +0% | — |
| 6 | $NVDA | NVIDIA CORP | $3.3M | 2.3% | +25% | 90.2 |
| 7 | — | UNIFIED SER TR | $3.2M | 2.3% | +4% | — |
| 8 | $MSFT | MICROSOFT CORP | $2.9M | 2.0% | +11% | 83.7 |
| 9 | — | ISHARES TR | $2.7M | 1.9% | +1% | — |
| 10 | $AVGO | Broadcom Inc. | $2.4M | 1.7% | +20% | 86.4 |
| 11 |  $GOOG | Alphabet Inc. | $2.4M | 1.6% | +20% | 80.2 |
| 12 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.2M | 1.5% | +2% | — |
| 13 | — | VANGUARD INDEX FDS | $1.9M | 1.3% | +0% | — |
| 14 |  $GOOGL | Alphabet Inc. | $1.9M | 1.3% | +17% | 80.2 |
| 15 | — | DIMENSIONAL ETF TRUST | $1.9M | 1.3% | -45% | — |
| 16 |  $AMZN | AMAZON COM INC | $1.9M | 1.3% | +14% | 74.6 |
| 17 | — | BLACKROCK ETF TRUST | $1.7M | 1.2% | -6% | — |
| 18 | — | SSGA ACTIVE TR | $1.6M | 1.1% | +6% | — |
| 19 | — | UNIFIED SER TR | $1.6M | 1.1% | +5% | — |
| 20 |  $JPM | JPMORGAN CHASE & CO | $1.5M | 1.1% | +31% | 35.6 |
| 21 | — | ISHARES TR | $1.5M | 1.1% | +3% | — |
| 22 | — | VICTORY PORTFOLIOS II | $1.5M | 1.1% | +0% | — |
| 23 | $XOM | EXXON MOBIL CORP | $1.5M | 1.0% | +9% | 61.8 |
| 24 |  $TSLA | Tesla, Inc. | $1.4M | 1.0% | +6% | 50.1 |
| 25 | — | SCHWAB STRATEGIC TR | $1.2M | 0.9% | -9% | — |
| 26 | — | FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.8% | +14% | — |
| 27 |  $WMT | Walmart Inc. | $1.1M | 0.8% | +4% | 63.2 |
| 28 |  $AAPL | Apple Inc. | $1.1M | 0.8% | +12% | 76.1 |
| 29 |  $AMUB | UBS AG | $1.1M | 0.8% | +59% | — |
| 30 | — | ALPS ETF TR | $1.0M | 0.7% | +8% | — |
| 31 | — | T ROWE PRICE ETF INC | $1.0M | 0.7% | +0% | — |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.0M | 0.7% | +4% | 64.5 |
| 33 |  $MA | Mastercard Inc | $1.0M | 0.7% | +6% | 81.7 |
| 34 | — | GLOBAL X FDS | $926,167 | 0.7% | +9% | — |
| 35 | — | SPDR SERIES TRUST | $919,701 | 0.6% | +0% | — |
| 36 | — | DIMENSIONAL ETF TRUST | $919,278 | 0.6% | -66% | — |
| 37 | — | ETF OPPORTUNITIES TRUST | $901,679 | 0.6% | -65% | — |
| 38 |  $WT | WisdomTree, Inc. | $845,376 | 0.6% | -60% | 62.9 |
| 39 | — | NORTHERN LTS FD TR IV | $836,737 | 0.6% | +4% | — |
| 40 |  $CVX | CHEVRON CORP | $827,618 | 0.6% | +10% | 54.7 |
| 41 | — | HARBOR ETF TRUST | $821,145 | 0.6% | -7% | — |
| 42 |  $HD | HOME DEPOT, INC. | $805,863 | 0.6% | +14% | 69.2 |
| 43 |  $V | VISA INC. | $801,520 | 0.6% | +7% | 83.5 |
| 44 | — | STRATEGY SHS | $751,445 | 0.5% | -16% | — |
| 45 |  $VZ | VERIZON COMMUNICATIONS INC | $725,479 | 0.5% | -9% | 71.6 |
| 46 | — | VANECK ETF TRUST | $708,130 | 0.5% | -7% | — |
| 47 |  $UNH | UNITEDHEALTH GROUP INC | $699,475 | 0.5% | +12% | 66.8 |
| 48 | — | ISHARES TR | $691,901 | 0.5% | -9% | — |
| 49 |  $LLY | ELI LILLY & Co | $659,783 | 0.5% | +13% | 89.3 |
| 50 |  $GLD | SPDR GOLD TRUST | $650,168 | 0.5% | +3% | — |
| 51 |  $GILD | GILEAD SCIENCES, INC. | $645,645 | 0.5% | -2% | 77.8 |
| 52 | — | SELECT SECTOR SPDR TR | $640,312 | 0.5% | -6% | — |
| 53 | — | SELECT SECTOR SPDR TR | $627,136 | 0.4% | -7% | — |
| 54 |  $ORCL | ORACLE CORP | $623,240 | 0.4% | +12% | 67.2 |
| 55 |  $SPY | SPDR S&P 500 ETF TRUST | $604,411 | 0.4% | -11% | — |
| 56 |  $BKNG | Booking Holdings Inc. | $599,561 | 0.4% | +13% | 55.3 |
| 57 | — | VANGUARD BD INDEX FDS | $593,759 | 0.4% | NEW | — |
| 58 |  $IVZ | Invesco Ltd. | $585,281 | 0.4% | +4% | — |
| 59 |  $ASML | ASML HOLDING NV | $578,524 | 0.4% | -6% | — |
| 60 |  $MCD | MCDONALDS CORP | $578,484 | 0.4% | +23% | 73.9 |
| 61 | — | DIMENSIONAL ETF TRUST | $572,055 | 0.4% | -48% | — |
| 62 |  $KLAC | KLA CORP | $559,632 | 0.4% | +6% | 84.4 |
| 63 |  $ABBV | AbbVie Inc. | $548,727 | 0.4% | +25% | 59.3 |
| 64 | — | BLACKROCK ETF TRUST | $532,718 | 0.4% | -5% | — |
| 65 |  $TMUS | T-Mobile US, Inc. | $525,123 | 0.4% | +21% | 72.7 |
| 66 | — | VANGUARD SCOTTSDALE FDS | $520,873 | 0.4% | -33% | — |
| 67 |  $MCK | MCKESSON CORP | $510,562 | 0.4% | -1% | 63.7 |
| 68 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $504,539 | 0.3% | +15% | 66.7 |
| 69 | $MRK | Merck & Co., Inc. | $503,006 | 0.3% | +4% | 70.9 |
| 70 |  $BAC | BANK OF AMERICA CORP /DE/ | $498,204 | 0.3% | +1% | 68.4 |
| 71 | — | ISHARES TR | $495,133 | 0.3% | +0% | — |
| 72 | — | VANECK ETF TRUST | $495,096 | 0.3% | -5% | — |
| 73 |  $LOW | LOWES COMPANIES INC | $489,168 | 0.3% | -0% | 63.5 |
| 74 |  $AXP | AMERICAN EXPRESS CO | $486,139 | 0.3% | +10% | 73.2 |
| 75 |  $CSCO | CISCO SYSTEMS, INC. | $480,287 | 0.3% | -3% | 72.3 |
| 76 |  $NVS | NOVARTIS AG | $472,914 | 0.3% | +28% | — |
| 77 |  $PG | PROCTER & GAMBLE Co | $460,784 | 0.3% | +53% | 72.9 |
| 78 |  $BABA | Alibaba Group Holding Ltd | $455,545 | 0.3% | +0% | — |
| 79 |  $CI | Cigna Group | $438,118 | 0.3% | -36% | 66.8 |
| 80 |  $AMAT | APPLIED MATERIALS INC /DE | $437,973 | 0.3% | +24% | 74.8 |
| 81 |  $HSBC | HSBC HOLDINGS PLC | $432,578 | 0.3% | +0% | — |
| 82 |  $ABT | ABBOTT LABORATORIES | $428,848 | 0.3% | +20% | 67 |
| 83 | — | ISHARES TR | $428,104 | 0.3% | -33% | — |
| 84 |  $LRCX | LAM RESEARCH CORP | $418,190 | 0.3% | +2% | 82.4 |
| 85 | $IVZ | Invesco Ltd. | $411,476 | 0.3% | +1% | — |
| 86 |  $STE | STERIS plc | $410,417 | 0.3% | -8% | — |
| 87 |  $T | AT&T INC. | $406,921 | 0.3% | -4% | 71.9 |
| 88 |  $TT | Trane Technologies plc | $402,571 | 0.3% | -16% | — |
| 89 |  $AMD | ADVANCED MICRO DEVICES INC | $396,688 | 0.3% | +10% | 78.8 |
| 90 |  $ADP | AUTOMATIC DATA PROCESSING INC | $391,019 | 0.3% | +15% | 77.9 |
| 91 |  $KO | COCA COLA CO | $383,524 | 0.3% | -8% | 74 |
| 92 | — | VANGUARD WORLD FD | $382,088 | 0.3% | +26% | — |
| 93 |  $RY | ROYAL BANK OF CANADA | $376,947 | 0.3% | +0% | — |
| 94 |  $SO | SOUTHERN CO | $375,016 | 0.3% | -17% | 65.1 |
| 95 |  $SCHW | SCHWAB CHARLES CORP | $368,347 | 0.3% | +42% | 77.2 |
| 96 |  $MS | MORGAN STANLEY | $367,243 | 0.3% | +1% | — |
| 97 |  $PH | Parker-Hannifin Corp | $365,286 | 0.3% | +61% | 73.8 |
| 98 |  $SYK | STRYKER CORP | $364,133 | 0.3% | -11% | 69.8 |
| 99 |  $NVT | nVent Electric plc | $358,270 | 0.3% | -21% | — |
| 100 |  $QCOM | QUALCOMM INC/DE | $352,339 | 0.3% | +7% | 81.9 |
| 101 |  $AZN | ASTRAZENECA PLC | $344,149 | 0.2% | -50% | — |
| 102 |  $GM | General Motors Co | $336,413 | 0.2% | -2% | 58.7 |
| 103 |  $ITW | ILLINOIS TOOL WORKS INC | $335,348 | 0.2% | +15% | 71.2 |
| 104 | — | VANGUARD INDEX FDS | $330,764 | 0.2% | -49% | — |
| 105 |  $GEV | GE Vernova Inc. | $329,978 | 0.2% | -10% | 70.1 |
| 106 | — | VANECK ETF TRUST | $324,851 | 0.2% | -55% | — |
| 107 | — | ISHARES TR | $324,843 | 0.2% | +23% | — |
| 108 |  $XPO | XPO, Inc. | $323,342 | 0.2% | +0% | 55.3 |
| 109 |  $HON | HONEYWELL INTERNATIONAL INC | $319,203 | 0.2% | +34% | 65.7 |
| 110 | — | VANGUARD TAX-MANAGED FDS | $317,965 | 0.2% | NEW | — |
| 111 | — | VANGUARD SCOTTSDALE FDS | $315,019 | 0.2% | +0% | — |
| 112 |  $ETR | ENTERGY CORP /DE/ | $313,487 | 0.2% | -16% | 65.1 |
| 113 |  $TJX | TJX COMPANIES INC /DE/ | $309,499 | 0.2% | +17% | 70.7 |
| 114 | — | VANECK ETF TRUST | $303,034 | 0.2% | +37% | — |
| 115 |  $CMI | CUMMINS INC | $302,734 | 0.2% | -50% | 58.9 |
| 116 | — | VICTORY PORTFOLIOS II | $302,155 | 0.2% | +0% | — |
| 117 | — | JANUS DETROIT STR TR | $302,019 | 0.2% | +38% | — |
| 118 | — | VICTORY PORTFOLIOS II | $301,912 | 0.2% | +29% | — |
| 119 | — | SELECT SECTOR SPDR TR | $297,926 | 0.2% | -4% | — |
| 120 |  $TRGP | Targa Resources Corp. | $295,861 | 0.2% | +4% | 70 |
| 121 |  $DUK | Duke Energy CORP | $290,533 | 0.2% | NEW | 64 |
| 122 |  $MPC | Marathon Petroleum Corp | $285,691 | 0.2% | -6% | 50.7 |
| 123 |  $MU | MICRON TECHNOLOGY INC | $283,803 | 0.2% | NEW | 88.4 |
| 124 |  $PLTR | Palantir Technologies Inc. | $283,783 | 0.2% | +34% | 85.8 |
| 125 | — | SELECT SECTOR SPDR TR | $283,452 | 0.2% | -6% | — |
| 126 |  $IAU | ISHARES GOLD TRUST | $281,319 | 0.2% | NEW | — |
| 127 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $280,572 | 0.2% | +28% | 71.5 |
| 128 |  $CAT | CATERPILLAR INC | $275,124 | 0.2% | NEW | 67.8 |
| 129 |  $VLO | VALERO ENERGY CORP/TX | $273,270 | 0.2% | NEW | 51.4 |
| 130 | $IVZ | Invesco Ltd. | $273,251 | 0.2% | +0% | — |
| 131 |  $GLW | CORNING INC /NY | $267,994 | 0.2% | NEW | 72.7 |
| 132 |  $TIGO | MILLICOM INTERNATIONAL CELLULAR SA | $265,962 | 0.2% | NEW | — |
| 133 |  $ADI | ANALOG DEVICES INC | $264,619 | 0.2% | NEW | 76.2 |
| 134 | — | SELECT SECTOR SPDR TR | $263,260 | 0.2% | -6% | — |
| 135 |  $NEM | NEWMONT Corp /DE/ | $263,225 | 0.2% | +11% | 88.3 |
| 136 |  $WDC | WESTERN DIGITAL CORP | $262,413 | 0.2% | NEW | 76.8 |
| 137 | — | J P MORGAN EXCHANGE TRADED F | $262,160 | 0.2% | +22% | — |
| 138 | $WT | WisdomTree, Inc. | $259,831 | 0.2% | +0% | 62.9 |
| 139 |  $FDX | FEDEX CORP | $255,025 | 0.2% | NEW | 60.3 |
| 140 |  $TD | TORONTO DOMINION BANK | $254,643 | 0.2% | +0% | — |
| 141 |  $GE | GENERAL ELECTRIC CO | $252,313 | 0.2% | +23% | 74.8 |
| 142 |  $CRM | Salesforce, Inc. | $251,453 | 0.2% | +4% | 75.2 |
| 143 |  $GSK | GSK plc | $250,618 | 0.2% | NEW | — |
| 144 |  $PLD | Prologis, Inc. | $250,613 | 0.2% | +2% | 67.5 |
| 145 | — | DIMENSIONAL ETF TRUST | $245,675 | 0.2% | +0% | — |
| 146 | — | JOHN HANCOCK EXCHANGE TRADED | $245,298 | 0.2% | +0% | — |
| 147 | — | ISHARES TR | $239,262 | 0.2% | +12% | — |
| 148 |  $WMB | WILLIAMS COMPANIES, INC. | $239,227 | 0.2% | -19% | 72.8 |
| 149 |  $MSI | Motorola Solutions, Inc. | $238,793 | 0.2% | -15% | 73.8 |
| 150 |  $RIO | RIO TINTO PLC | $238,543 | 0.2% | +0% | — |
| 151 |  $SPGI | S&P Global Inc. | $237,868 | 0.2% | -2% | 79.4 |
| 152 |  $BLK | BlackRock, Inc. | $237,340 | 0.2% | +13% | 70.3 |
| 153 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $236,859 | 0.2% | -22% | 68.1 |
| 154 |  $LIN | LINDE PLC | $236,208 | 0.2% | NEW | — |
| 155 | — | FIRST TR EXCHANGE-TRADED FD | $236,131 | 0.2% | +0% | — |
| 156 |  $NDAQ | NASDAQ, INC. | $235,283 | 0.2% | -12% | 78.5 |
| 157 |  $COST | COSTCO WHOLESALE CORP /NEW | $233,165 | 0.2% | NEW | 67 |
| 158 |  $PEP | PEPSICO INC | $232,907 | 0.2% | NEW | 62.7 |
| 159 | — | GOLDMAN SACHS ETF TR | $225,109 | 0.2% | +0% | — |
| 160 |  $G | Genpact LTD | $223,873 | 0.2% | +0% | — |
| 161 |  $AMGN | AMGEN INC | $223,401 | 0.2% | +2% | 79.5 |
| 162 | — | ISHARES TR | $222,766 | 0.2% | +0% | — |
| 163 |  $APH | AMPHENOL CORP /DE/ | $222,551 | 0.2% | -55% | 80.5 |
| 164 |  $SAP | SAP SE | $220,690 | 0.1% | +0% | — |
| 165 | $IVZ | Invesco Ltd. | $219,558 | 0.1% | NEW | — |
| 166 |  $BMO | BANK OF MONTREAL /CAN/ | $218,574 | 0.1% | -3% | — |
| 167 |  $BP | BP PLC | $217,205 | 0.1% | NEW | — |
| 168 | — | ELEVATION SERIES TRUST | $214,989 | 0.1% | -5% | — |
| 169 |  $TXN | TEXAS INSTRUMENTS INC | $212,189 | 0.1% | NEW | 70.4 |
| 170 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $211,761 | 0.1% | NEW | 70.9 |
| 171 |  $FLEX | FLEX LTD. | $211,370 | 0.1% | -17% | — |
| 172 | — | ISHARES TR | $208,159 | 0.1% | -16% | — |
| 173 | — | VANGUARD SCOTTSDALE FDS | $207,703 | 0.1% | -81% | — |
| 174 |  $IBIT | iShares Bitcoin Trust ETF | $207,660 | 0.1% | +0% | — |
| 175 |  $URI | UNITED RENTALS, INC. | $207,640 | 0.1% | NEW | 70.7 |
| 176 | — | ISHARES TR | $207,333 | 0.1% | +19% | — |
| 177 | — | ETF OPPORTUNITIES TRUST | $204,531 | 0.1% | -90% | — |
| 178 |  $F | FORD MOTOR CO | $203,280 | 0.1% | +3% | 58.5 |
| 179 |  $ECL | ECOLAB INC. | $201,929 | 0.1% | NEW | 64.3 |
| 180 | — | SIMPLIFY EXCHANGE TRADED FUN | $200,657 | 0.1% | +1% | — |
| 181 |  $ESI | Element Solutions Inc | $200,163 | 0.1% | NEW | 63.1 |
| 182 |  $MPT | MEDICAL PROPERTIES TRUST INC | $47,069 | 0.0% | +0% | 42 |
New Positions (22)
VANGUARD BD INDEX FDS$593,759
VANGUARD TAX-MANAGED FDS$317,965
$DUK Duke Energy CORP$290,533$MU MICRON TECHNOLOGY INC$283,803$IAU ISHARES GOLD TRUST$281,319$CAT CATERPILLAR INC$275,124$VLO VALERO ENERGY CORP/TX$273,270$GLW CORNING INC /NY$267,994$TIGO MILLICOM INTERNATIONAL CELLULAR SA$265,962$ADI ANALOG DEVICES INC$264,619$WDC WESTERN DIGITAL CORP$262,413$FDX FEDEX CORP$255,025$GSK GSK plc$250,618$LIN LINDE PLC$236,208$COST COSTCO WHOLESALE CORP /NEW$233,165Exited Positions (22)
$BCAT BlackRock Capital Allocation Term Trust
$COF CAPITAL ONE FINANCIAL CORP
$CASY CASEYS GENERAL STORES INC
$AJG Arthur J. Gallagher & Co.
$CLM Cornerstone Strategic Investment Fund, Inc.
$PCAR PACCAR INC
$DHI HORTON D R INC /DE/
$SHOP SHOPIFY INC.
$INTU INTUIT INC.
$EGP EASTGROUP PROPERTIES INC
$ROP ROPER TECHNOLOGIES INC
$MTD METTLER TOLEDO INTERNATIONAL INC/
$ROL ROLLINS INC
$WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
$HDB HDFC BANK LTDBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for OneAscent Family Office, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track OneAscent Family Office, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for OneAscent Family Office, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: OneAscent Family Office, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For OneAscent Family Office, LLC (SEC CIK: 2055812), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in OneAscent Family Office, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.