OneAscent Financial Services LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$1.1B

Holdings

454

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (454 positions)

StockValue
OACPUNIFIED SER TR
$112K
OAIMUNIFIED SER TR
$96K
OALCUNIFIED SER TR
$90K
OASCUNIFIED SER TR
$43K
OAEMUNIFIED SER TR
$31K
ELCVSTRATEGY SHS
$28K
PTLNORTHERN LTS FD TR IV
$25K
NVDANVIDIA CORPORATION
$20K
VGITVANGUARD SCOTTSDALE FDS
$19K
AAPLAPPLE INC
$18K
IBDNORTHERN LTS FD TR IV
$15K
VOOVANGUARD INDEX FDS
$15K
BRK/BBERKSHIRE HATHAWAY INC DEL
$13K
VTIVANGUARD INDEX FDS
$13K
VMBSVANGUARD SCOTTSDALE FDS
$9K
VCITVANGUARD SCOTTSDALE FDS
$9K
MSFTMICROSOFT CORP
$9K
VCSHVANGUARD SCOTTSDALE FDS
$7K
VOVANGUARD INDEX FDS
$7K
CLOIVANECK ETF TRUST
$7K
VFLOVICTORY PORTFOLIOS II
$7K
BSVVANGUARD BD INDEX FDS
$7K
GQ9SPDR GOLD TR
$7K
OWNSTIDAL TRUST III
$7K
SCHFSCHWAB STRATEGIC TR
$6K
SPYSPDR S&P 500 ETF TR
$6K
AMZNAMAZON COM INC
$6K
HYBLSSGA ACTIVE TR
$6K
SCHPSCHWAB STRATEGIC TR
$6K
BLESNORTHERN LTS FD TR IV
$5K
GLRYNORTHERN LTS FD TR IV
$5K
TPSCTIMOTHY PLAN
$5K
SCHMSCHWAB STRATEGIC TR
$5K
SCHBSCHWAB STRATEGIC TR
$5K
VUGVANGUARD INDEX FDS
$5K
FRMEFIRST MERCHANTS CORP
$5K
GOOGLALPHABET INC
$5K
SCHGSCHWAB STRATEGIC TR
$5K
FPXFIRST TR EXCHANGE-TRADED FD
$5K
TSLATESLA INC
$5K
GDXVANECK ETF TRUST
$4K
PWBINVESCO EXCHANGE TRADED FD T
$4K
TMEDT ROWE PRICE ETF INC
$4K
BIBLNORTHERN LTS FD TR IV
$4K
VBKVANGUARD INDEX FDS
$4K
BNDVANGUARD BD INDEX FDS
$4K
WWJDNORTHERN LTS FD TR IV
$4K
RWOSPDR INDEX SHS FDS
$4K
LLYELI LILLY & CO
$4K
SCHVSCHWAB STRATEGIC TR
$4K
COSTCOSTCO WHSL CORP NEW
$3K
VBVANGUARD INDEX FDS
$3K
FDLFIRST TR EXCHANGE-TRADED FD
$3K
FVDFIRST TR EXCHANGE-TRADED FD
$3K
SOVFELEVATION SERIES TRUST
$3K
JPIBJ P MORGAN EXCHANGE TRADED F
$3K
VTVVANGUARD INDEX FDS
$3K
ISMDNORTHERN LTS FD TR IV
$3K
VXUSVANGUARD STAR FDS
$3K
ABBVABBVIE INC
$2K
EEMAISHARES INC
$2K
CGMSCAPITAL GRP FIXED INCM ETF T
$2K
IWVISHARES TR
$2K
IDV*ISHARES TR
$2K
GOOGALPHABET INC
$2K
PGPROCTER AND GAMBLE CO
$2K
JPMJPMORGAN CHASE & CO.
$2K
PLDPROLOGIS INC.
$2K
FDLSNORTHERN LTS FD TR IV
$2K
TDIVFIRST TR EXCHANGE TRADED FD
$2K
EDIVSPDR INDEX SHS FDS
$2K
RDVYFIRST TR EXCHANGE TRADED FD
$2K
IEMGISHARES INC
$2K
VEAVANGUARD TAX-MANAGED FDS
$2K
SCHZSCHWAB STRATEGIC TR
$2K
NDQINVESCO QQQ TR
$2K
AVGOBROADCOM INC
$2K
ESLGSTRATEGY SHS
$2K
TPHDTIMOTHY PLAN
$2K
IDEVISHARES TR
$2K
VRTVERTIV HOLDINGS CO
$1K
SCHOSCHWAB STRATEGIC TR
$1K
VOTVANGUARD INDEX FDS
$1K
FUTYFIDELITY COVINGTON TRUST
$1K
QTECFIRST TR EXCHANGE-TRADED FD
$1K
AMDADVANCED MICRO DEVICES INC
$1K
CMICUMMINS INC
$1K
VIOOVANGUARD ADMIRAL FDS INC
$1K
MUBISHARES TR
$1K
IVVISHARES TR
$1K
IGVISHARES TR
$1K
METAMETA PLATFORMS INC
$1K
CLCVCROSSMARK ETF TRUST
$1K
PSLV/USPROTT ASSET MANAGEMENT LP
$1K
XOMEXXON MOBIL CORP
$1K
FEOERBB FUND TRUST
$1K
CIBRFIRST TR EXCHANGE TRADED FD
$1K
TAXFAMERICAN CENTY ETF TR
$1K
HGERHARBOR ETF TRUST
$1K
SEIESEI EXCHANGE TRADED FUNDS
$1K
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