Oneascent Wealth Management LLC - Q12026 Holdings

Oneascent Wealth Management LLC holds 157 stocks with a total portfolio value of $ 302.46M as of Q12026. In Q12026, Oneascent Wealth Management LLC added 10 new positions, increased stakes in 49 stocks, reduced 91 holdings, and fully exited 23 positions. The largest holding is Unified Ser Tr (OACP), representing 19.24% of the total portfolio.