Oneascent Wealth Management LLC - Q42025 Holdings

Oneascent Wealth Management LLC holds 170 stocks with a total portfolio value of $ 300.44M as of Q42025. In Q42025, Oneascent Wealth Management LLC added 10 new positions, increased stakes in 38 stocks, reduced 115 holdings, and fully exited 21 positions. The largest holding is Unified Ser Tr (OACP), representing 18.61% of the total portfolio.