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ONEASCENT FAMILY OFFICE, LLC
ONEASCENT FAMILY OFFICE, LLC
Latest filing: 2026-06-30
ONEASCENT FAMILY OFFICE, LLC runs ONEASCENT FAMILY OFFICE, LLC and currently holds 250 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $198.12M. Their top holdings are OAIM, VOO, XLE, EFV, NVDA. The top five represent 19.1% of reported portfolio weight. ONEASCENT FAMILY OFFICE, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, ONEASCENT FAMILY OFFICE, LLC initiated 8 new positions. They added to 74 existing positions. They trimmed 16 positions. Their current best-performing preview position is MU with returns of +241.65%.
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250 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 OAIM UNIFIED SER TR | 6.10% | $34.42 | $48.12 | +39.80% | Added +0.57% |
 VOO VANGUARD INDEX FDS | 4.31% | $657.11 | $703.77 | +7.10% | Added +294.63% |
 XLE SELECT SECTOR SPDR TR | 2.96% | $43.18 | $63.62 | +47.34% | Trimmed -18.55% |
 EFV ISHARES TR | 2.89% | $73.39 | $82.23 | +12.04% | Added +62.80% |
 NVDA NVIDIA CORPORATION | 2.81% | $167.29 | $214.76 | +28.38% | Added +45.41% |
 VEA VANGUARD TAX-MANAGED FDS | 2.23% | $70.68 | $73.43 | +3.89% | Added +1152.28% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 2.12% | $309.77 | $418.87 | +35.22% | Added +35.58% |
 VXF VANGUARD INDEX FDS | 1.93% | $242.03 | $245.51 | +1.44% | Added +866.89% |
 MSFT MICROSOFT CORP | 1.83% | $390.32 | $483.24 | +23.81% | Added +23.16% |
 GOOGL ALPHABET INC | 1.80% | $232.55 | $344.82 | +48.28% | Added +21.04% |
Showing 1-10 of 250