13F Filings History of OneAscent Investment Solutions LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$94,395,792
Signature - Title
Ashleigh Swayze - Counsel
Location
Birmingham, AL
Summary
This page shows a list of all the recent 13F filings made by OneAscent Investment Solutions LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OneAscent Investment Solutions LLC reported 121 stock holdings with total value $94,395,792 as of Q4 2025. Top holdings included VGIT, VGSH, VMBS, IBD, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 121 $94,395,792 +$4,477,792 -$5,347,832 -$870,040 VGIT, VGSH, VMBS, IBD, NVDA 13F-HR 10 Feb 2026, 19:38
Q3 2025 119 $93,997,113 +$7,688,475 -$10,270,533 -$2,582,058 VGIT, VGSH, VMBS, IBD, MSFT 13F-HR 03 Nov 2025, 20:16
Q2 2025 135 $93,684,000 +$12,321,926 -$8,015,023 +$4,306,903 VGIT, VGSH, VMBS, IBD, OAIM 13F-HR 12 Aug 2025, 15:42
Q1 2025 115 $84,237,000 $0 $0 $0 VGIT, VGSH, VMBS, IBD, OACP 13F-HR 13 May 2025, 10:16