13F Filings History of OneAscent Family Office, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$147,524,861
Signature - Title
Ashleigh Swayze - Counsel
Location
Birmingham, AL
Summary
This page shows a list of all the recent 13F filings made by OneAscent Family Office, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OneAscent Family Office, LLC reported 180 stock holdings with total value $147,524,861 as of Q4 2025. Top holdings included OAIM, OACP, XLE, OALC, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 180 $147,524,861 +$30,889,420 -$5,719,111 +$25,170,309 OAIM, OACP, XLE, OALC, MSFT 13F-HR 10 Feb 2026, 19:37
Q3 2025 158 $122,926,414 +$16,438,837 -$6,479,000 +$9,959,837 OAIM, OACP, XLE, OALC, MSFT 13F-HR 31 Oct 2025, 14:31
Q2 2025 142 $105,770,000 +$16,289,881 -$25,555,336 -$9,265,455 OAIM, OACP, XLE, OALC, MSFT 13F-HR 06 Aug 2025, 10:33
Q1 2025 117 $107,488,000 +$55,202,283 -$3,493,205 +$51,709,078 OACP, OAIM, MSFT, SCHO, XLE 13F-HR 05 May 2025, 13:27
Q4 2024 81 $55,069,000 $0 $0 $0 OACP, OAIM, SCHO, XLE, OALC 13F-HR 12 Feb 2025, 11:30