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Oneascent Family Office, LLC
ONEASCENT FAMILY OFFICE, LLC is an SEC-registered investment adviser headquartered in Birmingham, Alabama. The firm specializes in family office services, combining investment management, financial planning, and wealth preservation for high-net-worth families. Founded in recent years, the firm operates as part of the larger OneAscent investment management platform, leveraging a values-based and holistic approach to managing generational wealth. It serves primarily affluent individuals, families, and trusts with a boutique, personalized service model.
Investment Strategy
OneAscent Family Office, LLC employs a holistic, values-based investment philosophy focused on sustainable long-term growth and wealth preservation for multi-generational families. The firm builds diversified portfolios, utilizes both internal and external managers, and selects investments aligned with clients' personal values and objectives. Their approach integrates comprehensive financial planning, risk management, and philanthropy, often incorporating faith-based or purpose-driven investing alongside traditional wealth management principles.
Latest 13F Filing Activity
Oneascent Family Office, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 142 equity positions with a total 13F market value of $106M. The fund increased holdings in Unified Ser TR, Ishares TR, Wisdomtree TR among other positions. Oneascent Family Office, LLC reduced exposure to Schwab Strategic TR, Microsoft Corp., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (142)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O OAIM | UNIFIED SER TR | 9.40% | $9.9M | 260,316 | $33.46 | $38.19 | +$2.9M |
O OACP | UNIFIED SER TR | 7.62% | $8.1M | 353,929 | $22.51 | $22.79 | -$91.0K |
X XLE | SELECT SECTOR SPDR TR | 4.46% | $4.7M | 55,659 | $85.47 | $84.81 | +$707.0K |
O OALC | UNIFIED SER TR | 3.69% | $3.9M | 120,213 | $29.22 | $32.45 | +$359.0K |
M MSFT | MICROSOFT CORP | 3.03% | $3.2M | 6,450 | $387.52 | $497.41 | -$1.6M |
Industry Allocation
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