Oneascent Investment Solutions LLC
OneAscent Investment Solutions LLC is an SEC-registered investment adviser headquartered in Birmingham, Alabama, United States. Founded in 2017, the firm delivers values-based investment solutions across equities, income, and balanced strategies to financial advisors, institutional clients, pensions and retirement plans, faith-based organizations, family offices, and endowments and foundations. The firm emphasizes aligning wealth management with clients’ personal values and maintaining a disciplined investment approach. OneAscent employs approximately 10 professionals and manages investments for both individual and institutional clients.
Investment Strategy
OneAscent Investment Solutions LLC specializes in values-based investment management, seeking to empower clients to align their investments with their ethical beliefs and financial objectives. Their approach systematically eliminates companies whose products or practices are considered harmful, evaluates candidates to meet rigorous investment objectives, and elevates companies that contribute positively to society or the environment. The firm offers a range of equity, income, and balanced asset strategies, serving advisors and institutional clients who desire portfolios that reflect both strong financial discipline and a commitment to making a positive impact. Risk management and thorough due diligence are central to their philosophy, with a focus on long-term growth and values alignment across all portfolios.
Top Holdings
Equity Positions (135)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGIT | VANGUARD SCOTTSDALE FDS | 16.42% | $15.4M | 257,255 | $59.42 | $59.81 | +$814.0K |
V VGSH | VANGUARD SCOTTSDALE FDS | 5.57% | $5.2M | 88,728 | $58.69 | $58.78 | -$180.0K |
V VMBS | VANGUARD SCOTTSDALE FDS | 5.01% | $4.7M | 101,351 | $46.31 | $46.34 | +$3.0K |
I IBD | NORTHERN LTS FD TR IV | 3.57% | $3.3M | 139,357 | $23.75 | $24.01 | -$67.0K |
O OAIM | UNIFIED SER TR | 3.05% | $2.9M | 74,917 | $33.50 | $38.19 | +$398.0K |