OneAscent Investment Solutions LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 12, 2025
Value $
$93.7M
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 135 stock holdings with total value $93.7M as of Q2 2025. Top holdings included VGIT, VGSH, VMBS, IBD, and OAIM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 135 $93.7M +$12.3M -$8.02M +$4.31M VGIT, VGSH, VMBS, IBD, OAIM 13F-HR 8/12/2025, 03:42 PM
Q1 2025 115 $84.2M $0 $0 VGIT, VGSH, VMBS, IBD, OACP 13F-HR 5/13/2025, 10:16 AM