StockDriftsStockDriftsTop 50 Oneascent Family Office LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OAIM | UNIFIED SER TR | 6.1% | 252.6K | $12.1M | +0.57%(+1.44K) | $34.58(+39.68%) | 2026-06-30 | |
| OACP | UNIFIED SER TR | 4.99% | 435.3K | $9.9M | +4.72%(+19.63K) | $22.92(-1.91%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.31% | 12.4K | $8.5M | +294.63%(+9.28K) | $616.70(+15.56%) | 2026-06-30 | |
| XLE | SELECT SECTOR SPDR TR | 2.96% | 110.3K | $5.9M | -18.55%(-25.13K) | $43.91(+42.55%) | 2026-06-30 | |
| EFV | ISHARES TR | 2.89% | 74.7K | $5.7M | +62.80%(+28.82K) | $66.03(+23.87%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.81% | 27.8K | $5.6M | +45.41%(+8.69K) | $162.67(+38.97%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.23% | 62.1K | $4.4M | +1152.28%(+57.18K) | $66.37(+11.51%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.12% | 8.8K | $4.2M | +35.58%(+2.31K) | $276.91(+54.16%) | 2026-06-30 | |
| OAEM | UNIFIED SER TR | 1.94% | 76.9K | $3.8M | -4.07%(-3.27K) | $31.21(+55.31%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 1.93% | 15.5K | $3.8M | +866.89%(+13.93K) | $221.02(+12.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +33.40% |
| Top 20 Holdings Unweighted | — | — | — | — | +40.07% |
Oneascent Family Office LLC reports $198.12M in US-listed equity holdings across 250 positions in its most recent 13F filing. Its largest disclosed positions are OAIM (6.1%), OACP (5.0%) and VOO (4.3%). The top 20 holdings account for 45.78% of reported assets. Its disclosed equity book has returned +33.40% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Oneascent Family Office LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055812). View Oneascent Family Office LLC’s 13F filings on SEC