OneAscent Wealth Management LLC
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$302.5M
Holdings
157
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$OACP
UNIFIED SER TR
Q4 2025: Exited (was 2.31M shares)
19.2%
02
$OAIM
UNIFIED SER TR
Q4 2025: Exited (was 896.6k shares)
13.6%
03
$OALC
UNIFIED SER TR
Q4 2025: Exited (was 1.07M shares)
13.2%
04
$OAEM
UNIFIED SER TR
Q4 2025: Exited (was 399.1k shares)
6.0%
05
$OASC
UNIFIED SER TR
Q4 2025: Exited (was 370.4k shares)
5.7%
06
$ELCV
STRATEGY SHS
Q4 2025: Exited (was 279.2k shares)
2.3%
07
$IBD
NORTHERN LTS FD TR IV
Q4 2025: Exited (was 290.5k shares)
2.3%
08
$VFLO
VICTORY PORTFOLIOS II
Q4 2025: Exited (was 130.7k shares)
1.9%
09
$CLOI
VANECK ETF TRUST
Q4 2025: Exited (was 81.1k shares)
1.4%
10
$HYBL
SSGA ACTIVE TR
Q4 2025: Exited (was 152.4k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:16 UTC.