OneAscent Investment Solutions LLC
Annual return '25
+17.0%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$100M
Holdings
127
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VGIT
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 263.4k shares)
16.0%
02
$VGSH
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 88.7k shares)
5.6%
03
$VMBS
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 107.1k shares)
5.0%
04
$IBD
NORTHERN LTS FD TR IV
Q4 2025: Exited (was 148.6k shares)
3.7%
05
$OAIM
UNIFIED SER TR
Q4 2025: Exited (was 62.8k shares)
3.1%
06
$OACP
UNIFIED SER TR
Q4 2025: Exited (was 108.1k shares)
2.8%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 1.8% (35.7k → 35.1k shares)
2.8%
08
$GOOGL
ALPHABET INC
Q1 2026: Sold 3.3% (10.6k → 10.2k shares)
2.3%
09
$MSFT
MICROSOFT CORP
Q1 2026: Sold 5.4% (9.9k → 9.4k shares)
2.2%
10
$EQNR
EQUINOR ASA
Q4 2025: Exited (was 37.7k shares)
1.6%
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 10:41 UTC.