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OneAscent Wealth Management LLC

SEC Form 13F institutional filer · CIK 0001844707

13F-HR · 86 reported holdings · 2026-03-31

Reported long-US-equity value

$0.05B

Top-10 concentration

40.1%

OneAscent Wealth Management LLC — $54.4M AUM allocation strategy

OneAscent Wealth Management LLC files SEC Form 13F and reports $54.4M of long US equity value across 86 reported holdings for 2026-03-31.

Its largest sector bet is Financials 19.6%, followed by Information Technology 8.4% and Utilities 6.5%.

The top 10 holdings account for 40% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

OneAscent Wealth Management LLC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$54.4M

total across 86 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

40% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$SCHW$APP$TJX

+$SCHW +925 sh · +$221K+$APP +410 sh · +$19.5K+$TJX +265 sh · +$57.4K

Biggest trims (shares)

$F$IVZ$IWM

−$F −10.3K sh · −$163K−$IVZ −5.87K sh · −$526K−$IWM −1.91K sh · −$134K

Added from nil (new positions)

$PH$ANET$WDC$JCI$LRCX

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$PG$UNH$UBER$TMUS$ROP

$PG ($459K last qtr)$UNH ($345K last qtr)$UBER ($337K last qtr)$TMUS ($286K last qtr)$ROP ($279K last qtr)

Sector allocation (share of reported value)

Financials 20%Information Technology 8%Utilities 6%Consumer Staples 6%ETFs 5%Energy 4%Communication Services 4%Industrials 2%Other holdings 44%SECTORS
  • $XLFFinancials19.6%
  • $XLKInformation Technology8.4%
  • $XLUUtilities6.5%
  • $XLPConsumer Staples5.9%
  • ETFs5.1%
  • $XLEEnergy4.5%
  • $XLCCommunication Services4.4%
  • $XLIIndustrials1.9%
  • Other holdings43.8%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Diversified Banks 8%Electric Utilities 6%Asset Management & Custody Banks 6%Investment Banking & Brokerage 5%Integrated Oil & Gas 4%Soft Drinks & Non-alcoholic Beverages 4%Technology Hardware, Storage & Peripherals 4%Interactive Media & Services 3%Other holdings 59%INDUSTRIES
  • Diversified Banks8.4%
  • Electric Utilities6.5%
  • Asset Management & Custody Banks6.0%
  • Investment Banking & Brokerage5.2%
  • Integrated Oil & Gas4.5%
  • Soft Drinks & Non-alcoholic Beverages4.3%
  • Technology Hardware, Storage & Peripherals3.7%
  • Interactive Media & Services2.9%
  • Other holdings58.6%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

8 of 8 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$SOSouthern Company36.3K$3.5M-1.12K6.4%
$IVZInvesco Ltd42.3K$3.25M-5.87K6.0%
$USBU.S. Bancorp58K$3.02M+195.5%
$SCHWCharles Schwab Corporation88.6K$2.81M+9255.2%
$AAPLApple Inc7.99K$2.03M-2443.7%
$GOOGAlphabet Inc. Class C Capital Stock5.5K$1.58M+882.9%
$KOCoca-Cola Company8.12K$1.56M-3242.9%
$NVDANVIDIA Corporation7.46K$1.3M-4032.4%

…and 78 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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