Stock Taper

ONEASCENT WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
U.S. BancorpUSB58K$3.5M
The Southern CompanySO35.6K$3.41M
AT&T Inc.T26.88K$556.48K
APi Group CorporationAPG26.62K$1.13M
Golub Capital BDC, Inc.GBDC22.59K$291.01K
Ford Motor CompanyF18.03K$250.59K
Bank of America CorporationBAC17.05K$971.34K
Regions Financial CorporationRF15.51K$468.33K
NVIDIA CorporationNVDA10.46K$2.09M
American Battery Technology Company Common StockABAT10.45K$29.57K
Smartstop Self Storage REIT IncSMA10.1K$328.35K
United Community Banks, Inc.UCB8.96K$314.23K
Coca-Cola Consolidated, Inc.COKE8.12K$1.55M
Apple Inc.AAPL7.8K$2.26M
Element Solutions IncESI6.46K$308.66K
Bristol-Myers Squibb CompanyBMY5.94K$342.44K
Royalty Pharma plcRPRX5.92K$332.16K
Chevron CorporationCVX5.87K$972.78K
Exxon Mobil CorporationXOM5.69K$777.95K
Alphabet Inc.GOOGL5.64K$2.02M