ONEASCENT WEALTH MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | USB | 58K | $3.09M |
 | SO | 37K | $3.26M |
 | F | 28K | $369.89K |
 | T | 27K | $681.11K |
 | GBDC | 25K | $334.09K |
 | XP | 18K | $298.43K |
 | BAC | 17K | $947.72K |
 | SMA | 13K | $388.24K |
 | HBAN | 11K | $194.13K |
 | ABAT | 10K | $34.89K |
 | UCB | 10K | $298.93K |
 | FLEX | 9K | $559.37K |
 | CMCSA | 9K | $269.46K |
 | ESI | 9K | $216.66K |
 | G | 8K | $395.57K |
 | COKE | 8K | $1.29M |
 | AAPL | 8K | $2.24M |
 | NVDA | 8K | $1.47M |
 | TIGO | 8K | $418.96K |
 | WFC | 7K | $698.07K |
U.S. Bancorp
USB
Shares Held
58K
Value
$3.09M
The Southern Company
SO
Shares Held
37K
Value
$3.26M
Ford Motor Company
F
Shares Held
28K
Value
$369.89K
AT&T Inc.
T
Shares Held
27K
Value
$681.11K
Golub Capital BDC, Inc.
GBDC
Shares Held
25K
Value
$334.09K
XP Inc.
XP
Shares Held
18K
Value
$298.43K
Bank of America Corporation
BAC
Shares Held
17K
Value
$947.72K
Smartstop Self Storage REIT Inc
SMA
Shares Held
13K
Value
$388.24K
Huntington Bancshares Incorporated
HBAN
Shares Held
11K
Value
$194.13K
American Battery Technology Company Common Stock
ABAT
Shares Held
10K
Value
$34.89K
United Community Banks, Inc.
UCB
Shares Held
10K
Value
$298.93K
Flex Ltd.
FLEX
Shares Held
9K
Value
$559.37K
Comcast Corporation
CMCSA
Shares Held
9K
Value
$269.46K
Element Solutions Inc
ESI
Shares Held
9K
Value
$216.66K
Genpact Limited
G
Shares Held
8K
Value
$395.57K
Coca-Cola Consolidated, Inc.
COKE
Shares Held
8K
Value
$1.29M
Apple Inc.
AAPL
Shares Held
8K
Value
$2.24M
NVIDIA Corporation
NVDA
Shares Held
8K
Value
$1.47M
Millicom International Cellular S.A.
TIGO
Shares Held
8K
Value
$418.96K
Wells Fargo & Company
WFC
Shares Held
7K
Value
$698.07K