ONEASCENT WEALTH MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | USB | 58K | $3.02M |
 | SO | 36K | $3.50M |
 | T | 27K | $792.33K |
 | GBDC | 23K | $295.60K |
 | XP | 21K | $400.60K |
 | F | 18K | $206.45K |
 | BAC | 17K | $830.17K |
 | SMA | 13K | $379.95K |
 | HBAN | 11K | $168.52K |
 | ABAT | 10K | $29.15K |
 | UCB | 10K | $301.52K |
 | FLEX | 9K | $585.87K |
 | CMCSA | 9K | $249.55K |
 | G | 8K | $303.96K |
 | COKE | 8K | $1.56M |
 | AAPL | 8K | $2.03M |
 | NVDA | 7K | $1.30M |
 | WFC | 7K | $580.52K |
 | XOM | 7K | $1.21M |
 | TIGO | 7K | $509.59K |
U.S. Bancorp
USB
Shares Held
58K
Value
$3.02M
The Southern Company
SO
Shares Held
36K
Value
$3.50M
AT&T Inc.
T
Shares Held
27K
Value
$792.33K
Golub Capital BDC, Inc.
GBDC
Shares Held
23K
Value
$295.60K
XP Inc.
XP
Shares Held
21K
Value
$400.60K
Ford Motor Company
F
Shares Held
18K
Value
$206.45K
Bank of America Corporation
BAC
Shares Held
17K
Value
$830.17K
Smartstop Self Storage REIT Inc
SMA
Shares Held
13K
Value
$379.95K
Huntington Bancshares Incorporated
HBAN
Shares Held
11K
Value
$168.52K
American Battery Technology Company Common Stock
ABAT
Shares Held
10K
Value
$29.15K
United Community Banks, Inc.
UCB
Shares Held
10K
Value
$301.52K
Flex Ltd.
FLEX
Shares Held
9K
Value
$585.87K
Comcast Corporation
CMCSA
Shares Held
9K
Value
$249.55K
Genpact Limited
G
Shares Held
8K
Value
$303.96K
Coca-Cola Consolidated, Inc.
COKE
Shares Held
8K
Value
$1.56M
Apple Inc.
AAPL
Shares Held
8K
Value
$2.03M
NVIDIA Corporation
NVDA
Shares Held
7K
Value
$1.30M
Wells Fargo & Company
WFC
Shares Held
7K
Value
$580.52K
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$1.21M
Millicom International Cellular S.A.
TIGO
Shares Held
7K
Value
$509.59K