Stock Taper

ONEASCENT WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Yum! Brands, Inc.YUM2.03K$324.04K
AbbVie Inc.ABBV2.08K$522.91K
Arista Networks, Inc.ANET2.14K$362.86K
Cisco Systems, Inc.CSCO2.17K$255.24K
The Sherwin-Williams CompanySHW2.24K$770.24K
Valero Energy CorporationVLO2.25K$585.59K
Gilead Sciences, Inc.GILD2.3K$290.83K
ConocoPhillipsCOP2.4K$249.19K
Visa Inc.V2.43K$835.08K
JPMorgan Chase & Co.JPM2.57K$841.89K
The TJX Companies, Inc.TJX2.64K$399.66K
Palantir Technologies Inc.PLTR2.67K$311.28K
Johnson Controls International plcJCI2.73K$398.73K
KLA CorporationKLAC2.82K$851.73K
Airbnb, Inc.ABNB2.89K$414.13K
Fortinet, Inc.FTNT2.94K$452.26K
Popular, Inc.BPOP3.28K$538.84K
Microsoft CorporationMSFT3.4K$1.27M
Nasdaq, Inc.NDAQ3.43K$270.51K
The Charles Schwab CorporationSCHW3.44K$317.32K