Holdings
OneAscent Financial Services LLC
As of Jun 30, 2026, OneAscent Financial Services LLC reported 237 positions worth US$342M. Largest: Nvidia Corporation, Apple Inc and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 142K | US$28.4M | +4,384 | Jun 30, 2026 |
| Apple Inc | 86,792 | US$25.1M | +2,406 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 35,393 | US$17.7M | −184 | Jun 30, 2026 |
| Caterpillar, Inc. | 14,029 | US$14.9M | +4 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 40,332 | US$14.4M | −49 | Jun 30, 2026 |
| Microsoft Corp. | 33,166 | US$12.4M | +1,897 | Jun 30, 2026 |
| Amazon.com, Inc. | 42,756 | US$10.2M | +2,337 | Jun 30, 2026 |
| Tesla, Inc. | 18,418 | US$7.75M | +3,043 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 20,326 | US$6.65M | −372 | Jun 30, 2026 |
| Eli Lilly And Company | 4,312 | US$5.17M | −403 | Jun 30, 2026 |