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OneAscent Financial Services LLC

23 INVERNESS CENTER PARKWAY, BIRMINGHAM, AL 35242 • 205-313-9142

Q2 2025 · Filed 2025-08-12
Market Value
$1.4B
-9.0%
Holdings
560
+46
New Purchases
76
Added To
134
Closed
42
Reduced
296
Top 10 Concentration
41.3%
Turnover
21.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
OACP 6.88% 5.24% +1.65% $96M
OAIM 6.01% 4.52% +1.49% $84M
PTL 4.62% 3.25% +1.37% $64M
OALC 5.28% 4.01% +1.27% $74M
SPLG 5.75% 4.67% +1.07% $80M
NVDA 1.49% 0.88% +0.61% $21M
OAEM 1.76% 1.18% +0.58% $25M
VGIT 1.74% 1.21% +0.52% $24M
ELCV 1.64% 1.15% +0.49% $23M
IBTH 0.79% 0.30% +0.49% $11M
IBTF 0.80% 0.34% +0.46% $11M
IBTG 0.81% 0.34% +0.46% $11M
TPIF 0.44% 0.00% +0.44% $6M
SPDW 2.27% 1.84% +0.43% $32M
OASC 1.36% 1.02% +0.34% $19M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 5.28% 8.14% -2.86% $74M
BRK-B 1.20% 2.24% -1.04% $17M
AAPL 1.22% 2.17% -0.94% $17M
FBND 0.96% 1.73% -0.77% $13M
VCSH 0.69% 1.29% -0.61% $10M
VB 0.84% 1.44% -0.59% $12M
VTI 0.98% 1.54% -0.57% $14M
BSV 0.66% 1.19% -0.53% $9M
VO 0.63% 1.12% -0.49% $9M
SCHF 0.39% 0.80% -0.41% $5M
VYM 0.50% 0.86% -0.36% $7M
GBDC 0.19% 0.54% -0.36% $3M
GVI 0.41% 0.74% -0.33% $6M
MSFT 1.01% 1.29% -0.28% $14M
PG 0.33% 0.60% -0.27% $5M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 86.3%
Technology 4.8%
Industrials 2.2%
Healthcare 1.4%
Consumer Cyclical 1.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 70 $295M 21.2%
Large Cap 301 $460M 32.9%
Mid Cap 88 $109M 7.8%
Small Cap 69 $256M 18.4%
Micro Cap 32 $275M 19.7%

Portfolio Analytics

Avg Market Cap
$141.0B
Median Market Cap
$29.3B
Avg P/E
32.0
Median P/E
25.4
Avg Dividend Yield
0.02%
Avg Beta
0.89
# Stocks
281
# ETFs / Funds
279

Top Holdings (560 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 OACP 6.88% 4,207,814 $96M $22.82 $16M +692,251 +19.7%
2 OAIM 6.01% 2,193,670 $84M $38.21 $15M +121,366 +5.9%
3 SPLG 5.75% 1,103,488 $80M $72.65 $9M +18,349 +1.7%
4 OALC 5.28% 2,273,667 $74M $32.42 $12M +124,389 +5.8%
5 VOO 5.28% 129,468 $74M $569.38 -$51M -112,564 -46.5%
6 PTL 4.62% 281,338 $64M $229.11 $15M +39,549 +16.4%
7 SPDW 2.27% 782,790 $32M $40.44 $3M +10,855 +1.4%
8 OAEM 1.76% 760,975 $25M $32.35 $7M +133,768 +21.3%
9 VGIT 1.74% 405,381 $24M $59.75 $6M +92,515 +29.6%
10 SPMD 1.71% 434,356 $24M $55.04 $2M +7,848 +1.8%
11 ELCV 1.64% 900,997 $23M $25.41 $5M +193,153 +27.3%
12 NVDA 1.49% 131,961 $21M $157.02 $7M +8,516 +6.9%
13 OASC 1.36% 723,700 $19M $26.26 $3M +90,346 +14.3%
14 AAPL 1.22% 83,049 $17M $205.73 -$16M -66,375 -44.4%
15 BRK-B 1.20% 34,497 $17M $486.82 -$18M -29,993 -46.5%
16 MSFT 1.01% 28,419 $14M $494.99 -$6M -23,865 -45.6%
17 VTI 0.98% 44,751 $14M $303.99 -$10M -41,199 -47.9%
18 FBND 0.96% 293,593 $13M $45.74 -$13M -287,373 -49.5%
19 SPSM 0.93% 300,777 $13M $43.26 $1M +7,312 +2.5%
20 VXUS 0.92% 185,958 $13M $69.11 -$5M -94,454 -33.7%
21 VB 0.84% 49,102 $12M $239.36 -$10M -49,850 -50.4%
22 ISMD 0.82% 315,582 $11M $36.09 $2M +47,015 +17.5%
23 IBTG 0.81% 490,666 $11M $22.92 $6M +260,355 +113.0%
24 IBTF 0.80% 480,174 $11M $23.37 $6M +257,321 +115.5%
25 IBTH 0.79% 489,138 $11M $22.47 $6M +284,252 +138.7%
26 SPAB 0.71% 387,456 $10M $25.58 -$258K -9,813 -2.5%
27 VCSH 0.69% 120,521 $10M $79.43 -$10M -130,307 -52.0%
28 SPEM 0.67% 218,849 $9M $42.85 $860K +3,395 +1.6%
29 BSV 0.66% 116,781 $9M $78.69 -$9M -115,829 -49.8%
30 VFLO 0.65% 255,175 $9M $35.51 $301K -380 -0.1%
31 VO 0.63% 31,308 $9M $281.40 -$8M -34,960 -52.8%
32 AMZN 0.56% 35,296 $8M $219.71 -$5M -29,442 -45.5%
33 IBD 0.53% 305,387 $7M $24.01 -$3M -136,569 -30.9%
34 GLD 0.52% 23,774 $7M $305.33 $4M +12,276 +106.8%
35 VYM 0.50% 52,188 $7M $134.42 -$6M -50,442 -49.1%
36 TPIF 0.44% 192,027 $6M $32.29 +192,027 NEW
37 JPM 0.44% 21,321 $6M $290.23 $1M +1,216 +6.0%
38 TPHD 0.44% 163,171 $6M $37.91 $336K +7,757 +5.0%
39 SPY 0.43% 9,617 $6M $617.76 $81K -840 -8.0%
40 GVI 0.41% 53,868 $6M $106.39 -$6M -53,274 -49.7%
41 VV 0.41% 19,990 $6M $285.84 -$4M -17,876 -47.2%
42 FFLC 0.41% 116,475 $6M $48.86 $3M +52,984 +83.5%
43 FRME 0.40% 146,142 $6M $38.40 -$4M -100,882 -40.8%
44 SCHF 0.39% 248,774 $5M $22.10 -$7M -370,576 -59.8%
45 WWJD 0.39% 158,185 $5M $34.29 $2M +59,018 +59.5%
46 VIG 0.39% 26,115 $5M $206.39 -$5M -25,339 -49.2%
47 CAT 0.39% 13,767 $5M $390.21 -$3M -11,943 -46.5%
48 BLES 0.38% 128,514 $5M $40.91 $726K +8,869 +7.4%
49 BIBL 0.37% 125,995 $5M $41.36 $2M +42,094 +50.2%
50 CGGO 0.37% 163,914 $5M $31.74 -$354K -31,472 -16.1%
51 BND 0.35% 66,691 $5M $73.61 -$1M -16,307 -19.6%
52 GLRY 0.34% 145,304 $5M $32.94 $897K +10,566 +7.8%
53 SCHM 0.34% 170,354 $5M $28.05 -$4M -166,456 -49.4%
54 VMBS 0.34% 101,870 $5M $46.34 $109K +2,275 +2.3%
55 TSLA 0.34% 15,094 $5M $312.38 $2M +6,023 +66.4%
56 BSMP 0.33% 189,175 $5M $24.52 -$253K -10,575 -5.3%
57 TPSC 0.33% 118,632 $5M $38.68 -$3M -91,544 -43.6%
58 OWNS 0.33% 264,932 $5M $17.13 -$91K -4,228 -1.6%
59 PG 0.33% 28,346 $5M $160.02 -$5M -25,204 -47.1%
60 SCHB 0.32% 189,034 $5M $23.83 -$4M -185,236 -49.5%
61 GOOGL 0.31% 24,237 $4M $176.05 $875K +2,485 +11.4%
62 SCHG 0.30% 145,412 $4M $29.17 $3M +99,944 +219.8%
63 SCHP 0.30% 157,909 $4M $26.67 -$4M -139,271 -46.9%
64 COST 0.30% 4,211 $4M $989.08 $232K +60 +1.4%
65 VUG 0.30% 9,494 $4M $437.86 -$859K -4,016 -29.7%
66 LLY 0.29% 5,272 $4M $778.45 -$4M -5,156 -49.4%
67 VEA 0.26% 64,851 $4M $56.99 -$3M -60,019 -48.1%
68 WIP 0.26% 91,035 $4M $40.06 $328K +2,907 +3.3%
69 VBK 0.26% 12,994 $4M $276.90 -$2M -8,198 -38.7%
70 SCHV 0.25% 124,491 $3M $27.67 +124,491 NEW
71 TPLC 0.24% 74,003 $3M $44.90 +74,003 NEW
72 GMF 0.24% 26,263 $3M $126.41 $2M +16,518 +169.5%
73 SEIM 0.24% 77,890 $3M $42.16 $2M +50,681 +186.3%
74 FVD 0.23% 71,743 $3M $44.72 $266K +5,756 +8.7%
75 BSMQ 0.22% 132,059 $3M $23.56 $217K +9,608 +7.8%
76 VTV 0.22% 17,489 $3M $177.08 -$2M -12,171 -41.0%
77 IBIT 0.22% 51,509 $3M $60.05 $565K -1,002 -1.9%
78 VCIT 0.21% 35,545 $3M $82.91 $49K +102 +0.3%
79 CGMS 0.21% 104,656 $3M $27.62 -$790K -30,181 -22.4%
80 USAI 0.20% 68,891 $3M $40.72 $2M +49,068 +247.5%
81 V 0.20% 7,840 $3M $355.23 -$198K -714 -8.3%
82 GBDC 0.19% 176,439 $3M $14.65 -$6M -373,922 -67.9%
83 SCHZ 0.18% 110,682 $3M $23.24 -$91K -4,294 -3.7%
84 XMMO 0.18% 19,851 $3M $128.61 -$571K -7,610 -27.7%
85 TDIV 0.18% 28,278 $3M $90.18 $424K -592 -2.0%
86 IDEV 0.18% 32,991 $3M $76.05 +32,991 NEW
87 FTGS 0.18% 72,960 $2M $34.20 -$2M -80,384 -52.4%
88 WMT 0.18% 25,229 $2M $97.90 -$3M -37,463 -59.8%
89 VNQ 0.18% 27,570 $2M $89.41 -$3M -36,916 -57.2%
90 HD 0.17% 6,469 $2M $369.76 -$2M -6,089 -48.5%
91 FDLS 0.17% 75,055 $2M $31.75 $294K +858 +1.2%
92 IEMG 0.16% 37,950 $2M $60.03 $1M +17,742 +87.8%
93 SOVF 0.16% 75,071 $2M $30.26 +75,071 NEW
94 CVX 0.16% 15,656 $2M $143.84 -$634K -1,530 -8.9%
95 IWV 0.16% 6,192 $2M $350.94 $206K
96 JNJ 0.15% 13,853 $2M $153.97 -$2M -13,181 -48.8%
97 DWLD 0.15% 51,446 $2M $41.44 $1M +33,377 +184.7%
98 SPTM 0.15% 28,059 $2M $74.91 $230K +622 +2.3%
99 XLK 0.15% 8,358 $2M $251.38 $397K +156 +1.9%
100 ABBV 0.15% 10,922 $2M $186.87 -$295K -282 -2.5%

New Positions

SymbolValue% Port
TPIF $6M 0.44%
SCHV $3M 0.25%
TPLC $3M 0.24%
IDEV $3M 0.18%
SOVF $2M 0.16%
FJUL $2M 0.12%
DJUL $2M 0.12%
DLR $1M 0.09%
VFMV $1M 0.07%
MKL $1M 0.07%
WHR $1M 0.07%
FEOE $1M 0.07%
FLR $1M 0.07%
USFR $969K 0.07%
MRVL $921K 0.07%

Sold Out Positions

SymbolValue% Port
ANET —%
AHR —%
EQR —%
AIT —%
GRMN —%
PRU —%
RACE —%
ENTG —%
IGIB —%
ANAB —%
CHY —%
POOL —%
SPMO —%
RSP —%
CARY —%
View SEC EDGAR Filings for OneAscent Financial Services LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms