One Ascent Family Office, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $55.1 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Unified Ser Tr Oneascent Core with a value of $7.18M, Unified Ser Tr Oneascent Intl with a value of $5.72M, Schwab Short Term Us Treasury with a value of $4.33M, Energy Sector Spdr with a value of $3.89M, and Unified Ser Tr Oneascent Large with a value of $2.25M.
Examining the 13F form we can see an increase of $55.1M in the current position value.
One Ascent Family Office, LLC is based out at Birmingham, AL
Below you can find more details about One Ascent Family Office, LLC portfolio as well as his latest detailed transactions.
