One Ascent Family Office, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $107 Million distributed in 157 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 $8.16M, Unified Ser Tr Oneascent Intl with a value of $7.01M, Microsoft Corp with a value of $4.81M, Schwab Short Term Us Treasury with a value of $4.41M, and Energy Sector Spdr with a value of $4.01M.
Examining the 13F form we can see an increase of $52.4M in the current position value, from $55.1M to 107M.
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.
Portfolio value
$107 Million
ETFs: $39.6 Million
Technology: $13.3 Million
Financial Services: $8.76 Million
Consumer Cyclical: $7.93 Million
Healthcare: $5.31 Million
Consumer Defensive: $4.12 Million
Communication Services: $3.36 Million
Industrials: $3.29 Million
Other: $3.17 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
