One Ascent Family Office, LLC Portfolio Holdings
One Ascent Family Office, LLC
- $97.4 Million
- Q3 2025
One Ascent Family Office, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $97.4 Million distributed in 158 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 $8.62M, Energy Sector Spdr with a value of $4.91M, Microsoft Corp with a value of $3.41M, Dimensional ETF Tr U S Core Eq with a value of $3.34M, and Ishares Tr with a value of $2.63M.
Examining the 13F form we can see an decrease of $8.33M in the current position value, from $106M to 97.4M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|