Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $106 Million
  • Prior Value $107 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
Track This Portfolio

Track One Ascent Family Office, LLC Portfolio

Follow One Ascent Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Ascent Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Family Office, LLC with notifications on news.