One Ascent Financial Services LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $582 Million distributed in 395 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 $67.3M, Nvidia Corp with a value of $20.2M, Apple Inc. with a value of $17M, Northern Lts Fd Tr Iv Inspire with a value of $13.9M, and Vanguard Index Fds S&P 500 ETF with a value of $14M.
Examining the 13F form we can see an increase of $7.32M in the current position value, from $575M to 582M.
One Ascent Financial Services LLC is based out at Birmingham, AL
Below you can find more details about One Ascent Financial Services LLC portfolio as well as his latest detailed transactions.
