Managed by Oneascent Wealth Management Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $55.9M | 2.43M | 0.00% | — |
| 2 | ? N/A — | $55.1M | 2.35M | 0.00% | — |
| 3 | ? N/A — | $54.1M | 2.38M | 0.00% | — |
| 4 | ? N/A — | $54.1M | 2.39M | 0.00% | — |
| 5 | ? N/A — | $53.2M | 2.31M | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 6 |
? N/A — |
| $52.3M |
| 2.29M |
| 0.00% |
| — |
| 7 | ? N/A — | $51.7M | 2.30M | 0.00% | — |
| 8 | ? N/A — | $51.1M | 2.26M | 0.00% | — |
| 9 | ? N/A — | $51M | 2.21M | 0.00% | — |
| 10 | ? N/A — | $50.6M | 2.22M | 0.00% | — |
| 11 | ? N/A — | $49.1M | 2.26M | 0.00% | — |
| 12 | ? N/A — | $43.5M | 1.14M | 0.00% | — |
| 13 | ? N/A — | $41.9M | 1.36M | 0.00% | — |
| 14 | ? N/A — | $41.2M | 1.16M | 0.00% | — |
| 15 | ? N/A — | $38.1M | 920.6K | 0.00% | — |
| 16 | ? N/A — | $37.2M | 1.07M | 0.00% | — |
| 17 | ? N/A — | $36.1M | 896.6K | 0.00% | — |
| 18 | ? N/A — | $31.8M | 952.9K | 0.00% | — |
| 19 | ? N/A — | $31.8M | 980.3K | 0.00% | — |
| 20 | ? N/A — | $31.8M | 1.07M | 0.00% | — |