OneAscent Family Office, LLC has disclosed its latest 13F-HR filing, detailing a total portfolio value of approximately $242.47 million as of September 30, 2026. This filing is significant as it provides insight into the firm's investment strategies and positions within the financial services sector.

The report reveals that OneAscent has made substantial investments in major companies, including Alphabet Inc. and Amazon.com Inc. This indicates a strong focus on technology and consumer sectors, which are pivotal in today's market landscape.

Background

OneAscent Family Office, LLC is a private investment firm based in Birmingham, Alabama. The company operates under the SEC's regulations and is categorized as an "other" entity. The firm has been active in filing 13F-HR reports, with its most recent submission dated November 10, 2026. The firm's filings reflect its ongoing commitment to transparency and regulatory compliance.

What the Filing Says

The latest filing, accession number 0002055812-26-000004, indicates that OneAscent holds a total of 315 positions in various companies. The total value of these holdings is reported at $242,469,461. The firm has exercised sole investment discretion over these assets, reflecting its active management approach.

Impact

This filing may impact various stakeholders, including investors, analysts, and other family offices looking to benchmark their strategies against OneAscent's holdings. The disclosed investments in leading technology firms may also attract attention from industry observers and competitors.

What's Next

The filing does not specify what happens next regarding OneAscent's investment strategy or any upcoming changes in its portfolio management. However, it is expected that the firm will continue to adapt its strategies in response to market conditions and investment opportunities.