First seen by DFX
Sep 13, 2026
date not stated
Oneascent Family Offices: CONFIRMED_MFO -> OUTSOURCED_FAMILY_OFFICE (OneAscent Family Offices is the family office arm of the OneAscent faith-aligned wealth platform in Birmingham, sold as one client segment beside individuals and institutions.)
First seen by DFX
Sep 12, 2026
date not stated
Oneascent Family Offices found on the SEC adviser roster (name)
First seen by DFX
Sep 12, 2026
date not stated
OneAscent Family Office, LLC files Form 13F (name, $147,524,861 in 180 positions)
First seen by DFX
Sep 12, 2026
date not stated
Oneascent Family Offices: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)
OneAscent Family Office, LLC reported $143,159,977 across 182 13(f) positions for the quarter ended 2026-03-31
OneAscent Family Office, LLC exited J P Morgan Exchange Traded F (was $2,092,962, 36,565 shares)
OneAscent Family Office, LLC reduced Dimensional Etf Trust 42,836 -> 14,720 shares ($2,550,481 -> $919,278)
OneAscent Family Office, LLC reduced ETF Opportunities Trust 60,900 -> 21,566 shares ($2,695,446 -> $901,679)
OneAscent Family Office, LLC exited J P Morgan Exchange Traded F (was $2,092,962, 36,565 shares)
OneAscent Family Office, LLC reduced Dimensional Etf Trust 86,678 -> 47,786 shares ($3,431,601 -> $1,856,982)
OneAscent Family Office, LLC reduced Dimensional Etf Trust 42,836 -> 14,720 shares ($2,550,481 -> $919,278)
OneAscent Family Office, LLC reduced ETF Opportunities Trust 60,900 -> 21,566 shares ($2,695,446 -> $901,679)
OneAscent Family Office, LLC reduced Dimensional Etf Trust 86,678 -> 47,786 shares ($3,431,601 -> $1,856,982)
OneAscent Family Office, LLC reported $147,524,861 across 180 13(f) positions for the quarter ended 2025-12-31
OneAscent Family Office, LLC opened a $3,277,587 position in Ishares Tr (45,898 shares)
OneAscent Family Office, LLC increased Broadcom Inc 5,038 -> 6,513 shares ($1,662,187 -> $2,254,162)
OneAscent Family Office, LLC increased Nvidia Corporation 10,118 -> 15,343 shares ($1,887,816 -> $2,861,507)
OneAscent Family Office, LLC increased Select Sector Spdr Tr 54,935 -> 134,813 shares ($4,907,934 -> $6,027,478)
OneAscent Family Office, LLC reported $122,926,414 across 158 13(f) positions for the quarter ended 2025-09-30
OneAscent Family Office, LLC opened a $2,049,262 position in J P Morgan Exchange Traded F (35,889 shares)
OneAscent Family Office, LLC reported $105,770,000 across 142 13(f) positions for the quarter ended 2025-06-30
OneAscent Family Office, LLC increased Ishares Tr 11,809 -> 27,274 shares ($1,070,000 -> $2,526,000)
OneAscent Family Office, LLC reduced Amazon Com Inc 12,542 -> 6,566 shares ($2,398,000 -> $1,441,000)
OneAscent Family Office, LLC reduced Apple Inc 9,818 -> 4,059 shares ($2,182,000 -> $833,000)
OneAscent Family Office, LLC increased Select Sector Spdr Tr 42,940 -> 55,659 shares ($4,013,000 -> $4,720,000)
OneAscent Family Office, LLC exited Schwab Strategic Tr (was $4,407,000, 181,076 shares)
OneAscent Family Office, LLC reduced Berkshire Hathaway Inc Del 4,262 -> 1,864 shares ($2,270,000 -> $905,000)
OneAscent Family Office, LLC reduced Microsoft Corp 12,736 -> 6,450 shares ($4,812,000 -> $3,208,000)
OneAscent Family Office, LLC reported $107,488,000 across 157 13(f) positions for the quarter ended 2025-03-31
OneAscent Family Office, LLC increased Amazon Com Inc 3,087 -> 12,542 shares ($677,000 -> $2,398,000)
OneAscent Family Office, LLC increased Apple Inc 2,395 -> 9,818 shares ($600,000 -> $2,182,000)
OneAscent Family Office, LLC increased Berkshire Hathaway Inc Del 1,058 -> 4,262 shares ($480,000 -> $2,270,000)
OneAscent Family Office, LLC increased Microsoft Corp 3,350 -> 12,736 shares ($1,412,000 -> $4,812,000)
OneAscent Family Office, LLC increased Unified Ser Tr 76,022 -> 123,807 shares ($2,253,000 -> $3,542,000)
OneAscent Family Office, LLC opened a $2,125,000 position in ETF Opportunities Trust (60,620 shares)
OneAscent Family Office, LLC opened a $2,862,000 position in Dimensional Etf Trust (86,479 shares)
OneAscent Family Office, LLC opened a $2,204,000 position in Dimensional Etf Trust (42,666 shares)
OneAscent Family Office, LLC reported $55,069,000 across 81 13(f) positions for the quarter ended 2024-12-31