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Ashleigh Swayze

Oneascent Financial Services Llc

Assets Managed
$1.846B
Holdings
591
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
70.05%(2Q avg: 21.17%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Oneascent Financial Services Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 591 positions.

Assets under management

The assets under management (AUM) of Oneascent Financial Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.846B in assets, with a quarterly growth rate of 70.05% and a 2-quarter average growth rate of 21.17%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
OACP
Oneascent Core Plus Bond Etf
Recent Activity
Increased 12.95%
6.8%
$125.527M
5.525M shares@ $22.73 avg price
OAIM
Oneascent Intl Eqty Etf
Recent Activity
Increased 8.92%
5.95%
$109.838M
2.551M shares@ $43.06 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 622.76%
5.81%
$107.263M
179,503 shares@ $597.56 avg price
OALC
Oneascent Large Cap Core
Recent Activity
Increased 11.41%
5.27%
$97.187M
2.836M shares@ $34.28 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
New Position
4.19%
$77.354M
1.011M shares@ $76.55 avg price
PTL
Inspire 500 Etf
Recent Activity
Increased 178.06%
3.87%
$71.427M
285,074 shares@ $250.56 avg price
OASC
Oneascent Small Cap Core Etf
Recent Activity
Increased 9.13%
2.59%
$47.813M
1.604M shares@ $29.81 avg price
OAEM
Oneascent Emrg Markets Etf
Recent Activity
Increased 2.29%
1.93%
$35.517M
880,963 shares@ $40.32 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
New Position
1.76%
$32.34M
708,441 shares@ $45.66 avg price
ISMD
Inspire Small Mid Cap Etf
Recent Activity
Increased 720.78%
1.69%
$31.039M
776,568 shares@ $39.98 avg price

1-10 of 591