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Ashleigh Swayze

Oneascent Family Office, Llc

Assets Managed
$143.16M
Holdings
182
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
-2.95%(2Q avg: 8.53%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Oneascent Family Office, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 182 positions.

Assets under management

The assets under management (AUM) of Oneascent Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 143.16M in assets, with a quarterly growth rate of -2.95% and a 2-quarter average growth rate of 8.53%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
OAIM
Oneascent Intl Eqty Etf
Recent Activity
Increased 0.39%
7.56%
$10.813M
251,126 shares@ $43.06 avg price
OACP
Oneascent Core Plus Bond Etf
Recent Activity
Decreased -5%
6.6%
$9.444M
415,648 shares@ $22.73 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Increased 0.47%
5.8%
$8.297M
135,446 shares@ $61.27 avg price
OALC
Oneascent Large Cap Core
Recent Activity
Decreased -5.26%
2.82%
$4.031M
117,615 shares@ $34.28 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
2.39%
$3.413M
45,898 shares@ $74.36 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 24.78%
2.34%
$3.339M
19,144 shares@ $174.41 avg price
OAEM
Oneascent Emrg Markets Etf
Recent Activity
Increased 3.65%
2.26%
$3.233M
80,190 shares@ $40.32 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 10.99%
2.04%
$2.918M
7,883 shares@ $370.2 avg price
EMB
Ishares Jp Morgan Usd Emergi
Recent Activity
Increased 0.86%
1.86%
$2.66M
28,316 shares@ $93.93 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 20.33%
1.7%
$2.426M
7,837 shares@ $309.51 avg price

1-10 of 182