Long-term investor
Oneascent Family Office, LLC @oneascentfamilyofficellc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055812).
Record
- Tracked since 2025-06-30 (434 days), 283 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months +8.3% · 1 year +15.8% · all +15.8%
- Max drawdown -0.5% · Sharpe 1.10 · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 90470L444 · 6.1% · long · since 2025-06-30
- 90470L519 · 5.0% · long · since 2025-06-30
- 922908363 · 4.3% · long · since 2025-06-30
- 81369Y506 · 3.0% · long · since 2025-06-30
- 464288877 · 2.9% · long · since 2025-12-31
- NVDA · 2.8% · long · since 2025-06-30
- 921943858 · 2.2% · long · since 2026-03-31
- TSM · 2.1% · long · since 2025-06-30
- 90470L469 · 1.9% · long · since 2025-06-30
- 922908652 · 1.9% · long · since 2026-03-31
- MSFT · 1.8% · long · since 2025-06-30
- GOOGL · 1.8% · long · since 2025-06-30
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