Long-term investor
Oneascent Wealth Management LLC @oneascentwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844707).
Record
- Tracked since 2025-06-30 (448 days), 164 trades recorded
- Returns: week n/a · month n/a · 90 days +9.9% · 6 months n/a · 1 year +16.5% · all +16.5%
- Max drawdown n/a · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 90470L519 · 17.6% · long · since 2025-06-30
- 90470L444 · 14.6% · long · since 2025-06-30
- 90470L527 · 13.1% · long · since 2025-06-30
- 90470L469 · 6.3% · long · since 2025-06-30
- 90470L295 · 5.6% · long · since 2025-06-30
- 86280R811 · 2.7% · long · since 2025-06-30
- 92189H748 · 2.6% · long · since 2025-09-30
- 92647X830 · 2.2% · long · since 2025-06-30
- 808524839 · 1.5% · long · since 2026-06-30
- 78470P846 · 1.2% · long · since 2025-09-30
- 46137V241 · 1.2% · long · since 2025-06-30
- USB · 1.0% · long · since 2025-06-30