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OneAscent Wealth Management LLC
RIA/Wealth
OneAscent Wealth Management LLC is a RIA/Wealth based in Birmingham, AL led by Harry Noble Pearson, reporting $431.7M in AUM as of Q3 2025 with 80% ETF concentration, 62% concentrated in top 10 holdings, 18% allocation to OACP, and minimal technology exposure.
Managing PartnerHarry Noble Pearson
- Portfolio Value
- $289.2M
- Positions
- 178
- Top Holding
- OACP at 18.39%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in OneAscent Wealth Management LLC's portfolio (62% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $53.2M | 18.39% | +$289.5K Bought | — 2.3M shares | |
ETF ETF | $37.2M | 12.87% | +$3.1M Bought | — 1.1M shares | |
ETF ETF | $36.1M | 12.47% | -$9.7M Sold | — 896.6K shares | |
ETF ETF | $13.7M | 4.75% | +$2.0M Bought | — 399.1K shares | |
ETF ETF | $10.6M | 3.66% | +$8.2M Bought | — 370.4K shares | |
ETF ETF | $7.9M | 2.72% | -$3.3M Sold | — 130.9K shares | |
ETF ETF | $7.0M | 2.43% | +$7.0M New | — 290.5K shares | |
ETF ETF | $4.9M | 1.69% | -$3.4M Sold | — 130.7K shares | |
ETF ETF | $4.4M | 1.51% | +$4.4M New | — 152.4K shares | |
ETF ETF | $4.4M | 1.51% | +$4.4M New | — 37.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in OneAscent Wealth Management LLC's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for OneAscent Wealth Management LLC
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