Meriwether Wealth & Planning’s OneAscent Large Cap Core ETF OALC Stock Holding History

Meriwether Wealth & Planning’s Portfolio OALC Stock Details OALC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$84.6K	Buy	+2,058	New	+$84.7K	0.04%	198
2026 Q1	–	Sell	-17,386	Closed	-$616K	–	134
2025 Q4	$616K	Sell	17,386 -2,357	-12%	-$83K	0.35%	57
2025 Q3	$687K	Sell	19,743 -487	-2%	-$16.4K	0.4%	48
2025 Q2	$656K	Sell	20,230 -4,858	-19%	-$144K	0.41%	50
2025 Q1	$717K	Sell	25,088 -2,042	-8%	-$61.1K	0.47%	49
2024 Q4	$804K	Buy	+27,130	New	+$816K	0.57%	38

Other funds holding OALC

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Meriwether Wealth & Planning's OALC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in OneAscent Large Cap Core ETF (OALC) in Q3 2026: 2,058 shares worth $84.6K. The stake represents 0.04% of the portfolio and ranks #198 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in OALC as recently as Q4 2025.

Meriwether Wealth & Planning first reported a position in OALC in Q4 2024 and has held it in 6 quarters since. The position peaked at $804K in Q4 2024. 8 funds tracked by Wall St. Rank hold OALC as of Q3 2026.

Meriwether Wealth & Planning held 2,058 shares of OneAscent Large Cap Core ETF worth $84.6K as of Q3 2026.
OneAscent Large Cap Core ETF was a new Meriwether Wealth & Planning position in Q3 2026.
OneAscent Large Cap Core ETF made up 0.04% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #198 holding.
Meriwether Wealth & Planning first reported a position in OneAscent Large Cap Core ETF in Q4 2024 and has held it in 6 quarters since.
Meriwether Wealth & Planning's OneAscent Large Cap Core ETF position peaked at $804K in Q4 2024.
8 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.