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SHP Wealth Management’s OneAscent Large Cap Core ETF OALC Stock Holding History

SHP Wealth Management’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
Q1 		$153K Hold
4,450
– – 0.01% 318
2025
Q4 		$158K Buy
+4,450
New +$157K 0.01% 284

Other funds holding OALC

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PP
Patron Partners Houston, Texas $226M AUM 21.26% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SHP Wealth Management's OALC Position: Q1 2026 in Review

SHP Wealth Management held its OneAscent Large Cap Core ETF (OALC) position steady in Q1 2026 at 4,450 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #318.

SHP Wealth Management first reported a position in OALC in Q4 2025 and has held it in 2 quarters since. The position peaked at $158K in Q4 2025. 29 funds tracked by Wall St. Rank hold OALC as of Q1 2026.

  • SHP Wealth Management held 4,450 shares of OneAscent Large Cap Core ETF worth $153K as of Q1 2026.
  • SHP Wealth Management left its OneAscent Large Cap Core ETF share count unchanged in Q1 2026.
  • OneAscent Large Cap Core ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #318 holding.
  • SHP Wealth Management first reported a position in OneAscent Large Cap Core ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's OneAscent Large Cap Core ETF position peaked at $158K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.