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Oceanside Advisors

Latest statistics and disclosures from Oceanside Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DUHP, AVLV, DFSD, DFSV, DFAC, and represent 47.57% of Oceanside Advisors's stock portfolio.
Added to shares of these 10 stocks: MINT, BND, SLV, CIEN, DFAR, BY, BAB, DFSD, DFSV, DUHP.
Started 3 new stock positions in BY, CIEN, SLV.
Reduced shares in these 10 stocks: AVDV, DFIV, DFAU, AVLV, DFAE, DIHP, GLDM, AVES, DFAC, AVIG.
Sold out of its position in 374water.
Oceanside Advisors was a net buyer of stock by $819k.
Oceanside Advisors has $165M in assets under management (AUM), dropping by 3.10%.
Central Index Key (CIK): 0002012184

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Positions held by Oceanside Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Oceanside Advisors

Oceanside Advisors holds 50 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us High Profitab (DUHP)	12.5	$21M		542k	38.03	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	11.0	$18M		240k	75.77	View chart
Dimensional Etf Trust Short Duration F (DFSD)	8.1	$13M		278k	47.95	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	8.1	$13M		405k	32.89	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.9	$13M		330k	39.59	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.7	$9.5M	+3%	128k	74.07	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	5.3	$8.7M		275k	31.66	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.1	$8.4M	-3%	168k	49.90	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.4	$7.3M	-4%	77k	93.97	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.2	$7.0M	-2%	215k	32.57	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	3.5	$5.8M	+8%	57k	100.34	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	3.3	$5.4M		92k	58.31	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.2	$5.2M		136k	38.11	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.1	$5.1M	+4%	222k	22.90	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	1.9	$3.2M	+3%	116k	27.20	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.9	$1.5M	+2%	18k	85.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$1.5M		3.7k	396.31	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.8	$1.3M		35k	38.00	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.8	$1.3M	-16%	27k	46.80	View chart
American Centy Etf Tr International Lr (AVIV)	0.7	$1.1M		15k	71.23	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.6	$972k	+2%	29k	33.74	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.6	$921k	+5%	27k	34.21	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$908k	+2%	21k	42.56	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$901k	+5%	26k	34.46	View chart
Apple (AAPL)	0.5	$895k		3.3k	271.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$735k		1.5k	502.65	View chart
Microsoft Corporation (MSFT)	0.4	$689k		1.4k	483.72	View chart
JPMorgan Chase & Co. (JPM)	0.4	$672k		2.1k	322.22	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$596k	+3%	18k	33.08	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$585k	+8%	5.7k	101.98	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$546k	-4%	4.9k	111.77	View chart
Northern Trust Corporation (NTRS)	0.3	$520k		3.8k	136.59	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$478k	-12%	5.6k	85.37	View chart
Coca-Cola Company (KO)	0.3	$428k		6.1k	69.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$402k		1.3k	313.80	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$401k	+2%	8.3k	48.32	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$377k	+10%	7.8k	48.17	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$373k	-3%	4.5k	82.33	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.2	$311k		5.9k	52.63	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$310k	-7%	7.4k	41.93	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$281k	+21%	2.6k	107.11	View chart
Amazon (AMZN)	0.2	$275k		1.2k	230.74	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$271k		3.1k	88.49	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$264k	NEW	4.1k	64.42	View chart
Wal-Mart Stores (WMT)	0.2	$260k		2.3k	111.41	View chart
Ciena Corp Com New (CIEN)	0.1	$234k	NEW	1.0k	233.87	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$227k	-2%	4.8k	47.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$221k		660.00	335.27	View chart
Byline Ban (BY)	0.1	$207k	NEW	7.1k	29.15	View chart
Norfolk Southern (NSC)	0.1	$203k		704.00	288.72	View chart

Past Filings by Oceanside Advisors

SEC 13F filings are viewable for Oceanside Advisors going back to 2023

Oceanside Advisors 2025 Q4 filed Jan. 26, 2026
Oceanside Advisors 2025 Q3 filed Nov. 7, 2025
Oceanside Advisors 2025 Q2 filed July 17, 2025
Oceanside Advisors 2025 Q1 filed April 25, 2025
Oceanside Advisors 2024 Q4 filed Jan. 29, 2025
Oceanside Advisors 2024 Q3 filed Oct. 28, 2024
Oceanside Advisors 2024 Q2 filed July 25, 2024
Oceanside Advisors 2024 Q1 filed April 24, 2024
Oceanside Advisors 2023 Q4 filed Feb. 15, 2024

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