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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 47.97% of Oceanside Advisors's stock portfolio.
Added to shares of these 10 stocks: DFSD, MINT, BND, VTI, NSC, AVLV, DFAR, DFSV, BAB, DIHP.
Started 2 new stock positions in VTI, NSC.
Reduced shares in these 10 stocks: DFCF, BRK.B, AVDV, DFAE, DFAU, JPM, AVES, DFIV, GLDM, WMT.
Oceanside Advisors was a net buyer of stock by $2.1M.
Oceanside Advisors has $160M in assets under management (AUM), dropping by 7.03%.
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 48 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us High Profitab (DUHP)	12.8	$20M		540k	37.77	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	10.9	$18M		242k	72.26	View chart
Dimensional Etf Trust Short Duration F (DFSD)	8.3	$13M	+4%	276k	48.19	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	8.0	$13M		402k	31.84	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.0	$13M		331k	38.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.8	$9.2M	+3%	124k	74.37	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	5.3	$8.4M		277k	30.39	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.0	$8.0M		174k	46.12	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.5	$7.2M		81k	89.03	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.3	$6.9M		220k	31.53	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	3.3	$5.3M	+6%	53k	100.69	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	3.3	$5.3M		93k	57.37	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.2	$5.1M	+3%	212k	23.85	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.1	$5.0M		137k	36.35	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	1.9	$3.1M	+4%	112k	27.29	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.9	$1.5M	-3%	32k	45.76	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.9	$1.4M	+6%	17k	83.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$1.3M		3.7k	355.47	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.8	$1.2M		34k	35.69	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$1.0M		15k	67.44	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.6	$900k		28k	31.89	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$891k	-24%	21k	42.76	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.5	$840k		26k	32.90	View chart
Apple (AAPL)	0.5	$839k	+3%	3.3k	254.63	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$812k	+2%	25k	32.79	View chart
Microsoft Corporation (MSFT)	0.5	$738k		1.4k	518.05	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$735k	-22%	1.5k	502.74	View chart
JPMorgan Chase & Co. (JPM)	0.4	$658k	-7%	2.1k	315.43	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$560k		18k	32.07	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$554k		5.1k	108.69	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$527k		5.3k	99.52	View chart
Northern Trust Corporation (NTRS)	0.3	$512k		3.8k	134.60	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$488k		6.4k	76.45	View chart
Coca-Cola Company (KO)	0.3	$413k		6.2k	66.32	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$402k		8.1k	49.46	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$369k		4.7k	78.91	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$340k	+7%	7.1k	47.98	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$335k		8.0k	42.08	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.2	$314k		5.8k	53.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$312k		1.3k	243.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$281k		3.1k	91.42	View chart
Amazon (AMZN)	0.2	$261k		1.2k	219.49	View chart
Wal-Mart Stores (WMT)	0.2	$240k	-2%	2.3k	103.06	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$234k	+4%	5.0k	47.21	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$231k	+5%	2.2k	106.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$217k	NEW	660.00	328.17	View chart
Norfolk Southern (NSC)	0.1	$212k	NEW	704.00	300.41	View chart
374water (SCWO)	0.0	$14k		50k	0.29	View chart

Past Filings by Oceanside Advisors

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

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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