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Oceanside Advisors

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

Top 5 stock holdings are AVLV, Dimensional Etf Trust, DFSD, BND, DIHP, and represent 47.19% of Oceanside Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAR (+$6.2M), BND, DFSD, MINT, DIHP, BAB, DFIV, Dimensional Etf Trust, DFAE, AVES.
Started 1 new stock position in DFAR.
Reduced shares in these 10 stocks: Dimensional Etf Trust (-$24M), Dimensional Etf Trust (-$16M), Dimensional Etf Trust (-$6.5M), , NSC, BNDX, GLDM, AVGE, DUSB, DFEM.
Sold out of its positions in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, NSC, VGT.
Oceanside Advisors was a net seller of stock by $-35M.
Oceanside Advisors has $163M in assets under management (AUM), dropping by -17.83%.
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 53 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Large Cap Vlu (AVLV)	13.6	$22M		245k	90.44	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	9.8	$16M	+2%	360k	44.45	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	9.6	$16M	+7%	336k	46.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.8	$13M	+15%	181k	70.15	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	6.4	$10M	+4%	310k	33.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	6.1	$10M	+3%	179k	55.86	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	5.3	$8.6M	+3%	79k	109.38	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	5.3	$8.6M	+3%	220k	39.31	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	4.6	$7.5M	+13%	75k	100.55	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	4.0	$6.5M	+4%	101k	65.13	View chart
Dfa Invt Dimensions Group In Real Estate Secu (DFAR)	3.8	$6.2M	NEW	257k	24.16	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.8	$6.1M	+2%	148k	41.43	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	2.4	$3.9M	+12%	154k	25.30	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	1.1	$1.9M		19k	98.34	View chart
Apple (AAPL)	1.1	$1.8M		5.5k	333.02	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.9	$1.5M		29k	52.36	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.9	$1.5M		34k	43.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$1.3M		3.4k	380.84	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.8	$1.2M		29k	42.40	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.7	$1.2M		30k	40.17	View chart
American Centy Etf Tr International Lr (AVIV)	0.7	$1.2M		15k	79.63	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.7	$1.2M	+5%	31k	37.61	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.6	$972k	+4%	24k	40.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$822k		1.2k	700.93	View chart
Microsoft Corporation (MSFT)	0.5	$806k	+3%	1.6k	512.99	View chart
Amazon (AMZN)	0.5	$795k		3.2k	249.12	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$763k	+2%	6.5k	117.77	View chart
Micron Technology (MU)	0.5	$746k		700.00	1065.11	View chart
JPMorgan Chase & Co. (JPM)	0.4	$720k		2.2k	330.83	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$717k		18k	39.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$681k		1.4k	497.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$675k		2.0k	340.74	View chart
Northern Trust Corporation (NTRS)	0.4	$644k		3.8k	169.36	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$641k		5.0k	128.08	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.4	$576k		1.5k	374.24	View chart
Coca-Cola Company (KO)	0.3	$542k	+2%	6.3k	86.08	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.3	$541k		11k	50.49	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$497k	+79%	5.5k	89.64	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$458k		5.6k	82.18	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$402k		4.5k	90.12	View chart
Meta Platforms Cl A (META)	0.2	$363k		500.00	725.18	View chart
Ciena Corp Com New (CIEN)	0.2	$352k		1.0k	351.82	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$351k	-9%	7.5k	46.87	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$310k	+5%	6.7k	46.03	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.2	$302k		5.9k	51.14	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$280k		7.1k	39.39	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$276k		2.7k	101.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$269k		782.00	343.96	View chart
Byline Ban (BY)	0.2	$262k		7.1k	36.83	View chart
Wal-Mart Stores (WMT)	0.1	$242k		2.3k	103.92	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$225k		2.0k	112.24	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$224k		4.1k	54.51	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$217k		4.8k	45.61	View chart

Past Filings by Oceanside Advisors

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

Oceanside Advisors 2026 Q3 filed Nov. 3, 2026
Oceanside Advisors 2026 Q2 filed July 27, 2026
Oceanside Advisors 2026 Q1 filed April 28, 2026
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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