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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, DFSV, DFAC, DFSD, and represent 47.24% of Oceanside Advisors's stock portfolio.
Added to shares of these 10 stocks: DUHP, VOO, DFSD, BND, DFAC, AMZN, AAPL, MINT, DFSV, VGT.
Started 4 new stock positions in META, VOO, GOOGL, VGT.
Reduced shares in these 10 stocks: DFAE, AVIG, DFNM, BRK.B, DFLV, AVUS, AVUV, AVDE, DFEM, AVIV.
Oceanside Advisors was a net buyer of stock by $8.2M.
Oceanside Advisors has $198M in assets under management (AUM), dropping by 13.04%.
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 57 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us High Prof Etf (DUHP)	12.3	$24M	+3%	584k	41.73	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	11.2	$22M		244k	91.21	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	8.3	$16M	+2%	423k	38.79	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	7.9	$16M	+3%	352k	44.36	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	7.5	$15M	+4%	313k	47.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.8	$12M	+5%	157k	73.41	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	5.1	$10M	+3%	295k	34.13	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.7	$9.3M	+2%	173k	54.02	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.3	$8.5M		212k	40.21	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.0	$7.9M		77k	103.05	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	3.4	$6.7M	+7%	66k	100.81	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	3.3	$6.5M	+5%	247k	26.16	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	3.2	$6.3M	+2%	96k	65.60	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.0	$5.9M	+3%	144k	41.25	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	1.9	$3.7M	+6%	137k	26.84	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.9	$1.9M	+4%	19k	99.10	View chart
Apple (AAPL)	0.8	$1.6M	+42%	5.5k	289.36	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$1.5M		28k	51.69	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.7	$1.3M		33k	40.13	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.6	$1.2M		29k	42.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$1.2M		3.4k	368.38	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.6	$1.2M		30k	39.54	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$1.1M		15k	77.42	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$1.1M	+5%	29k	37.26	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.5	$983k	+7%	23k	42.21	View chart
Micron Technology (MU)	0.4	$808k		700.00	1154.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$806k	NEW	1.2k	686.88	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$791k		6.3k	124.76	View chart
Amazon (AMZN)	0.4	$760k	+167%	3.2k	238.31	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$734k		18k	40.64	View chart
JPMorgan Chase & Co. (JPM)	0.4	$712k		2.2k	327.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$700k	+54%	2.0k	353.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$684k	-6%	1.4k	500.39	View chart
Northern Trust Corporation (NTRS)	0.3	$661k		3.8k	173.84	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$629k		4.9k	128.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$569k	+133%	1.5k	370.04	View chart
Microsoft Corporation (MSFT)	0.3	$568k		1.5k	373.09	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.3	$548k		11k	50.78	View chart
Coca-Cola Company (KO)	0.3	$498k		6.1k	81.27	View chart
Ciena Corp Com New (CIEN)	0.2	$491k		1.0k	490.56	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$451k	+2%	5.7k	79.42	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$403k		8.3k	48.43	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$394k		4.4k	89.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$336k	NEW	2.8k	119.52	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.2	$316k		5.9k	53.59	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$308k	-16%	6.4k	48.34	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$297k		3.1k	96.44	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$294k	+3%	2.7k	107.62	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$291k	-19%	7.0k	41.41	View chart
Meta Platforms Cl A (META)	0.1	$282k	NEW	500.00	563.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$279k	NEW	782.00	357.25	View chart
Byline Ban (BY)	0.1	$267k		7.1k	37.66	View chart
Wal-Mart Stores (WMT)	0.1	$264k		2.3k	113.26	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$243k		2.0k	121.42	View chart
Norfolk Southern (NSC)	0.1	$222k		704.00	314.59	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$219k		4.1k	53.47	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$219k	-2%	4.7k	46.57	View chart

Past Filings by Oceanside Advisors

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

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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