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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, DFSD, DFAC, and represent 46.98% of Oceanside Advisors's stock portfolio.
Added to shares of these 10 stocks: BND, DFSD, DUHP, DUSB, DFAC, MINT, DIHP, BAB, DFAR, DFSV.
Started 3 new stock positions in DUSB, MU, VTWO.
Reduced shares in these 8 stocks: AVDV, GLD, DISV, AVIV, DFNM, GLDM, AVDE, BNDX.
Oceanside Advisors was a net buyer of stock by $7.2M.
Oceanside Advisors has $175M in assets under management (AUM), dropping by 6.25%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us High Profitab (DUHP)	11.8	$21M	+4%	565k	36.76	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	11.1	$20M		242k	80.61	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	8.3	$15M	+2%	413k	35.04	View chart
Dimensional Etf Trust Short Duration F (DFSD)	8.2	$14M	+8%	301k	47.88	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.6	$13M	+3%	341k	38.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.3	$11M	+16%	149k	73.64	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	5.2	$9.2M	+3%	285k	32.22	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.1	$8.9M		168k	52.78	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.3	$7.5M	-2%	75k	99.86	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.2	$7.3M		216k	33.86	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	3.5	$6.2M	+7%	62k	100.57	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	3.2	$5.6M		94k	59.98	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.2	$5.6M	+5%	235k	23.65	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.1	$5.4M		139k	38.96	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	2.0	$3.5M	+10%	129k	26.96	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.9	$1.6M	+3%	18k	88.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$1.4M	-8%	3.4k	430.29	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.7	$1.3M	-4%	33k	39.44	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$1.3M	+5%	28k	45.12	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$1.1M	-4%	15k	74.83	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.6	$1.1M	+12%	30k	35.71	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.6	$1.0M		29k	35.78	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$989k	+6%	28k	35.53	View chart
Apple (AAPL)	0.6	$979k	+17%	3.9k	253.79	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.5	$914k		22k	42.22	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$709k	+11%	6.4k	110.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$701k		1.5k	479.20	View chart
JPMorgan Chase & Co. (JPM)	0.4	$640k	+4%	2.2k	294.16	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$630k		18k	34.55	View chart
Microsoft Corporation (MSFT)	0.3	$563k	+6%	1.5k	370.24	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$555k	+2%	5.0k	111.17	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.3	$549k	NEW	11k	50.71	View chart
Northern Trust Corporation (NTRS)	0.3	$531k		3.8k	139.57	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$512k		5.5k	92.69	View chart
Coca-Cola Company (KO)	0.3	$466k		6.1k	76.05	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$398k		8.3k	48.05	View chart
Ciena Corp Com New (CIEN)	0.2	$388k		1.0k	388.23	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$382k		4.5k	84.85	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$367k	-2%	7.7k	47.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$367k		1.3k	286.86	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$362k	+18%	8.7k	41.54	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.2	$310k		5.9k	52.45	View chart
Wal-Mart Stores (WMT)	0.2	$290k		2.3k	124.28	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$279k		4.1k	68.14	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$279k		2.6k	106.15	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$273k		3.1k	88.71	View chart
Amazon (AMZN)	0.1	$248k		1.2k	208.19	View chart
Micron Technology (MU)	0.1	$237k	NEW	700.00	337.84	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$226k		4.8k	46.80	View chart
Byline Ban (BY)	0.1	$224k		7.1k	31.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$212k		660.00	320.81	View chart
Norfolk Southern (NSC)	0.1	$202k		704.00	287.00	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$200k	NEW	2.0k	100.17	View chart

Past Filings by Oceanside Advisors

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

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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