Five Oceans Advisors Top Holdings and 13F Report (2025) About Five Oceans AdvisorsInvestment ActivityFive Oceans Advisors has $271.78 million in total holdings as of September 30, 2025.Five Oceans Advisors owns shares of 189 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 10.63% of the portfolio was purchased this quarter.About 2.35% of the portfolio was sold this quarter.This quarter, Five Oceans Advisors has purchased 190 new stocks and bought additional shares in 30 stocks.Five Oceans Advisors sold shares of 116 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury ETF $32,138,168iShares 0-3 Month Treasury Bond ETF $21,566,887Dimensional Emerging Markets Sustainability Core 1 ETF $17,140,053Dimensional US Sustainability Core 1 ETF $15,947,224Dimensional U.S. Core Equity 2 ETF $14,406,812 Largest New Holdings this Quarter 15101Q207 - CELESTICA INC $272,250 Holding172967424 - Citigroup $241,773 Holding064058100 - Bank of New York Mellon $229,252 Holding82509L107 - SHOPIFY INC $225,739 Holding11271J107 - Brookfield $220,485 Holding Largest Purchases this Quarter Dimensional US Sustainability Core 1 ETF 259,411 shares (about $11.02M)Vanguard Short-Term Treasury ETF 91,002 shares (about $5.36M)Dimensional International Sustainability Core 1 ETF 120,050 shares (about $4.92M)Dimensional Emerging Markets Sustainability Core 1 ETF 65,240 shares (about $2.68M)iShares 0-3 Month Treasury Bond ETF 23,969 shares (about $2.41M) Largest Sales this Quarter Novo Nordisk A/S 6,902 shares (about $382.99K)Apple 1,467 shares (about $373.54K)Vanguard Total Stock Market ETF 869 shares (about $285.18K)Microsoft 425 shares (about $220.13K)Vanguard FTSE Developed Markets ETF 3,422 shares (about $205.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFive Oceans Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury ETF$32,138,168$5,355,469 ▲20.0%546,10311.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$21,566,887$2,413,675 ▲12.6%214,1707.9%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$17,140,053$2,680,714 ▲18.5%417,1346.3%ETFDFSUDimensional US Sustainability Core 1 ETF$15,947,224$11,017,856 ▲223.5%375,4715.9%ETFDFACDimensional U.S. Core Equity 2 ETF$14,406,812$385,237 ▲2.7%373,5245.3%ETFDFSIDimensional International Sustainability Core 1 ETF$14,186,516$4,916,063 ▲53.0%346,4345.2%ETFDFIPDimensional Inflation-Protected Securities ETF$10,739,807$25,380 ▼-0.2%254,3174.0%ETFSCHBSchwab US Broad Market ETF$10,548,963$1,928 ▼0.0%410,3063.9%ETFNVDANVIDIA$7,480,365$183,035 ▼-2.4%40,0922.8%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$7,443,888$183,165 ▲2.5%227,0172.7%ETFAAPLApple$7,305,736$373,537 ▼-4.9%28,6922.7%Computer and TechnologyMSFTMicrosoft$5,882,358$220,129 ▼-3.6%11,3572.2%Computer and TechnologySCHFSchwab International Equity ETF$4,896,368$2,770 ▼-0.1%210,3251.8%ETFMETAMeta Platforms$4,286,576$89,594 ▼-2.0%5,8371.6%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$3,434,159$86,172 ▲2.6%107,0831.3%ETFAMZNAmazon.com$3,087,374$95,074 ▼-3.0%14,0611.1%Retail/WholesaleDFSDDimensional Short-Duration Fixed Income ETF$2,722,928$3,084 ▲0.1%56,5041.0%ETFAVGOBroadcom$2,692,725$68,951 ▼-2.5%8,1621.0%Computer and TechnologyGOOGLAlphabet$2,499,311$73,659 ▼-2.9%10,2810.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,469,125$285,177 ▼-10.4%7,5240.9%ETFJPMJPMorgan Chase & Co.$2,343,960$64,663 ▼-2.7%7,4310.9%FinanceGOOGAlphabet$2,230,918$57,234 ▼-2.5%9,1600.8%Computer and TechnologyTSLATesla$2,145,329$38,691 ▼-1.8%4,8240.8%Auto/Tires/TrucksDFASDimensional U.S. Small Cap ETF$2,041,820$16,910 ▼-0.8%29,8250.8%ETFVEAVanguard FTSE Developed Markets ETF$1,854,002$205,048 ▼-10.0%30,9410.7%ETFDFUSDimensional U.S. Equity ETF$1,723,348$3,332 ▼-0.2%23,7900.6%ETFORCLOracle$1,431,230$34,593 ▼-2.4%5,0890.5%Computer and TechnologyASMLASML$1,426,9650.0%1,4740.5%Computer and TechnologyCOSTCostco Wholesale$1,287,551$27,769 ▼-2.1%1,3910.5%Retail/WholesaleSONYSony$1,175,0350.0%40,8140.4%Consumer DiscretionaryVVisa$1,044,964$56,669 ▼-5.1%3,0610.4%Business ServicesBRK.BBerkshire Hathaway$1,027,601$8,044 ▲0.8%2,0440.4%FinanceWMTWalmart$1,027,405$27,723 ▼-2.6%9,9690.4%Retail/WholesaleRYRoyal Bank Of Canada$1,026,5260.0%6,9680.4%FinanceNVSNovartis$1,014,1220.0%7,9080.4%MedicalIWSiShares Russell Mid-Cap Value ETF$996,725$279 ▼0.0%7,1360.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$971,211$220 ▲0.0%30,9500.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$957,170$25,973 ▼-2.6%14,5200.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$943,920$84,608 ▼-8.2%9,4160.3%FinanceLLYEli Lilly and Company$911,022$12,208 ▼-1.3%1,1940.3%MedicalMAMastercard$898,720$65,982 ▼-6.8%1,5800.3%Business ServicesSPLGSPDR Portfolio S&P 500 ETF$880,938$52,880 ▼-5.7%11,2450.3%ETFNFLXNetflix$875,212$25,177 ▼-2.8%7300.3%Consumer DiscretionaryABBVAbbVie$848,594$24,775 ▼-2.8%3,6650.3%MedicalJNJJohnson & Johnson$778,208$37,084 ▼-4.5%4,1970.3%MedicalVWOVanguard FTSE Emerging Markets ETF$760,665$117,838 ▼-13.4%14,0400.3%ETFHSBCHSBC$735,4240.0%10,3610.3%FinanceVTVanguard Total World Stock ETF$705,573$5,512 ▲0.8%5,1200.3%ETFHDHome Depot$701,384$21,475 ▼-3.0%1,7310.3%Retail/WholesaleTMToyota Motor$701,3000.0%3,6700.3%Auto/Tires/TrucksDFCFDimensional Core Fixed Income ETF$699,639$168,816 ▲31.8%16,3620.3%ETFMUFGMitsubishi UFJ Financial Group$687,2050.0%43,1120.3%FinanceSANBanco Santander$659,9360.0%62,9710.2%FinanceIBMInternational Business Machines$657,433$25,394 ▼-3.7%2,3300.2%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$643,162$85,103 ▲15.2%11,0490.2%ETFAZNAstraZeneca$613,302$30,842 ▲5.3%7,9940.2%MedicalBACBank of America$603,293$32,811 ▼-5.2%11,6940.2%FinanceDFARDimensional US Real Estate ETF$580,078$44,719 ▲8.4%24,3220.2%ETFVZVerizon Communications$574,251$24,744 ▼-4.1%13,0660.2%Computer and TechnologyCATCaterpillar$559,697$12,883 ▼-2.3%1,1730.2%IndustrialsGSThe Goldman Sachs Group$557,445$15,927 ▼-2.8%7000.2%FinanceJPSTJPMorgan Ultra-Short Income ETF$522,477$17,401 ▲3.4%10,2990.2%ETFAPPLOVIN CORP$509,445$17,964 ▼-3.4%7090.2%COM CL ANVONovo Nordisk A/S$491,641$382,992 ▼-43.8%8,8600.2%MedicalDFAIDimensional International Core Equity Market ETF$491,086$909 ▲0.2%13,5100.2%ETFDFIVDimensional International Value ETF$488,595$1,384 ▼-0.3%10,5940.2%ETFTAT&T$486,236$20,813 ▼-4.1%17,2180.2%Computer and TechnologyMSMorgan Stanley$466,389$21,460 ▼-4.4%2,9340.2%FinanceDFNMDimensional National Municipal Bond ETF$461,5680.0%9,6200.2%ETFSAPSAP$461,2040.0%1,7260.2%Computer and TechnologyAXPAmerican Express$460,042$19,597 ▼-4.1%1,3850.2%FinanceBKNGBooking$453,539$21,597 ▼-4.5%840.2%Retail/WholesaleRELXRelx$451,5710.0%9,4550.2%Computer and TechnologyLAM RESEARCH CORP$427,811$11,917 ▼-2.7%3,1950.2%COM NEWMCDMcDonald's$423,927$16,714 ▼-3.8%1,3950.2%Retail/WholesaleCOFCapital One Financial$421,546$15,093 ▼-3.5%1,9830.2%FinanceKLACKLA$419,575$10,786 ▼-2.5%3890.2%Computer and TechnologyCSCOCisco Systems$419,551$31,473 ▼-7.0%6,1320.2%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$415,2730.0%2,8510.2%ETFAEMAgnico Eagle Mines$411,2860.0%2,4400.2%Basic MaterialsSMFGSumitomo Mitsui Financial Group$408,5400.0%24,4050.2%FinanceESGVVanguard ESG U.S. Stock ETF$404,5910.0%3,4160.1%ETFIVEiShares S&P 500 Value ETF$397,287$31,593 ▼-7.4%1,9240.1%ETFTJXTJX Companies$395,461$10,985 ▼-2.7%2,7360.1%Retail/WholesaleHOODRobinhood Markets$391,311$13,316 ▼-3.3%2,7330.1%FinanceBMOBank Of Montreal$382,675$521 ▼-0.1%2,9380.1%FinanceGEGE Aerospace$378,732$1,203 ▲0.3%1,2590.1%AerospaceINGING Group$376,3080.0%14,4290.1%FinancePALANTIR TECHNOLOGIES INC$370,677$12,222 ▼-3.2%2,0320.1%CL AMCKMcKesson$361,549$9,270 ▼-2.5%4680.1%MedicalUBSUBS Group$359,4470.0%8,7670.1%FinanceENBEnbridge$355,9950.0%7,0550.1%EnergyURIUnited Rentals$355,134$10,501 ▼-2.9%3720.1%ConstructionBBVABanco Bilbao Viscaya Argentaria$354,9700.0%18,4400.1%FinanceDFUVDimensional US Marketwide Value ETF$354,5260.0%7,9330.1%ETFAMATApplied Materials$354,405$12,489 ▼-3.4%1,7310.1%Computer and TechnologyARISTA NETWORKS INC$352,618$8,305 ▼-2.3%2,4200.1%COM SHSHWMHowmet Aerospace$347,523$8,634 ▼-2.4%1,7710.1%AerospaceUNHUnitedHealth Group$346,681$109,115 ▼-23.9%1,0040.1%MedicalDFGRDimensional Global Real Estate ETF$341,142$36,651 ▲12.0%12,4910.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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