Five Oceans Advisors Top Holdings and 13F Report (2026) About Five Oceans AdvisorsInvestment ActivityFive Oceans Advisors has $276.44 million in total holdings as of March 31, 2026.Five Oceans Advisors owns shares of 193 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 2.32% of the portfolio was purchased this quarter.About 2.75% of the portfolio was sold this quarter.This quarter, Five Oceans Advisors has purchased 192 new stocks and bought additional shares in 69 stocks.Five Oceans Advisors sold shares of 64 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury ETF $30,938,734iShares 0-3 Month Treasury Bond ETF $20,530,475Dimensional US Sustainability Core 1 ETF $19,202,547Dimensional Emerging Markets Sustainability Core 1 ETF $18,570,106Dimensional International Sustainability Core 1 ETF $17,128,163 Largest New Holdings this Quarter G0593M107 - AstraZeneca $789,472 Holding958102105 - Western Digital $315,121 HoldingG87110105 - TechnipFMC $311,016 Holding219350105 - Corning $293,559 HoldingF92124100 - TOTALENERGIES SE $276,852 Holding Largest Purchases this Quarter Dimensional US Sustainability Core 1 ETF 28,558 shares (about $1.17M)AstraZeneca 4,003 shares (about $789.47K)Dimensional International Sustainability Core 1 ETF 13,667 shares (about $579.48K)Western Digital 1,165 shares (about $315.12K)TechnipFMC 4,499 shares (about $311.02K) Largest Sales this Quarter Vanguard Short-Term Treasury ETF 24,149 shares (about $1.41M)iShares 0-3 Month Treasury Bond ETF 10,065 shares (about $1.01M)Dimensional U.S. Core Equity 2 ETF 13,111 shares (about $509.49K)Dimensional International Core Equity 2 ETF 7,587 shares (about $269.57K)Dimensional World ex U.S. Core Equity 2 ETF 4,382 shares (about $148.86K) 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$30,938,734$1,413,682 ▼-4.4%528,50611.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$20,530,475$1,013,141 ▼-4.7%203,9597.4%ETFDFSUDimensional US Sustainability Core 1 ETF$19,202,547$1,173,448 ▲6.5%467,3296.9%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$18,570,106$201,765 ▲1.1%438,2876.7%ETFDFSIDimensional International Sustainability Core 1 ETF$17,128,163$579,481 ▲3.5%403,9666.2%ETFDFACDimensional U.S. Core Equity 2 ETF$14,069,092$509,493 ▼-3.5%362,0465.1%ETFDFIPDimensional Inflation-Protected Securities ETF$10,614,611$292 ▼0.0%254,4253.8%ETFSCHBSchwab US Broad Market ETF$10,289,8050.0%409,9523.7%ETFDFICDimensional International Core Equity 2 ETF$8,123,959$269,566 ▼-3.2%228,6512.9%ETFAAPLApple$7,334,949$21,318 ▲0.3%28,9022.7%Computer and TechnologyNVDANVIDIA$7,070,351$47,960 ▲0.7%40,5412.6%Computer and TechnologySCHFSchwab International Equity ETF$5,181,856$520 ▼0.0%209,3681.9%ETFMSFTMicrosoft$4,118,882$87,360 ▼-2.1%11,1271.5%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$3,470,263$120,752 ▼-3.4%100,4421.3%ETFMETAMeta Platforms$3,342,956$4,577 ▲0.1%5,8431.2%Computer and TechnologyGOOGLAlphabet$2,960,143$3,163 ▲0.1%10,2941.1%Computer and TechnologyAMZNAmazon.com$2,953,893$15,620 ▲0.5%14,1831.1%Retail/WholesaleDFSDDimensional Short-Duration Fixed Income ETF$2,698,277$8,379 ▼-0.3%56,3551.0%ETFGOOGAlphabet$2,601,820$26,104 ▼-1.0%9,0700.9%Computer and TechnologyAVGOBroadcom$2,527,149$8,047 ▼-0.3%8,1650.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,404,3130.0%7,4950.9%ETFJPMJPMorgan Chase & Co.$2,181,785$4,707 ▼-0.2%7,4170.8%FinanceVEAVanguard FTSE Developed Markets ETF$1,949,281$21,403 ▼-1.1%30,4190.7%ETFASMLASML$1,946,9030.0%1,4740.7%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$1,937,581$29,661 ▼-1.5%27,2400.7%ETFTSLATesla$1,797,411$4,833 ▲0.3%4,8350.7%Auto/Tires/TrucksDFUSDimensional U.S. Equity ETF$1,573,3510.0%22,1880.6%ETFCOSTCostco Wholesale$1,378,063$3,986 ▲0.3%1,3830.5%Retail/WholesaleWALMART INC$1,231,863$9,570 ▼-0.8%9,9120.4%COMNVSNovartis$1,207,9470.0%7,9080.4%MedicalRYRoyal Bank Of Canada$1,127,2830.0%6,9680.4%FinanceLLYEli Lilly and Company$1,116,601$920 ▲0.1%1,2140.4%MedicalIWSiShares Russell Mid-Cap Value ETF$1,044,3360.0%7,1660.4%ETFJNJJohnson & Johnson$1,026,892$4,155 ▼-0.4%4,2010.4%MedicalIEMGiShares Core MSCI Emerging Markets ETF$1,013,4060.0%14,5290.4%ETFBRK.BBerkshire Hathaway$991,944$9,584 ▲1.0%2,0700.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$930,665$80,707 ▼-8.0%9,3750.3%FinanceVVisa$917,298$6,952 ▼-0.8%3,0350.3%Business ServicesSPLGSPDR Portfolio S&P 500 ETF$917,065$61,000 ▲7.1%11,9820.3%ETFHSBCHSBC$854,6790.0%10,3610.3%FinanceCATCaterpillar$835,274$2,834 ▲0.3%1,1790.3%IndustrialsABBVAbbVie$797,536$870 ▲0.1%3,6670.3%MedicalAZNCFAstraZeneca$789,472$789,472 ▲New Holding4,0030.3%MedicalMAMastercard$779,969$7,495 ▼-1.0%1,5610.3%Business ServicesTMToyota Motor$756,3500.0%3,6700.3%Auto/Tires/TrucksMUFGMitsubishi UFJ Financial Group$731,6110.0%43,1120.3%FinanceORCLOracle$729,518$13,240 ▼-1.8%4,9590.3%Computer and TechnologyVTVanguard Total World Stock ETF$717,859$4,011 ▲0.6%5,1900.3%ETFSONYSony$717,648$127,201 ▼-15.1%34,6690.3%Consumer DiscretionarySANBanco Santander$710,3130.0%62,9710.3%FinanceVWOVanguard FTSE Emerging Markets ETF$709,428$4,486 ▼-0.6%13,1250.3%ETFNFLXNetflix$697,953$2,788 ▼-0.4%7,2590.3%Consumer DiscretionaryLAM RESEARCH CORP$691,831$6,196 ▲0.9%3,2380.3%COM NEWDFCFDimensional Core Fixed Income ETF$689,621$17,352 ▲2.6%16,3340.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$670,908$148,857 ▼-18.2%19,7500.2%ETFVZVerizon Communications$651,395$5,020 ▲0.8%12,9760.2%Computer and TechnologyAMATApplied Materials$599,158$5,127 ▲0.9%1,7530.2%Computer and TechnologyGSThe Goldman Sachs Group$591,347$1,692 ▼-0.3%6990.2%FinanceKLACKLA$578,6570.0%3930.2%Computer and TechnologyMUMicron Technology$574,328$4,392 ▲0.8%1,7000.2%Computer and TechnologyBACBank of America$566,670$4,436 ▼-0.8%11,6240.2%FinanceHDHome Depot$563,717$5,920 ▲1.1%1,7140.2%Retail/WholesaleIBMInternational Business Machines$560,890$5,817 ▼-1.0%2,3140.2%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$560,614$1,311 ▲0.2%8,9770.2%ETFDFAIDimensional International Core Equity Market ETF$523,699$429 ▲0.1%13,4420.2%ETFBBVABanco Bilbao Viscaya Argentaria$504,9810.0%23,3140.2%FinanceAEMAgnico Eagle Mines$495,2710.0%2,4400.2%Basic MaterialsTAT&T$491,554$2,899 ▲0.6%16,9560.2%Computer and TechnologyMSMorgan Stanley$484,659$165 ▼0.0%2,9450.2%FinanceSMFGSumitomo Mitsui Financial Group$481,9990.0%24,4050.2%FinanceCSCOCisco Systems$478,342$466 ▲0.1%6,1650.2%Computer and TechnologyDFIVDimensional International Value ETF$470,534$61,858 ▼-11.6%8,9150.2%ETFJPSTJPMorgan Ultra-Short Income ETF$465,950$6,073 ▲1.3%9,2070.2%ETFDFNMDimensional National Municipal Bond ETF$461,0870.0%9,6200.2%ETFDFGRDimensional Global Real Estate ETF$454,271$2,126 ▼-0.5%17,0910.2%ETFDFARDimensional US Real Estate ETF$446,066$14,710 ▲3.4%18,8610.2%ETFTJXTJX Companies$438,856$479 ▲0.1%2,7480.2%Retail/WholesaleMCDMcDonald's$438,525$4,973 ▲1.1%1,4110.2%Retail/WholesaleBUDAnheuser-Busch InBev SA/NV$417,746$186,813 ▲80.9%6,0220.2%Consumer StaplesAXPAmerican Express$415,003$3,932 ▼-0.9%1,3720.2%FinanceHWMHowmet Aerospace$408,836$230 ▲0.1%1,7740.1%AerospaceMCKMcKesson$404,9880.0%4680.1%MedicalAMDAdvanced Micro Devices$400,350$2,441 ▼-0.6%1,9680.1%Computer and TechnologyBMOBank Of Montreal$397,6290.0%2,9380.1%FinanceMFGMizuho Financial Group$392,9660.0%49,4920.1%FinanceGEGE Aerospace$387,914$30,080 ▲8.4%1,3670.1%AerospaceDFUVDimensional US Marketwide Value ETF$387,583$8,141 ▼-2.1%7,9980.1%ETFESGVVanguard ESG U.S. Stock ETF$383,5140.0%3,4160.1%ETFENBEnbridge$381,9580.0%7,0550.1%EnergyTDToronto Dominion Bank$381,7310.0%4,0910.1%FinancePHParker-Hannifin$380,477$5,371 ▼-1.4%4250.1%IndustrialsMRKMerck & Co., Inc.$376,748$5,654 ▲1.5%3,1320.1%MedicalINGING Group$375,8750.0%14,4290.1%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$373,6330.0%2,6230.1%ETFLMTLockheed Martin$362,030$3,626 ▲1.0%5990.1%AerospaceCOFCapital One Financial$356,833$4,561 ▼-1.3%1,9560.1%FinanceBKNGBooking$349,457$4,210 ▼-1.2%830.1%Retail/WholesaleCMCanadian Imperial Bank of Commerce$348,2060.0%3,6750.1%FinancePMPhilip Morris International$346,718$827 ▲0.2%2,0970.1%Consumer StaplesGSKGSK$345,5450.0%6,2610.1%MedicalShowing 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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