Oceanside Advisors LLC Top Holdings and 13F Report (2025) About Oceanside Advisors LLCInvestment ActivityOceanside Advisors LLC has $149.51 million in total holdings as of June 30, 2025.Oceanside Advisors LLC owns shares of 46 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 2.22% of the portfolio was purchased this quarter.About 0.28% of the portfolio was sold this quarter.This quarter, Oceanside Advisors LLC has purchased 45 new stocks and bought additional shares in 23 stocks.Oceanside Advisors LLC sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US High Profitability ETF $19,091,220Avantis U.S. Large Cap Value ETF $16,334,766Dimensional Short-Duration Fixed Income ETF $12,670,984Dimensional U.S. Core Equity 2 ETF $11,744,825Dimensional US Small Cap Value ETF $11,690,528 Largest New Holdings this Quarter 02079K107 - Alphabet $227,059 Holding Largest Purchases this Quarter Dimensional US Small Cap Value ETF 18,481 shares (about $543.90K)PIMCO Enhanced Short Maturity Exchange-Traded Fund 4,754 shares (about $477.95K)Dimensional Short-Duration Fixed Income ETF 7,468 shares (about $358.54K)Vanguard Total Bond Market ETF 3,839 shares (about $282.67K)Avantis U.S. Large Cap Value ETF 3,336 shares (about $227.55K) Largest Sales this Quarter Avantis International Small Cap Value ETF 1,178 shares (about $93.39K)Dimensional Emerging Markets Value ETF 2,847 shares (about $85.38K)SPDR Gold MiniShares Trust 1,173 shares (about $76.85K)Dimensional International Value ETF 1,718 shares (about $73.58K)Dimensional International Core Equity Market ETF 933 shares (about $32.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOceanside Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDUHPDimensional US High Profitability ETF$19,091,220$81,539 ▲0.4%536,87312.8%ETFAVLVAvantis U.S. Large Cap Value ETF$16,334,766$227,548 ▲1.4%239,47810.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$12,670,984$358,538 ▲2.9%263,9248.5%ETFDFACDimensional U.S. Core Equity 2 ETF$11,744,825$213,140 ▲1.8%327,7027.9%ETFDFSVDimensional US Small Cap Value ETF$11,690,528$543,895 ▲4.9%397,2327.8%ETFBNDVanguard Total Bond Market ETF$8,847,612$282,666 ▲3.3%120,1635.9%ETFDIHPDimensional International High Profitability ETF$8,039,352$6,104 ▼-0.1%272,6135.4%ETFDFIVDimensional International Value ETF$7,471,581$73,582 ▼-1.0%174,4475.0%ETFAVDVAvantis International Small Cap Value ETF$6,539,802$93,392 ▼-1.4%82,4904.4%ETFDFAEDimensional Emerging Core Equity Market ETF$6,434,348$122,430 ▲1.9%222,2574.3%ETFAVESAvantis Emerging Markets Value ETF$5,008,223$109,232 ▲2.2%93,5333.3%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$4,990,283$477,946 ▲10.6%49,6373.3%ETFDFARDimensional US Real Estate ETF$4,796,950$123,047 ▲2.6%204,4743.2%ETFDFAIDimensional International Core Equity Market ETF$4,711,021$32,254 ▼-0.7%136,2753.2%ETFBABInvesco Taxable Municipal Bond ETF$2,839,673$109,596 ▲4.0%107,0361.9%ETFDFAUDimensional US Core Equity Market ETF$1,405,235$2,203 ▼-0.2%33,1740.9%ETFAVGEAvantis All Equity Markets ETF$1,233,368$39,824 ▲3.3%15,9190.8%ETFDFCFDimensional Core Fixed Income ETF$1,160,288$27,215 ▼-2.3%27,4560.8%ETFDISVDimensional International Small Cap Value ETF$1,128,094$9,774 ▲0.9%34,2780.8%ETFGLDSPDR Gold Shares$1,119,031$195,091 ▲21.1%3,6710.7%FinanceAVIVAvantis International Large Cap Value ETF$948,753$4,481 ▲0.5%15,2450.6%ETFBRK.BBerkshire Hathaway$914,2190.0%1,8820.6%FinanceDFEVDimensional Emerging Markets Value ETF$843,002$85,383 ▼-9.2%28,1090.6%ETFDFLVDimensional US Large Cap Value ETF$781,384$152,430 ▲24.2%25,1900.5%ETFDFICDimensional International Core Equity 2 ETF$753,126$22,260 ▲3.0%24,2240.5%ETFMSFTMicrosoft$708,4540.0%1,4240.5%Computer and TechnologyAAPLApple$651,620$410 ▼-0.1%3,1760.4%Computer and TechnologyJPMJPMorgan Chase & Co.$650,8480.0%2,2450.4%FinanceAVUSAvantis U.S. Equity ETF$517,078$2,621 ▼-0.5%5,1290.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$516,870$683 ▼-0.1%17,4150.3%ETFNTRSNorthern Trust$482,1820.0%3,8030.3%FinanceAVUVAvantis U.S. Small Cap Value ETF$478,513$7,196 ▼-1.5%5,2530.3%ETFKOCocaCola$433,4850.0%6,1270.3%Consumer StaplesGLDMSPDR Gold MiniShares Trust$425,356$76,855 ▼-15.3%6,4920.3%FinanceBNDXVanguard Total International Bond ETF$397,325$5,496 ▲1.4%8,0250.3%ETFAVDEAvantis International Equity ETF$344,922$1,332 ▲0.4%4,6600.2%ETFAVIGAvantis Core Fixed Income ETF$331,394$2,830 ▼-0.8%7,9620.2%ETFDFNMDimensional National Municipal Bond ETF$314,081$6,024 ▲2.0%6,6220.2%ETFDIMENSIONAL ETF TRUST$309,9680.0%5,8090.2%GLOBAL EX US CORVNQVanguard Real Estate ETF$271,722$1,870 ▲0.7%3,0510.2%ETFAMZNAmazon.com$261,199$219 ▲0.1%1,1910.2%Retail/WholesaleWMTWalmart$232,7160.0%2,3800.2%Retail/WholesaleGOOGAlphabet$227,059$227,059 ▲New Holding1,2800.2%Computer and TechnologyAVSFAvantis Short-Term Fixed Income ETF$224,192$14,720 ▼-6.2%4,7670.1%ETFMUBiShares National Muni Bond ETF$214,184$3,030 ▲1.4%2,0500.1%ETFSCWO374Water$16,2150.0%50,0000.0%Business ServicesShowing 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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