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Oceanside Advisors LLC Top Holdings and 13F Report (2026)

About Oceanside Advisors LLC

Investment Activity

  • Oceanside Advisors LLC has $198.14 million in total holdings as of June 30, 2026.
  • Oceanside Advisors LLC owns shares of 57 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 4.35% of the portfolio was purchased this quarter.
  • About 0.21% of the portfolio was sold this quarter.
  • This quarter, Oceanside Advisors LLC has purchased 53 new stocks and bought additional shares in 28 stocks.
  • Oceanside Advisors LLC sold shares of 13 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

922908363 - Vanguard S&P 500 ETF
$805,706 Holding
92204A702 - Vanguard Information Technology ETF
$335,493 Holding
30303M102 - Meta Platforms
$281,645 Holding
02079K305 - Alphabet
$279,367 Holding

Largest Purchases this Quarter

Dimensional US High Profitability ETF
19,548 shares (about $815.74K)
Vanguard S&P 500 ETF
1,173 shares (about $805.71K)
Dimensional Short-Duration Fixed Income ETF
12,507 shares (about $597.21K)
Vanguard Total Bond Market ETF
7,569 shares (about $555.64K)
Dimensional U.S. Core Equity 2 ETF
11,436 shares (about $507.30K)

Largest Sales this Quarter

Dimensional Emerging Core Equity Market ETF
3,926 shares (about $157.86K)
Avantis Core Fixed Income ETF
1,689 shares (about $69.95K)
Dimensional National Municipal Bond ETF
1,295 shares (about $62.59K)
Berkshire Hathaway
95 shares (about $47.54K)
Dimensional US Large Cap Value ETF
407 shares (about $16.09K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofOceanside Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$24,373,371$815,738 â–²3.5%584,07312.3%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$22,246,240$198,108 â–²0.9%243,90111.2%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$16,405,979$386,038 â–²2.4%422,9448.3%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$15,630,497$507,300 â–²3.4%352,3567.9%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$14,945,805$597,210 â–²4.2%313,0017.5%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$11,519,813$555,641 â–²5.1%156,9245.8%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$10,061,329$331,150 â–²3.4%294,8375.1%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$9,320,948$227,262 â–²2.5%172,5464.7%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$8,521,969$157,864 â–¼-1.8%211,9374.3%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$7,883,081$149,010 â–²1.9%76,4984.0%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$6,653,849$452,132 â–²7.3%66,0043.4%ETF
Dimensional US Real Estate ETF stock logo
DFAR
Dimensional US Real Estate ETF
$6,466,117$313,344 â–²5.1%247,1763.3%ETF
AVES
Avantis Emerging Markets Value ETF
$6,302,559$169,641 â–²2.8%96,0763.2%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$5,949,624$213,345 â–²3.7%144,2333.0%ETF
Invesco Taxable Municipal Bond ETF stock logo
BAB
Invesco Taxable Municipal Bond ETF
$3,678,331$224,221 â–²6.5%137,0471.9%ETF
AVGE
Avantis All Equity Markets ETF
$1,874,930$83,936 â–²4.7%18,9200.9%ETF
Apple Inc. stock logo
AAPL
Apple
$1,592,637$476,286 â–²42.7%5,5040.8%Computer and Technology
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$1,464,505$7,909 â–²0.5%28,3320.7%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$1,335,743$10,474 â–²0.8%33,2850.7%ETF
Dimensional Emerging Markets Value ETF stock logo
DFEV
Dimensional Emerging Markets Value ETF
$1,246,614$4,437 â–¼-0.4%29,2170.6%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,235,915$368 â–²0.0%3,3550.6%Finance
Dimensional US Large Cap Value ETF stock logo
DFLV
Dimensional US Large Cap Value ETF
$1,179,419$16,093 â–¼-1.3%29,8280.6%ETF
AVIV
Avantis International Large Cap Value ETF
$1,129,456$5,961 â–¼-0.5%14,5890.6%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$1,092,809$55,332 â–²5.3%29,3290.6%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$982,818$69,435 â–²7.6%23,2840.5%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$808,0030.0%7000.4%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$805,706$805,706 â–²New Holding1,1730.4%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$791,342$9,482 â–¼-1.2%6,3430.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$760,440$476,615 â–²167.9%3,1910.4%Retail/Wholesale
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$733,867$7,315 â–¼-1.0%18,0580.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$712,2700.0%2,1760.4%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$699,593$247,331 â–²54.7%1,9800.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$684,033$47,537 â–¼-6.5%1,3670.3%Finance
Northern Trust Corporation stock logo
NTRS
Northern Trust
$661,1140.0%3,8030.3%Finance
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$628,571$11,270 â–¼-1.8%4,9080.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$569,122$324,895 â–²133.0%1,5380.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$567,4700.0%1,5210.3%Computer and Technology
DIMENSIONAL ETF TRUST
$547,510$2,590 â–¼-0.5%10,7820.3%ULTR FIX INC ETF
CocaCola Company (The) stock logo
KO
CocaCola
$497,9410.0%6,1270.3%Consumer Staples
Ciena Corporation stock logo
CIEN
Ciena
$490,5600.0%1,0000.2%Computer and Technology
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$450,550$11,595 â–²2.6%5,6730.2%Finance
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$402,488$1,695 â–²0.4%8,3110.2%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$394,307$7,761 â–¼-1.9%4,4200.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$335,493$335,493 â–²New Holding2,8070.2%ETF
DIMENSIONAL ETF TRUST
$316,2630.0%5,9010.2%INTL COR FIX ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$307,942$62,594 â–¼-16.9%6,3710.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$297,042$193 â–²0.1%3,0800.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$293,910$11,192 â–²4.0%2,7310.1%ETF
Avantis Core Fixed Income ETF stock logo
AVIG
Avantis Core Fixed Income ETF
$290,921$69,945 â–¼-19.4%7,0250.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$281,645$281,645 â–²New Holding5000.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$279,367$279,367 â–²New Holding7820.1%Computer and Technology
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
$267,3860.0%7,1000.1%Finance
WALMART INC
$263,8960.0%2,3300.1%COM
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$242,8400.0%2,0000.1%ETF
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$221,4710.0%7040.1%Transportation
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$219,2270.0%4,1000.1%ETF
AVSF
Avantis Short-Term Fixed Income ETF
$219,103$5,402 â–¼-2.4%4,7050.1%ETF

Showing largest 100 holdings. View all holdings.
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