Free Trial

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

About Oceanside Advisors LLC

Investment Activity

  • Oceanside Advisors LLC has $175.28 million in total holdings as of March 31, 2026.
  • Oceanside Advisors LLC owns shares of 53 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 4.37% of the portfolio was purchased this quarter.
  • About 0.28% of the portfolio was sold this quarter.
  • This quarter, Oceanside Advisors LLC has purchased 50 new stocks and bought additional shares in 28 stocks.
  • Oceanside Advisors LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

25434V591 - DIMENSIONAL ETF TRUST
$549,341 Holding
595112103 - Micron Technology
$236,488 Holding
92206C664 - Vanguard Russell 2000 ETF
$200,340 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF
21,359 shares (about $1.57M)
Dimensional Short-Duration Fixed Income ETF
22,523 shares (about $1.08M)
Dimensional US High Profitability ETF
22,945 shares (about $843.46K)
DIMENSIONAL ETF TRUST
10,833 shares (about $549.34K)
Dimensional U.S. Core Equity 2 ETF
11,356 shares (about $441.29K)

Largest Sales this Quarter

Avantis International Small Cap Value ETF
2,210 shares (about $220.69K)
SPDR Gold Shares
316 shares (about $135.97K)
Dimensional National Municipal Bond ETF
166 shares (about $7.96K)

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
$20,751,936$843,458 4.2%564,52511.8%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$19,485,810$136,715 0.7%241,72911.1%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$14,471,226$293,915 2.1%412,9928.3%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$14,387,642$1,078,400 8.1%300,4948.2%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$13,248,138$441,294 3.4%340,9207.6%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$10,998,531$1,572,881 16.7%149,3556.3%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$9,186,975$342,659 3.9%285,1335.2%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$8,884,956$12,773 0.1%168,3395.1%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$7,494,678$220,690 -2.9%75,0524.3%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$7,309,114$20,485 0.3%215,8634.2%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$6,187,010$415,759 7.2%61,5193.5%ETF
AVES
Avantis Emerging Markets Value ETF
$5,607,506$77,014 1.4%93,4903.2%ETF
Dimensional US Real Estate ETF stock logo
DFAR
Dimensional US Real Estate ETF
$5,562,442$307,356 5.8%235,1983.2%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$5,417,799$102,309 1.9%139,0613.1%ETF
Invesco Taxable Municipal Bond ETF stock logo
BAB
Invesco Taxable Municipal Bond ETF
$3,469,557$339,561 10.8%128,6932.0%ETF
AVGE
Avantis All Equity Markets ETF
$1,590,803$54,133 3.5%18,0730.9%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,443,193$135,972 -8.6%3,3540.8%Finance
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$1,302,474$68,310 -5.0%33,0240.7%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$1,271,446$65,018 5.4%28,1790.7%ETF
AVIV
Avantis International Large Cap Value ETF
$1,097,433$56,121 -4.9%14,6660.6%ETF
Dimensional US Large Cap Value ETF stock logo
DFLV
Dimensional US Large Cap Value ETF
$1,079,680$118,520 12.3%30,2350.6%ETF
Dimensional Emerging Markets Value ETF stock logo
DFEV
Dimensional Emerging Markets Value ETF
$1,049,106$18,391 1.8%29,3210.6%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$989,291$60,081 6.5%27,8440.6%ETF
Apple Inc. stock logo
AAPL
Apple
$979,122$143,899 17.2%3,8580.6%Computer and Technology
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$913,589$13,299 1.5%21,6390.5%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$709,091$75,118 11.8%6,4190.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$700,5900.0%1,4620.4%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$640,092$26,769 4.4%2,1760.4%Finance
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$630,114$7,394 1.2%18,2380.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$563,135$35,913 6.8%1,5210.3%Computer and Technology
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$555,424$12,118 2.2%4,9960.3%ETF
DIMENSIONAL ETF TRUST
$549,341$549,341 New Holding10,8330.3%ULTRASHORT FIXED
Northern Trust Corporation stock logo
NTRS
Northern Trust
$530,7850.0%3,8030.3%Finance
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$512,298$6,396 -1.2%5,5270.3%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$465,9580.0%6,1270.3%Consumer Staples
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$397,657$1,153 -0.3%8,2760.2%ETF
Ciena Corporation stock logo
CIEN
Ciena
$388,2300.0%1,0000.2%Computer and Technology
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$382,415$1,697 -0.4%4,5070.2%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$367,431$7,956 -2.1%7,6660.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$367,1810.0%1,2800.2%Computer and Technology
Avantis Core Fixed Income ETF stock logo
AVIG
Avantis Core Fixed Income ETF
$361,973$55,330 18.0%8,7140.2%ETF
DIMENSIONAL ETF TRUST
$309,5100.0%5,9010.2%DIMENSIONAL INTE
WALMART INC
$289,5720.0%2,3300.2%COM
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$279,3740.0%4,1000.2%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$278,8560.0%2,6270.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$273,053$1,597 0.6%3,0780.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$247,9600.0%1,1910.1%Retail/Wholesale
Micron Technology, Inc. stock logo
MU
Micron Technology
$236,488$236,488 New Holding7000.1%Computer and Technology
AVSF
Avantis Short-Term Fixed Income ETF
$225,6230.0%4,8210.1%ETF
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
$224,1470.0%7,1000.1%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$211,7350.0%6600.1%ETF
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$202,0480.0%7040.1%Transportation
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$200,340$200,340 New Holding2,0000.1%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data