Oceanside Advisors LLC
CIK: 0002012184Latest portfolio: $165.0M · Q4 2025
Holdings
50
Total Value
$165.0M
New Positions
3
Closed Positions
1
Top Holdings
View All 50 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DUHPDIMENSIONAL ETF TRUST | 541,580 | $20.6M | 12.49% | +1K | |
| 2 | AVLVAMERICAN CENTY ETF TR | 240,033 | $18.2M | 11.02% | -2,025 | |
| 3 | DFSDDIMENSIONAL ETF TRUST | 277,971 | $13.3M | 8.08% | +2K | |
| 4 | DFSVDIMENSIONAL ETF TRUST | 404,604 | $13.3M | 8.07% | +2K | |
| 5 | DFACDIMENSIONAL ETF TRUST | 329,564 | $13.0M | 7.91% | -997 | |
| 6 | BNDVANGUARD BD INDEX FDS | 127,996 | $9.5M | 5.75% | +4K | |
| 7 | DIHPDIMENSIONAL ETF TRUST | 274,498 | $8.7M | 5.27% | -2,307 | |
| 8 | DFIVDIMENSIONAL ETF TRUST | 168,097 | $8.4M | 5.08% | -6,043 | |
| 9 | AVDVAMERICAN CENTY ETF TR | 77,262 | $7.3M | 4.40% | -3,904 | |
| 10 | DFAEDIMENSIONAL ETF TRUST | 215,258 | $7.0M | 4.25% | -4,615 | |
| 11 | MINTPIMCO ETF TR | 57,385 | $5.8M | 3.49% | +4K | |
| 12 | AVESAMERICAN CENTY ETF TR | 92,206 | $5.4M | 3.26% | -753 | |
| 13 | DFAIDIMENSIONAL ETF TRUST | 136,435 | $5.2M | 3.15% | -135 | |
| 14 | DFARDIMENSIONAL ETF TRUST | 222,202 | $5.1M | 3.08% | +10K | |
| 15 | BABINVESCO EXCH TRADED FD TR II | 116,098 | $3.2M | 1.91% | +4K | |
| 16 | AVGEAMERICAN CENTY ETF TR | 17,458 | $1.5M | 0.91% | +480 | |
| 17 | GQ9SPDR GOLD TR | 3,670 | $1.5M | 0.88% | — | |
| 18 | DISVDIMENSIONAL ETF TRUST | 34,756 | $1.3M | 0.80% | +342 | |
| 19 | DFAUDIMENSIONAL ETF TRUST | 26,738 | $1.3M | 0.76% | -5,291 | |
| 20 | AVIVAMERICAN CENTY ETF TR | 15,416 | $1.1M | 0.67% | +121 | |
| 21 | DFEVDIMENSIONAL ETF TRUST | 28,807 | $971K | 0.59% | +579 | |
| 22 | DFLVDIMENSIONAL ETF TRUST | 26,916 | $920K | 0.56% | +1K | |
| 23 | DFCFDIMENSIONAL ETF TRUST | 21,324 | $907K | 0.55% | +482 | |
| 24 | DFICDIMENSIONAL ETF TRUST | 26,153 | $901K | 0.55% | +1K | |
| 25 | AAPLAPPLE INC | 3,291 | $894K | 0.54% | -5 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.0596181871332813e+128T)
Technology0.0% ($894688.5T)
Unknown0.0% ($1.5B)
Consumer Defensive0.0% ($428.3M)
Communication Services0.0% ($401K)
Consumer Cyclical0.0% ($274K)
Industrials0.0% ($203K)
Filing History
Fund Information
Oceanside Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $165.0M across 50 holdings. The largest position is DIMENSIONAL ETF TRUST (DUHP), representing 12.5% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.