13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001876326
Total reported value
$311.1M
$311.1M
190 檔
26.7%
During the Q2 2025 filing period, Five Oceans Advisors (CIK: 0001876326) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $311.1M across 190 reported positions.
In Q2 2025, Five Oceans Advisors displayed an active expansion posture, initiating 16 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 11.41% | -1.42% | +1.93% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 8.17% | -1.18% | +0.84% | |
| 3 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 5.71% | +0.23% | +5.86% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.56% | +0.26% | -0.23% | |
| 5 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.55% | -0.47% | +3.55% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.17% | +0.08% | -0.10% | |
| 7 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 3.81% | -0.02% | +47.29% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 2.94% | -0.18% | -16.09% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.77% | +0.05% | +2.64% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.03% | -0.56% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | -0.14% | +6.04% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.98% | -0.02% | -1.91% | |
| 13 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.94% | +0.39% | +40.48% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.88% | -0.16% | +0.47% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | +0.02% | -3.28% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.32% | +0.02% | -0.51% | |
| 17 | DFSD | Dimensional Short Duration | ETF-Other | 1.16% | -0.22% | +7.21% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.09% | +0.02% | +0.31% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | +0.07% | +0.86% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | -0.01% | +0.63% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.84% | -0.02% | -2.03% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.82% | — | +7.51% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.11% | +1.92% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.09% | +1.33% | |
| 25 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.68% | -0.03% | +9.24% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | — | +0.10% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.08% | -1.59% | |
| 28 | ASML | ASML Holding N.V. | Stock-Tech | 0.50% | +0.24% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.01% | +1.19% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.49% | -0.03% | +1.34% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.46% | +0.02% | -21.29% | |
| 32 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.45% | -0.04% | — | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | -0.14% | +0.71% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.09% | +1.08% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.09% | +0.14% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.03% | +0.90% | |
| 37 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.41% | -0.04% | +7.69% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.02% | +1.31% | |
| 39 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.40% | — | -0.35% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.07% | -3.51% | |
| 41 | RY | Royal Bank Of Canada | Stock-Financials | 0.39% | +0.05% | — | |
| 42 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.39% | -0.02% | +5.53% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | +0.02% | -6.24% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | +12.43% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.34% | -0.02% | -13.12% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | +0.01% | -0.66% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | — | +205.90% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | — | +0.59% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.03% | +18.71% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.01% | +0.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFSI | Dimensional Int Sus Cor1 ETF | +1.2% | +47.29% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | +2.64% | Add |
| 3 | DFSU | Dimensional US Sus Core1 ETF | +0.5% | +40.48% | Add |
| 4 | MSFT | Microsoft CORP | +0.5% | +6.04% | Add |
| 5 | DFSE | Dimensional Em Sus Core1 ETF | +0.4% | +5.86% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | +0.86% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +0.47% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.2% | +205.90% | Add |
| 9 | COF | Capital One Financial CORP | +0.2% | NEW | New buy |
| 10 | ORCL | Oracle CORP | +0.2% | +1.34% | Add |
| 11 | VST | Vistra CORP | +0.1% | NEW | New buy |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 13 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | NEW | New buy |
| 14 | XOM | Exxon Mobil CORP | +0.1% | NEW | New buy |
| 15 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | New buy |
| 16 | APP | Applovin Corp-class A | +0.1% | NEW | New buy |
| 17 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 18 | NFLX | Netflix Inc | +0.1% | +1.08% | Add |
| 19 | ADP | Automatic Data Processing | +0.1% | NEW | New buy |
| 20 | DB | Deutsche Bank Aktiengesellschaft | +0.1% | NEW | New buy |
| 21 | RACE | Ferrari N.V. | +0.1% | NEW | New buy |
| 22 | CM | Can Imperial Bk Of Commerce | +0.1% | NEW | New buy |
| 23 | EME | Emcor Group Inc | +0.1% | NEW | New buy |
| 24 | BNS | Bank Of Nova Scotia | +0.1% | NEW | New buy |
| 25 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 26 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 27 | TSLA | Tesla Inc | +0.1% | +0.10% | Add |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +0.63% | Add |
| 29 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +9.24% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | 0% | +1.92% | Add |
| 31 | DFAS | Dimensional US Small Cap ETF | 0% | +7.51% | Add |
| 32 | GOOG | Alphabet Inc-cl C | 0% | +1.33% | Add |
| 33 | AMZN | Amazon.com Inc | 0% | -3.28% | Trim |
| 34 | DFEM | Dimensional Emrg Mrkt Core | 0% | -0.51% | Trim |
| 35 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.31% | Add |
| 36 | SCHF | Schwab Intl Equity ETF | -0.1% | -1.91% | Trim |
| 37 | SCHB | Schwab US Broad Market ETF | -0.1% | -0.10% | Trim |
| 38 | SNY | Sanofi-adr | -0.1% | EXIT | Sold out |
| 39 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | EXIT | Sold out |
| 40 | FISV | Fiserv Inc | -0.1% | EXIT | Sold out |
| 41 | IWD | Ishares Russell 1000 Value E | -0.1% | EXIT | Sold out |
| 42 | BMY | Bristol-myers Squibb Co | -0.1% | EXIT | Sold out |
| 43 | TM | Toyota Motor CORP -spon Adr | -0.2% | -30.91% | Trim |
| 44 | UNH | Unitedhealth Group Inc | -0.2% | -11.53% | Trim |
| 45 | DFAC | Dimensional US Core Equity 2 | -0.2% | -0.23% | Trim |
| 46 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -21.29% | Trim |
| 47 | DFIP | Dimensional Inflation-protec | -0.4% | +3.55% | Add |
| 48 | DFIC | Dimensional International Co | -0.6% | -16.09% | Trim |
| 49 | AAPL | Apple Inc | -0.6% | -0.56% | Trim |
| 50 | VGSH | Vanguard Short-term Treasury | -1.1% | +1.93% | Add |
According to official SEC Form 13F filings, Five Oceans Advisors reported a total U.S. public equity portfolio value of $311.1M across 190 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, SGOV, DFSE) accounted for 26.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
COF
市值: $437.0K
Top Position Liquidated / Trimmed
BMY
前期市值: $275.0K
During Q2 2025, Five Oceans Advisors's top holdings by market value included VGSH (11.4%)、SGOV (8.2%)、DFSE (5.7%). The largest single position, VGSH, represented 11.4% of total portfolio value.
In Q2 2025, Five Oceans Advisors made 50 total portfolio adjustments, initiating 16 new buys, adding to 19 positions, trimming 10 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.