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: 0002012184
Total reported value
$198.1M
$198.1M
50 檔
33.5%
In Q4 2024, Oceanside Advisors LLC's U.S. equity holdings reached a combined market value of $198.1M, distributed across 50 disclosed stock positions.
During Q4 2024, Oceanside Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 13.20% | +0.46% | +0.38% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 11.55% | +0.11% | +0.90% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 8.32% | -0.67% | +3.04% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 8.30% | +0.02% | +0.88% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.08% | +0.33% | +0.84% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 5.59% | -0.46% | +5.69% | |
| 7 | DIHP | Dimensional International Hi | ETF-Other | 4.99% | -0.16% | +7.09% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 4.51% | -0.37% | +5.35% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.96% | +0.13% | +4.03% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.95% | -0.30% | +4.27% | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.24% | +0.09% | +2.22% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.18% | -0.17% | +3.12% | |
| 13 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 2.94% | -0.02% | +3.21% | |
| 14 | DFAI | Dimensional International Co | ETF-Other | 2.79% | -0.09% | +2.82% | |
| 15 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.80% | -0.12% | +3.92% | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.02% | +0.01% | +3.07% | |
| 17 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.86% | -0.05% | +3.00% | |
| 18 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.79% | +0.04% | +11.02% | |
| 19 | DISV | Dimensional International Sm | ETF-Other | 0.65% | -0.07% | +6.70% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.05% | — | |
| 21 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.63% | +0.03% | +14.14% | |
| 22 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.60% | -0.02% | -6.24% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.60% | +0.24% | +18.27% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | -0.20% | — | |
| 25 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.57% | -0.06% | +6.37% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.03% | — | |
| 27 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.43% | -0.02% | +13.09% | |
| 28 | DFIC | Dimensional International Co | ETF-Other | 0.41% | -0.01% | +10.12% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | -0.01% | +9.60% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.38% | — | +15.83% | |
| 31 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.37% | — | -0.06% | |
| 32 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.34% | +0.01% | +6.86% | |
| 33 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.30% | -0.06% | -0.92% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.30% | -0.03% | +9.28% | |
| 35 | NTRS | Northern Trust CORP | Stock-Financials | 0.29% | +0.03% | +8.56% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.28% | -0.02% | — | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.28% | -0.01% | +8.12% | |
| 38 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.27% | — | +15.90% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | +0.41% | NEW | |
| 40 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.21% | -0.02% | — | |
| 41 | AVDE | Avantis International Equity | ETF-Other | 0.21% | -0.02% | +0.55% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.21% | -0.01% | +19.15% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | +0.24% | +5.31% | |
| 44 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.19% | -0.06% | — | |
| 45 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.19% | -0.02% | +3.90% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.14% | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.18% | +0.17% | NEW | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.04% | — | |
| 49 | BY | Byline Bancorp Inc | Stock-Other | 0.15% | +0.01% | — | |
| 50 | ✓ | 374water Inc | Stock-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Oceanside Advisors LLC reported a total U.S. public equity portfolio value of $198.1M across 50 disclosed positions in Q4 2024.
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 DUHP, AVLV, DFSD) accounted for 33.5% of total reported equity market value during Q4 2024.
During Q4 2024, Oceanside Advisors LLC's top holdings by market value included DUHP (13.2%)、AVLV (11.6%)、DFSD (8.3%). The largest single position, DUHP, represented 13.2% of total portfolio value.
In Q4 2024, Oceanside Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.