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CIK: 0002012184
Total reported value
$198.1M
$198.1M
48 檔
38.7%
During the Q3 2025 filing period, Oceanside Advisors LLC (CIK: 0002012184) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $198.1M across 48 reported positions.
In Q3 2025, Oceanside Advisors LLC displayed an active expansion posture, initiating 3 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 12.75% | +0.46% | +0.61% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 10.93% | +0.11% | +1.08% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 8.32% | -0.67% | +4.67% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 8.00% | +0.02% | +1.27% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.97% | +0.33% | +0.87% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 5.76% | -0.46% | +3.16% | |
| 7 | DIHP | Dimensional International Hi | ETF-Other | 5.26% | -0.16% | +1.54% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 5.02% | -0.37% | -0.18% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.52% | -0.30% | -1.60% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.33% | +0.13% | -1.07% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.34% | -0.17% | +6.92% | |
| 12 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 3.33% | -0.02% | -0.61% | |
| 13 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.16% | +0.09% | +3.70% | |
| 14 | DFAI | Dimensional International Co | ETF-Other | 3.10% | -0.09% | +0.22% | |
| 15 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.91% | -0.12% | +4.47% | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.92% | +0.01% | -3.45% | |
| 17 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.89% | +0.04% | +6.65% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 0.82% | -0.20% | -0.03% | |
| 19 | DISV | Dimensional International Sm | ETF-Other | 0.77% | -0.07% | +0.40% | |
| 20 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.64% | -0.06% | +0.33% | |
| 21 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.56% | +0.03% | +0.42% | |
| 22 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.56% | -0.02% | -24.09% | |
| 23 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.52% | -0.02% | +1.36% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.52% | +0.24% | +3.78% | |
| 25 | DFIC | Dimensional International Co | ETF-Other | 0.51% | -0.01% | +2.22% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.03% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.05% | -22.32% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | -0.01% | -7.13% | |
| 29 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.35% | +0.01% | +0.29% | |
| 30 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.35% | — | -0.64% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.33% | — | +0.70% | |
| 32 | NTRS | Northern Trust CORP | Stock-Financials | 0.32% | +0.03% | — | |
| 33 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.31% | -0.06% | -1.60% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.26% | -0.02% | +1.65% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.25% | -0.03% | +1.40% | |
| 36 | AVDE | Avantis International Equity | ETF-Other | 0.23% | -0.02% | +0.28% | |
| 37 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.21% | -0.05% | +7.13% | |
| 38 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.21% | -0.06% | — | |
| 39 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.20% | -0.02% | — | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.14% | — | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.18% | -0.01% | +0.69% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.24% | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.04% | -2.10% | |
| 44 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.15% | -0.02% | +4.13% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.14% | -0.01% | +5.76% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | +0.17% | — | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.13% | -0.01% | — | |
| 48 | ✓ | 374water Inc | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Oceanside Advisors LLC reported a total U.S. public equity portfolio value of $198.1M across 48 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DUHP, AVLV, DFSD) accounted for 38.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
GOOG
市值: $311.7K
Top Position Liquidated / Trimmed
DFIV
前期市值: $6.9M
During Q3 2025, Oceanside Advisors LLC's top holdings by market value included DUHP (12.8%)、AVLV (10.9%)、DFSD (8.3%). The largest single position, DUHP, represented 12.8% of total portfolio value.
In Q3 2025, Oceanside Advisors LLC made 44 total portfolio adjustments, initiating 3 new buys, adding to 27 positions, trimming 14 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.
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