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CIK: 0002012184
Total reported value
$198.1M
$198.1M
50 檔
39.6%
The Q4 2025 SEC filing reveals that Oceanside Advisors LLC held a total portfolio value of $198.1M, covering 50 public equity positions.
In Q4 2025, Oceanside Advisors LLC displayed an active expansion posture, initiating 3 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DUHP, AVLV, DFSD) accounted for 39.6% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 12.49% | +0.46% | +0.26% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 11.02% | +0.11% | -0.84% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 8.08% | -0.67% | +0.62% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 8.07% | +0.02% | +0.58% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.91% | +0.33% | -0.30% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 5.75% | -0.46% | +3.26% | |
| 7 | DIHP | Dimensional International Hi | ETF-Other | 5.27% | -0.16% | -0.83% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 5.08% | -0.37% | -3.47% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.40% | -0.30% | -4.81% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.25% | +0.13% | -2.10% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.49% | -0.17% | +8.12% | |
| 12 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 3.26% | -0.02% | -0.81% | |
| 13 | DFAI | Dimensional International Co | ETF-Other | 3.15% | -0.09% | -0.10% | |
| 14 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.08% | +0.09% | +4.79% | |
| 15 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.91% | -0.12% | +3.82% | |
| 16 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.91% | +0.04% | +2.83% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 0.88% | -0.20% | — | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 0.80% | -0.07% | +0.99% | |
| 19 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.76% | +0.01% | -16.52% | |
| 20 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.67% | -0.06% | +0.79% | |
| 21 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.59% | +0.03% | +2.05% | |
| 22 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.56% | -0.02% | +5.42% | |
| 23 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.55% | -0.02% | +2.31% | |
| 24 | DFIC | Dimensional International Co | ETF-Other | 0.55% | -0.01% | +5.62% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.54% | +0.24% | -0.15% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.05% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.03% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | -0.01% | — | |
| 29 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.36% | +0.01% | +3.20% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.35% | — | +8.49% | |
| 31 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.33% | — | -4.10% | |
| 32 | NTRS | Northern Trust CORP | Stock-Financials | 0.31% | +0.03% | — | |
| 33 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.29% | -0.06% | -12.40% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.26% | -0.02% | -1.62% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.14% | — | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.24% | -0.03% | +2.00% | |
| 37 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.23% | -0.05% | +10.40% | |
| 38 | AVDE | Avantis International Equity | ETF-Other | 0.23% | -0.02% | -3.12% | |
| 39 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.19% | -0.02% | +1.58% | |
| 40 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.19% | -0.06% | -7.28% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.17% | -0.01% | +21.17% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +0.24% | — | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.16% | -0.01% | -0.39% | |
| 44 | SLV | Ishares Silver Trust | ETF-Commodities | 0.16% | -0.05% | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.04% | — | |
| 46 | CIEN | Ciena CORP | Stock-Tech | 0.14% | +0.03% | — | |
| 47 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.14% | -0.02% | -2.88% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | +0.17% | — | |
| 49 | BY | Byline Bancorp Inc | Stock-Other | 0.13% | +0.01% | — | |
| 50 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.12% | -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 50 disclosed positions in Q4 2025.
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Top New Position Initiated
SLV
市值: $264.1K
Top Position Liquidated / Trimmed
374WATER INC
前期市值: $14.3K
During Q4 2025, Oceanside Advisors LLC's top holdings by market value included DUHP (12.5%)、AVLV (11.0%)、DFSD (8.1%). The largest single position, DUHP, represented 12.5% of total portfolio value.
In Q4 2025, Oceanside Advisors LLC made 41 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 17 holdings, and fully liquidating 1 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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