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CIK: 0002012184
Total reported value
$198.1M
$198.1M
53 檔
41.6%
In Q1 2026, Oceanside Advisors LLC's U.S. equity holdings reached a combined market value of $198.1M, distributed across 53 disclosed stock positions.
In Q1 2026, Oceanside Advisors LLC displayed an active expansion posture, initiating 3 new positions and adding to 28 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 | 11.84% | +0.46% | +4.24% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 11.12% | +0.11% | +0.71% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 8.26% | +0.02% | +2.07% | |
| 4 | DFSD | Dimensional Short Duration | ETF-Other | 8.21% | -0.67% | +8.10% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.56% | +0.33% | +3.45% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 6.27% | -0.46% | +16.69% | |
| 7 | DIHP | Dimensional International Hi | ETF-Other | 5.24% | -0.16% | +3.87% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 5.07% | -0.37% | +0.14% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.28% | -0.30% | -2.86% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.17% | +0.13% | +0.28% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.53% | -0.17% | +7.20% | |
| 12 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 3.20% | -0.02% | +1.39% | |
| 13 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.17% | +0.09% | +5.85% | |
| 14 | DFAI | Dimensional International Co | ETF-Other | 3.09% | -0.09% | +1.92% | |
| 15 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.98% | -0.12% | +10.85% | |
| 16 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.91% | +0.04% | +3.52% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 0.82% | -0.20% | -8.61% | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 0.74% | -0.07% | -4.98% | |
| 19 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.73% | +0.01% | +5.39% | |
| 20 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.63% | -0.06% | -4.87% | |
| 21 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.62% | -0.02% | +12.33% | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.60% | +0.03% | +1.78% | |
| 23 | DFIC | Dimensional International Co | ETF-Other | 0.56% | -0.01% | +6.47% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.56% | +0.24% | +17.23% | |
| 25 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.52% | -0.02% | +1.48% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.40% | — | +11.85% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.05% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.01% | +4.36% | |
| 29 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.36% | +0.01% | +1.19% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.03% | +6.81% | |
| 31 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.32% | — | +2.23% | |
| 32 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.31% | -0.03% | — | |
| 33 | NTRS | Northern Trust CORP | Stock-Financials | 0.30% | +0.03% | — | |
| 34 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.29% | -0.06% | -1.23% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.27% | -0.02% | — | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.23% | -0.03% | -0.29% | |
| 37 | CIEN | Ciena CORP | Stock-Tech | 0.22% | +0.03% | — | |
| 38 | AVDE | Avantis International Equity | ETF-Other | 0.22% | -0.02% | -0.44% | |
| 39 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.21% | -0.05% | -2.12% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.14% | — | |
| 41 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.21% | -0.06% | +18.04% | |
| 42 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.18% | -0.02% | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | -0.04% | — | |
| 44 | SLV | Ishares Silver Trust | ETF-Commodities | 0.16% | -0.05% | — | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.16% | -0.01% | — | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.16% | -0.01% | +0.59% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | +0.24% | — | |
| 48 | MU | Micron Technology Inc | Stock-Tech | 0.13% | +0.28% | — | |
| 49 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.13% | -0.02% | — | |
| 50 | BY | Byline Bancorp Inc | Stock-Other | 0.13% | +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 53 disclosed positions in Q1 2026.
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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, DFSV) accounted for 41.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
DUSB
市值: $549.3K
Top Position Liquidated / Trimmed
AVDV
前期市值: $7.3M
During Q1 2026, Oceanside Advisors LLC's top holdings by market value included DUHP (11.8%)、AVLV (11.1%)、DFSV (8.3%). The largest single position, DUHP, represented 11.8% of total portfolio value.
In Q1 2026, Oceanside Advisors LLC made 39 total portfolio adjustments, initiating 3 new buys, adding to 28 positions, trimming 8 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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