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13F holdings · Q2 2026

Oceanside Advisors

Mount Pleasant, SC · files as Oceanside Advisors LLC
Holdings as of Jun 30, 2026Filed Jul 27, 2026Next filing due Nov 16, 2026CIK 2012184

Oceanside Advisors reported 57 stocks worth $198M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are Dimensional ETF Trust (12.3%), AVLV (11.2%) and Dimensional ETF Trust (8.3%). Compared with Q1 2026, the fund opened new positions in VOO, VGT and META, added to AVLV, DFSD and BND and trimmed DFAE, DFEV and DFLV.

Reported value$198M+13.0% vs last quarter
Stocks held574 new · 0 sold out
Top 5 weight47.2%fairly concentrated
Turnover5%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
DIMENSIONAL ETF TRUST
$24.4M12.3%584K+20K (+3%)8 of 8
2
AVLV
American Centy ETF TR
$22.2M11.2%244K+2,172 (+1%)8 of 8
3
DIMENSIONAL ETF TRUST
$16.4M8.3%423K+9,952 (+2%)8 of 8
4
DIMENSIONAL ETF TRUST
$15.6M7.9%352K+11K (+3%)8 of 8
5
DFSD
Dimensional Shrt Drt Fxd
$14.9M7.5%313K+13K (+4%)8 of 8
6
BND
Vanguard BD Index Fds
$11.5M5.8%157K+7,569 (+5%)8 of 8
7
DIHP
Dimensional Intern High
$10.1M5.1%295K+9,704 (+3%)8 of 8
8
DFIV
Dimensional ETF Trust
$9.3M4.7%173K+4,207 (+2%)8 of 8
9
DFAE
Dimensional Emerg Core
$8.5M4.3%212K−3,926 (−2%)8 of 8
10
AVDV
Avantis International Small Cap Value ETF
$7.9M4.0%76K+1,446 (+2%)8 of 8
🔒 47 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$134MQ3 '24
$134MQ4 '24
$138MQ1 '25
$150MQ2 '25
$160MQ3 '25
$165MQ4 '25
$175MQ1 '26
$198MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Jul 27, 202613F-HRQ2 2026SEC filing ↗

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Oceanside Advisors 13F FAQ

What does Oceanside Advisors own?

Oceanside Advisors reported 57 stocks worth $198M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are Dimensional ETF Trust (12.3%), AVLV (11.2%) and Dimensional ETF Trust (8.3%). The table above lists every position in the filing (the top 10 without an account).

What did Oceanside Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 4 new positions, 26 added to, 13 trimmed and 0 sold out. New positions include VOO, VGT and META.

When will Oceanside Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Oceanside Advisors's portfolio worth?

The Q2 2026 filing reports $198M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.