Oceanside Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Oceanside Advisors LLC reported 57 stock positions worth $198.1 million. Its top holding was Dimensional US High Profi Et (DUHP) at 12.3% of the portfolio, followed by Avantis US Large Cap Value (AVLV, 11.2%) and Dimensional US Small Cap Val (DFSV, 8.3%). Compared with Q1 2026, it opened 4 new positions, added to 28 and reduced 13. The biggest buy was Dimensional US High Profi Et (DUHP, shares +3%) and the biggest sale Avantis Core Fixed Income (AVIG, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNT PLEASANT, SC
- CIK
- 0002012184
- Portfolio Value
- $198.1M (Q2 2026)
- SEC Filing
- 0002012184-26-000003 ↗ filed Jul 27, 2026
Holdings Value
Holdings 57 stocks · $198.1M
| DUHP Dimensional US High Profi Et | 12.30% | 584,073 | $24.4M | Add +3.5% |
| AVLV Avantis US Large Cap Value | 11.23% | 243,901 | $22.2M | Add +0.9% |
| DFSV Dimensional US Small Cap Val | 8.28% | 422,944 | $16.4M | Add +2.4% |
| DFAC Dimensional US Core Equity 2 | 7.89% | 352,356 | $15.6M | Add +3.4% |
| DFSD Dimensional Short Duration | 7.54% | 313,001 | $14.9M | Add +4.2% |
| BND Vanguard Total Bond Market | 5.81% | 156,924 | $11.5M | Add +5.1% |
| DIHP Dimensional International Hi | 5.08% | 294,837 | $10.1M | Add +3.4% |
| DFIV Dimensional International Va | 4.70% | 172,546 | $9.3M | Add +2.5% |
| DFAE Dimensional Emerging Core Eq | 4.30% | 211,937 | $8.5M | Reduce -1.8% |
| AVDV Avantis Intl S/C Value ETF | 3.98% | 76,498 | $7.9M | Add +1.9% |
| MINT PIMCO Enhanced Short Maturit | 3.36% | 66,004 | $6.7M | Add +7.3% |
| DFAR Dimensional US Real Est ETF | 3.26% | 247,176 | $6.5M | Add +5.1% |
| AVES Avantis Emerging Markets Val | 3.18% | 96,076 | $6.3M | Add +2.8% |
| DFAI Dimensional International Co. | 3.00% | 144,233 | $5.9M | Add +3.7% |
| BAB Invesco Taxable Municipal Bo | 1.86% | 137,047 | $3.7M | Add +6.5% |
| AVGE Avantis All Eqty Mrkts ETF | 0.95% | 18,920 | $1.9M | Add +4.7% |
| AAPL Apple Inc. | 0.80% | 5,504 | $1.6M | Add +42.7% |
| DFAU Dimensional US Core Equity M | 0.74% | 28,332 | $1.5M | Add +0.5% |
| DISV Dimensional International SM | 0.67% | 33,285 | $1.3M | Add +0.8% |
| DFEV Dimensional Emrg MRKT Val | 0.63% | 29,217 | $1.2M | Reduce -0.3% |
| GLD SPDR Gold Shares | 0.62% | 3,355 | $1.2M | Add +0.0% |
| DFLV Dim US Large Cap Value ETF | 0.60% | 29,828 | $1.2M | Reduce -1.4% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.57% | 14,589 | $1.1M | Reduce -0.5% |
| DFIC Dimensional International Co. | 0.55% | 29,329 | $1.1M | Add +5.3% |
| DFCF Dimensional Core Fixed Inc. | 0.50% | 23,284 | $983K | Add +7.6% |
| MU Micron Technology Inc. | 0.41% | 700 | $808K | No change |
| VOO Vanguard S&P 500 ETF | 0.41% | 1,173 | $806K | New |
| AVUV Avantis US Small Cap Value | 0.40% | 6,343 | $791K | Reduce -1.2% |
| AMZN Amazon.com Inc. | 0.38% | 3,191 | $760K | Add +167.9% |
| DFEM Dimensional Emrg MRKT Core | 0.37% | 18,058 | $734K | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 0.36% | 2,176 | $712K | No change |
| GOOG Alphabet Inc. Class C | 0.35% | 1,980 | $700K | Add +54.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 1,367 | $684K | Reduce -6.5% |
| NTRS Northern Trust Corp. | 0.33% | 3,803 | $661K | No change |
| AVUS Avantis U.S. Equity ETF | 0.32% | 4,908 | $629K | Reduce -1.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 1,538 | $569K | Add +133.0% |
| MSFT Microsoft Corp. | 0.29% | 1,521 | $567K | No change |
| DUSB Dimension Ultrashort Fi ETF | 0.28% | 10,782 | $548K | Reduce -0.5% |
| KO The Coca-Cola Co. | 0.25% | 6,127 | $498K | No change |
| CIEN Ciena Corp. | 0.25% | 1,000 | $491K | No change |
| GLDM SPDR Gold Minishares Trust | 0.23% | 5,673 | $451K | Add +2.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.20% | 8,311 | $402K | Add +0.4% |
| AVDE Avantis International Equity | 0.20% | 4,420 | $394K | Reduce -1.9% |
| VGT Vanguard Info Tech ETF | 0.17% | 2,807 | $335K | New |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.16% | 5,901 | $316K | No change |
| DFNM Dimensional National Muni BD | 0.16% | 6,371 | $308K | Reduce -16.9% |
| VNQ Vanguard Real Estate ETF | 0.15% | 3,080 | $297K | Add +0.1% |
| MUB iShares National Muni Bond E | 0.15% | 2,731 | $294K | Add +4.0% |
| AVIG Avantis Core Fixed Income | 0.15% | 7,025 | $291K | Reduce -19.4% |
| META Meta Platforms Inc. Class A | 0.14% | 500 | $282K | New |
| GOOGL Alphabet Inc. Class A | 0.14% | 782 | $279K | New |
| BY Byline Bancorp Inc. | 0.14% | 7,100 | $267K | No change |
| WMT Walmart Inc. | 0.13% | 2,330 | $264K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.12% | 2,000 | $243K | No change |
| NSC Norfolk Southern Corp. | 0.11% | 704 | $221K | No change |
| SLV iShares Silver Trust | 0.11% | 4,100 | $219K | No change |
| AVSF Avantis Short-Term Fixed Inc. | 0.11% | 4,705 | $219K | Reduce -2.4% |
Portfolio Sells Q1 2026 → Q2 2026
| AVIG Avantis Core Fixed Income | Reduce -19.4% | 0.15% | −0.06 |
| AVIV Avantis Intl LRG Cap Val ETF | Reduce -0.5% | 0.57% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.5% | 0.35% | −0.05 |
| DFNM Dimensional National Muni BD | Reduce -16.9% | 0.16% | −0.05 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -0.5% | 0.28% | −0.04 |
| DFLV Dim US Large Cap Value ETF | Reduce -1.4% | 0.60% | −0.02 |
| AVDE Avantis International Equity | Reduce -1.9% | 0.20% | −0.02 |
| AVSF Avantis Short-Term Fixed Inc. | Reduce -2.4% | 0.11% | −0.02 |
| AVUV Avantis US Small Cap Value | Reduce -1.2% | 0.40% | −0.01 |
| AVUS Avantis U.S. Equity ETF | Reduce -1.8% | 0.32% | +0.00 |
| DFEM Dimensional Emrg MRKT Core | Reduce -1.0% | 0.37% | +0.01 |
| DFEV Dimensional Emrg MRKT Val | Reduce -0.3% | 0.63% | +0.03 |
| DFAE Dimensional Emerging Core Eq | Reduce -1.8% | 4.30% | +0.13 |
Portfolio Buys Q1 2026 → Q2 2026
| DUHP Dimensional US High Profi Et | Add +3.5% | 12.30% | +0.46 |
| VOO Vanguard S&P 500 ETF | New | 0.41% | +0.41 |
| DFAC Dimensional US Core Equity 2 | Add +3.4% | 7.89% | +0.33 |
| AAPL Apple Inc. | Add +42.7% | 0.80% | +0.25 |
| AMZN Amazon.com Inc. | Add +167.9% | 0.38% | +0.24 |
| VGT Vanguard Info Tech ETF | New | 0.17% | +0.17 |
| VTI VG Morningstar TS MKT ETF-US | Add +133.0% | 0.29% | +0.17 |
| GOOG Alphabet Inc. Class C | Add +54.7% | 0.35% | +0.14 |
| META Meta Platforms Inc. Class A | New | 0.14% | +0.14 |
| GOOGL Alphabet Inc. Class A | New | 0.14% | +0.14 |
| AVLV Avantis US Large Cap Value | Add +0.9% | 11.23% | +0.11 |
| DFAR Dimensional US Real Est ETF | Add +5.1% | 3.26% | +0.09 |
| AVGE Avantis All Eqty Mrkts ETF | Add +4.7% | 0.95% | +0.04 |
| DFSV Dimensional US Small Cap Val | Add +2.4% | 8.28% | +0.02 |
| DFAU Dimensional US Core Equity M | Add +0.5% | 0.74% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +0.1% | 0.15% | −0.01 |
| MUB iShares National Muni Bond E | Add +4.0% | 0.15% | −0.01 |
| DFIC Dimensional International Co. | Add +5.3% | 0.55% | −0.01 |
| AVES Avantis Emerging Markets Val | Add +2.8% | 3.18% | −0.02 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.4% | 0.20% | −0.02 |
| DFCF Dimensional Core Fixed Inc. | Add +7.6% | 0.50% | −0.03 |
| GLDM SPDR Gold Minishares Trust | Add +2.6% | 0.23% | −0.06 |
| DISV Dimensional International SM | Add +0.8% | 0.67% | −0.07 |
| DFAI Dimensional International Co. | Add +3.7% | 3.00% | −0.09 |
| BAB Invesco Taxable Municipal Bo | Add +6.5% | 1.86% | −0.12 |
| DIHP Dimensional International Hi | Add +3.4% | 5.08% | −0.16 |
| MINT PIMCO Enhanced Short Maturit | Add +7.3% | 3.36% | −0.17 |
| GLD SPDR Gold Shares | Add +0.0% | 0.62% | −0.20 |
| AVDV Avantis Intl S/C Value ETF | Add +1.9% | 3.98% | −0.30 |
| DFIV Dimensional International Va | Add +2.5% | 4.70% | −0.36 |
| BND Vanguard Total Bond Market | Add +5.1% | 5.81% | −0.46 |
| DFSD Dimensional Short Duration | Add +4.2% | 7.54% | −0.67 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 57 | $198.1M | DUHP, AVLV, DFSV, DFAC, DFSD |
| Q1 2026 | 53 | $175.3M | DUHP, AVLV, DFSV, DFSD, DFAC |
| Q4 2025 | 50 | $165.0M | DUHP, AVLV, DFSD, DFSV, DFAC |
| Q3 2025 | 48 | $160.0M | DUHP, AVLV, DFSD, DFSV, DFAC |
| Q2 2025 | 46 | $149.5M | DUHP, AVLV, DFSD, DFAC, DFSV |
| Q1 2025 | 45 | $138.2M | DUHP, AVLV, DFSD, DFSV, DFAC |
| Q4 2024 | 50 | $134.1M | DUHP, AVLV, DFSD, DFSV, DFAC |
| Q3 2024 | 49 | $134.2M | DUHP, AVLV, DFSV, DFSD, DFAC |
| Q2 2024 | 47 | $123.7M | DUHP, AVLV, DFSD, DFSV, DFAC |
| Q1 2024 | 46 | $120.8M | DUHP, AVLV, DFSV, DFSD, DFAC |