Oceanside Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Oceanside Advisors LLC reported 50 stock positions worth $165.0 million. Its top holding was Dimensional US High Profi Et (DUHP) at 12.5% of the portfolio, followed by Avantis US Large Cap Value (AVLV, 11.0%) and Dimensional Short Duration (DFSD, 8.1%). Compared with Q3 2025, it opened 3 new positions, sold out of 1, added to 20 and reduced 17. The biggest buy was a new position in iShares Silver Trust (SLV) and the biggest sale Dimensional US Core Equity M (DFAU, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNT PLEASANT, SC
- CIK
- 0002012184
- Portfolio Value
- $165.0M (Q4 2025)
- SEC Filing
- 0002012184-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 50 stocks · $165.0M
| DUHP Dimensional US High Profi Et | 12.49% | 541,580 | $20.6M | Add +0.3% |
| AVLV Avantis US Large Cap Value | 11.03% | 240,033 | $18.2M | Reduce -0.8% |
| DFSD Dimensional Short Duration | 8.08% | 277,971 | $13.3M | Add +0.6% |
| DFSV Dimensional US Small Cap Val | 8.07% | 404,604 | $13.3M | Add +0.6% |
| DFAC Dimensional US Core Equity 2 | 7.91% | 329,564 | $13.0M | Reduce -0.3% |
| BND Vanguard Total Bond Market | 5.75% | 127,996 | $9.5M | Add +3.3% |
| DIHP Dimensional International Hi | 5.27% | 274,498 | $8.7M | Reduce -0.8% |
| DFIV Dimensional International Va | 5.08% | 168,097 | $8.4M | Reduce -3.5% |
| AVDV Avantis Intl S/C Value ETF | 4.40% | 77,262 | $7.3M | Reduce -4.8% |
| DFAE Dimensional Emerging Core Eq | 4.25% | 215,258 | $7.0M | Reduce -2.1% |
| MINT PIMCO Enhanced Short Maturit | 3.49% | 57,385 | $5.8M | Add +8.1% |
| AVES Avantis Emerging Markets Val | 3.26% | 92,206 | $5.4M | Reduce -0.8% |
| DFAI Dimensional International Co. | 3.15% | 136,435 | $5.2M | Reduce -0.1% |
| DFAR Dimensional US Real Est ETF | 3.08% | 222,202 | $5.1M | Add +4.8% |
| BAB Invesco Taxable Municipal Bo | 1.91% | 116,098 | $3.2M | Add +3.8% |
| AVGE Avantis All Eqty Mrkts ETF | 0.91% | 17,458 | $1.5M | Add +2.8% |
| GLD SPDR Gold Shares | 0.88% | 3,670 | $1.5M | No change |
| DISV Dimensional International SM | 0.80% | 34,756 | $1.3M | Add +1.0% |
| DFAU Dimensional US Core Equity M | 0.76% | 26,738 | $1.3M | Reduce -16.5% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.67% | 15,416 | $1.1M | Add +0.8% |
| DFEV Dimensional Emrg MRKT Val | 0.59% | 28,807 | $972K | Add +2.0% |
| DFLV Dim US Large Cap Value ETF | 0.56% | 26,916 | $921K | Add +5.4% |
| DFCF Dimensional Core Fixed Inc. | 0.55% | 21,324 | $908K | Add +2.3% |
| DFIC Dimensional International Co. | 0.55% | 26,153 | $901K | Add +5.6% |
| AAPL Apple Inc. | 0.54% | 3,291 | $895K | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 1,462 | $735K | No change |
| MSFT Microsoft Corp. | 0.42% | 1,424 | $689K | No change |
| JPM JPMorgan Chase & Co. | 0.41% | 2,085 | $672K | No change |
| DFEM Dimensional Emrg MRKT Core | 0.36% | 18,024 | $596K | Add +3.2% |
| AVUV Avantis US Small Cap Value | 0.35% | 5,739 | $585K | Add +8.5% |
| AVUS Avantis U.S. Equity ETF | 0.33% | 4,887 | $546K | Reduce -4.1% |
| NTRS Northern Trust Corp. | 0.31% | 3,803 | $519K | No change |
| GLDM SPDR Gold Minishares Trust | 0.29% | 5,596 | $478K | Reduce -12.4% |
| KO The Coca-Cola Co. | 0.26% | 6,127 | $428K | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.24% | 1,280 | $402K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.24% | 8,300 | $401K | Add +2.0% |
| DFNM Dimensional National Muni BD | 0.23% | 7,832 | $377K | Add +10.4% |
| AVDE Avantis International Equity | 0.23% | 4,527 | $373K | Reduce -3.1% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.19% | 5,901 | $311K | Add +1.6% |
| AVIG Avantis Core Fixed Income | 0.19% | 7,382 | $309K | Reduce -7.3% |
| MUB iShares National Muni Bond E | 0.17% | 2,627 | $281K | Add +21.2% |
| AMZN Amazon.com Inc. | 0.17% | 1,191 | $275K | No change |
| VNQ Vanguard Real Estate ETF | 0.16% | 3,060 | $271K | Reduce -0.4% |
| SLV iShares Silver Trust | 0.16% | 4,100 | $264K | New |
| WMT Walmart Inc. | 0.16% | 2,330 | $260K | No change |
| CIEN Ciena Corp. | 0.14% | 1,000 | $234K | New |
| AVSF Avantis Short-Term Fixed Inc. | 0.14% | 4,821 | $227K | Reduce -2.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 660 | $221K | No change |
| BY Byline Bancorp Inc. | 0.13% | 7,100 | $207K | New |
| NSC Norfolk Southern Corp. | 0.12% | 704 | $203K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| DFAU Dimensional US Core Equity M | Reduce -16.5% | 0.76% | −0.16 |
| AVDV Avantis Intl S/C Value ETF | Reduce -4.8% | 4.40% | −0.12 |
| DFAE Dimensional Emerging Core Eq | Reduce -2.1% | 4.25% | −0.08 |
| AVES Avantis Emerging Markets Val | Reduce -0.8% | 3.26% | −0.07 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.3% | 7.91% | −0.06 |
| AVIG Avantis Core Fixed Income | Reduce -7.3% | 0.19% | −0.02 |
| GLDM SPDR Gold Minishares Trust | Reduce -12.4% | 0.29% | −0.02 |
| AVUS Avantis U.S. Equity ETF | Reduce -4.1% | 0.33% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -0.4% | 0.16% | −0.01 |
| SCWO 374WATER Inc. | Sold out | 0.00% | −0.01 |
| AVSF Avantis Short-Term Fixed Inc. | Reduce -2.9% | 0.14% | −0.01 |
| AVDE Avantis International Equity | Reduce -3.1% | 0.23% | −0.00 |
| KO The Coca-Cola Co. | Reduce -1.6% | 0.26% | +0.00 |
| DIHP Dimensional International Hi | Reduce -0.8% | 5.27% | +0.01 |
| AAPL Apple Inc. | Reduce -0.1% | 0.54% | +0.02 |
| DFAI Dimensional International Co. | Reduce -0.1% | 3.15% | +0.05 |
| DFIV Dimensional International Va | Reduce -3.5% | 5.08% | +0.07 |
| AVLV Avantis US Large Cap Value | Reduce -0.8% | 11.03% | +0.09 |
Portfolio Buys Q3 2025 → Q4 2025
| SLV iShares Silver Trust | New | 0.16% | +0.16 |
| MINT PIMCO Enhanced Short Maturit | Add +8.1% | 3.49% | +0.15 |
| CIEN Ciena Corp. | New | 0.14% | +0.14 |
| BY Byline Bancorp Inc. | New | 0.13% | +0.13 |
| DFSV Dimensional US Small Cap Val | Add +0.6% | 8.07% | +0.06 |
| DFIC Dimensional International Co. | Add +5.6% | 0.55% | +0.04 |
| DFLV Dim US Large Cap Value ETF | Add +5.4% | 0.56% | +0.03 |
| DISV Dimensional International SM | Add +1.0% | 0.80% | +0.03 |
| DFEV Dimensional Emrg MRKT Val | Add +2.0% | 0.59% | +0.03 |
| MUB iShares National Muni Bond E | Add +21.2% | 0.17% | +0.03 |
| AVUV Avantis US Small Cap Value | Add +8.5% | 0.35% | +0.03 |
| AVGE Avantis All Eqty Mrkts ETF | Add +2.8% | 0.91% | +0.02 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +0.8% | 0.67% | +0.02 |
| DFNM Dimensional National Muni BD | Add +10.4% | 0.23% | +0.02 |
| DFEM Dimensional Emrg MRKT Core | Add +3.2% | 0.36% | +0.01 |
| BAB Invesco Taxable Municipal Bo | Add +3.8% | 1.91% | +0.01 |
| DFCF Dimensional Core Fixed Inc. | Add +2.3% | 0.55% | −0.01 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +1.6% | 0.19% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.0% | 0.24% | −0.01 |
| BND Vanguard Total Bond Market | Add +3.3% | 5.75% | −0.01 |
| DFAR Dimensional US Real Est ETF | Add +4.8% | 3.08% | −0.08 |
| DFSD Dimensional Short Duration | Add +0.6% | 8.08% | −0.24 |
| DUHP Dimensional US High Profi Et | Add +0.3% | 12.49% | −0.27 |
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 |