Oceanside Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Oceanside Advisors LLC reported 53 stock positions worth $175.3 million. Its top holding was Dimensional US High Profi Et (DUHP) at 11.8% of the portfolio, followed by Avantis US Large Cap Value (AVLV, 11.1%) and Dimensional US Small Cap Val (DFSV, 8.3%). Compared with Q4 2025, it opened 3 new positions, added to 28 and reduced 8. The biggest buy was Vanguard Total Bond Market (BND, shares +17%) and the biggest sale Avantis Intl S/C Value ETF (AVDV, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNT PLEASANT, SC
- CIK
- 0002012184
- Portfolio Value
- $175.3M (Q1 2026)
- SEC Filing
- 0002012184-26-000002 ↗ filed Apr 28, 2026
Holdings Value
Holdings 53 stocks · $175.3M
| DUHP Dimensional US High Profi Et | 11.84% | 564,525 | $20.8M | Add +4.2% |
| AVLV Avantis US Large Cap Value | 11.12% | 241,729 | $19.5M | Add +0.7% |
| DFSV Dimensional US Small Cap Val | 8.26% | 412,992 | $14.5M | Add +2.1% |
| DFSD Dimensional Short Duration | 8.21% | 300,494 | $14.4M | Add +8.1% |
| DFAC Dimensional US Core Equity 2 | 7.56% | 340,920 | $13.2M | Add +3.5% |
| BND Vanguard Total Bond Market | 6.27% | 149,355 | $11.0M | Add +16.7% |
| DIHP Dimensional International Hi | 5.24% | 285,133 | $9.2M | Add +3.9% |
| DFIV Dimensional International Va | 5.07% | 168,339 | $8.9M | Add +0.1% |
| AVDV Avantis Intl S/C Value ETF | 4.28% | 75,052 | $7.5M | Reduce -2.9% |
| DFAE Dimensional Emerging Core Eq | 4.17% | 215,863 | $7.3M | Add +0.3% |
| MINT PIMCO Enhanced Short Maturit | 3.53% | 61,519 | $6.2M | Add +7.2% |
| AVES Avantis Emerging Markets Val | 3.20% | 93,490 | $5.6M | Add +1.4% |
| DFAR Dimensional US Real Est ETF | 3.17% | 235,198 | $5.6M | Add +5.8% |
| DFAI Dimensional International Co. | 3.09% | 139,061 | $5.4M | Add +1.9% |
| BAB Invesco Taxable Municipal Bo | 1.98% | 128,693 | $3.5M | Add +10.8% |
| AVGE Avantis All Eqty Mrkts ETF | 0.91% | 18,073 | $1.6M | Add +3.5% |
| GLD SPDR Gold Shares | 0.82% | 3,354 | $1.4M | Reduce -8.6% |
| DISV Dimensional International SM | 0.74% | 33,024 | $1.3M | Reduce -5.0% |
| DFAU Dimensional US Core Equity M | 0.73% | 28,179 | $1.3M | Add +5.4% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.63% | 14,666 | $1.1M | Reduce -4.9% |
| DFLV Dim US Large Cap Value ETF | 0.62% | 30,235 | $1.1M | Add +12.3% |
| DFEV Dimensional Emrg MRKT Val | 0.60% | 29,321 | $1.0M | Add +1.8% |
| DFIC Dimensional International Co. | 0.56% | 27,844 | $989K | Add +6.5% |
| AAPL Apple Inc. | 0.56% | 3,858 | $979K | Add +17.2% |
| DFCF Dimensional Core Fixed Inc. | 0.52% | 21,639 | $914K | Add +1.5% |
| AVUV Avantis US Small Cap Value | 0.40% | 6,419 | $709K | Add +11.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 1,462 | $701K | No change |
| JPM JPMorgan Chase & Co. | 0.37% | 2,176 | $640K | Add +4.4% |
| DFEM Dimensional Emrg MRKT Core | 0.36% | 18,238 | $630K | Add +1.2% |
| MSFT Microsoft Corp. | 0.32% | 1,521 | $563K | Add +6.8% |
| AVUS Avantis U.S. Equity ETF | 0.32% | 4,996 | $555K | Add +2.2% |
| DUSB Dimension Ultrashort Fi ETF | 0.31% | 10,833 | $549K | New |
| NTRS Northern Trust Corp. | 0.30% | 3,803 | $531K | No change |
| GLDM SPDR Gold Minishares Trust | 0.29% | 5,527 | $512K | Reduce -1.2% |
| KO The Coca-Cola Co. | 0.27% | 6,127 | $466K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.23% | 8,276 | $398K | Reduce -0.3% |
| CIEN Ciena Corp. | 0.22% | 1,000 | $388K | No change |
| AVDE Avantis International Equity | 0.22% | 4,507 | $382K | Reduce -0.4% |
| DFNM Dimensional National Muni BD | 0.21% | 7,666 | $367K | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.21% | 1,280 | $367K | No change |
| AVIG Avantis Core Fixed Income | 0.21% | 8,714 | $362K | Add +18.0% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.18% | 5,901 | $310K | No change |
| WMT Walmart Inc. | 0.17% | 2,330 | $290K | No change |
| SLV iShares Silver Trust | 0.16% | 4,100 | $279K | No change |
| MUB iShares National Muni Bond E | 0.16% | 2,627 | $279K | No change |
| VNQ Vanguard Real Estate ETF | 0.16% | 3,078 | $273K | Add +0.6% |
| AMZN Amazon.com Inc. | 0.14% | 1,191 | $248K | No change |
| MU Micron Technology Inc. | 0.13% | 700 | $236K | New |
| AVSF Avantis Short-Term Fixed Inc. | 0.13% | 4,821 | $226K | No change |
| BY Byline Bancorp Inc. | 0.13% | 7,100 | $224K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 660 | $212K | No change |
| NSC Norfolk Southern Corp. | 0.12% | 704 | $202K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.11% | 2,000 | $200K | New |
Portfolio Sells Q4 2025 → Q1 2026
| AVDV Avantis Intl S/C Value ETF | Reduce -2.9% | 4.28% | −0.13 |
| GLD SPDR Gold Shares | Reduce -8.6% | 0.82% | −0.06 |
| DISV Dimensional International SM | Reduce -5.0% | 0.74% | −0.06 |
| AVIV Avantis Intl LRG Cap Val ETF | Reduce -4.9% | 0.63% | −0.04 |
| DFNM Dimensional National Muni BD | Reduce -2.1% | 0.21% | −0.02 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.3% | 0.23% | −0.02 |
| AVDE Avantis International Equity | Reduce -0.4% | 0.22% | −0.01 |
| GLDM SPDR Gold Minishares Trust | Reduce -1.2% | 0.29% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| BND Vanguard Total Bond Market | Add +16.7% | 6.27% | +0.53 |
| DUSB Dimension Ultrashort Fi ETF | New | 0.31% | +0.31 |
| DFSV Dimensional US Small Cap Val | Add +2.1% | 8.26% | +0.19 |
| MU Micron Technology Inc. | New | 0.13% | +0.13 |
| DFSD Dimensional Short Duration | Add +8.1% | 8.21% | +0.13 |
| VTWO Vanguard Russell 2000 ETF | New | 0.11% | +0.11 |
| AVLV Avantis US Large Cap Value | Add +0.7% | 11.12% | +0.09 |
| DFAR Dimensional US Real Est ETF | Add +5.8% | 3.17% | +0.09 |
| BAB Invesco Taxable Municipal Bo | Add +10.8% | 1.98% | +0.07 |
| DFLV Dim US Large Cap Value ETF | Add +12.3% | 0.62% | +0.06 |
| AVUV Avantis US Small Cap Value | Add +11.8% | 0.40% | +0.05 |
| MINT PIMCO Enhanced Short Maturit | Add +7.2% | 3.53% | +0.04 |
| AVIG Avantis Core Fixed Income | Add +18.0% | 0.21% | +0.02 |
| DFIC Dimensional International Co. | Add +6.5% | 0.56% | +0.02 |
| AAPL Apple Inc. | Add +17.2% | 0.56% | +0.02 |
| DFEV Dimensional Emrg MRKT Val | Add +1.8% | 0.60% | +0.01 |
| AVGE Avantis All Eqty Mrkts ETF | Add +3.5% | 0.91% | −0.00 |
| DFEM Dimensional Emrg MRKT Core | Add +1.2% | 0.36% | −0.00 |
| VNQ Vanguard Real Estate ETF | Add +0.6% | 0.16% | −0.01 |
| AVUS Avantis U.S. Equity ETF | Add +2.2% | 0.32% | −0.01 |
| DFIV Dimensional International Va | Add +0.1% | 5.07% | −0.02 |
| DIHP Dimensional International Hi | Add +3.9% | 5.24% | −0.03 |
| DFCF Dimensional Core Fixed Inc. | Add +1.5% | 0.52% | −0.03 |
| DFAU Dimensional US Core Equity M | Add +5.4% | 0.73% | −0.03 |
| JPM JPMorgan Chase & Co. | Add +4.4% | 0.37% | −0.04 |
| AVES Avantis Emerging Markets Val | Add +1.4% | 3.20% | −0.06 |
| DFAI Dimensional International Co. | Add +1.9% | 3.09% | −0.06 |
| DFAE Dimensional Emerging Core Eq | Add +0.3% | 4.17% | −0.08 |
| MSFT Microsoft Corp. | Add +6.8% | 0.32% | −0.10 |
| DFAC Dimensional US Core Equity 2 | Add +3.5% | 7.56% | −0.35 |
| DUHP Dimensional US High Profi Et | Add +4.2% | 11.84% | −0.65 |
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 |