Oceanside Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Oceanside Advisors LLC held in its portfolio 50 assets valued at $164,964,947 (i.e. $164.97M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($20.60M), AMERICAN CENTY ETF TR ($18.19M), and DIMENSIONAL ETF TRUST ($13.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Oceanside Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 541580 | 20596271 | US HIGH PROFITAB |
| AMERICAN CENTY ETF TR | 240033 | 18187327 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 277971 | 13328726 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 404604 | 13307413 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 329564 | 13047440 | US CORE EQUITY 2 |
| VANGUARD BD INDEX FDS | 127996 | 9480692 | TOTAL BND MRKT |
| DIMENSIONAL ETF TRUST | 274498 | 8691966 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 168097 | 8388016 | INTERNATNAL VAL |
| AMERICAN CENTY ETF TR | 77262 | 7260272 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 215258 | 7010964 | EMGR CRE EQT MNG |
| PIMCO ETF TR | 57385 | 5757973 | ENHAN SHRT MA AC |
| AMERICAN CENTY ETF TR | 92206 | 5376509 | EMERGING MKT VAL |
| DIMENSIONAL ETF TRUST | 136435 | 5199535 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 222202 | 5088703 | US REAL ESTATE E |
| INVESCO EXCH TRADED FD TR II | 116098 | 3157876 | TAXABLE MUN BD |
| AMERICAN CENTY ETF TR | 17458 | 1499845 | AVANTIS ALL EQT |
| SPDR GOLD TR | 3670 | 1454458 | GOLD SHS |
| DIMENSIONAL ETF TRUST | 34756 | 1320732 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 26738 | 1251326 | US CORE EQT MKT |
| AMERICAN CENTY ETF TR | 15416 | 1098059 | INTERNATIONAL LR |
| DIMENSIONAL ETF TRUST | 28807 | 971958 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 26916 | 920802 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 21324 | 907535 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 26153 | 901244 | INTL CORE EQUITY |
| APPLE INC | 3291 | 894691 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1462 | 734874 | CL B NEW |
| MICROSOFT CORP | 1424 | 688813 | COM |
| JPMORGAN CHASE & CO. | 2085 | 671829 | COM |
| DIMENSIONAL ETF TRUST | 18024 | 596226 | EMERGING MKTS CO |
| AMERICAN CENTY ETF TR | 5739 | 585291 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 4887 | 546238 | US EQT ETF |
| NORTHERN TR CORP | 3803 | 519452 | COM |
| WORLD GOLD TR | 5596 | 477731 | SPDR GLD MINIS |
| COCA COLA CO | 6127 | 428339 | COM |
| ALPHABET INC | 1280 | 401664 | CAP STK CL C |
| VANGUARD CHARLOTTE FDS | 8300 | 401058 | TOTAL INT BD ETF |
| DIMENSIONAL ETF TRUST | 7832 | 377267 | NATL MUN BD ETF |
| AMERICAN CENTY ETF TR | 4527 | 372702 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 5901 | 310599 | GLOBAL EX US COR |
| AMERICAN CENTY ETF TR | 7382 | 309491 | AVANTIS CORE FI |
| ISHARES TR | 2627 | 281378 | NATIONAL MUN ETF |
| AMAZON COM INC | 1191 | 274807 | COM |
| VANGUARD INDEX FDS | 3060 | 270779 | REAL ESTATE ETF |
| ISHARES SILVER TR | 4100 | 264122 | ISHARES |
| WALMART INC | 2330 | 259585 | COM |
| CIENA CORP | 1000 | 233870 | COM NEW |
| AMERICAN CENTY ETF TR | 4821 | 226997 | AVANTIS SHFXDINC |
| VANGUARD INDEX FDS | 660 | 221278 | TOTAL STK MKT |
| BYLINE BANCORP INC | 7100 | 206965 | COM |
| NORFOLK SOUTHN CORP | 704 | 203259 | COM |
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