Oceanside Advisors Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$175.3M
Q ending 2026-03-31
Prior quarter
$165.0M
Q ending 2025-12-31
Change
+6.3% QoQ · +26.9% YoY
Positions
53
reported holdings

Largest positions

All 53 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Dimensional Etf TrustDUHPShares$20.8M565K
American Centy Etf TrAVLVShares$19.5M242K
Dimensional Etf TrustDFSVShares$14.5M413K
Dimensional Etf TrustDFSDShares$14.4M300K
Dimensional Etf TrustDFACShares$13.2M341K
Vanguard Bd Index FdsBNDShares$11.0M149K
Dimensional Etf TrustDIHPShares$9.2M285K
Dimensional Etf TrustDFIVShares$8.9M168K
American Centy Etf TrAVDVShares$7.5M75K
Dimensional Etf TrustDFAEShares$7.3M216K
Pimco Etf TrMINTShares$6.2M62K
American Centy Etf TrAVESShares$5.6M93K
Dimensional Etf TrustDFARShares$5.6M235K
Dimensional Etf TrustDFAIShares$5.4M139K
Invesco Exch Traded Fd Tr IiBABShares$3.5M129K
American Centy Etf TrAVGEShares$1.6M18K
Spdr Gold TrGLDShares$1.4M3K
Dimensional Etf TrustDISVShares$1.3M33K
Dimensional Etf TrustDFAUShares$1.3M28K
American Centy Etf TrAVIVShares$1.1M15K
Dimensional Etf TrustDFLVShares$1.1M30K
Dimensional Etf TrustDFEVShares$1.0M29K
Dimensional Etf TrustDFICShares$989K28K
Apple IncAAPLShares$979K4K
Dimensional Etf TrustDFCFShares$914K22K
American Centy Etf TrAVUVShares$709K6K
Berkshire Hathaway Inc DelBRK/BShares$701K1K
Jpmorgan Chase & CoJPMShares$640K2K
Dimensional Etf TrustDFEMShares$630K18K
Microsoft CorpMSFTShares$563K2K
American Centy Etf TrAVUSShares$555K5K
Dimensional Etf TrustDUSBShares$549K11K
Northern Tr CorpNTRSShares$531K4K
World Gold TrGLDMShares$512K6K
Coca Cola CoKOShares$466K6K
Vanguard Charlotte FdsBNDXShares$398K8K
Ciena CorpCIENShares$388K1K
American Centy Etf TrAVDEShares$382K5K
Dimensional Etf TrustDFNMShares$367K8K
Alphabet IncGOOGShares$367K1K
American Centy Etf TrAVIGShares$362K9K
Dimensional Etf TrustDFGXShares$310K6K
Walmart IncWMTShares$290K2K
Ishares Silver TrSLVShares$279K4K
Ishares TrMUBShares$279K3K
Vanguard Index FdsVNQShares$273K3K
Amazon Com IncAMZNShares$248K1K
Micron Technology IncMUShares$236K700
American Centy Etf TrAVSFShares$226K5K
Byline Bancorp IncBYShares$224K7K
Vanguard Index FdsVTIShares$212K660
Norfolk Southn CorpNSCShares$202K704
Vanguard Scottsdale FdsVTWOShares$200K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.