Oceanside Advisors LLC

CIK 0002012184 · MOUNT PLEASANT, SC · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Oceanside Advisors LLC reported 57 positions worth $198.1M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: DUHP (12.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$198.1M
2026 Q2
Positions
57
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.1%
Est. Net Flow (Q)
2026 Q2
10 / 57 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DUHPDIMENSIONAL ETF TRUSTSH$24.4M12.30%584,073
2AVLVAMERICAN CENTY ETF TRSH$22.2M11.23%243,901
3DFSVDIMENSIONAL ETF TRUSTSH$16.4M8.28%422,944
4DFACDIMENSIONAL ETF TRUSTSH$15.6M7.89%352,356
5DFSDDIMENSIONAL ETF TRUSTSH$14.9M7.54%313,001
6BNDVANGUARD BD INDEX FDSSH$11.5M5.81%156,924
7DIHPDIMENSIONAL ETF TRUSTSH$10.1M5.08%294,837
8DFIVDIMENSIONAL ETF TRUSTSH$9.3M4.70%172,546
9DFAEDIMENSIONAL ETF TRUSTSH$8.5M4.30%211,937
10AVDVAMERICAN CENTY ETF TRSH$7.9M3.98%76,498

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Oceanside Advisors LLC hold as of Q2 2026?

Oceanside Advisors LLC reported 57 positions worth $198.1M in its Q2 2026 13F filing. Largest positions: DUHP (12.3%), AVLV (11.2%), DFSV (8.3%), DFAC (7.9%) and DFSD (7.5%).

What did Oceanside Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Oceanside Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.