Oceanside Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Oceanside Advisors Llc disclosed 57 stock positions valued at approximately $198.14M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, AMERICAN CENTY ETF TR, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 57
- Portfolio Value
- $198.14M
Holdings by Sector
Oceanside Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DUHP | Other | 12.30% | 584,073 | +19,548 | +3.46% | $24,373,371 |
| AMERICAN CENTY ETF TR | AVLV | Other | 11.23% | 243,901 | +2,172 | +0.90% | $22,246,240 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 8.28% | 422,944 | +9,952 | +2.41% | $16,405,979 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 7.89% | 352,356 | +11,436 | +3.35% | $15,630,497 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 7.54% | 313,001 | +12,507 | +4.16% | $14,945,805 |
| VANGUARD BD INDEX FDS | BND | Other | 5.81% | 156,924 | +7,569 | +5.07% | $11,519,813 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 5.08% | 294,837 | +9,704 | +3.40% | $10,061,329 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 4.70% | 172,546 | +4,207 | +2.50% | $9,320,948 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 4.30% | 211,937 | -3,926 | -1.82% | $8,521,969 |
| AMERICAN CENTY ETF TR | AVDV | Other | 3.98% | 76,498 | +1,446 | +1.93% | $7,883,081 |
| PIMCO ETF TR | MINT | Other | 3.36% | 66,004 | +4,485 | +7.29% | $6,653,849 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 3.26% | 247,176 | +11,978 | +5.09% | $6,466,117 |
| AMERICAN CENTY ETF TR | AVES | Other | 3.18% | 96,076 | +2,586 | +2.77% | $6,302,559 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 3.00% | 144,233 | +5,172 | +3.72% | $5,949,624 |
| INVESCO EXCH TRADED FD TR II | BAB | Other | 1.86% | 137,047 | +8,354 | +6.49% | $3,678,331 |
| AMERICAN CENTY ETF TR | AVGE | Other | 0.95% | 18,920 | +847 | +4.69% | $1,874,930 |
| APPLE INC | AAPL | Technology | 0.80% | 5,504 | +1,646 | +42.66% | $1,592,637 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.74% | 28,332 | +153 | +0.54% | $1,464,505 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.67% | 33,285 | +261 | +0.79% | $1,335,743 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 0.63% | 29,217 | -104 | -0.35% | $1,246,614 |
| SPDR GOLD TR | GLD | Other | 0.62% | 3,355 | +1 | +0.03% | $1,235,915 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.60% | 29,828 | -407 | -1.35% | $1,179,419 |
| AMERICAN CENTY ETF TR | AVIV | Other | 0.57% | 14,589 | -77 | -0.53% | $1,129,456 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.55% | 29,329 | +1,485 | +5.33% | $1,092,809 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.50% | 23,284 | +1,645 | +7.60% | $982,818 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.41% | 700 | - | - | $808,003 |
| VANGUARD INDEX FDS | VOO | Other | 0.41% | 1,173 | +1,173 | +100.00% | $805,706 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.40% | 6,343 | -76 | -1.18% | $791,342 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.38% | 3,191 | +2,000 | +167.93% | $760,440 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.37% | 18,058 | -180 | -0.99% | $733,867 |
Showing 30 of 57 holdings in the latest reporting period.