Oceanside Advisors LLC

Registered adviser

CIK

2012184

Location

MOUNT PLEASANT, SC

Portfolio Value

Small $162,582,875

Diversification

Highly concentrated

Filing Date

Global Rank

#6,563 / 8,827 ▼ 45 · as of Jun 2026

Top Industry

Consumer Electronics 20.5%

Period ended 38 days ago

Filed Nov 3, 2026 · 4d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 170307

Roster of Nov 1, 2026

Regulatory AUM

$191,300,000

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$191,300,000	Individuals and high net worth (96%)
Dec 2025 to Feb 2026	$184,012,680	Individuals and high net worth (97%)
Mar 2025 to Sep 2025	$159,600,000	Individuals and high net worth (96%)
Feb 2024 to Feb 2025	$136,400,000	Individuals and high net worth (96%)
Nov 2023 to Jan 2024	$127,600,000	Individuals and high net worth (97%)
May 2023 to Oct 2023	$116,600,000	Individuals and high net worth (96%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 96.0% of the book (60%+)

Turnover

Low turnover

2.0% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 94.0%; sector active share 82.7% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

53 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

50.7%

−10.3 pts

Top 5

91.6%

−1.4 pts

Top 10

95.5%

−0.6 pts

HHI

3,344

Highly concentrated−869

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	94.5%	$153,654,820	39
Technology	2.3%	$3,736,104	4
Financial Services	1.4%	$2,306,152	4
Communication Services	0.8%	$1,306,325	3
Consumer Cyclical	0.5%	$795,037	1
Consumer Defensive	0.5%	$784,437	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+23,617	180,541	$12,664,951
DFSD	Dimensional Short-Duration Fixed Income ETF	+23,275	336,276	$15,627,418
BAB	Invesco Exchange-Traded Fund Trust II	+17,252	154,299	$3,903,764
DIHP	Dimensional International High Profitability ETF	+14,662	309,499	$10,427,021
DFAR	Dimensional US Real Estate ETF	+10,160	257,336	$6,217,237
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+8,817	74,821	$7,523,251
DFAE	Dimensional Emerging Core Equity Market ETF	+7,606	219,543	$8,630,235
DFAC	Dimensional U.S. Core Equity 2 ETF	+7,127	359,483	$15,979,019
DFIV	Dimensional International Value ETF	+6,136	178,682	$9,981,176
AVES	Avantis Emerging Markets Value ETF	+4,450	100,526	$6,547,258
DFAI	Dimensional International Core Equity Market ETF	+4,034	148,267	$6,142,701
AVDV	Avantis International Small Cap Value ETF	+2,501	78,999	$8,640,910
VNQ	VANGUARD REAL ESTATE INDEX FUND	+2,459	5,539	$496,460
DFIC	Dimensional International Core Equity 2 ETF	+1,627	30,956	$1,164,255
DFCF	Dimensional Core Fixed Income ETF	+944	24,228	$972,027
AVLV	Avantis U.S. Large Cap Value ETF	+792	244,693	$22,130,034
DFAU	Dimensional US Core Equity Market ETF	+434	28,766	$1,506,187
DISV	Dimensional International Small Cap Value ETF	+423	33,708	$1,459,219
DFLV	Dimensional US Large Cap Value ETF	+361	30,189	$1,212,692
DFNM	Dimensional National Municipal Bond ETF	+360	6,731	$309,827
KO	Coca Cola Co	+173	6,300	$542,304
AVUV	Avantis U.S. Small Cap Value ETF	+133	6,476	$762,678
AVUS	Avantis U.S. Equity ETF	+93	5,001	$640,578
AVIV	Avantis International Large Cap Value ETF	+87	14,676	$1,168,649
DFEV	Dimensional Emerging Markets Value ETF	+85	29,302	$1,242,404
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
BNDX	Vanguard Total International Bond ETF	−822	7,489	$351,009
GLDM	World Gold Trust	−101	5,572	$457,906
AVGE	Avantis All Equity Markets ETF	−65	18,855	$1,854,200
DUSB	Dimensional Ultrashort Fixed Income ETF	−59	10,723	$541,404
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	−2	18,056	$717,184
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
DUHP	Dimensional US High Profitability ETF	584,073	$24,373,366
DFSV	Dimensional US Small Cap Value ETF	422,944	$16,405,997
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	2,807	$335,492
NSC	Norfolk Southern Corp	704	$221,471
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 tracked positions · $162,582,875 total · filing declares 53 positions · $162,800,256 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Technology

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVLV	Avantis U.S. Large Cap Value ETF	Added	244,693	+792	$22,130,034	−0.5%	13.61%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	359,483	+7,127	$15,979,019	+2.2%	9.83%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	336,276	+23,275	$15,627,418	+4.6%	9.61%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	180,541	+23,617	$12,664,951	+9.9%	7.79%
DIHP	Dimensional International High Profitability ETF	Added	309,499	+14,662	$10,427,021	+3.6%	6.41%
DFIV	Dimensional International Value ETF	Added	178,682	+6,136	$9,981,176	+7.1%	6.14%
AVDV	Avantis International Small Cap Value ETF	Added	78,999	+2,501	$8,640,910	+9.6%	5.31%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	219,543	+7,606	$8,630,235	+1.3%	5.31%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Added	74,821	+8,817	$7,523,251	+13.1%	4.63%
AVES	Avantis Emerging Markets Value ETF	Added	100,526	+4,450	$6,547,258	+3.9%	4.03%
DFAR	Dimensional US Real Estate ETF	Added	257,336	+10,160	$6,217,237	−3.8%	3.82%
DFAI	Dimensional International Core Equity Market ETF	Added	148,267	+4,034	$6,142,701	+3.2%	3.78%
BAB	Invesco Exchange-Traded Fund Trust II	Added	154,299	+17,252	$3,903,764	+6.1%	2.40%
AVGE	Avantis All Equity Markets ETF	Reduced	18,855	-65	$1,854,200	−1.1%	1.14%
AAPL	Apple Inc. Technology	Held	5,504	0	$1,832,942	+15.1%	1.13%
DFAU	Dimensional US Core Equity Market ETF	Added	28,766	+434	$1,506,187	+2.8%	0.93%
DISV	Dimensional International Small Cap Value ETF	Added	33,708	+423	$1,459,219	+9.2%	0.90%
GLD	Spdr Gold Trust	Held	3,355	0	$1,277,718	+3.4%	0.79%
DFEV	Dimensional Emerging Markets Value ETF	Added	29,302	+85	$1,242,404	−0.3%	0.76%
DFLV	Dimensional US Large Cap Value ETF	Added	30,189	+361	$1,212,692	+2.8%	0.75%
AVIV	Avantis International Large Cap Value ETF	Added	14,676	+87	$1,168,649	+3.5%	0.72%
DFIC	Dimensional International Core Equity 2 ETF	Added	30,956	+1,627	$1,164,255	+6.5%	0.72%
DFCF	Dimensional Core Fixed Income ETF	Added	24,228	+944	$972,027	−1.1%	0.60%
VOO	VANGUARD 500 INDEX FUND	Held	1,173	0	$822,108	+2.0%	0.51%
MSFT	Microsoft Corp Technology	Added	1,571	+50	$805,765	+42.0%	0.50%
AMZN	Amazon Com Inc Consumer Cyclical	Held	3,191	0	$795,037	+4.5%	0.49%
AVUV	Avantis U.S. Small Cap Value ETF	Added	6,476	+133	$762,678	−3.6%	0.47%
MU	Micron Technology Inc Technology	Held	700	0	$745,577	−7.7%	0.46%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,176	0	$719,886	+1.1%	0.44%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Reduced	18,056	-2	$717,184	−2.3%	0.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,367	0	$680,697	−0.5%	0.42%
GOOG	Alphabet Inc. Communication Services	Held	1,980	0	$674,665	−3.6%	0.41%
NTRS	Northern Trust Corp Financial Services	Held	3,803	0	$644,076	−2.6%	0.40%
AVUS	Avantis U.S. Equity ETF	Added	5,001	+93	$640,578	+1.9%	0.39%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	1,538	0	$575,581	+1.1%	0.35%
KO	Coca Cola Co Consumer Defensive	Added	6,300	+173	$542,304	+8.9%	0.33%
DUSB	Dimensional Ultrashort Fixed Income ETF	Reduced	10,723	-59	$541,404	−1.1%	0.33%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	5,539	+2,459	$496,460	+67.2%	0.31%
GLDM	World Gold Trust	Reduced	5,572	-101	$457,906	+1.6%	0.28%
AVDE	Avantis International Equity ETF	Added	4,460	+40	$401,890	+1.9%	0.25%
META	Meta Platforms, Inc. Communication Services	Held	500	0	$362,590	+28.7%	0.22%
CIEN	Ciena Corp Technology	Held	1,000	0	$351,820	−28.3%	0.22%
BNDX	Vanguard Total International Bond ETF	Reduced	7,489	-822	$351,009	−12.8%	0.22%
DFNM	Dimensional National Municipal Bond ETF	Added	6,731	+360	$309,827	+0.6%	0.19%
DFGX	Dimensional International Core Fixed Income ETF	Held	5,901	0	$301,771	−4.6%	0.19%
AVIG	Avantis Core Fixed Income ETF	Added	7,109	+84	$280,023	−3.7%	0.17%
MUB	iShares National Muni Bond ETF	Held	2,731	0	$276,104	−6.1%	0.17%
GOOGL	Alphabet Inc. Communication Services	Held	782	0	$269,070	−3.7%	0.17%
BY	Byline Bancorp, Inc. Financial Services	Held	7,100	0	$261,493	−2.2%	0.16%
WMT	Walmart Inc. Consumer Defensive	Held	2,330	0	$242,133	−8.2%	0.15%

Showing the top 50 of 53 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.