Institutional Manager · CIK 0002012184
Oceanside Advisors LLC
MOUNT PLEASANT, SC · File #028-23957
Latest AUM
$165.0M
Positions
50
Top-10 Concentration
72.3%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202550 pos · $165.0M
- 13F HOLDINGS REPORTQ/E Sep 202548 pos · $160.0M
- 13F HOLDINGS REPORTQ/E Jun 202546 pos · $149.5M
- 13F HOLDINGS REPORTQ/E Mar 202545 pos · $138.2M
- 13F HOLDINGS REPORTQ/E Dec 202450 pos · $134.1M
- 13F HOLDINGS REPORTQ/E Sep 202449 pos · $134.2M
- 13F HOLDINGS REPORTQ/E Jun 202447 pos · $123.7M
- 13F HOLDINGS REPORTQ/E Mar 202446 pos · $120.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V831 | 541,580 | $20.6M | 12.49% |
| 2 | AMERICAN CENTY ETF TR | 025072349 | 240,033 | $18.2M | 11.02% |
| 3 | DIMENSIONAL ETF TRUST | 25434V864 | 277,971 | $13.3M | 8.08% |
| 4 | DIMENSIONAL ETF TRUST | 25434V815 | 404,604 | $13.3M | 8.07% |
| 5 | DIMENSIONAL ETF TRUST | 25434V708 | 329,564 | $13.0M | 7.91% |
| 6 | VANGUARD BD INDEX FDS | 921937835 | 127,996 | $9.5M | 5.75% |
| 7 | DIMENSIONAL ETF TRUST | 25434V765 | 274,498 | $8.7M | 5.27% |
| 8 | DIMENSIONAL ETF TRUST | 25434V807 | 168,097 | $8.4M | 5.08% |
| 9 | AMERICAN CENTY ETF TR | 025072802 | 77,262 | $7.3M | 4.40% |
| 10 | DIMENSIONAL ETF TRUST | 25434V302 | 215,258 | $7.0M | 4.25% |
| 11 | PIMCO ETF TR | 72201R833 | 57,385 | $5.8M | 3.49% |
| 12 | AMERICAN CENTY ETF TR | 025072372 | 92,206 | $5.4M | 3.26% |
| 13 | DIMENSIONAL ETF TRUST | 25434V203 | 136,435 | $5.2M | 3.15% |
| 14 | DIMENSIONAL ETF TRUST | 25434V823 | 222,202 | $5.1M | 3.08% |
| 15 | INVESCO EXCH TRADED FD TR II | IVZ | 116,098 | $3.2M | 1.91% |
| 16 | AMERICAN CENTY ETF TR | 025072232 | 17,458 | $1.5M | 0.91% |
| 17 | SPDR GOLD TR | GLD | 3,670 | $1.5M | 0.88% |
| 18 | DIMENSIONAL ETF TRUST | 25434V781 | 34,756 | $1.3M | 0.80% |
| 19 | DIMENSIONAL ETF TRUST | 25434V104 | 26,738 | $1.3M | 0.76% |
| 20 | AMERICAN CENTY ETF TR | 025072364 | 15,416 | $1.1M | 0.67% |