Oceanside Advisors LLC
CIK: 0002012184SEC EDGAR →
Portfolio Value
$165.0M
Holdings
50
As of
Q4 2025
New Positions
2
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 541,580 | $20.6M | 12.49% |
| 2 | AMERICAN CENTY ETF TR | 240,033 | $18.2M | 11.02% |
| 3 | DIMENSIONAL ETF TRUST | 277,971 | $13.3M | 8.08% |
| 4 | DIMENSIONAL ETF TRUST | 404,604 | $13.3M | 8.07% |
| 5 | DIMENSIONAL ETF TRUST | 329,564 | $13.0M | 7.91% |
| 6 | VANGUARD BD INDEX FDS | 127,996 | $9.5M | 5.75% |
| 7 | DIMENSIONAL ETF TRUST | 274,498 | $8.7M | 5.27% |
| 8 | DIMENSIONAL ETF TRUST | 168,097 | $8.4M | 5.08% |
| 9 | AMERICAN CENTY ETF TR | 77,262 | $7.3M | 4.40% |
| 10 | DIMENSIONAL ETF TRUST | 215,258 | $7.0M | 4.25% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $158.6M | 96.2% |
| Technology | 5 | $2.6M | 1.5% |
| Unknown | 2 | $2.2M | 1.3% |
| Consumer Defensive | 2 | $687K | 0.4% |
| Communication Services | 1 | $401K | 0.2% |
| Consumer Cyclical | 1 | $274K | 0.2% |
| Industrials | 1 | $203K | 0.1% |