Oceanside Advisors LLC

MOUNT PLEASANT, SC · CIK 2012184 · 13F filing filed 2025-07-17

SEC-registered investment adviser since 2023 · limited liability company

Assets managed$191.3m
Staff5 · 4 in investment roles
Main clients (by assets)Individuals 67%, High net worth individuals 29%, Pension plans 4%
Form ADV · 2026-02-04SEC adviser record

$149.5m reported value +8.2% vs Q1 2025

46positions

72.8%in top 10

1 new 23 added 14 reduced 0 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		536,873	$19.1m12.77%	12.77%	Added +2.3k	+2,293 0.4%
2	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	239,478	$16.3m10.93%	10.93%	Added +3.3k	+3,336 1.4%
3	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	263,924	$12.7m8.48%	8.48%	Added +7.5k	+7,468 2.9%
4	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	327,702	$11.7m7.86%	7.86%	Added +5.9k	+5,947 1.9%
5	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		397,232	$11.7m7.82%	7.82%	Added +18.5k	+18,481 4.9%
6	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	120,163	$8.8m5.92%	5.92%	Added +3.8k	+3,839 3.3%
7	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	272,613	$8.0m5.38%	5.38%	Reduced -207	-207 -0.1%
8	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	174,447	$7.5m5.00%	5.00%	Reduced -1.7k	-1,718 -1.0%
9	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	82,490	$6.5m4.37%	4.37%	Reduced -1.2k	-1,178 -1.4%
10	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	222,257	$6.4m4.30%	4.30%	Added +4.2k	+4,229 1.9%
11	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	93,533	$5.0m3.35%	3.35%	Added +2.0k	+2,040 2.2%
12	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	49,637	$5.0m3.34%	3.34%	Added +4.8k	+4,754 10.6%
13	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		204,474	$4.8m3.21%	3.21%	Added +5.2k	+5,245 2.6%
14	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	136,275	$4.7m3.15%	3.15%	Reduced -933	-933 -0.7%
15	INVESCO EXCH TRADED FD TR II TAXABLE MUN BD BAB	BAB	107,036	$2.8m1.90%	1.90%	Added +4.1k	+4,131 4.0%
16	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	33,174	$1.4m0.94%	0.94%	Reduced -52	-52 -0.2%
17	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGE	AVGE	15,919	$1.2m0.82%	0.82%	Added +514	+514 3.3%
18	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	27,456	$1.2m0.78%	0.78%	Reduced -644	-644 -2.3%
19	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	34,278	$1.1m0.75%	0.75%	Added +297	+297 0.9%
20	SPDR GOLD TR GOLD SHS GLD	GLD	3,671	$1.1m0.75%	0.75%	Added +640	+640 21.1%
21	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	15,245	$948.8k0.63%	0.63%	Added +72	+72 0.5%
22	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,882	$914.2k0.61%	0.61%	Unchanged
23	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	28,109	$843.0k0.56%	0.56%	Reduced -2.8k	-2,847 -9.2%
24	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	25,190	$781.4k0.52%	0.52%	Added +4.9k	+4,914 24.2%
25	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	24,224	$753.1k0.50%	0.50%	Added +716	+716 3.0%
26	MICROSOFT CORP COM MSFT	MSFT	1,424	$708.5k0.47%	0.47%	Unchanged
27	APPLE INC COM AAPL	AAPL	3,176	$651.6k0.44%	0.44%	Reduced -2	-2 -0.1%
28	JPMORGAN CHASE & CO COM JPM	JPM	2,245	$650.8k0.44%	0.44%	Unchanged
29	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	5,129	$517.1k0.35%	0.35%	Reduced -26	-26 -0.5%
30	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	17,415	$516.9k0.35%	0.35%	Reduced -23	-23 -0.1%
31	NORTHERN TR CORP COM NTRS	NTRS	3,803	$482.2k0.32%	0.32%	Unchanged
32	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	5,253	$478.5k0.32%	0.32%	Reduced -79	-79 -1.5%
33	COCA COLA CO COM KO	KO	6,127	$433.5k0.29%	0.29%	Unchanged
34	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	6,492	$425.4k0.28%	0.28%	Reduced -1.2k	-1,173 -15.3%
35	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	8,025	$397.3k0.27%	0.27%	Added +111	+111 1.4%
36	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	4,660	$344.9k0.23%	0.23%	Added +18	+18 0.4%
37	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	7,962	$331.4k0.22%	0.22%	Reduced -68	-68 -0.8%
38	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	6,622	$314.1k0.21%	0.21%	Added +127	+127 2.0%
39	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	5,809	$310.0k0.21%	0.21%	Unchanged
40	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	3,051	$271.7k0.18%	0.18%	Added +21	+21 0.7%
41	AMAZON COM INC COM AMZN	AMZN	1,191	$261.2k0.17%	0.17%	Added +1	+1 0.1%
42	WALMART INC COM WMT	WMT	2,380	$232.7k0.16%	0.16%	Unchanged
43	ALPHABET INC CAP STK CL C GOOG	GOOG	1,280	$227.1k0.15%	0.15%	New
44	AMERICAN CENTY ETF TR AVANTIS SHFXDINC AVSF	AVSF	4,767	$224.2k0.15%	0.15%	Reduced -313	-313 -6.2%
45	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,050	$214.2k0.14%	0.14%	Added +29	+29 1.4%
46	374WATER INC COM COM		50,000	$16.2k0.01%	0.01%	Unchanged