Oceanside Advisors LLC

MOUNT PLEASANT, SC · CIK 2012184 · 13F filing filed 2026-01-26

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

$165.0m reported value +3.1% vs Q3 2025

50positions

72.3%in top 10

3 new 20 added 17 reduced 1 sold out vs Q3 2025

Holdings, Q4 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		541,580	$20.6m12.49%	12.49%	Added +1.4k	+1,409 0.3%
2	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	240,033	$18.2m11.02%	11.02%	Reduced -2.0k	-2,025 -0.8%
3	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	277,971	$13.3m8.08%	8.08%	Added +1.7k	+1,720 0.6%
4	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		404,604	$13.3m8.07%	8.07%	Added +2.3k	+2,317 0.6%
5	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	329,564	$13.0m7.91%	7.91%	Reduced -997	-997 -0.3%
6	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	127,996	$9.5m5.75%	5.75%	Added +4.0k	+4,039 3.3%
7	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	274,498	$8.7m5.27%	5.27%	Reduced -2.3k	-2,307 -0.8%
8	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	168,097	$8.4m5.08%	5.08%	Reduced -6.0k	-6,043 -3.5%
9	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	77,262	$7.3m4.40%	4.40%	Reduced -3.9k	-3,904 -4.8%
10	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	215,258	$7.0m4.25%	4.25%	Reduced -4.6k	-4,615 -2.1%
11	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	57,385	$5.8m3.49%	3.49%	Added +4.3k	+4,312 8.1%
12	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	92,206	$5.4m3.26%	3.26%	Reduced -753	-753 -0.8%
13	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	136,435	$5.2m3.15%	3.15%	Reduced -135	-135 -0.1%
14	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		222,202	$5.1m3.08%	3.08%	Added +10.2k	+10,153 4.8%
15	INVESCO EXCH TRADED FD TR II TAXABLE MUN BD BAB	BAB	116,098	$3.2m1.91%	1.91%	Added +4.3k	+4,274 3.8%
16	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGE	AVGE	17,458	$1.5m0.91%	0.91%	Added +480	+480 2.8%
17	SPDR GOLD TR GOLD SHS GLD	GLD	3,670	$1.5m0.88%	0.88%	Unchanged
18	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	34,756	$1.3m0.80%	0.80%	Added +342	+342 1.0%
19	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	26,738	$1.3m0.76%	0.76%	Reduced -5.3k	-5,291 -16.5%
20	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	15,416	$1.1m0.67%	0.67%	Added +121	+121 0.8%
21	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	28,807	$972.0k0.59%	0.59%	Added +579	+579 2.0%
22	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	26,916	$920.8k0.56%	0.56%	Added +1.4k	+1,384 5.4%
23	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	21,324	$907.5k0.55%	0.55%	Added +482	+482 2.3%
24	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	26,153	$901.2k0.55%	0.55%	Added +1.4k	+1,392 5.6%
25	APPLE INC COM AAPL	AAPL	3,291	$894.7k0.54%	0.54%	Reduced -5	-5 -0.1%
26	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,462	$734.9k0.45%	0.45%	Unchanged
27	MICROSOFT CORP COM MSFT	MSFT	1,424	$688.8k0.42%	0.42%	Unchanged
28	JPMORGAN CHASE & CO COM JPM	JPM	2,085	$671.8k0.41%	0.41%	Unchanged
29	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	18,024	$596.2k0.36%	0.36%	Added +559	+559 3.2%
30	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	5,739	$585.3k0.35%	0.35%	Added +449	+449 8.5%
31	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	4,887	$546.2k0.33%	0.33%	Reduced -209	-209 -4.1%
32	NORTHERN TR CORP COM NTRS	NTRS	3,803	$519.5k0.31%	0.31%	Unchanged
33	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	5,596	$477.7k0.29%	0.29%	Reduced -792	-792 -12.4%
34	COCA COLA CO COM KO	KO	6,127	$428.3k0.26%	0.26%	Reduced -101	-101 -1.6%
35	ALPHABET INC CAP STK CL C GOOG	GOOG	1,280	$401.7k0.24%	0.24%	Unchanged
36	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	8,300	$401.1k0.24%	0.24%	Added +163	+163 2.0%
37	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	7,832	$377.3k0.23%	0.23%	Added +738	+738 10.4%
38	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	4,527	$372.7k0.23%	0.23%	Reduced -146	-146 -3.1%
39	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	5,901	$310.6k0.19%	0.19%	Added +92	+92 1.6%
40	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	7,382	$309.5k0.19%	0.19%	Reduced -580	-580 -7.3%
41	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,627	$281.4k0.17%	0.17%	Added +459	+459 21.2%
42	AMAZON COM INC COM AMZN	AMZN	1,191	$274.8k0.17%	0.17%	Unchanged
43	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	3,060	$270.8k0.16%	0.16%	Reduced -12	-12 -0.4%
44	ISHARES SILVER TR ISHARES SLV	SLV	4,100	$264.1k0.16%	0.16%	New
45	WALMART INC COM WMT	WMT	2,330	$259.6k0.16%	0.16%	Unchanged
46	CIENA CORP COM NEW CIEN	CIEN	1,000	$233.9k0.14%	0.14%	New
47	AMERICAN CENTY ETF TR AVANTIS SHFXDINC AVSF	AVSF	4,821	$227.0k0.14%	0.14%	Reduced -143	-143 -2.9%
48	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	660	$221.3k0.13%	0.13%	Unchanged
49	BYLINE BANCORP INC COM BY	BY	7,100	$207.0k0.13%	0.13%	New
50	NORFOLK SOUTHN CORP COM NSC	NSC	704	$203.3k0.12%	0.12%	Unchanged

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
374WATER INC		50,000	$14.3k50.0k shares