Oceanside Advisors LLC

MOUNT PLEASANT, SC · CIK 2012184 · 13F filing filed 2026-04-28

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

$175.3m reported value +6.3% vs Q4 2025

53positions

72.0%in top 10

3 new 28 added 8 reduced 0 sold out vs Q4 2025

Holdings, Q1 2026

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		564,525	$20.8m11.84%	11.84%	Added +22.9k	+22,945 4.2%
2	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	241,729	$19.5m11.12%	11.12%	Added +1.7k	+1,696 0.7%
3	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		412,992	$14.5m8.26%	8.26%	Added +8.4k	+8,388 2.1%
4	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	300,494	$14.4m8.21%	8.21%	Added +22.5k	+22,523 8.1%
5	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	340,920	$13.2m7.56%	7.56%	Added +11.4k	+11,356 3.5%
6	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	149,355	$11.0m6.27%	6.27%	Added +21.4k	+21,359 16.7%
7	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	285,133	$9.2m5.24%	5.24%	Added +10.6k	+10,635 3.9%
8	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	168,339	$8.9m5.07%	5.07%	Added +242	+242 0.1%
9	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	75,052	$7.5m4.28%	4.28%	Reduced -2.2k	-2,210 -2.9%
10	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	215,863	$7.3m4.17%	4.17%	Added +605	+605 0.3%
11	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	61,519	$6.2m3.53%	3.53%	Added +4.1k	+4,134 7.2%
12	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	93,490	$5.6m3.20%	3.20%	Added +1.3k	+1,284 1.4%
13	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		235,198	$5.6m3.17%	3.17%	Added +13.0k	+12,996 5.8%
14	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	139,061	$5.4m3.09%	3.09%	Added +2.6k	+2,626 1.9%
15	INVESCO EXCH TRADED FD TR II TAXABLE MUN BD BAB	BAB	128,693	$3.5m1.98%	1.98%	Added +12.6k	+12,595 10.8%
16	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGE	AVGE	18,073	$1.6m0.91%	0.91%	Added +615	+615 3.5%
17	SPDR GOLD TR GOLD SHS GLD	GLD	3,354	$1.4m0.82%	0.82%	Reduced -316	-316 -8.6%
18	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	33,024	$1.3m0.74%	0.74%	Reduced -1.7k	-1,732 -5.0%
19	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	28,179	$1.3m0.73%	0.73%	Added +1.4k	+1,441 5.4%
20	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	14,666	$1.1m0.63%	0.63%	Reduced -750	-750 -4.9%
21	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	30,235	$1.1m0.62%	0.62%	Added +3.3k	+3,319 12.3%
22	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	29,321	$1.0m0.60%	0.60%	Added +514	+514 1.8%
23	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	27,844	$989.3k0.56%	0.56%	Added +1.7k	+1,691 6.5%
24	APPLE INC COM AAPL	AAPL	3,858	$979.1k0.56%	0.56%	Added +567	+567 17.2%
25	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	21,639	$913.6k0.52%	0.52%	Added +315	+315 1.5%
26	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	6,419	$709.1k0.40%	0.40%	Added +680	+680 11.8%
27	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,462	$700.6k0.40%	0.40%	Unchanged
28	JPMORGAN CHASE & CO COM JPM	JPM	2,176	$640.1k0.37%	0.37%	Added +91	+91 4.4%
29	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	18,238	$630.1k0.36%	0.36%	Added +214	+214 1.2%
30	MICROSOFT CORP COM MSFT	MSFT	1,521	$563.1k0.32%	0.32%	Added +97	+97 6.8%
31	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	4,996	$555.4k0.32%	0.32%	Added +109	+109 2.2%
32	DIMENSIONAL ETF TRUST ULTRASHORT FIXED DUSB	DUSB	10,833	$549.3k0.31%	0.31%	New
33	NORTHERN TR CORP COM NTRS	NTRS	3,803	$530.8k0.30%	0.30%	Unchanged
34	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	5,527	$512.3k0.29%	0.29%	Reduced -69	-69 -1.2%
35	COCA COLA CO COM KO	KO	6,127	$466.0k0.27%	0.27%	Unchanged
36	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	8,276	$397.7k0.23%	0.23%	Reduced -24	-24 -0.3%
37	CIENA CORP COM NEW CIEN	CIEN	1,000	$388.2k0.22%	0.22%	Unchanged
38	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	4,507	$382.4k0.22%	0.22%	Reduced -20	-20 -0.4%
39	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	7,666	$367.4k0.21%	0.21%	Reduced -166	-166 -2.1%
40	ALPHABET INC CAP STK CL C GOOG	GOOG	1,280	$367.2k0.21%	0.21%	Unchanged
41	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	8,714	$362.0k0.21%	0.21%	Added +1.3k	+1,332 18.0%
42	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	5,901	$309.5k0.18%	0.18%	Unchanged
43	WALMART INC COM WMT	WMT	2,330	$289.6k0.17%	0.17%	Unchanged
44	ISHARES SILVER TR ISHARES SLV	SLV	4,100	$279.4k0.16%	0.16%	Unchanged
45	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,627	$278.9k0.16%	0.16%	Unchanged
46	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	3,078	$273.1k0.16%	0.16%	Added +18	+18 0.6%
47	AMAZON COM INC COM AMZN	AMZN	1,191	$248.0k0.14%	0.14%	Unchanged
48	MICRON TECHNOLOGY INC COM MU	MU	700	$236.5k0.13%	0.13%	New
49	AMERICAN CENTY ETF TR AVANTIS SHFXDINC AVSF	AVSF	4,821	$225.6k0.13%	0.13%	Unchanged
50	BYLINE BANCORP INC COM BY	BY	7,100	$224.1k0.13%	0.13%	Unchanged
51	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	660	$211.7k0.12%	0.12%	Unchanged
52	NORFOLK SOUTHN CORP COM NSC	NSC	704	$202.0k0.12%	0.12%	Unchanged
53	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	2,000	$200.3k0.11%	0.11%	New