Oceanside Advisors LLC

MOUNT PLEASANT, SC · CIK 2012184 · 13F filing filed 2026-07-27

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

$198.1m reported value +13.0% vs Q1 2026

57positions

71.1%in top 10

4 new 28 added 13 reduced 0 sold out vs Q1 2026

Holdings, Q2 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		584,073	$24.4m12.30%	12.30%	Added +19.5k	+19,548 3.5%
2	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	243,901	$22.2m11.23%	11.23%	Added +2.2k	+2,172 0.9%
3	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		422,944	$16.4m8.28%	8.28%	Added +10.0k	+9,952 2.4%
4	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	352,356	$15.6m7.89%	7.89%	Added +11.4k	+11,436 3.4%
5	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	313,001	$14.9m7.54%	7.54%	Added +12.5k	+12,507 4.2%
6	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	156,924	$11.5m5.81%	5.81%	Added +7.6k	+7,569 5.1%
7	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	294,837	$10.1m5.08%	5.08%	Added +9.7k	+9,704 3.4%
8	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	172,546	$9.3m4.70%	4.70%	Added +4.2k	+4,207 2.5%
9	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	211,937	$8.5m4.30%	4.30%	Reduced -3.9k	-3,926 -1.8%
10	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	76,498	$7.9m3.98%	3.98%	Added +1.4k	+1,446 1.9%
11	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	66,004	$6.7m3.36%	3.36%	Added +4.5k	+4,485 7.3%
12	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		247,176	$6.5m3.26%	3.26%	Added +12.0k	+11,978 5.1%
13	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	96,076	$6.3m3.18%	3.18%	Added +2.6k	+2,586 2.8%
14	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	144,233	$5.9m3.00%	3.00%	Added +5.2k	+5,172 3.7%
15	INVESCO EXCH TRADED FD TR II TAXABLE MUN BD BAB	BAB	137,047	$3.7m1.86%	1.86%	Added +8.4k	+8,354 6.5%
16	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGE	AVGE	18,920	$1.9m0.95%	0.95%	Added +847	+847 4.7%
17	APPLE INC COM AAPL	AAPL	5,504	$1.6m0.80%	0.80%	Added +1.6k	+1,646 42.7%
18	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	28,332	$1.5m0.74%	0.74%	Added +153	+153 0.5%
19	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	33,285	$1.3m0.67%	0.67%	Added +261	+261 0.8%
20	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	29,217	$1.2m0.63%	0.63%	Reduced -104	-104 -0.3%
21	SPDR GOLD TR GOLD SHS GLD	GLD	3,355	$1.2m0.62%	0.62%	Added +1	+1 0.0%
22	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	29,828	$1.2m0.60%	0.60%	Reduced -407	-407 -1.4%
23	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	14,589	$1.1m0.57%	0.57%	Reduced -77	-77 -0.5%
24	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	29,329	$1.1m0.55%	0.55%	Added +1.5k	+1,485 5.3%
25	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	23,284	$982.8k0.50%	0.50%	Added +1.6k	+1,645 7.6%
26	MICRON TECHNOLOGY INC COM MU	MU	700	$808.0k0.41%	0.41%	Unchanged
27	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,173	$805.7k0.41%	0.41%	New
28	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	6,343	$791.3k0.40%	0.40%	Reduced -76	-76 -1.2%
29	AMAZON COM INC COM AMZN	AMZN	3,191	$760.4k0.38%	0.38%	Added +2.0k	+2,000 167.9%
30	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	18,058	$733.9k0.37%	0.37%	Reduced -180	-180 -1.0%
31	JPMORGAN CHASE & CO COM JPM	JPM	2,176	$712.3k0.36%	0.36%	Unchanged
32	ALPHABET INC CAP STK CL C GOOG	GOOG	1,980	$699.6k0.35%	0.35%	Added +700	+700 54.7%
33	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,367	$684.0k0.35%	0.35%	Reduced -95	-95 -6.5%
34	NORTHERN TR CORP COM NTRS	NTRS	3,803	$661.1k0.33%	0.33%	Unchanged
35	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	4,908	$628.6k0.32%	0.32%	Reduced -88	-88 -1.8%
36	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,538	$569.1k0.29%	0.29%	Added +878	+878 133.0%
37	MICROSOFT CORP COM MSFT	MSFT	1,521	$567.5k0.29%	0.29%	Unchanged
38	DIMENSIONAL ETF TRUST ULTRASHORT FIXED DUSB	DUSB	10,782	$547.5k0.28%	0.28%	Reduced -51	-51 -0.5%
39	COCA COLA CO COM KO	KO	6,127	$497.9k0.25%	0.25%	Unchanged
40	CIENA CORP COM NEW CIEN	CIEN	1,000	$490.6k0.25%	0.25%	Unchanged
41	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	5,673	$450.6k0.23%	0.23%	Added +146	+146 2.6%
42	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	8,311	$402.5k0.20%	0.20%	Added +35	+35 0.4%
43	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	4,420	$394.3k0.20%	0.20%	Reduced -87	-87 -1.9%
44	VANGUARD WORLD FD INF TECH ETF VGT	VGT	2,807	$335.5k0.17%	0.17%	New
45	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	5,901	$316.3k0.16%	0.16%	Unchanged
46	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	6,371	$307.9k0.16%	0.16%	Reduced -1.3k	-1,295 -16.9%
47	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	3,080	$297.0k0.15%	0.15%	Added +2	+2 0.1%
48	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,731	$293.9k0.15%	0.15%	Added +104	+104 4.0%
49	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	7,025	$290.9k0.15%	0.15%	Reduced -1.7k	-1,689 -19.4%
50	META PLATFORMS INC CL A META	META	500	$281.6k0.14%	0.14%	New
51	ALPHABET INC CAP STK CL A GOOGL	GOOGL	782	$279.4k0.14%	0.14%	New
52	BYLINE BANCORP INC COM BY	BY	7,100	$267.4k0.13%	0.13%	Unchanged
53	WALMART INC COM WMT	WMT	2,330	$263.9k0.13%	0.13%	Unchanged
54	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	2,000	$242.8k0.12%	0.12%	Unchanged
55	NORFOLK SOUTHN CORP COM NSC	NSC	704	$221.5k0.11%	0.11%	Unchanged
56	ISHARES SILVER TR ISHARES SLV	SLV	4,100	$219.2k0.11%	0.11%	Unchanged
57	AMERICAN CENTY ETF TR AVANTIS SHFXDINC AVSF	AVSF	4,705	$219.1k0.11%	0.11%	Reduced -116	-116 -2.4%