Oceanside Advisors LLC - Portfolio overview

Oceanside Advisors LLC has 54 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. DUHP - DIMENSIONAL ETF TRUST, 11.84%
  2. AVLV - AMERICAN CENTY ETF TR, 11.12%
  3. DFSV - DIMENSIONAL ETF TRUST, 8.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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