Five Oceans Advisors holds a focused book of 204 reported positions worth $311.1M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened Sandisk Corp and trimmed Vanguard Short-Term Treasury. Their largest long position is Vanguard Short-Term Treasury at 10% of the reported non-option book. Cloning the disclosed picks since 2025 would be +13% (+14.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.2 points over this window.
Growth of $10,000 cloning Five Oceans Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~15 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
37% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Five Oceans Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 10 / 80 | $248.5M |
| Evelyn Partners Group Ltd | 46 / 80 | $44.3B |
| Uhlmann Price Securities, LLC | 37 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Trivest Advisors Ltd | 9 / 80 | $2.9B |
| Conway Capital Management, Inc. | 18 / 80 | $200.2M |
| Draper Asset Management, LLC | 10 / 80 | $174.2M |
| Howard Hughes Medical Institute | 19 / 80 | $390.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Five Oceans Advisors: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS SHORT TERM TREAS | $30.4M | 522.4K | 9.8% | ▼−1.1% Reduced · −6K sh | |
| 2 | Dimensional ETF Trust US SUSTAINABILTY | $22.8M | 489.8K | 7.3% | ▲+4.8% Added · +23K sh | |
| 3 | Dimensional ETF Trust EMER MARK SU ETF | $21.6M | 442.4K | 6.9% | ▲+0.9% Added · +4K sh | |
| 4 | Ishares TR 0-3 MTH TREASURY | $19.4M | 193.2K | 6.3% | ▼−5.3% Reduced · −11K sh | |
| 5 | Dimensional ETF Trust INTERNATIONAL | $19.2M | 426.6K | 6.2% | ▲+5.6% Added · +23K sh | |
| 6 | Dimensional ETF Trust US COR EQU 2 ETF | $16.7M | 375.4K | 5.4% | ▲+3.7% Added · +13K sh | |
| 7 | Schwab Strategic TR US BRD MKT ETF | $11.8M | 408.3K | 3.8% | ▼−0.4% Reduced · −2K sh | |
| 8 | Dimensional ETF Trust INFLATION PROTE | $10.5M | 254.4K | 3.4% | —Held | |
| 9 | Dimensional ETF Trust INTL CORE EQUITY | $8.6M | 230.8K | 2.8% | ▲+0.9% Added · +2K sh | |
| 10 | Apple Inc COM | $8.3M | 28.8K | 2.7% | ▼−0.5% Reduced · −140 sh | |
| 11 | Nvidia Corporation COM | $8.1M | 40.6K | 2.6% | ▲+0.1% Added · +53 sh | |
| 12 | Schwab Strategic TR INTL EQTY ETF | $5.8M | 207.6K | 1.8% | ▼−0.8% Reduced · −2K sh | |
| 13 | Microsoft Corp COM | $4.2M | 11.2K | 1.3% | ▲+1.0% Added · +112 sh | |
| 14 | Dimensional ETF Trust EMERGING MKTS CO | $4.0M | 98.3K | 1.3% | ▼−2.2% Reduced · −2K sh | |
| 15 | Alphabet Inc CAP STK CL A | $3.7M | 10.3K | 1.2% | ▲+0.2% Added · +18 sh | |
| 16 | Amazon Com Inc COM | $3.4M | 14.2K | 1.1% | ▼~0% Reduced · −1 sh | |
| 17 | Meta Platforms Inc CL A | $3.3M | 5.8K | 1.1% | ▼−0.5% Reduced · −30 sh | |
| 18 | Alphabet Inc CAP STK CL C | $3.2M | 9.1K | 1.0% | ▲+0.2% Added · +15 sh | |
| 19 | Broadcom Inc COM | $3.1M | 8.1K | 1.0% | ▼−0.8% Reduced · −68 sh | |
| 20 | ASML Hldg NV N Y REGISTRY SHS | $2.9M | 1.5K | 0.9% | —Held | |
| 21 | Vanguard Index FDS TOTAL STK MKT | $2.8M | 7.4K | 0.9% | ▼−0.7% Reduced · −51 sh | |
| 22 | JPMorgan Chase & Co COM | $2.4M | 7.4K | 0.8% | ▼−0.1% Reduced · −8 sh | |
| 23 | Dimensional ETF Trust SHOR DUR FIX ETF | $2.4M | 49.4K | 0.8% | ▼−12% Reduced · −7K sh | |
| 24 | Dimensional ETF Trust US SMALL CAP ETF | $2.2M | 26.5K | 0.7% | ▼−2.6% Reduced · −716 sh | |
| 25 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.1M | 30.0K | 0.7% | ▼−1.2% Reduced · −376 sh | |
| 26 | Micron Technology Inc COM | $2.1M | 1.8K | 0.7% | ▲+7.3% Added · +124 sh | |
| 27 | Tesla Inc COM | $2.0M | 4.8K | 0.7% | ▲~0% Added · +1 sh | |
| 28 | Dimensional ETF Trust US EQUI MARK ETF | $1.7M | 20.4K | 0.5% | ▼−7.9% Reduced · −2K sh | |
| 29 | Eli Lilly & Co COM | $1.4M | 1.2K | 0.5% | ▼−0.5% Reduced · −6 sh | |
| 30 | Royal BK Cda COM | $1.4M | 7.0K | 0.5% | —Held | |
| 31 | Lam Research Corp COM NEW | $1.4M | 3.2K | 0.4% | ▼−0.5% Reduced · −17 sh | |
| 32 | Costco Wholesale Corporation COM | $1.3M | 1.4K | 0.4% | ▼−0.1% Reduced · −1 sh | |
| 33 | Applied Matls Inc COM | $1.3M | 1.8K | 0.4% | ▲+0.1% Added · +2 sh | |
| 34 | Caterpillar Inc COM | $1.3M | 1.2K | 0.4% | ▼−0.4% Reduced · −5 sh | |
| 35 | Novartis AG SPONSORED ADR | $1.2M | 7.9K | 0.4% | —Held | |
| 36 | Ishares Inc CORE MSCI EMKT | $1.2M | 14.5K | 0.4% | ▼−0.1% Reduced · −9 sh | |
| 37 | Ishares TR RUS MDCP VAL ETF | $1.2M | 7.2K | 0.4% | —Held | |
| 38 | Kla Corp COM NEW | $1.2M | 3.9K | 0.4% | ▲+892% Added · +4K sh | |
| 39 | Advanced Micro Devices Inc COM | $1.1M | 2.0K | 0.4% | ▲+0.4% Added · +8 sh | |
| 40 | Walmart Inc COM | $1.1M | 9.9K | 0.4% | ▼−0.2% Reduced · −18 sh | |
| 41 | Johnson & Johnson COM | $1.1M | 4.2K | 0.3% | ▼−0.1% Reduced · −5 sh | |
| 42 | SPDR Series Trust ST STR P500ETF | $1.1M | 12.1K | 0.3% | ▲+0.6% Added · +70 sh | |
| 43 | Visa Inc COM CL A | $1.1M | 3.1K | 0.3% | ▲+1.1% Added · +34 sh | |
| 44 | Berkshire Hathaway Inc Del CL B NEW | $1.0M | 2.1K | 0.3% | ▲+0.6% Added · +12 sh | |
| 45 | HSBC Hldgs PLC SPON ADR NEW | $985K | 10.4K | 0.3% | —Held | |
| 46 | Goldman Sachs ETF TR ACCES TREASURY | $929K | 9.3K | 0.3% | ▲+259% Added · +7K sh | |
| 47 | Abbvie Inc COM | $916K | 3.6K | 0.3% | ▼−0.7% Reduced · −27 sh | |
| 48 | Banco Santander Sa ADR | $869K | 63.0K | 0.3% | —Held | |
| 49 | Mitsubishi Ufj Financial Gro SPONSORED ADS | $857K | 43.1K | 0.3% | —Held | |
| 50 | Intel Corp COM | $839K | 6.0K | 0.3% | ▲+4.8% Added · +273 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.