Arkolith/Funds/Five Oceans Advisors

Five Oceans Advisors

CIK 1876326
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Five Oceans Advisors holds a focused book of 204 stocks worth $311.1M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-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 equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Five Oceans Advisors owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1876326/holdings"
Ask your agent
Use Arkolith to show Five Oceans Advisors's latest
holdings, largest changes, and filing provenance.
Opened
21
new positions
Added to
54
existing
Trimmed
86
reduced
Sold out
10
exited

Concentration

Top-heavy: focused book

Top 5 holdings
36%
Top 10 holdings
54%
Top 20 holdings
68%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

37% mapped to company sectors

ETF / fund or unclassified
63%
Information Technology
18%
Financials
7%
Consumer Discretionary
4%
Industrials
3%
Health Care
3%
Communication Services
1%
Materials
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

204 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Scottsdale FDS
SHORT TERM TREAS
$30.4M522.4K
9.8%
−1.1%
Reduced · −6K sh
2Dimensional ETF Trust
US SUSTAINABILTY
$22.8M489.8K
7.3%
+4.8%
Added · +23K sh
3Dimensional ETF Trust
EMER MARK SU ETF
$21.6M442.4K
6.9%
+0.9%
Added · +4K sh
4Ishares TR
0-3 MTH TREASURY
$19.4M193.2K
6.3%
−5.3%
Reduced · −11K sh
5Dimensional ETF Trust
INTERNATIONAL
$19.2M426.6K
6.2%
+5.6%
Added · +23K sh
6Dimensional ETF Trust
US COR EQU 2 ETF
$16.7M375.4K
5.4%
+3.7%
Added · +13K sh
7Schwab Strategic TR
US BRD MKT ETF
$11.8M408.3K
3.8%
−0.4%
Reduced · −2K sh
8Dimensional ETF Trust
INFLATION PROTE
$10.5M254.4K
3.4%
Held
9Dimensional ETF Trust
INTL CORE EQUITY
$8.6M230.8K
2.8%
+0.9%
Added · +2K sh
10Apple Inc
COM
$8.3M28.8K
2.7%
−0.5%
Reduced · −140 sh
11Nvidia Corporation
COM
$8.1M40.6K
2.6%
+0.1%
Added · +53 sh
12Schwab Strategic TR
INTL EQTY ETF
$5.8M207.6K
1.8%
−0.8%
Reduced · −2K sh
13Microsoft Corp
COM
$4.2M11.2K
1.3%
+1.0%
Added · +112 sh
14Dimensional ETF Trust
EMERGING MKTS CO
$4.0M98.3K
1.3%
−2.2%
Reduced · −2K sh
15Alphabet Inc
CAP STK CL A
$3.7M10.3K
1.2%
+0.2%
Added · +18 sh
16Amazon Com Inc
COM
$3.4M14.2K
1.1%
~0%
Reduced · −1 sh
17Meta Platforms Inc
CL A
$3.3M5.8K
1.1%
−0.5%
Reduced · −30 sh
18Alphabet Inc
CAP STK CL C
$3.2M9.1K
1.0%
+0.2%
Added · +15 sh
19Broadcom Inc
COM
$3.1M8.1K
1.0%
−0.8%
Reduced · −68 sh
20ASML Hldg NV
N Y REGISTRY SHS
$2.9M1.5K
0.9%
Held
21Vanguard Index FDS
TOTAL STK MKT
$2.8M7.4K
0.9%
−0.7%
Reduced · −51 sh
22JPMorgan Chase & Co
COM
$2.4M7.4K
0.8%
−0.1%
Reduced · −8 sh
23Dimensional ETF Trust
SHOR DUR FIX ETF
$2.4M49.4K
0.8%
−12%
Reduced · −7K sh
24Dimensional ETF Trust
US SMALL CAP ETF
$2.2M26.5K
0.7%
−2.6%
Reduced · −716 sh
25Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.1M30.0K
0.7%
−1.2%
Reduced · −376 sh
26Micron Technology Inc
COM
$2.1M1.8K
0.7%
+7.3%
Added · +124 sh
27Tesla Inc
COM
$2.0M4.8K
0.7%
~0%
Added · +1 sh
28Dimensional ETF Trust
US EQUI MARK ETF
$1.7M20.4K
0.5%
−7.9%
Reduced · −2K sh
29Eli Lilly & Co
COM
$1.4M1.2K
0.5%
−0.5%
Reduced · −6 sh
30Royal BK Cda
COM
$1.4M7.0K
0.5%
Held
31Lam Research Corp
COM NEW
$1.4M3.2K
0.4%
−0.5%
Reduced · −17 sh
32Costco Wholesale Corporation
COM
$1.3M1.4K
0.4%
−0.1%
Reduced · −1 sh
33Applied Matls Inc
COM
$1.3M1.8K
0.4%
+0.1%
Added · +2 sh
34Caterpillar Inc
COM
$1.3M1.2K
0.4%
−0.4%
Reduced · −5 sh
35Novartis AG
SPONSORED ADR
$1.2M7.9K
0.4%
Held
36Ishares Inc
CORE MSCI EMKT
$1.2M14.5K
0.4%
−0.1%
Reduced · −9 sh
37Ishares TR
RUS MDCP VAL ETF
$1.2M7.2K
0.4%
Held
38Kla Corp
COM NEW
$1.2M3.9K
0.4%
+892%
Added · +4K sh
39Advanced Micro Devices Inc
COM
$1.1M2.0K
0.4%
+0.4%
Added · +8 sh
40Walmart Inc
COM
$1.1M9.9K
0.4%
−0.2%
Reduced · −18 sh
41Johnson & Johnson
COM
$1.1M4.2K
0.3%
−0.1%
Reduced · −5 sh
42SPDR Series Trust
ST STR P500ETF
$1.1M12.1K
0.3%
+0.6%
Added · +70 sh
43Visa Inc
COM CL A
$1.1M3.1K
0.3%
+1.1%
Added · +34 sh
44Berkshire Hathaway Inc Del
CL B NEW
$1.0M2.1K
0.3%
+0.6%
Added · +12 sh
45HSBC Hldgs PLC
SPON ADR NEW
$985K10.4K
0.3%
Held
46Goldman Sachs ETF TR
ACCES TREASURY
$929K9.3K
0.3%
+259%
Added · +7K sh
47Abbvie Inc
COM
$916K3.6K
0.3%
−0.7%
Reduced · −27 sh
48Banco Santander Sa
ADR
$869K63.0K
0.3%
Held
49Mitsubishi Ufj Financial Gro
SPONSORED ADS
$857K43.1K
0.3%
Held
50Intel Corp
COM
$839K6.0K
0.3%
+4.8%
Added · +273 sh
Showing 50 of 204 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 2026204$311.1M13F-HR
Q1 2026Mar 31, 2026Apr 7, 2026193$276.4M13F-HR
Q4 2025Dec 31, 2025Jan 16, 2026192$283.0M13F-HR
Q3 2025Sep 30, 2025Oct 22, 2025189$271.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.