Oceanside Advisors LLC holds a focused book of 57 stocks worth $198.1M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Vanguard S&P 500 ETF and trimmed Dimensional Emerging Core Eq. Their largest long position is Dimensional US High Profi Et at 12% of the equity book. Cloning the disclosed picks since 2024 would be +28% (+15.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2012184/holdings"
Use Arkolith to show Oceanside Advisors LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.0 points over this window.
Growth of $10,000 cloning Oceanside Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
5% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Oceanside Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 59 / 57 | $327.7B |
| Farther Finance Advisors, LLC | 59 / 57 | $2.2B |
| ENVESTNET ASSET MANAGEMENT INC | 58 / 57 | $46.1B |
| LPL Financial LLC | 58 / 57 | $45.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 58 / 57 | $11.6B |
| Kestra Advisory Services, LLC | 58 / 57 | $5.0B |
| MML INVESTORS SERVICES, LLC | 58 / 57 | $4.9B |
| JPMORGAN CHASE & CO | 57 / 57 | $307.8B |
Ranked by how many of Oceanside Advisors LLC's top 57 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US HIGH PROF ETF | $24.4M | 584.1K | 12.3% | ▲+3.5% Added · +20K sh | |
| 2 | American Centy ETF TR US LARGE CAP VLU | $22.2M | 243.9K | 11.2% | ▲+0.9% Added · +2K sh | |
| 3 | Dimensional ETF Trust US SMALL CAP ETF | $16.4M | 422.9K | 8.3% | ▲+2.4% Added · +10K sh | |
| 4 | Dimensional ETF Trust US COR EQU 2 ETF | $15.6M | 352.4K | 7.9% | ▲+3.4% Added · +11K sh | |
| 5 | Dimensional ETF Trust SHOR DUR FIX ETF | $14.9M | 313.0K | 7.5% | ▲+4.2% Added · +13K sh | |
| 6 | Vanguard BD Index FDS TOTAL BND MRKT | $11.5M | 156.9K | 5.8% | ▲+5.1% Added · +8K sh | |
| 7 | Dimensional ETF Trust INTL HIGH PROFIT | $10.1M | 294.8K | 5.1% | ▲+3.4% Added · +10K sh | |
| 8 | Dimensional ETF Trust INTERNATNAL VAL | $9.3M | 172.5K | 4.7% | ▲+2.5% Added · +4K sh | |
| 9 | Dimensional ETF Trust EMGR CRE EQT MNG | $8.5M | 211.9K | 4.3% | ▼−1.8% Reduced · −4K sh | |
| 10 | American Centy ETF TR INTL SMCP VLU | $7.9M | 76.5K | 4.0% | ▲+1.9% Added · +1K sh | |
| 11 | Pimco ETF TR ENHAN SHRT MA AC | $6.7M | 66.0K | 3.4% | ▲+7.3% Added · +4K sh | |
| 12 | Dimensional ETF Trust US REAL ESTA ETF | $6.5M | 247.2K | 3.3% | ▲+5.1% Added · +12K sh | |
| 13 | American Centy ETF TR EMERGING MKT VAL | $6.3M | 96.1K | 3.2% | ▲+2.8% Added · +3K sh | |
| 14 | Dimensional ETF Trust INTL CORE EQT MK | $5.9M | 144.2K | 3.0% | ▲+3.7% Added · +5K sh | |
| 15 | Invesco Exch Traded FD TR II TAXABLE MUN BD | $3.7M | 137.0K | 1.9% | ▲+6.5% Added · +8K sh | |
| 16 | American Centy ETF TR AVANTIS ALL EQT | $1.9M | 18.9K | 0.9% | ▲+4.7% Added · +847 sh | |
| 17 | Apple Inc COM | $1.6M | 5.5K | 0.8% | ▲+43% Added · +2K sh | |
| 18 | Dimensional ETF Trust US CORE EQT MKT | $1.5M | 28.3K | 0.7% | ▲+0.5% Added · +153 sh | |
| 19 | Dimensional ETF Trust INTL SMALL CAP V | $1.3M | 33.3K | 0.7% | ▲+0.8% Added · +261 sh | |
| 20 | Dimensional ETF Trust EMERGING MKTS VA | $1.2M | 29.2K | 0.6% | ▼−0.3% Reduced · −104 sh | |
| 21 | SPDR Gold TR GOLD SHS | $1.2M | 3.4K | 0.6% | ▲~0% Added · +1 sh | |
| 22 | Dimensional ETF Trust US LARG VALU ETF | $1.2M | 29.8K | 0.6% | ▼−1.3% Reduced · −407 sh | |
| 23 | American Centy ETF TR INTERNATIONAL LR | $1.1M | 14.6K | 0.6% | ▼−0.5% Reduced · −77 sh | |
| 24 | Dimensional ETF Trust INTL CORE EQUITY | $1.1M | 29.3K | 0.6% | ▲+5.3% Added · +1K sh | |
| 25 | Dimensional ETF Trust CORE FIXE IN ETF | $983K | 23.3K | 0.5% | ▲+7.6% Added · +2K sh | |
| 26 | Micron Technology Inc COM | $808K | 700 | 0.4% | —Held | |
| 27 | Vanguard Index FDS S&P 500 ETF SHS | $806K | 1.2K | 0.4% | ▲New New position | |
| 28 | American Centy ETF TR US SML CP VALU | $791K | 6.3K | 0.4% | ▼−1.2% Reduced · −76 sh | |
| 29 | Amazon Com Inc COM | $760K | 3.2K | 0.4% | ▲+168% Added · +2K sh | |
| 30 | Dimensional ETF Trust EMERGING MKTS CO | $734K | 18.1K | 0.4% | ▼−1.0% Reduced · −180 sh | |
| 31 | JPMorgan Chase & Co COM | $712K | 2.2K | 0.4% | —Held | |
| 32 | Alphabet Inc CAP STK CL C | $700K | 2.0K | 0.4% | ▲+55% Added · +700 sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $684K | 1.4K | 0.3% | ▼−6.5% Reduced · −95 sh | |
| 34 | Northern TR Corp COM | $661K | 3.8K | 0.3% | —Held | |
| 35 | American Centy ETF TR US EQT ETF | $629K | 4.9K | 0.3% | ▼−1.8% Reduced · −88 sh | |
| 36 | Vanguard Index FDS TOTAL STK MKT | $569K | 1.5K | 0.3% | ▲+133% Added · +878 sh | |
| 37 | Microsoft Corp COM | $567K | 1.5K | 0.3% | —Held | |
| 38 | Dimensional ETF Trust ULTR FIX INC ETF | $548K | 10.8K | 0.3% | ▼−0.5% Reduced · −51 sh | |
| 39 | Coca Cola Co COM | $498K | 6.1K | 0.3% | —Held | |
| 40 | Ciena Corp COM NEW | $491K | 1.0K | 0.2% | —Held | |
| 41 | World Gold TR SPDR GLD MINIS | $451K | 5.7K | 0.2% | ▲+2.6% Added · +146 sh | |
| 42 | Vanguard Charlotte FDS TOTAL INT BD ETF | $402K | 8.3K | 0.2% | ▲+0.4% Added · +35 sh | |
| 43 | American Centy ETF TR INTL EQT ETF | $394K | 4.4K | 0.2% | ▼−1.9% Reduced · −87 sh | |
| 44 | Vanguard World FD INF TECH ETF | $335K | 2.8K | 0.2% | ▲New New position | |
| 45 | Dimensional ETF Trust INTL COR FIX ETF | $316K | 5.9K | 0.2% | —Held | |
| 46 | Dimensional ETF Trust NATL MUN BD ETF | $308K | 6.4K | 0.2% | ▼−17% Reduced · −1K sh | |
| 47 | Vanguard Index FDS REAL ESTATE ETF | $297K | 3.1K | 0.1% | ▲+0.1% Added · +2 sh | |
| 48 | Ishares TR NATIONAL MUN ETF | $294K | 2.7K | 0.1% | ▲+4.0% Added · +104 sh | |
| 49 | American Centy ETF TR AVANTIS CORE FI | $291K | 7.0K | 0.1% | ▼−19% Reduced · −2K sh | |
| 50 | Meta Platforms Inc CL A | $282K | 500 | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 57 | $198.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 53 | $175.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 50 | $165.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 48 | $160.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 46 | $149.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 45 | $138.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 50 | $134.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 49 | $134.2M | 13F-HR |
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. The performance line is a simulation of the disclosed long book, not an audited return.