Oceanside Advisors LLC Portfolio Holdings

Oceanside Advisors LLC

  • $138 Billion
  • Q1 2025

Oceanside Advisors LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $17.7B, American Centy ETF Tr Avantis with a value of $15.4B, Dimensional ETF Tr Short Durat with a value of $12.2B, Dimensional ETF Tr Dimensional with a value of $10.7B, and Dimensional ETF Tr U S Core Eq with a value of $10.6B.

Examining the 13F form we can see an increase of $4.06B in the current position value, from $134B to 138B.

Oceanside Advisors LLC is based out at Mount Pleasant, SC

Below you can find more details about Oceanside Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $138 Billion
ETFs: $116 Billion
Financial Services: $1.93 Billion
Technology: $1.24 Billion
Consumer Defensive: $648 Million
Consumer Cyclical: $226 Million
Industrials: $17 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.7 Billion 12.82% of portfolio
534,580
Q1 2025 Added 1.95%
$0
$15.4 Billion 11.14% of portfolio
236,142
Q1 2025 Added 1.81%
$0
$12.2 Billion 8.82% of portfolio
256,456
Q1 2025 Added 7.77%
$0
$10.7 Billion 7.72% of portfolio
378,751
Q1 2025 Added 4.53%
$0
$10.6 Billion 7.68% of portfolio
321,755
Q1 2025 Added 2.73%
$0
$8.54 Billion 6.18% of portfolio
116,324
Q1 2025 Added 11.62%
$0
$7.35 Billion 5.32% of portfolio
272,820
Q1 2025 Added 2.92%
$0
$6.93 Billion 5.02% of portfolio
176,165
Q1 2025 Added 3.31%
$0
$5.83 Billion 4.22% of portfolio
83,668
Q1 2025 Added 2.81%
$0
$5.64 Billion 4.09% of portfolio
218,028
Q1 2025 Added 4.13%
$0
$4.74 Billion 3.43% of portfolio
199,229
Q1 2025 Added 6.67%
$0
$4.52 Billion 3.27% of portfolio
44,883
Q1 2025 Added 5.61%
$0
$4.31 Billion 3.12% of portfolio
91,493
Q1 2025 Added 7.32%
$0
$4.29 Billion 3.1% of portfolio
137,208
Q1 2025 Added 7.03%
$0
$2.75 Billion 1.99% of portfolio
102,905
Q1 2025 Added 11.28%
$0
$1.28 Billion 0.92% of portfolio
33,226
Q1 2025 Reduced 2.0%
$0
$990 Million 0.72% of portfolio
33,981
Q1 2025 Added 3.23%
$105B
$873 Million 0.63% of portfolio
3,031
Q1 2025 Reduced 6.51%
$0
$860 Million 0.62% of portfolio
15,173
Q1 2025 Added 3.32%
$0
$837 Million 0.61% of portfolio
30,956
Q1 2025 Reduced 4.51%
$0
$653 Million 0.47% of portfolio
23,508
Q1 2025 Added 10.65%
$0
$465 Million 0.34% of portfolio
5,332
Q1 2025 Added 2.22%
$0
$476 Million 0.34% of portfolio
5,155
Q1 2025 Added 0.84%
$9.61B
$474 Million 0.34% of portfolio
7,665
Q1 2025 Reduced 2.37%
$0
$461 Million 0.33% of portfolio
17,438
Q1 2025 Added 1.55%
$0
$386 Million 0.28% of portfolio
7,914
Q1 2025 Reduced 2.91%
$0
$332 Million 0.24% of portfolio
8,030
Q1 2025 Added 25.37%
$0
$308 Million 0.22% of portfolio
4,642
Q1 2025 Added 1.2%
$0
$309 Million 0.22% of portfolio
6,495
Q1 2025 Reduced 73.09%
$0
$274 Million 0.2% of portfolio
3,030
Q1 2025 Reduced 2.19%
$0
$237 Million 0.17% of portfolio
5,080
Q1 2025 Reduced 6.96%
$0
$213 Million 0.15% of portfolio
2,021
Q1 2025 Reduced 42.93%

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $138 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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