Skip to content
Disclosery

Oceanside Advisors LLC

Follow

13F filer, CIK 2012184, MOUNT PLEASANT, SC

Oceanside Advisors LLC reported $149,507,051 across 46 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-17. Its ten largest share positions make up 72.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002012184-25-000006

Period
2025-06-30
Reported value
$150M
Holdings
46
Top 10 weight
72.82%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFSVadded+18,481$544K
MINTadded+4,754$478K
DFSDadded+7,468$359K
BNDadded+3,839$283K
AVLVadded+3,336$228K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AVDVreduced-1,178-$93.4K
DFEVreduced-2,847-$85.4K
GLDMreduced-1,173-$76.9K
DFIVreduced-1,718-$73.6K
DFAIreduced-933-$32.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002012184-25-000006, largest first. % of portfolio is the value over $149,507,051, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,383 shares; 2024Q4: 524,348 shares; 2025Q1: 534,580 shares; 2025Q2: 536,873 shares 536,873$19.1M12.77%+2,293Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,861 shares; 2024Q4: 231,933 shares; 2025Q1: 236,142 shares; 2025Q2: 239,478 shares 239,478$16.3M10.93%+3,336Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,927 shares; 2024Q4: 237,955 shares; 2025Q1: 256,456 shares; 2025Q2: 263,924 shares 263,924$12.7M8.48%+7,468Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,595 shares; 2024Q4: 313,212 shares; 2025Q1: 321,755 shares; 2025Q2: 327,702 shares 327,702$11.7M7.86%+5,947Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,168 shares; 2024Q4: 362,327 shares; 2025Q1: 378,751 shares; 2025Q2: 397,232 shares 397,232$11.7M7.82%+18,481Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,606 shares; 2024Q4: 104,216 shares; 2025Q1: 116,324 shares; 2025Q2: 120,163 shares 120,163$8.85M5.92%+3,839Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,529 shares; 2024Q4: 265,090 shares; 2025Q1: 272,820 shares; 2025Q2: 272,613 shares 272,613$8.04M5.38%-207Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,866 shares; 2024Q4: 170,528 shares; 2025Q1: 176,165 shares; 2025Q2: 174,447 shares 174,447$7.47M5%-1,718Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,054 shares; 2024Q4: 81,385 shares; 2025Q1: 83,668 shares; 2025Q2: 82,490 shares 82,490$6.54M4.37%-1,178Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,278 shares; 2024Q4: 209,382 shares; 2025Q1: 218,028 shares; 2025Q2: 222,257 shares 222,257$6.43M4.3%+4,229Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,603 shares; 2024Q4: 85,254 shares; 2025Q1: 91,493 shares; 2025Q2: 93,533 shares 93,533$5.01M3.35%+2,040Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,213 shares; 2024Q4: 42,497 shares; 2025Q1: 44,883 shares; 2025Q2: 49,637 shares 49,637$4.99M3.34%+4,754Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,712 shares; 2024Q4: 186,773 shares; 2025Q1: 199,229 shares; 2025Q2: 204,474 shares 204,474$4.8M3.21%+5,245Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,676 shares; 2024Q4: 128,194 shares; 2025Q1: 137,208 shares; 2025Q2: 136,275 shares 136,275$4.71M3.15%-933Timeline
BABINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,981 shares; 2024Q4: 92,472 shares; 2025Q1: 102,905 shares; 2025Q2: 107,036 shares 107,036$2.84M1.9%+4,131Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,893 shares; 2024Q4: 33,903 shares; 2025Q1: 33,226 shares; 2025Q2: 33,174 shares 33,174$1.41M0.94%-52Timeline
AVGEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,116 shares; 2024Q4: 14,562 shares; 2025Q1: 15,405 shares; 2025Q2: 15,919 shares 15,919$1.23M0.82%+514Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,811 shares; 2024Q4: 19,513 shares; 2025Q1: 28,100 shares; 2025Q2: 27,456 shares 27,456$1.16M0.78%-644Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,853 shares; 2024Q4: 32,919 shares; 2025Q1: 33,981 shares; 2025Q2: 34,278 shares 34,278$1.13M0.75%+297Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,242 shares; 2025Q1: 3,031 shares; 2025Q2: 3,671 shares 3,671$1.12M0.75%+640Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,806 shares; 2024Q4: 14,685 shares; 2025Q1: 15,173 shares; 2025Q2: 15,245 shares 15,245$949K0.63%+72Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 1,882 shares; 2025Q1: 1,882 shares; 2025Q2: 1,882 shares 1,882$914K0.61%0Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,401 shares; 2024Q4: 32,418 shares; 2025Q1: 30,956 shares; 2025Q2: 28,109 shares 28,109$843K0.56%-2,847Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,831 shares; 2024Q4: 19,035 shares; 2025Q1: 20,276 shares; 2025Q2: 25,190 shares 25,190$781K0.52%+4,914Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,294 shares; 2024Q4: 21,246 shares; 2025Q1: 23,508 shares; 2025Q2: 24,224 shares 24,224$753K0.5%+716Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,424 shares; 2025Q1: 1,424 shares; 2025Q2: 1,424 shares 1,424$708K0.47%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 3,191 shares; 2025Q1: 3,178 shares; 2025Q2: 3,176 shares 3,176$652K0.44%-2Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 2,170 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares 2,245$651K0.44%0Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,115 shares; 2024Q4: 5,112 shares; 2025Q1: 5,155 shares; 2025Q2: 5,129 shares 5,129$517K0.35%-26Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,068 shares; 2024Q4: 17,171 shares; 2025Q1: 17,438 shares; 2025Q2: 17,415 shares 17,415$517K0.35%-23Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 3,803 shares; 2025Q1: 3,803 shares; 2025Q2: 3,803 shares 3,803$482K0.32%0Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 5,216 shares; 2025Q1: 5,332 shares; 2025Q2: 5,253 shares 5,253$479K0.32%-79Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,127 shares; 2024Q4: 6,127 shares; 2025Q1: 6,127 shares; 2025Q2: 6,127 shares 6,127$433K0.29%0Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,924 shares; 2024Q4: 7,851 shares; 2025Q1: 7,665 shares; 2025Q2: 6,492 shares 6,492$425K0.28%-1,173Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,459 shares; 2024Q4: 8,151 shares; 2025Q1: 7,914 shares; 2025Q2: 8,025 shares 8,025$397K0.27%+111Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,587 shares; 2025Q1: 4,642 shares; 2025Q2: 4,660 shares 4,660$345K0.23%+18Timeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,405 shares; 2025Q1: 8,030 shares; 2025Q2: 7,962 shares 7,962$331K0.22%-68Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,428 shares; 2024Q4: 24,132 shares; 2025Q1: 6,495 shares; 2025Q2: 6,622 shares 6,622$314K0.21%+127Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 5,462 shares; 2025Q1: 5,809 shares; 2025Q2: 5,809 shares 5,809$310K0.21%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 3,098 shares; 2025Q1: 3,030 shares; 2025Q2: 3,051 shares 3,051$272K0.18%+21Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,191 shares 1,191$261K0.17%+1Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,410 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares 2,380$233K0.16%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: not reported; 2025Q2: 1,280 shares 1,280$227K0.15%newTimeline
AVSFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,460 shares; 2025Q1: 5,080 shares; 2025Q2: 4,767 shares 4,767$224K0.15%-313Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,541 shares; 2025Q1: 2,021 shares; 2025Q2: 2,050 shares 2,050$214K0.14%+29Timeline
374WATER INC374WATER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,687 shares; 2024Q4: 148,687 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares 50,000$16.2K0.01%0

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002012184-25-000006 base2025-07-17acceptance time not in the bulk data set