Oceanside Advisors LLC

Q4 2025 13F-HR Holdings

Location
Mount Pleasant, SC
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$164,965
Net value change ($000)
+4,953 (3.1%)
New positions
3
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVLV 696 4.0%
DFSV 498 3.9%
MINT 414 7.7%
DFIV 357 4.4%
DFAC 297 2.3%
DIHP 279 3.3%
SLV 264 NEW
BND 262 2.8%
DFAI 236 4.8%
CIEN 234 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAU -215 -14.7%
MSFT -49 -6.6%
AVIG -26 -7.8%
SCWO -14 -100.0%
GLDM -10 -2.0%
VNQ -10 -3.6%
NSC -8 -3.8%
AVUS -8 -1.4%
AVSF -7 -3.0%
DFGX -2 -0.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type