Oceanside Advisors LLC

Q1 2026 13F-HR Holdings

Location
Mount Pleasant, SC
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$175,280
Net value change ($000)
+10,315 (6.3%)
New positions
3
Sold out positions
0
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BND 1,518 16.0%
AVLV 1,299 7.1%
DFSV 1,164 8.7%
DFSD 1,059 7.9%
DUSB 549 NEW
DFIV 497 5.9%
DIHP 495 5.7%
DFAR 473 9.3%
MINT 429 7.5%
BAB 312 9.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -126 -18.3%
GOOGL -35 -8.7%
BRK-B -34 -4.6%
JPM -32 -4.8%
AMZN -27 -9.8%
DISV -19 -1.4%
GLD -11 -0.8%
DFNM -10 -2.7%
VTI -9 -4.1%
BNDX -3 -0.7%
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