Oceanside Advisors LLC

Q2 2026 13F-HR Holdings

Location
Mount Pleasant, SC
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$198,136
Net value change ($000)
+22,856 (13.0%)
New positions
4
Sold out positions
0
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DUHP 3,621 17.4%
AVLV 2,760 14.2%
DFAC 2,382 18.0%
DFSV 1,935 13.4%
DFAE 1,213 16.6%
DFAR 904 16.3%
DIHP 874 9.5%
VOO 806 NEW
AVES 695 12.4%
AAPL 614 62.7%
Top Reduces (Value $000, Stocks/ETFs)
GLD -207 -14.3%
AVIG -71 -19.6%
GLDM -61 -11.9%
SLV -60 -21.5%
DFNM -59 -16.1%
WMT -26 -9.0%
BRK-B -17 -2.4%
AVSF -7 -3.1%
DUSB -1 -0.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type