Oceanside Advisors LLC

Q3 2026 13F-HR Holdings

Location
Mount Pleasant, SC
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$162,800
Net value change ($000)
-35,336 (-17.8%)
New positions
1
Sold out positions
5
Turnover %
33.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 6,217 NEW
BND 1,145 9.9%
MINT 869 13.1%
AVDV 758 9.6%
DFSD 681 4.6%
DFIV 660 7.1%
DIHP 366 3.6%
DFAC 349 2.2%
AVES 244 3.9%
AAPL 240 15.1%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -24,373 -100.0%
DFSV -16,406 -100.0%
DFAR -6,466 -100.0%
VGT -335 -100.0%
NSC -221 -100.0%
CIEN -139 -28.3%
AVLV -116 -0.5%
MU -62 -7.7%
BNDX -51 -12.7%
AVUV -28 -3.5%
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