Oceanside Advisors LLC has disclosed its holdings for the quarter ending September 30, 2026, in a recent 13F-HR filing. This report is crucial as it provides insights into the firm's investment strategies and positions in the market. The filing reveals a total reported value of $162.8 million, indicating a robust portfolio that includes a diverse range of exchange-traded funds (ETFs) and stocks.

The significance of this filing extends beyond Oceanside Advisors itself. It reflects the firm's ongoing commitment to transparency and regulatory compliance within the investment management industry. As asset managers navigate a competitive landscape, such disclosures are vital for maintaining investor trust and demonstrating adherence to regulatory requirements.

Background

Oceanside Advisors LLC is an investment management firm based in Mount Pleasant, South Carolina. The company is incorporated in South Carolina and operates under the Central Index Key (CIK) 0002012184. The firm primarily engages in investment management services, as indicated by its recent filings, including the 13F-HR and N-PX forms.

In its recent filings, Oceanside Advisors has consistently reported its holdings, with the latest 13F-HR filed on November 3, 2026. This filing follows a series of reports throughout 2026, showcasing the firm’s active management of its investment portfolio.

What the Filing Says

The recent 13F-HR filing reveals that Oceanside Advisors holds a total of 53 positions, with a reported total value of $162,800,256. The firm has invested in a variety of ETFs and stocks, reflecting a diversified investment strategy. Notable holdings include:

  • American Century ETF Trust - US Large Cap Value
  • Dimensional ETF Trust - US Core Equity 2 ETF
  • Vanguard Bond Index Funds - Total Bond Market
  • Apple Inc.
  • Amazon.com Inc.
  • Microsoft Corp.

These investments highlight the firm’s focus on both equity and fixed-income securities, showcasing a balanced approach to portfolio management.

Impact

This filing may impact various stakeholders, including investors, competitors, and market analysts. For investors, the disclosure of holdings offers transparency into Oceanside Advisors' investment strategies and potential future performance. Competitors in the asset management industry will likely scrutinize these holdings to gauge market trends and adjust their strategies accordingly.

What's Next

The filing does not specify what happens next for Oceanside Advisors LLC. However, the firm is expected to continue monitoring its investments and may provide further updates in future filings.