Oceanside Advisors LLC

RIA/Wealth

Oceanside Advisors LLC is a RIA/Wealth based in Mount Pleasant, SC led by Johann Robert Kroll, managing $160.0M across 48 long positions as of Q3 2025 with 95% ETF concentration and 73% concentrated in top 10 holdings.

Managing PartnerJohann Robert Kroll

Portfolio Value: $160.0M
Positions: 48
Top Holding: DUHP at 12.75%
Last Reported: Q3 2025

Address235 Magrath Darby Blvd., Suite 150, Mount Pleasant, SC, 29464, United States

Top Holdings

Largest long holdings in Oceanside Advisors LLC's portfolio (72.9% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional US High Profitability DUHP	ETF ETF	$20.4M	12.75%	+$124.6K Bought	— 540.2K shares	Q4 2023 Held for 1y 11m
2 AVLV Avantis U.S. Large Cap Value AVLV	ETF ETF	$17.5M	10.93%	+$186.4K Bought	— 242.1K shares	Q4 2023 Held for 1y 11m
3 DFSD Dimensional Short-Duration Fixed Income DFSD	ETF ETF	$13.3M	8.32%	+$594.0K Bought	— 276.3K shares	Q4 2023 Held for 1y 11m
4 Dimensional US Small Cap Value DFSV	ETF ETF	$12.8M	8.00%	+$161.0K Bought	— 402.3K shares	Q4 2023 Held for 1y 11m
5 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$12.7M	7.97%	+$110.3K Bought	— 330.6K shares	Q4 2023 Held for 1y 11m
6 Vanguard Total Bond Market BND	ETF ETF	$9.2M	5.76%	+$282.2K Bought	— 124.0K shares	Q4 2023 Held for 1y 11m
7 Dimensional International High Profitability DIHP	ETF ETF	$8.4M	5.26%	+$127.4K Bought	— 276.8K shares	Q4 2023 Held for 1y 11m
8 Dimensional International Value DFIV	ETF ETF	$8.0M	5.02%	-$14.2K Sold	— 174.1K shares	Q4 2023 Held for 1y 11m
9 Avantis International Small Cap Value AVDV	ETF ETF	$7.2M	4.52%	-$117.9K Sold	— 81.2K shares	Q4 2023 Held for 1y 11m
10 DFAE Dimensional Emerging Core Equity Market DFAE	ETF ETF	$6.9M	4.33%	-$75.2K Sold	— 219.9K shares	Q4 2023 Held for 1y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Oceanside Advisors LLC's latest filing

See all changes

GthenC

Market Value

$160.0M

Prior: $149.5M

Q/Q Change

+7.03%

+$10.5M

Net Flows % of MV

+1.28%

Turnover Ratio

1.18%

New Purchases

2 stocks

$428.1K

Added To

27 stocks

+$2.5M

Sold Out Of

0 stocks

Reduced Holdings

12 stocks

-$854.0K

Increased Positions

Position	Shares Δ	Change
1 Vanguard Total Stock Market VTI	New	0 → 660.0 +$216.6K
2 Norfolk Southern NSC	New	0 → 704.0 +$211.5K
3 DFNM Dimensional National Municipal Bond DFNM	+7.13%	6.6K → 7.1K +$22.6K
4 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT	+6.92%	49.6K → 53.1K +$346.0K
5 Avantis All Equity Markets AVGE	+6.65%	15.9K → 17.0K +$88.3K

Decreased Positions

Position	Shares Δ	Change
1 DFCF Dimensional Core Fixed Income DFCF	-24.09%	27.5K → 20.8K −$282.8K
2 Berkshire Hathaway BRK.B	-22.32%	1.9K → 1.5K −$211.2K
3 JPMorgan Chase JPM	-7.13%	2.2K → 2.1K −$50.5K
4 Dimensional US Core Equity Market DFAU	-3.45%	33.2K → 32.0K −$52.4K
5 Walmart WMT	-2.1%	2.4K → 2.3K −$5.2K