Top 50 Five Oceans Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 9.77% | 522.4K | $30.4M | -1.16%(-6.11K) | $59.21(-1.79%) | 2026-06-30 | |
| DFSU | DIMENSIONAL ETF TRUST | 7.34% | 489.8K | $22.8M | +4.82%(+22.51K) | $39.37(+23.37%) | 2026-06-30 | |
| DFSE | DIMENSIONAL ETF TRUST | 6.95% | 442.4K | $21.6M | +0.93%(+4.08K) | $31.47(+55.74%) | 2026-06-30 | |
| SGOV | ISHARES TR | 6.25% | 193.2K | $19.4M | -5.29%(-10.78K) | $100.62(-0.05%) | 2026-06-30 | |
| DFSI | DIMENSIONAL ETF TRUST | 6.18% | 426.6K | $19.2M | +5.60%(+22.62K) | $36.90(+28.79%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.35% | 375.4K | $16.7M | +3.68%(+13.32K) | $27.77(+65.79%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 3.8% | 408.3K | $11.8M | -0.40%(-1.64K) | $17.32(+73.23%) | 2026-06-30 | |
| DFIP | DIMENSIONAL ETF TRUST | 3.37% | 254.4K | $10.5M | +0.00%(+0) | $42.26(-4.00%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.76% | 230.8K | $8.6M | +0.92%(+2.11K) | $25.53(+54.04%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.67% | 28.8K | $8.3M | -0.48%(-140) | $148.33(+105.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.63% | +39.11% | โ | โ | +28.26% |
| Top 20 Holdings Unweighted | +15.62% | +54.57% | โ | โ | +42.99% |
Five Oceans Advisors reports $311.13M in US-listed equity holdings across 204 positions in its most recent 13F filing. Its largest disclosed positions are VGSH (9.8%), DFSU (7.3%) and DFSE (7.0%). The top 20 holdings account for 67.8% of reported assets. Its disclosed equity book has returned +39.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Five Oceans Advisorsโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1876326). View Five Oceans Advisorsโs 13F filings on SEC