Five Oceans Advisors - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Five Oceans Advisors held in its portfolio 191 assets valued at $283,004,768 (i.e. $283.01M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($32.46M), ISHARES TR ($21.48M), and DIMENSIONAL ETF TRUST ($19.06M).
The chart below shows the top 10 valuable assets, and the table below shows the top 191 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Five Oceans Advisors - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 552655 | 32457451 | SHORT TERM TREAS |
| ISHARES TR | 214024 | 21483760 | 0-3 MNTH TREASRY |
| DIMENSIONAL ETF TRUST | 438771 | 19055827 | US SUSTAINABILTY |
| DIMENSIONAL ETF TRUST | 433525 | 17982627 | EMERGING MARKETS |
| DIMENSIONAL ETF TRUST | 390299 | 16722348 | INTERNATIONAL |
| DIMENSIONAL ETF TRUST | 375157 | 14852450 | US CORE EQUITY 2 |
| SCHWAB STRATEGIC TR | 409952 | 10753051 | US BRD MKT ETF |
| DIMENSIONAL ETF TRUST | 254432 | 10572922 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 236238 | 8140778 | INTL CORE EQUITY |
| APPLE INC | 28818 | 7834355 | COM |
| NVIDIA CORPORATION | 40266 | 7509609 | COM |
| MICROSOFT CORP | 11363 | 5495374 | COM |
| SCHWAB STRATEGIC TR | 209389 | 5033720 | INTL EQTY ETF |
| META PLATFORMS INC | 5835 | 3851625 | CL A |
| DIMENSIONAL ETF TRUST | 103937 | 3438223 | EMERGING MKTS CO |
| AMAZON COM INC | 14108 | 3256409 | COM |
| ALPHABET INC | 10283 | 3218579 | CAP STK CL A |
| ALPHABET INC | 9161 | 2874722 | CAP STK CL C |
| BROADCOM INC | 8191 | 2834905 | COM |
| DIMENSIONAL ETF TRUST | 56530 | 2710614 | SHORT DURATION F |
| VANGUARD INDEX FDS | 7495 | 2512686 | TOTAL STK MKT |
| JPMORGAN CHASE & CO. | 7433 | 2395061 | COM |
| TESLA INC | 4822 | 2168550 | COM |
| DIMENSIONAL ETF TRUST | 27657 | 1926863 | US SMALL CAP ETF |
| VANGUARD TAX-MANAGED FDS | 30753 | 1921166 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 22188 | 1645684 | US EQUITY MARKET |
| ASML HOLDING N V | 1474 | 1576974 | N Y REGISTRY SHS |
| ELI LILLY & CO | 1213 | 1303587 | COM |
| COSTCO WHSL CORP NEW | 1379 | 1189167 | COM |
| ROYAL BK CDA | 6968 | 1187974 | COM |
| SPDR SERIES TRUST | 15644 | 1155490 | STATE STREET SPD |
| WALMART INC | 9989 | 1112874 | COM |
| NOVARTIS AG | 7908 | 1090276 | SPONSORED ADR |
| VISA INC | 3058 | 1072471 | COM CL A |
| SONY GROUP CORP | 40814 | 1044838 | SPONSORED ADR |
| BERKSHIRE HATHAWAY INC DEL | 2050 | 1030433 | CL B NEW |
| ISHARES TR | 10188 | 1017609 | CORE US AGGBD ET |
| ISHARES TR | 7166 | 1010729 | RUS MDCP VAL ETF |
| ORACLE CORP | 5049 | 984101 | COM |
| ISHARES INC | 14529 | 976625 | CORE MSCI EMKT |
| MASTERCARD INCORPORATED | 1576 | 899707 | CL A |
| JOHNSON & JOHNSON | 4218 | 872915 | COM |
| ABBVIE INC | 3663 | 836959 | COM |
| HSBC HLDGS PLC | 10361 | 815100 | SPON ADR NEW |
| DIMENSIONAL ETF TRUST | 24132 | 789840 | WORLD EX US CORE |
| TOYOTA MOTOR CORP | 3670 | 785600 | ADS |
| BANCO SANTANDER SA | 62971 | 738650 | ADR |
| ASTRAZENECA PLC | 7994 | 734891 | SPONSORED ADR |
| VANGUARD INTL EQUITY INDEX F | 5161 | 727992 | TT WRLD ST ETF |
| VANGUARD INTL EQUITY INDEX F | 13208 | 710060 | FTSE EMR MKT ETF |
| INTERNATIONAL BUSINESS MACHS | 2338 | 692539 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 43112 | 683756 | SPONSORED ADS |
| NETFLIX INC | 7288 | 683323 | COM |
| DIMENSIONAL ETF TRUST | 15923 | 677683 | CORE FIXED INCOM |
| CATERPILLAR INC | 1175 | 673122 | COM |
| BANK AMERICA CORP | 11715 | 644325 | COM |
| GOLDMAN SACHS GROUP INC | 701 | 616179 | COM |
| HOME DEPOT INC | 1696 | 583594 | COM |
| LAM RESEARCH CORP | 3209 | 549317 | COM NEW |
| BANCO BILBAO VIZCAYA ARGENTA | 23314 | 543449 | SPONSORED ADR |
| DIMENSIONAL ETF TRUST | 8956 | 533240 | US TARGETED VLU |
| VERIZON COMMUNICATIONS INC | 12876 | 524439 | COM |
| MORGAN STANLEY | 2946 | 523003 | COM NEW |
| AMERICAN EXPRESS CO | 1385 | 512381 | COM |
| DIMENSIONAL ETF TRUST | 13431 | 511865 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 10087 | 503341 | INTERNATNAL VAL |
| MICRON TECHNOLOGY INC | 1687 | 481487 | COM |
| CAPITAL ONE FINL CORP | 1981 | 480115 | COM |
| APPLOVIN CORP | 709 | 477738 | COM CL A |
| KLA CORP | 393 | 477526 | COM NEW |
| CISCO SYS INC | 6159 | 474428 | COM |
| SUMITOMO MITSUI FINL GROUP I | 24405 | 471749 | SPONSORED ADR |
| DIMENSIONAL ETF TRUST | 9620 | 463395 | NATL MUN BD ETF |
| J P MORGAN EXCHANGE TRADED F | 9087 | 459734 | ULTRA SHRT ETF |
| DIMENSIONAL ETF TRUST | 17171 | 453647 | GLOBAL REAL EST |
| BOOKING HOLDINGS INC | 84 | 449848 | COM |
| APPLIED MATLS INC | 1738 | 446649 | COM |
| MCDONALDS CORP | 1395 | 426354 | COM |
| ADVANCED MICRO DEVICES INC | 1980 | 424037 | COM |
| TJX COS INC NEW | 2745 | 421659 | COM |
| SAP SE | 1726 | 419263 | SPON ADR |
| AT&T INC | 16856 | 418703 | COM |
| DIMENSIONAL ETF TRUST | 18239 | 417701 | US REAL ESTATE E |
| AGNICO EAGLE MINES LTD | 2440 | 413653 | COM |
| VANGUARD WORLD FD | 3416 | 413199 | ESG US STK ETF |
| UBS GROUP AG | 8767 | 406000 | SHS |
| ING GROEP N.V. | 14429 | 404012 | SPONSORED ADR |
| ISHARES TR | 2623 | 390055 | CORE S&P TTL STK |
| GE AEROSPACE | 1261 | 388426 | COM NEW |
| BARCLAYS PLC | 15223 | 387425 | ADR |
| TORONTO DOMINION BK ONT | 4091 | 385372 | COM NEW |
| MCKESSON CORP | 468 | 383896 | COM |
| RELX PLC | 9455 | 382171 | SPONSORED ADR |
| BANK MONTREAL QUE | 2938 | 381323 | COM |
| DIMENSIONAL ETF TRUST | 8166 | 380454 | US MKTWIDE VALUE |
| PARKER-HANNIFIN CORP | 431 | 378832 | COM |
| HOWMET AEROSPACE INC | 1773 | 363500 | COM |
| PALANTIR TECHNOLOGIES INC | 2041 | 362788 | CL A |
| MIZUHO FINANCIAL GROUP INC | 49492 | 362281 | SPONSORED ADR |
| ENBRIDGE INC | 7055 | 337441 | COM |
| PHILIP MORRIS INTL INC | 2092 | 335557 | COM |
| CANADIAN IMPERIAL BANK OF CO | 3675 | 332992 | COM |
| WELLS FARGO CO NEW | 3552 | 331046 | COM |
| THERMO FISHER SCIENTIFIC INC | 571 | 330866 | COM |
| UNITEDHEALTH GROUP INC | 1001 | 330440 | COM |
| TEVA PHARMACEUTICAL INDS LTD | 10558 | 329515 | SPONSORED ADS |
| CELESTICA INC | 1105 | 326649 | COM |
| MERCK & CO INC | 3085 | 324727 | COM |
| ARISTA NETWORKS INC | 2427 | 318010 | COM SHS |
| TRAVELERS COMPANIES INC | 1086 | 315005 | COM |
| PROCTER AND GAMBLE CO | 2190 | 313849 | COM |
| QUALCOMM INC | 1822 | 311653 | COM |
| DEUTSCHE BANK A G | 8029 | 309598 | NAMEN AKT |
| ROBINHOOD MKTS INC | 2736 | 309442 | COM CL A |
| EXXON MOBIL CORP | 2564 | 308552 | COM |
| GSK PLC | 6261 | 307039 | SPONSORED ADR |
| VANGUARD MALVERN FDS | 6158 | 304588 | STRM INFPROIDX |
| UNITED RENTALS INC | 371 | 300258 | COM |
| SALESFORCE INC | 1112 | 294580 | COM |
| GILEAD SCIENCES INC | 2379 | 291998 | COM |
| LLOYDS BANKING GROUP PLC | 54791 | 290392 | SPONSORED ADR |
| BANK NOVA SCOTIA HALIFAX | 3938 | 290191 | COM |
| BLACKROCK INC | 270 | 288992 | COM |
| EATON CORP PLC | 904 | 287933 | SHS |
| PROGRESSIVE CORP | 1263 | 287610 | COM |
| NOVO-NORDISK A S | 5647 | 287319 | ADR |
| AMGEN INC | 877 | 287051 | COM |
| LOCKHEED MARTIN CORP | 593 | 286816 | COM |
| ABBOTT LABS | 2233 | 279773 | COM |
| CITIGROUP INC | 2381 | 277839 | COM NEW |
| AMERIPRISE FINL INC | 566 | 277532 | COM |
| VANGUARD BD INDEX FDS | 3731 | 276326 | TOTAL BND MRKT |
| DEERE & CO | 574 | 267237 | COM |
| DISNEY WALT CO | 2327 | 264743 | COM |
| AFLAC INC | 2391 | 263656 | COM |
| RTX CORPORATION | 1425 | 261345 | COM |
| CUMMINS INC | 511 | 260840 | COM |
| ACCENTURE PLC IRELAND | 970 | 260251 | SHS CLASS A |
| S&P GLOBAL INC | 496 | 259205 | COM |
| UNION PAC CORP | 1111 | 256997 | COM |
| SCHWAB CHARLES CORP | 2571 | 256869 | COM |
| UNILEVER PLC | 3891 | 254471 | SPON ADR NEW |
| EMCOR GROUP INC | 410 | 250834 | COM |
| TRANE TECHNOLOGIES PLC | 643 | 250256 | SHS |
| VISTRA CORP | 1549 | 249900 | COM |
| LOWES COS INC | 1029 | 248154 | COM |
| GOLDMAN SACHS ETF TR | 2480 | 247885 | ACCES TREASURY |
| INTUITIVE SURGICAL INC | 433 | 245234 | COM NEW |
| BANK NEW YORK MELLON CORP | 2107 | 244602 | COM |
| SHOPIFY INC | 1519 | 244513 | CL A SUB VTG SHS |
| GE VERNOVA INC | 370 | 241821 | COM |
| DANAHER CORPORATION | 1050 | 240366 | COM |
| VANGUARD CHARLOTTE FDS | 4940 | 238694 | TOTAL INT BD ETF |
| GENERAL MTRS CO | 2928 | 238105 | COM |
| ROYAL CARIBBEAN GROUP | 853 | 237919 | COM |
| HARTFORD INSURANCE GROUP INC | 1720 | 237016 | COM |
| T-MOBILE US INC | 1166 | 236745 | COM |
| LINDE PLC | 554 | 236220 | SHS |
| SHERWIN WILLIAMS CO | 719 | 232978 | COM |
| VERTEX PHARMACEUTICALS INC | 507 | 229854 | COM |
| TARGA RES CORP | 1225 | 226013 | COM |
| D R HORTON INC | 1565 | 225407 | COM |
| MARATHON PETE CORP | 1384 | 225080 | COM |
| PFIZER INC | 8988 | 223801 | COM |
| COMFORT SYS USA INC | 239 | 223056 | COM |
| NATWEST GROUP PLC | 12684 | 221970 | SPONS ADR |
| BROOKFIELD CORP | 4822 | 221282 | CL A LTD VT SH |
| NEWMONT CORP | 2191 | 218771 | COM |
| AMPHENOL CORP NEW | 1613 | 217981 | CL A |
| INTUIT | 325 | 215287 | COM |
| CARDINAL HEALTH INC | 1046 | 214953 | COM |
| ANHEUSER BUSCH INBEV SA/NV | 3329 | 213189 | SPONSORED ADR |
| MANULIFE FINL CORP | 5817 | 211041 | COM |
| ANALOG DEVICES INC | 777 | 210722 | COM |
| KROGER CO | 3368 | 210433 | COM |
| BRISTOL-MYERS SQUIBB CO | 3895 | 210096 | COM |
| WILLIAMS COS INC | 3493 | 209964 | COM |
| WW GRAINGER INC | 208 | 209882 | COM |
| TELEFONAKTIEBOLAGET LM ERICS | 21739 | 209781 | ADR B SEK 10 |
| INTEL CORP | 5676 | 209444 | COM |
| WASTE MGMT INC DEL | 939 | 206308 | COM |
| OREILLY AUTOMOTIVE INC | 2233 | 203672 | COM |
| MARSH & MCLENNAN COS INC | 1092 | 202588 | COM |
| CHUBB LIMITED | 647 | 201942 | COM |
| UNITED AIRLS HLDGS INC | 1804 | 201723 | COM |
| CINTAS CORP | 1069 | 201047 | COM |
| ADOBE INC | 574 | 200894 | COM |
| TAKEDA PHARMACEUTICAL CO LTD | 11648 | 181592 | SPONSORED ADS |
| NOKIA CORP | 24696 | 159783 | SPONSORED ADR |
| FORD MTR CO | 11300 | 148256 | COM |
| NOMURA HLDGS INC | 13507 | 113324 | SPONSORED ADR |
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