Five Oceans Advisors
Annual return '25
+17.1%
SPY '25
+17.7%
Alpha
-0.6ptsvs SPY
Invested
$276.4M
Holdings
194
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VGSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
11.2%
02
$SGOV
ISHARES TR
Q1 2026: New position (7.0k shares)
7.4%
03
$DFSU
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.9%
04
$DFSE
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.7%
05
$DFSI
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.2%
06
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: New position (5.9k shares)
5.1%
07
$DFIP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.8%
08
$SCHB
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.7%
09
$DFIC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.9%
10
$AAPL
APPLE INC
Q1 2026: Increased +2.5% (81.9k → 83.9k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:31 UTC.