Five Oceans Advisors

CIK 0001876326 • 6 13F filings • Apr 18, 2025 – Jul 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $208.8M175 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$316K	0.2%	2,384 SH
ABBVIE INC	COM	$786K	0.4%	3,750 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$341K	0.2%	1,092 SH
ADOBE INC	COM	$268K	0.1%	699 SH
ADVANCED MICRO DEVICES INC	COM	$202K	0.1%	1,970 SH
AFLAC INC	COM	$269K	0.1%	2,423 SH
AGNICO EAGLE MINES LTD	COM	$265K	0.1%	2,440 SH
ALPHABET INC	CAP STK CL A	$1.6M	0.8%	10,385 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.7%	9,272 SH
AMAZON COM INC	COM	$2.9M	1.4%	14,985 SH
AMERICAN EXPRESS CO	COM	$381K	0.2%	1,415 SH
AMERIPRISE FINL INC	COM	$280K	0.1%	578 SH
AMGEN INC	COM	$266K	0.1%	853 SH
APPLE INC	COM	$6.7M	3.2%	30,328 SH
APPLIED MATLS INC	COM	$263K	0.1%	1,809 SH
ASML HOLDING N V	N Y REGISTRY SHS	$977K	0.5%	1,474 SH
ASTRAZENECA PLC	SPONSORED ADR	$558K	0.3%	7,591 SH
AT&T INC	COM	$498K	0.2%	17,593 SH
BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	$251K	0.1%	18,440 SH
BANCO SANTANDER S.A.	ADR	$422K	0.2%	62,971 SH
BANK AMERICA CORP	COM	$498K	0.2%	11,925 SH
BANK MONTREAL QUE	COM	$292K	0.1%	3,056 SH
BARCLAYS PLC	ADR	$234K	0.1%	15,223 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.5%	2,010 SH
BLACKROCK INC	COM	$258K	0.1%	273 SH
BOOKING HOLDINGS INC	COM	$396K	0.2%	86 SH
BRISTOL-MYERS SQUIBB CO	COM	$275K	0.1%	4,509 SH
BROADCOM INC	COM	$1.4M	0.7%	8,300 SH
CATERPILLAR INC	COM	$395K	0.2%	1,198 SH
CHUBB LIMITED	COM	$206K	0.1%	683 SH
CINTAS CORP	COM	$226K	0.1%	1,100 SH
CISCO SYS INC	COM	$332K	0.2%	5,372 SH
COMCAST CORP NEW	CL A	$315K	0.2%	8,541 SH
COSTCO WHSL CORP NEW	COM	$1.4M	0.7%	1,444 SH
D R HORTON INC	COM	$203K	0.1%	1,593 SH
DANAHER CORPORATION	COM	$212K	0.1%	1,035 SH
DEERE & CO	COM	$290K	0.1%	617 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$544K	0.3%	12,937 SH
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$11.2M	5.4%	332,401 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$2.8M	1.3%	104,931 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$273K	0.1%	10,401 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$10.4M	5.0%	246,180 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$5.4M	2.6%	153,698 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$374K	0.2%	9,495 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$441K	0.2%	14,111 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$7.3M	3.5%	263,881 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$292K	0.1%	11,306 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$458K	0.2%	9,620 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$2.5M	1.2%	52,642 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$12.0M	5.8%	364,378 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.3M	0.6%	21,819 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$226K	0.1%	5,496 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$500K	0.2%	21,049 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.7M	0.8%	27,971 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$3.0M	1.4%	82,619 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$524K	0.3%	10,182 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$768K	0.4%	29,321 SH
DISNEY WALT CO	COM	$221K	0.1%	2,244 SH
EATON CORP PLC	SHS	$248K	0.1%	913 SH
ELI LILLY & CO	COM	$1.0M	0.5%	1,254 SH
ENBRIDGE INC	COM	$313K	0.1%	7,055 SH
FEDEX CORP	COM	$251K	0.1%	1,031 SH
FISERV INC	COM	$238K	0.1%	1,076 SH
GE AEROSPACE	COM NEW	$250K	0.1%	1,249 SH
GILEAD SCIENCES INC	COM	$270K	0.1%	2,409 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$338K	0.2%	3,375 SH
GOLDMAN SACHS GROUP INC	COM	$391K	0.2%	715 SH
GRAINGER W W INC	COM	$210K	0.1%	213 SH
GSK PLC	SPONSORED ADR	$220K	0.1%	5,683 SH
HARTFORD INSURANCE GROUP INC	COM	$217K	0.1%	1,753 SH
HOME DEPOT INC	COM	$648K	0.3%	1,769 SH
HOWMET AEROSPACE INC	COM	$233K	0.1%	1,798 SH
HSBC HLDGS PLC	SPON ADR NEW	$595K	0.3%	10,361 SH
ING GROEP N.V.	SPONSORED ADR	$283K	0.1%	14,429 SH
INTERNATIONAL BUSINESS MACHS	COM	$606K	0.3%	2,436 SH
INTUIT	COM	$206K	0.1%	336 SH
INTUITIVE SURGICAL INC	COM NEW	$217K	0.1%	439 SH
ISHARES INC	CORE MSCI EMKT	$858K	0.4%	15,906 SH
ISHARES TR	0-3 MNTH TREASRY	$19.0M	9.1%	188,617 SH
ISHARES TR	CORE MSCI EAFE	$215K	0.1%	2,836 SH
ISHARES TR	CORE MSCI INTL	$251K	0.1%	3,648 SH
ISHARES TR	CORE S&P TTL STK	$485K	0.2%	3,972 SH
ISHARES TR	CORE US AGGBD ET	$1.0M	0.5%	10,188 SH
ISHARES TR	JPMORGAN USD EMG	$249K	0.1%	2,747 SH
ISHARES TR	NATIONAL MUN ETF	$210K	0.1%	1,991 SH
ISHARES TR	RUS 1000 GRW ETF	$237K	0.1%	655 SH
ISHARES TR	RUS 1000 VAL ETF	$247K	0.1%	1,315 SH
ISHARES TR	RUS MDCP VAL ETF	$902K	0.4%	7,163 SH
ISHARES TR	S&P 500 VAL ETF	$367K	0.2%	1,924 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$482K	0.2%	9,519 SH
JOHNSON & JOHNSON	COM	$614K	0.3%	3,704 SH
JPMORGAN CHASE & CO.	COM	$1.9M	0.9%	7,588 SH
KLA CORP	COM NEW	$269K	0.1%	396 SH
KROGER CO	COM	$236K	0.1%	3,483 SH
LAM RESEARCH CORP	COM NEW	$239K	0.1%	3,285 SH
LINDE PLC	SHS	$293K	0.1%	629 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$209K	0.1%	54,791 SH
LOCKHEED MARTIN CORP	COM	$263K	0.1%	589 SH
LOWES COS INC	COM	$247K	0.1%	1,057 SH
MARATHON PETE CORP	COM	$222K	0.1%	1,524 SH
MARSH & MCLENNAN COS INC	COM	$315K	0.2%	1,291 SH
MASTERCARD INCORPORATED	CL A	$918K	0.4%	1,674 SH
MCDONALDS CORP	COM	$433K	0.2%	1,385 SH
MCKESSON CORP	COM	$322K	0.2%	478 SH
MERCK & CO INC	COM	$275K	0.1%	3,063 SH
META PLATFORMS INC	CL A	$3.4M	1.6%	5,931 SH
MICROSOFT CORP	COM	$4.2M	2.0%	11,111 SH
MITSUBISHI UFJ FINL GROUP IN	SPONSORED ADS	$607K	0.3%	44,498 SH
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$284K	0.1%	51,581 SH
MORGAN STANLEY	COM NEW	$356K	0.2%	3,049 SH
NATWEST GROUP PLC	SPONS ADR	$151K	0.1%	12,684 SH
NETFLIX INC	COM	$693K	0.3%	743 SH
NOKIA CORP	SPONSORED ADR	$188K	0.1%	35,586 SH
NOMURA HLDGS INC	SPONSORED ADR	$92K	0.0%	14,908 SH
NOVARTIS AG	SPONSORED ADR	$819K	0.4%	7,343 SH
NOVO-NORDISK A S	ADR	$1.4M	0.7%	20,025 SH
NVIDIA CORPORATION	COM	$4.3M	2.1%	40,018 SH
ORACLE CORP	COM	$719K	0.3%	5,143 SH
OREILLY AUTOMOTIVE INC	COM	$219K	0.1%	153 SH
PARKER-HANNIFIN CORP	COM	$266K	0.1%	438 SH
PFIZER INC	COM	$225K	0.1%	8,883 SH
PHILIP MORRIS INTL INC	COM	$328K	0.2%	2,069 SH
PROCTER AND GAMBLE CO	COM	$383K	0.2%	2,246 SH
PROGRESSIVE CORP	COM	$368K	0.2%	1,301 SH
QUALCOMM INC	COM	$295K	0.1%	1,918 SH
RELX PLC	SPONSORED ADR	$477K	0.2%	9,455 SH
ROYAL BK CDA	COM	$785K	0.4%	6,968 SH
S&P GLOBAL INC	COM	$264K	0.1%	520 SH
SALESFORCE INC	COM	$337K	0.2%	1,257 SH
SANOFI	SPONSORED ADR	$219K	0.1%	3,948 SH
SAP SE	SPON ADR	$463K	0.2%	1,726 SH
SCHWAB CHARLES CORP	COM	$210K	0.1%	2,680 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.2M	2.0%	214,542 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$8.8M	4.2%	410,781 SH
SHERWIN WILLIAMS CO	COM	$264K	0.1%	755 SH
SONY GROUP CORP	SPONSORED ADR	$1.0M	0.5%	40,814 SH
SPDR SER TR	PORTFOLIO S&P400	$238K	0.1%	4,656 SH
SPDR SER TR	PORTFOLIO S&P500	$697K	0.3%	10,602 SH
SUMITOMO MITSUI FINL GROUP I	SPONSORED ADR	$393K	0.2%	25,407 SH
T-MOBILE US INC	COM	$327K	0.2%	1,225 SH
TAKEDA PHARMACEUTICAL CO LTD	SPONSORED ADS	$183K	0.1%	12,280 SH
TARGA RES CORP	COM	$250K	0.1%	1,246 SH
TELEFONAKTIEBOLAGET LM ERICS	ADR B SEK 10	$169K	0.1%	21,739 SH
TELEFONICA S A	SPONSORED ADR	$107K	0.1%	23,057 SH
TESLA INC	COM	$1.3M	0.6%	4,906 SH
TEXAS INSTRS INC	COM	$334K	0.2%	1,861 SH
THERMO FISHER SCIENTIFIC INC	COM	$292K	0.1%	587 SH
TJX COS INC NEW	COM	$339K	0.2%	2,787 SH
TORONTO DOMINION BK ONT	COM NEW	$221K	0.1%	3,680 SH
TOYOTA MOTOR CORP	ADS	$938K	0.4%	5,312 SH
TRANE TECHNOLOGIES PLC	SHS	$220K	0.1%	652 SH
TRAVELERS COMPANIES INC	COM	$295K	0.1%	1,114 SH
UBS GROUP AG	SHS	$285K	0.1%	9,293 SH
UNILEVER PLC	SPON ADR NEW	$261K	0.1%	4,378 SH
UNION PAC CORP	COM	$269K	0.1%	1,139 SH
UNITED RENTALS INC	COM	$236K	0.1%	377 SH
UNITEDHEALTH GROUP INC	COM	$781K	0.4%	1,492 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$344K	0.2%	4,680 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$372K	0.2%	7,620 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$209K	0.1%	407 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.3M	1.1%	8,367 SH
VANGUARD INDEX FDS	VALUE ETF	$267K	0.1%	1,544 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$845K	0.4%	18,663 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$584K	0.3%	5,040 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$338K	0.2%	6,771 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$26.2M	12.5%	446,500 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.8M	0.9%	35,075 SH
VANGUARD WORLD FD	ESG US STK ETF	$335K	0.2%	3,416 SH
VERIZON COMMUNICATIONS INC	COM	$605K	0.3%	13,346 SH
VERTEX PHARMACEUTICALS INC	COM	$254K	0.1%	524 SH
VISA INC	COM CL A	$1.1M	0.5%	3,189 SH
WALMART INC	COM	$898K	0.4%	10,224 SH
WASTE MGMT INC DEL	COM	$233K	0.1%	1,008 SH
WELLS FARGO CO NEW	COM	$304K	0.1%	4,228 SH
WILLIAMS COS INC	COM	$212K	0.1%	3,554 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 22, 2026	Q3 2026	13F-HR	0001876326-26-000006	—	View
Jan 16, 2026	Q4 2025	13F-HR	0001876326-26-000001	$283.0M	View
Oct 22, 2025	Q3 2025