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: $271.8M189 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$303K	0.1%	2,260 SH	New
ABBVIE INC	COM	$849K	0.3%Prev: 0.3%	3,665 SH	Decreased+25 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$242K	0.1%	980 SH	New
ADOBE INC	COM	$223K	0.1%	632 SH	New
ADVANCED MICRO DEVICES INC	COM	$315K	0.1%Prev: 0.4%	1,948 SH	Decreased-28 SH
AFLAC INC	COM	$266K	0.1%Prev: 0.1%	2,381 SH	Decreased+18 SH
AGNICO EAGLE MINES LTD	COM	$411K	0.2%Prev: 0.1%	2,440 SH	Increased
ALPHABET INC	CAP STK CL A	$2.5M	0.9%Prev: 1.2%	10,281 SH	Decreased-31 SH
ALPHABET INC	CAP STK CL C	$2.2M	0.8%Prev: 1.0%	9,160 SH	Decreased+75 SH
AMAZON COM INC	COM	$3.1M	1.1%Prev: 1.1%	14,061 SH	Decreased-121 SH
AMERICAN EXPRESS CO	COM	$460K	0.2%Prev: 0.1%	1,385 SH	Decreased+19 SH
AMERIPRISE FINL INC	COM	$279K	0.1%Prev: 0.1%	567 SH	Increased+3 SH
AMGEN INC	COM	$247K	0.1%Prev: 0.1%	877 SH	Decreased-54 SH
APPLE INC	COM	$7.3M	2.7%Prev: 2.7%	28,692 SH	Decreased-70 SH
APPLIED MATLS INC	COM	$354K	0.1%Prev: 0.4%	1,731 SH	Decreased-24 SH
APPLOVIN CORP	COM CL A	$509K	0.2%Prev: 0.1%	709 SH	Increased+4 SH
ARISTA NETWORKS INC	COM SHS	$353K	0.1%Prev: 0.1%	2,420 SH	Decreased+18 SH
ASML HOLDING N V	N Y REGISTRY SHS	$1.4M	0.5%	1,474 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$613K	0.2%	7,994 SH	New
AT&T INC	COM	$486K	0.2%Prev: 0.1%	17,218 SH	Increased+551 SH
AUTOMATIC DATA PROCESSING IN	COM	$210K	0.1%	715 SH	New
BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	$355K	0.1%Prev: 0.2%	18,440 SH	Decreased-6,400 SH
BANCO SANTANDER S.A.	ADR	$660K	0.2%	62,971 SH	New
BANK AMERICA CORP	COM	$603K	0.2%	11,694 SH	New
BANK MONTREAL QUE	COM	$383K	0.1%	2,938 SH	New
BANK NEW YORK MELLON CORP	COM	$229K	0.1%	2,104 SH	New
BANK NOVA SCOTIA HALIFAX	COM	$255K	0.1%	3,938 SH	New
BARCLAYS PLC	ADR	$315K	0.1%Prev: 0.1%	15,223 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.4%Prev: 0.3%	2,044 SH	Decreased-38 SH
BLACKROCK INC	COM	$315K	0.1%Prev: 0.1%	270 SH	Increased
BOOKING HOLDINGS INC	COM	$454K	0.2%Prev: 0.1%	84 SH	Increased-1,956 SH
BROADCOM INC	COM	$2.7M	1.0%Prev: 1.0%	8,162 SH	Decreased+65 SH
BROOKFIELD CORP	CL A LTD VT SH	$220K	0.1%Prev: 0.1%	3,215 SH	Increased-1,607 SH
CANADIAN IMPERIAL BANK OF CO	COM	$255K	0.1%Prev: 0.1%	3,187 SH	Decreased-488 SH
CAPITAL ONE FINL CORP	COM	$422K	0.2%Prev: 0.1%	1,983 SH	Increased+57 SH
CATERPILLAR INC	COM	$560K	0.2%Prev: 0.4%	1,173 SH	Decreased-1 SH
CELESTICA INC	COM	$272K	0.1%Prev: 0.1%	1,105 SH	Decreased
CINTAS CORP	COM	$221K	0.1%	1,076 SH	New
CISCO SYS INC	COM	$420K	0.2%Prev: 0.2%	6,132 SH	Decreased-42 SH
CITIGROUP INC	COM NEW	$242K	0.1%Prev: 0.1%	2,382 SH	Decreased-10 SH
COSTCO WHSL CORP NEW	COM	$1.3M	0.5%	1,391 SH	New
CUMMINS INC	COM	$216K	0.1%Prev: 0.1%	511 SH	Decreased-3 SH
D R HORTON INC	COM	$266K	0.1%Prev: 0.1%	1,567 SH	Increased+17 SH
DANAHER CORPORATION	COM	$204K	0.1%	1,029 SH	New
DEERE & CO	COM	$263K	0.1%Prev: 0.1%	575 SH	Decreased-1 SH
DEUTSCHE BANK A G	NAMEN AKT	$284K	0.1%	8,029 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$700K	0.3%	16,362 SH	New
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$17.1M	6.3%	417,134 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.4M	1.3%Prev: 1.3%	107,083 SH	Decreased+8,828 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$341K	0.1%Prev: 0.2%	12,491 SH	Decreased-4,157 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$10.7M	4.0%Prev: 3.4%	254,317 SH	Increased-108 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$14.2M	5.2%Prev: 6.2%	346,434 SH	Decreased-80,149 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$489K	0.2%Prev: 0.2%	10,594 SH	Increased+1,585 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$491K	0.2%Prev: 0.2%	13,510 SH	Decreased+753 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$7.4M	2.7%Prev: 2.8%	227,017 SH	Decreased-3,740 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$287K	0.1%	9,073 SH	New
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$462K	0.2%Prev: 0.1%	9,620 SH	Increased+1,015 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$2.7M	1.0%	56,504 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$14.4M	5.3%	373,524 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.7M	0.6%	23,790 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$355K	0.1%Prev: 0.1%	7,933 SH	Decreased+334 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$580K	0.2%	24,322 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.0M	0.8%Prev: 0.7%	29,825 SH	Decreased+3,301 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$15.9M	5.9%Prev: 7.3%	375,471 SH	Decreased-114,366 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$643K	0.2%Prev: 0.2%	11,049 SH	Increased+2,819 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$971K	0.4%Prev: 0.2%	30,950 SH	Increased+11,950 SH
DISNEY WALT CO	COM	$269K	0.1%	2,346 SH	New
EATON CORP PLC	SHS	$338K	0.1%Prev: 0.1%	903 SH	Decreased+4 SH
ELI LILLY & CO	COM	$911K	0.3%Prev: 0.5%	1,194 SH	Decreased-14 SH
EMCOR GROUP INC	COM	$266K	0.1%Prev: 0.1%	410 SH	Decreased+7 SH
ENBRIDGE INC	COM	$356K	0.1%Prev: 0.1%	7,055 SH	Decreased
EXXON MOBIL CORP	COM	$288K	0.1%Prev: 0.1%	2,553 SH	Increased+619 SH
FEDEX CORP	COM	$218K	0.1%	924 SH	New
FERRARI N V	COM	$226K	0.1%	466 SH	New
FORD MTR CO	COM	$136K	0.1%Prev: 0.1%	11,364 SH	Decreased+25 SH
GE AEROSPACE	COM NEW	$379K	0.1%Prev: 0.2%	1,259 SH	Decreased-108 SH
GE VERNOVA INC	COM	$228K	0.1%Prev: 0.1%	371 SH	Decreased-1 SH
GILEAD SCIENCES INC	COM	$264K	0.1%Prev: 0.1%	2,375 SH	Decreased+2 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$333K	0.1%Prev: 0.3%	3,327 SH	Decreased-5,949 SH
GOLDMAN SACHS GROUP INC	COM	$557K	0.2%Prev: 0.2%	700 SH	Decreased-4 SH
GSK PLC	SPONSORED ADR	$270K	0.1%Prev: 0.1%	6,261 SH	Decreased
HARTFORD INSURANCE GROUP INC	COM	$230K	0.1%Prev: 0.1%	1,723 SH	Increased+12 SH
HOME DEPOT INC	COM	$701K	0.3%Prev: 0.2%	1,731 SH	Increased+56 SH
HOWMET AEROSPACE INC	COM	$348K	0.1%Prev: 0.1%	1,771 SH	Decreased+37 SH
HSBC HLDGS PLC	SPON ADR NEW	$735K	0.3%Prev: 0.3%	10,361 SH	Decreased
ING GROEP N.V.	SPONSORED ADR	$376K	0.1%Prev: 0.1%	14,429 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$657K	0.2%Prev: 0.2%	2,330 SH	Increased+32 SH
INTUIT	COM	$221K	0.1%	324 SH	New
ISHARES INC	CORE MSCI EMKT	$957K	0.4%Prev: 0.4%	14,520 SH	Decreased
ISHARES TR	0-3 MNTH TREASRY	$21.6M	7.9%	214,170 SH	New
ISHARES TR	CORE MSCI INTL	$292K	0.1%	3,648 SH	New
ISHARES TR	CORE S&P TTL STK	$415K	0.2%Prev: 0.1%	2,851 SH	Increased+337 SH
ISHARES TR	CORE US AGGBD ET	$944K	0.3%Prev: 0.2%	9,416 SH	Increased+3,178 SH
ISHARES TR	JPMORGAN USD EMG	$206K	0.1%	2,161 SH	New
ISHARES TR	NATIONAL MUN ETF	$207K	0.1%	1,944 SH	New
ISHARES TR	RUS 1000 GRW ETF	$237K	0.1%	506 SH	New
ISHARES TR	RUS MDCP VAL ETF	$997K	0.4%Prev: 0.4%	7,136 SH	Decreased-30 SH
ISHARES TR	S&P 500 VAL ETF	$397K	0.1%	1,924 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$522K	0.2%Prev: 0.1%	10,299 SH	Increased+1,229 SH
JOHNSON & JOHNSON	COM	$778K	0.3%Prev: 0.3%	4,197 SH	Decreased+1 SH
JPMORGAN CHASE & CO.	COM	$2.3M	0.9%	7,431 SH	New
KLA CORP	COM NEW	$420K	0.2%Prev: 0.4%	389 SH	Decreased-3,508 SH
KROGER CO	COM	$228K	0.1%	3,380 SH	New
LAM RESEARCH CORP	COM NEW	$428K	0.2%Prev: 0.4%	3,195 SH	Decreased-26 SH
LINDE PLC	SHS	$314K	0.1%Prev: 0.1%	662 SH	Increased+81 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$249K	0.1%Prev: 0.1%	54,791 SH	Decreased
LOCKHEED MARTIN CORP	COM	$298K	0.1%Prev: 0.1%	596 SH	Decreased
LOWES COS INC	COM	$259K	0.1%Prev: 0.1%	1,032 SH	Increased+7 SH
MARATHON PETE CORP	COM	$278K	0.1%Prev: 0.1%	1,441 SH	Decreased+63 SH
MARSH & MCLENNAN COS INC	COM	$234K	0.1%	1,162 SH	New
MASTERCARD INCORPORATED	CL A	$899K	0.3%Prev: 0.3%	1,580 SH	Increased+22 SH
MCDONALDS CORP	COM	$424K	0.2%Prev: 0.1%	1,395 SH	Increased+5 SH
MCKESSON CORP	COM	$362K	0.1%Prev: 0.1%	468 SH	Increased+7 SH
MERCK & CO INC	COM	$215K	0.1%Prev: 0.1%	2,565 SH	Decreased-592 SH
META PLATFORMS INC	CL A	$4.3M	1.6%Prev: 1.1%	5,837 SH	Increased+24 SH
MICRON TECHNOLOGY INC	COM	$281K	0.1%Prev: 0.7%	1,678 SH	Decreased-146 SH
MICROSOFT CORP	COM	$5.9M	2.2%Prev: 1.3%	11,357 SH	Increased+118 SH
MITSUBISHI UFJ FINL GROUP IN	SPONSORED ADS	$687K	0.3%	43,112 SH	New
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$332K	0.1%Prev: 0.2%	49,492 SH	Decreased
MORGAN STANLEY	COM NEW	$466K	0.2%Prev: 0.2%	2,934 SH	Decreased-18 SH
NATWEST GROUP PLC	SPONS ADR	$179K	0.1%Prev: 0.1%	12,684 SH	Decreased
NETFLIX INC	COM	$875K	0.3%	730 SH	New
NOKIA CORP	SPONSORED ADR	$119K	0.0%Prev: 0.1%	24,696 SH	Decreased
NOMURA HLDGS INC	SPONSORED ADR	$98K	0.0%Prev: 0.0%	13,507 SH	Decreased
NOVARTIS AG	SPONSORED ADR	$1.0M	0.4%Prev: 0.4%	7,908 SH	Decreased
NOVO-NORDISK A S	ADR	$492K	0.2%Prev: 0.1%	8,860 SH	Increased+1,464 SH
NRG ENERGY INC	COM NEW	$201K	0.1%	1,242 SH	New
NVIDIA CORPORATION	COM	$7.5M	2.8%Prev: 2.6%	40,092 SH	Decreased-502 SH
ORACLE CORP	COM	$1.4M	0.5%Prev: 0.2%	5,089 SH	Increased+160 SH
OREILLY AUTOMOTIVE INC	COM	$241K	0.1%	2,236 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$371K	0.1%Prev: 0.1%	2,032 SH	Increased+127 SH
PARKER-HANNIFIN CORP	COM	$327K	0.1%Prev: 0.1%	431 SH	Decreased+13 SH
PFIZER INC	COM	$229K	0.1%Prev: 0.1%	8,990 SH	Increased+602 SH
PHILIP MORRIS INTL INC	COM	$338K	0.1%Prev: 0.1%	2,086 SH	Decreased+44 SH
PROCTER AND GAMBLE CO	COM	$339K	0.1%	2,208 SH	New
PROGRESSIVE CORP	COM	$314K	0.1%Prev: 0.1%	1,272 SH	Increased+11 SH
QUALCOMM INC	COM	$301K	0.1%Prev: 0.1%	1,810 SH	Decreased-17 SH
RELX PLC	SPONSORED ADR	$452K	0.2%Prev: 0.1%	9,455 SH	Increased+2,104 SH
ROBINHOOD MKTS INC	COM CL A	$391K	0.1%Prev: 0.1%	2,733 SH	Increased+1 SH
ROYAL BK CDA	COM	$1.0M	0.4%Prev: 0.5%	6,968 SH	Decreased
ROYAL CARIBBEAN GROUP	COM	$279K	0.1%Prev: 0.1%	862 SH	Increased+1 SH
S&P GLOBAL INC	COM	$240K	0.1%	494 SH	New
SALESFORCE INC	COM	$282K	0.1%	1,189 SH	New
SAP SE	SPON ADR	$461K	0.2%Prev: 0.1%	1,726 SH	Increased
SCHWAB CHARLES CORP	COM	$244K	0.1%Prev: 0.1%	2,560 SH	Increased+4 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.9M	1.8%Prev: 1.8%	210,325 SH	Decreased+2,687 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$10.5M	3.9%Prev: 3.8%	410,306 SH	Decreased+1,993 SH
SHERWIN WILLIAMS CO	COM	$249K	0.1%Prev: 0.1%	720 SH	Increased-4 SH
SHOPIFY INC	CL A SUB VTG SHS	$226K	0.1%	1,519 SH	New
SONY GROUP CORP	SPONSORED ADR	$1.2M	0.4%Prev: 0.2%	40,814 SH	Increased+6,145 SH
SPDR SERIES TRUST	PORTFOLIO S&P400	$249K	0.1%	4,361 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$881K	0.3%	11,245 SH	New
SUMITOMO MITSUI FINL GROUP I	SPONSORED ADR	$409K	0.2%	24,405 SH	New
T-MOBILE US INC	COM	$285K	0.1%	1,190 SH	New
TAKEDA PHARMACEUTICAL CO LTD	SPONSORED ADS	$183K	0.1%Prev: 0.1%	12,521 SH	Decreased+873 SH
TARGA RES CORP	COM	$205K	0.1%Prev: 0.1%	1,222 SH	Decreased-4 SH
TELEFONAKTIEBOLAGET LM ERICS	ADR B SEK 10	$180K	0.1%Prev: 0.1%	21,739 SH	Decreased
TELEFONICA S A	SPONSORED ADR	$117K	0.0%	23,057 SH	New
TESLA INC	COM	$2.1M	0.8%Prev: 0.7%	4,824 SH	Increased-12 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$210K	0.1%Prev: 0.1%	10,372 SH	Decreased-1,412 SH
TEXAS INSTRS INC	COM	$237K	0.1%Prev: 0.1%	1,292 SH	Decreased+155 SH
THERMO FISHER SCIENTIFIC INC	COM	$271K	0.1%Prev: 0.1%	558 SH	Decreased-10 SH
TJX COS INC NEW	COM	$395K	0.1%Prev: 0.1%	2,736 SH	Decreased+9 SH
TORONTO DOMINION BK ONT	COM NEW	$327K	0.1%Prev: 0.2%	4,091 SH	Decreased
TOYOTA MOTOR CORP	ADS	$701K	0.3%Prev: 0.2%	3,670 SH	Increased+354 SH
TRANE TECHNOLOGIES PLC	SHS	$270K	0.1%Prev: 0.1%	640 SH	Decreased+5 SH
TRAVELERS COMPANIES INC	COM	$304K	0.1%Prev: 0.1%	1,087 SH	Decreased+5 SH
UBS GROUP AG	SHS	$359K	0.1%Prev: 0.1%	8,767 SH	Decreased
UNILEVER PLC	SPON ADR NEW	$260K	0.1%Prev: 0.1%	4,378 SH	Increased+487 SH
UNION PAC CORP	COM	$261K	0.1%Prev: 0.1%	1,106 SH	Decreased-6 SH
UNITED RENTALS INC	COM	$355K	0.1%Prev: 0.1%	372 SH	Decreased+2 SH
UNITEDHEALTH GROUP INC	COM	$347K	0.1%Prev: 0.2%	1,004 SH	Decreased-124 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$332K	0.1%	4,465 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$247K	0.1%Prev: 0.1%	4,996 SH	Decreased-127 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.5M	0.9%Prev: 0.9%	7,524 SH	Decreased+80 SH
VANGUARD INDEX FDS	VALUE ETF	$204K	0.1%Prev: 0.1%	1,094 SH	Increased+166 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$761K	0.3%Prev: 0.2%	14,040 SH	Increased+1,435 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$706K	0.3%Prev: 0.3%	5,120 SH	Decreased-95 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$309K	0.1%Prev: 0.1%	6,109 SH	Increased-49 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$32.1M	11.8%Prev: 9.8%	546,103 SH	Increased+23,706 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.9M	0.7%Prev: 0.7%	30,941 SH	Decreased+898 SH
VANGUARD WORLD FD	ESG US STK ETF	$405K	0.1%Prev: 0.1%	3,416 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$574K	0.2%Prev: 0.2%	13,066 SH	Increased+258 SH
VISA INC	COM CL A	$1.0M	0.4%Prev: 0.3%	3,061 SH	Decreased-8 SH
VISTRA CORP	COM	$305K	0.1%Prev: 0.1%	1,555 SH	Increased-2 SH
WALMART INC	COM	$1.0M	0.4%Prev: 0.4%	9,969 SH	Decreased+75 SH
WASTE MGMT INC DEL	COM	$208K	0.1%Prev: 0.1%	942 SH	Increased+31 SH
WELLS FARGO CO NEW	COM	$297K	0.1%	3,543 SH	New
WILLIAMS COS INC	COM	$221K	0.1%Prev: 0.1%	3,490 SH	Decreased-2 SH

Sold (vs prior filing)

AMPHENOL CORP — $285K
ANALOG DEVICES INC — $310K
ANHEUSER BUSCH INBEV SA NV — $505K
ASML HLDG NV — $2.9M
ASTRAZENECA PLC — $760K
BANCO SANTANDER SA — $869K
BANK MONTREAL MEDIUM — $519K
BANK NOVA SCOTIA B C — $342K
BANK OF AMER CORP — $667K
BANK OF NY MELLON CORP — $304K
BRISTOL-MYERS SQUIBB CO — $257K
CARDINAL HEALTH INC — $246K
CASEYS GEN STORES INC — $207K
CHUBB LIMITED — $221K
CIENA CORP — $271K
COHERENT CORP — $269K
COMFORT SYS USA INC — $476K
CORNING INC — $553K
COSTCO WHOLESALE CORPORATION — $1.3M
CSX CORP — $238K
… and 45 more

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