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: $276.4M192 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$214K	0.1%	2,082 SH	New
ABBVIE INC	COM	$798K	0.3%Prev: 0.4%	3,667 SH	Increased-83 SH
ADVANCED MICRO DEVICES INC	COM	$400K	0.1%Prev: 0.1%	1,968 SH	Increased-2 SH
AFLAC INC	COM	$261K	0.1%Prev: 0.1%	2,377 SH	Decreased-46 SH
AGNICO EAGLE MINES LTD	COM	$495K	0.2%Prev: 0.1%	2,440 SH	Increased
ALPHABET INC	CAP STK CL A	$3.0M	1.1%Prev: 0.8%	10,294 SH	Increased-91 SH
ALPHABET INC	CAP STK CL C	$2.6M	0.9%Prev: 0.7%	9,070 SH	Increased-202 SH
AMAZON COM INC	COM	$3.0M	1.1%Prev: 1.4%	14,183 SH	Increased-802 SH
AMERICAN EXPRESS CO	COM	$415K	0.2%Prev: 0.2%	1,372 SH	Increased-43 SH
AMERIPRISE FINL INC	COM	$250K	0.1%Prev: 0.1%	563 SH	Decreased-15 SH
AMGEN INC	COM	$313K	0.1%Prev: 0.1%	891 SH	Increased+38 SH
AMPHENOL CORP	CL A	$205K	0.1%	1,619 SH	New
ANALOG DEVICES INC	COM	$248K	0.1%	779 SH	New
ANHEUSER BUSCH INBEV SA NV	SPONSORED ADR	$418K	0.2%	6,022 SH	New
APPLE INC	COM	$7.3M	2.7%Prev: 3.2%	28,902 SH	Increased-1,426 SH
APPLIED MATLS INC	COM	$599K	0.2%Prev: 0.1%	1,753 SH	Increased-56 SH
APPLOVIN CORP	COM CL A	$282K	0.1%	708 SH	New
ARISTA NETWORKS INC	COM SHS	$299K	0.1%	2,433 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$1.9M	0.7%	1,474 SH	New
ASTRAZENECA PLC	ORD	$789K	0.3%	4,003 SH	New
AT&T INC	COM	$492K	0.2%Prev: 0.2%	16,956 SH	Decreased-637 SH
BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	$505K	0.2%Prev: 0.1%	23,314 SH	Increased+4,874 SH
BANCO SANTANDER SA	ADR	$710K	0.3%	62,971 SH	New
BANK AMERICA CORP	COM	$567K	0.2%Prev: 0.2%	11,624 SH	Increased-301 SH
BANK MONTREAL MEDIUM	COM	$398K	0.1%	2,938 SH	New
BANK NEW YORK MELLON CORP	COM	$250K	0.1%	2,104 SH	New
BANK NOVA SCOTIA B C	COM	$273K	0.1%	3,938 SH	New
BARCLAYS PLC	ADR	$322K	0.1%Prev: 0.1%	15,223 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$992K	0.4%Prev: 0.5%	2,070 SH	Decreased+60 SH
BLACKROCK INC	COM	$260K	0.1%Prev: 0.1%	270 SH	Increased-3 SH
BOOKING HOLDINGS INC	COM	$349K	0.1%Prev: 0.2%	83 SH	Decreased-3 SH
BRISTOL-MYERS SQUIBB CO	COM	$280K	0.1%Prev: 0.1%	4,620 SH	Increased+111 SH
BROADCOM INC	COM	$2.5M	0.9%Prev: 0.7%	8,165 SH	Increased-135 SH
CANADIAN IMPERIAL BANK OF CO	COM	$348K	0.1%	3,675 SH	New
CAPITAL ONE FINL CORP	COM	$357K	0.1%	1,956 SH	New
CARDINAL HEALTH INC	COM	$221K	0.1%	1,044 SH	New
CATERPILLAR INC	COM	$835K	0.3%Prev: 0.2%	1,179 SH	Increased-19 SH
CELESTICA INC	COM	$311K	0.1%	1,105 SH	New
CHENIERE ENERGY INC	COM NEW	$212K	0.1%	747 SH	New
CHUBB LTD SWITZ	COM	$211K	0.1%	648 SH	New
CIENA CORP	COM NEW	$214K	0.1%	550 SH	New
CISCO SYS INC	COM	$478K	0.2%Prev: 0.2%	6,165 SH	Increased+793 SH
CITIGROUP INC	COM NEW	$271K	0.1%	2,390 SH	New
COMFORT SYS USA INC	COM	$331K	0.1%	240 SH	New
CORNING INC	COM	$294K	0.1%	2,159 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.4M	0.5%	1,383 SH	New
CSX CORP	COM	$205K	0.1%	5,001 SH	New
CUMMINS INC	COM	$276K	0.1%	513 SH	New
D R HORTON INC	COM	$215K	0.1%Prev: 0.1%	1,565 SH	Increased-28 SH
DEERE & CO	COM	$324K	0.1%Prev: 0.1%	575 SH	Increased-42 SH
DEUTSCHE BK AG	NAMEN AKT	$239K	0.1%	8,029 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$690K	0.2%Prev: 0.3%	16,334 SH	Increased+3,397 SH
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$18.6M	6.7%Prev: 5.4%	438,287 SH	Increased+105,886 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.5M	1.3%Prev: 1.3%	100,442 SH	Increased-4,489 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$454K	0.2%Prev: 0.1%	17,091 SH	Increased+6,690 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$10.6M	3.8%Prev: 5.0%	254,425 SH	Increased+8,245 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$17.1M	6.2%Prev: 2.6%	403,966 SH	Increased+250,268 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$471K	0.2%Prev: 0.2%	8,915 SH	Increased-580 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$524K	0.2%Prev: 0.2%	13,442 SH	Increased-669 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$8.1M	2.9%Prev: 3.5%	228,651 SH	Increased-35,230 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$461K	0.2%Prev: 0.2%	9,620 SH	Increased
DIMENSIONAL ETF TRUST	SHORT DURATION F	$2.7M	1.0%Prev: 1.2%	56,355 SH	Increased+3,713 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$14.1M	5.1%Prev: 5.8%	362,046 SH	Increased-2,332 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.6M	0.6%Prev: 0.6%	22,188 SH	Increased+369 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$388K	0.1%Prev: 0.1%	7,998 SH	Increased+2,502 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$446K	0.2%Prev: 0.2%	18,861 SH	Decreased-2,188 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.9M	0.7%Prev: 0.8%	27,240 SH	Increased-731 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$19.2M	6.9%Prev: 1.4%	467,329 SH	Increased+384,710 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$561K	0.2%Prev: 0.3%	8,977 SH	Increased-1,205 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$671K	0.2%Prev: 0.4%	19,750 SH	Decreased-9,571 SH
DISNEY WALT CO	COM	$200K	0.1%Prev: 0.1%	2,077 SH	Decreased-167 SH
EATON CORP PLC	SHS	$323K	0.1%Prev: 0.1%	903 SH	Increased-10 SH
ELI LILLY & CO	COM	$1.1M	0.4%Prev: 0.5%	1,214 SH	Increased-40 SH
EMCOR GROUP INC	COM	$302K	0.1%	409 SH	New
ENBRIDGE INC	COM	$382K	0.1%Prev: 0.1%	7,055 SH	Increased
EXXON MOBIL CORP	COM	$328K	0.1%	1,935 SH	New
FORD MTR CO	COM	$130K	0.0%	11,262 SH	New
GE AEROSPACE	COM NEW	$388K	0.1%Prev: 0.1%	1,367 SH	Increased+118 SH
GE VERNOVA INC	COM	$325K	0.1%	372 SH	New
GENERAL MTRS CO	COM	$224K	0.1%	3,011 SH	New
GILEAD SCIENCES INC	COM	$333K	0.1%Prev: 0.1%	2,389 SH	Increased-20 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$259K	0.1%Prev: 0.2%	2,584 SH	Decreased-791 SH
GOLDMAN SACHS GROUP INC	COM	$591K	0.2%Prev: 0.2%	699 SH	Increased-16 SH
GSK PLC	SPONSORED ADR	$346K	0.1%Prev: 0.1%	6,261 SH	Increased+578 SH
HARTFORD INSURANCE GROUP INC	COM	$232K	0.1%Prev: 0.1%	1,718 SH	Increased-35 SH
HOME DEPOT INC	COM	$564K	0.2%Prev: 0.3%	1,714 SH	Decreased-55 SH
HOWMET AEROSPACE INC	COM	$409K	0.1%Prev: 0.1%	1,774 SH	Increased-24 SH
HSBC HLDGS PLC	SPON ADR NEW	$855K	0.3%Prev: 0.3%	10,361 SH	Increased
ING GROEP N.V.	SPONSORED ADR	$376K	0.1%Prev: 0.1%	14,429 SH	Increased
INTEL CORP	COM	$253K	0.1%	5,734 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$561K	0.2%Prev: 0.3%	2,314 SH	Decreased-122 SH
ISHARES INC	CORE MSCI EMKT	$1.0M	0.4%Prev: 0.4%	14,529 SH	Increased-1,377 SH
ISHARES TR	0-3 MNTH TREASRY	$20.5M	7.4%Prev: 9.1%	203,959 SH	Increased+15,342 SH
ISHARES TR	CORE S&P TTL STK	$374K	0.1%Prev: 0.2%	2,623 SH	Decreased-1,349 SH
ISHARES TR	CORE US AGGBD ET	$931K	0.3%Prev: 0.5%	9,375 SH	Decreased-813 SH
ISHARES TR	RUS MDCP VAL ETF	$1.0M	0.4%Prev: 0.4%	7,166 SH	Increased+3 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$466K	0.2%Prev: 0.2%	9,207 SH	Decreased-312 SH
JOHNSON & JOHNSON	COM	$1.0M	0.4%Prev: 0.3%	4,201 SH	Increased+497 SH
JPMORGAN CHASE & CO	COM	$2.2M	0.8%	7,417 SH	New
KINROSS GOLD CORP	COM	$272K	0.1%	8,925 SH	New
KLA CORP	COM NEW	$579K	0.2%Prev: 0.1%	393 SH	Increased-3 SH
KROGER CO	COM	$244K	0.1%Prev: 0.1%	3,377 SH	Increased-106 SH
LAM RESEARCH CORP	COM NEW	$692K	0.3%Prev: 0.1%	3,238 SH	Increased-47 SH
LINDE PLC	SHS	$280K	0.1%Prev: 0.1%	565 SH	Decreased-64 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$276K	0.1%Prev: 0.1%	54,791 SH	Increased
LOCKHEED MARTIN CORP	COM	$362K	0.1%Prev: 0.1%	599 SH	Increased+10 SH
LOWES COS INC	COM	$244K	0.1%Prev: 0.1%	1,031 SH	Decreased-26 SH
MANULIFE FINL CORP	COM	$200K	0.1%	5,817 SH	New
MARATHON PETE CORP	COM	$336K	0.1%Prev: 0.1%	1,378 SH	Increased-146 SH
MASTERCARD INCORPORATED	CL A	$780K	0.3%Prev: 0.4%	1,561 SH	Decreased-113 SH
MCDONALDS CORP	COM	$439K	0.2%Prev: 0.2%	1,411 SH	Increased+26 SH
MCKESSON CORP	COM	$405K	0.1%Prev: 0.2%	468 SH	Increased-10 SH
MERCK & CO INC	COM	$377K	0.1%Prev: 0.1%	3,132 SH	Increased+69 SH
META PLATFORMS INC	CL A	$3.3M	1.2%Prev: 1.6%	5,843 SH	Decreased-88 SH
MICRON TECHNOLOGY INC	COM	$574K	0.2%	1,700 SH	New
MICROSOFT CORP	COM	$4.1M	1.5%Prev: 2.0%	11,127 SH	Decreased+16 SH
MITSUBISHI UFJ FINANCIAL GRO	SPONSORED ADS	$732K	0.3%	43,112 SH	New
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$393K	0.1%Prev: 0.1%	49,492 SH	Increased-2,089 SH
MORGAN STANLEY	COM NEW	$485K	0.2%Prev: 0.2%	2,945 SH	Increased-104 SH
NATWEST GROUP PLC	SPONS ADR	$189K	0.1%Prev: 0.1%	12,684 SH	Increased
NETFLIX INC.	COM	$698K	0.3%	7,259 SH	New
NEWMONT CORP	COM	$238K	0.1%	2,203 SH	New
NOKIA CORP	SPONSORED ADR	$199K	0.1%Prev: 0.1%	24,696 SH	Increased-10,890 SH
NOMURA HLDGS INC	SPONSORED ADR	$107K	0.0%Prev: 0.0%	13,507 SH	Increased-1,401 SH
NOVARTIS AG	SPONSORED ADR	$1.2M	0.4%Prev: 0.4%	7,908 SH	Increased+565 SH
NOVO-NORDISK A S	ADR	$254K	0.1%Prev: 0.7%	6,907 SH	Decreased-13,118 SH
NVIDIA CORPORATION	COM	$7.1M	2.6%Prev: 2.1%	40,541 SH	Increased+523 SH
ORACLE CORP	COM	$730K	0.3%Prev: 0.3%	4,959 SH	Increased-184 SH
OREILLY AUTOMOTIVE INC	COM	$205K	0.1%Prev: 0.1%	2,226 SH	Decreased+2,073 SH
PACCAR INC	COM	$207K	0.1%	1,793 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$280K	0.1%	1,916 SH	New
PARKER-HANNIFIN CORP	COM	$380K	0.1%Prev: 0.1%	425 SH	Increased-13 SH
PFIZER INC	COM	$258K	0.1%Prev: 0.1%	9,196 SH	Increased+313 SH
PHILIP MORRIS INTL INC	COM	$347K	0.1%Prev: 0.2%	2,097 SH	Increased+28 SH
PROCTER & GAMBLE CO	COM	$318K	0.1%	2,199 SH	New
PROGRESSIVE CORP	COM	$249K	0.1%Prev: 0.2%	1,256 SH	Decreased-45 SH
QUALCOMM INC	COM	$228K	0.1%Prev: 0.1%	1,768 SH	Decreased-150 SH
QUANTA SVCS INC	COM	$249K	0.1%	453 SH	New
RELX PLC	SPONSORED ADR	$244K	0.1%Prev: 0.2%	7,351 SH	Decreased-2,104 SH
ROYAL BK CDA	COM	$1.1M	0.4%Prev: 0.4%	6,968 SH	Increased
ROYAL CARIBBEAN GROUP	COM	$236K	0.1%	858 SH	New
RTX CORPORATION	COM	$311K	0.1%	1,611 SH	New
S&P GLOBAL INC	COM	$207K	0.1%Prev: 0.1%	487 SH	Decreased-33 SH
SALESFORCE INC	COM	$203K	0.1%Prev: 0.2%	1,089 SH	Decreased-168 SH
SAP SE	SPON ADR	$296K	0.1%Prev: 0.2%	1,726 SH	Decreased
SCHWAB CHARLES CORP	COM	$241K	0.1%Prev: 0.1%	2,565 SH	Increased-115 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$5.2M	1.9%Prev: 2.0%	209,368 SH	Increased-5,174 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$10.3M	3.7%Prev: 4.2%	409,952 SH	Increased-829 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$210K	0.1%	537 SH	New
SHERWIN WILLIAMS CO	COM	$230K	0.1%Prev: 0.1%	718 SH	Decreased-37 SH
SONY GROUP CORP	SPONSORED ADR	$718K	0.3%Prev: 0.5%	34,669 SH	Decreased-6,145 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.2M	0.4%	16,260 SH	New
SUMITOMO MITSUI FIN GRP INC	SPONSORED ADR	$482K	0.2%	24,405 SH	New
T-MOBILE US INC	COM	$246K	0.1%Prev: 0.2%	1,170 SH	Decreased-55 SH
TAKEDA PHARMACEUTICAL CO LTD	SPONSORED ADS	$216K	0.1%Prev: 0.1%	11,648 SH	Increased-632 SH
TARGA RES CORP	COM	$307K	0.1%Prev: 0.1%	1,226 SH	Increased-20 SH
TECHNIPFMC PLC	COM	$311K	0.1%	4,499 SH	New
TELEFONAKTIEBOLAGET LM ERICS	ADR B SEK 10	$245K	0.1%Prev: 0.1%	21,739 SH	Increased
TESLA INC	COM	$1.8M	0.7%Prev: 0.6%	4,835 SH	Increased-71 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$318K	0.1%	10,558 SH	New
TEXAS INSTRS INC	COM	$220K	0.1%Prev: 0.2%	1,132 SH	Decreased-729 SH
THERMO FISHER SCIENTIFIC INC	COM	$279K	0.1%Prev: 0.1%	567 SH	Decreased-20 SH
TJX COS INC NEW	COM	$439K	0.2%Prev: 0.2%	2,748 SH	Increased-39 SH
TORONTO DOMINION BK ONT	COM NEW	$382K	0.1%Prev: 0.1%	4,091 SH	Increased+411 SH
TOTALENERGIES SE	ACT	$277K	0.1%	3,043 SH	New
TOYOTA MOTOR CORP	ADS	$756K	0.3%Prev: 0.4%	3,670 SH	Decreased-1,642 SH
TRANE TECHNOLOGIES PLC	SHS	$268K	0.1%Prev: 0.1%	643 SH	Increased-9 SH
TRAVELERS COMPANIES INC	COM	$317K	0.1%Prev: 0.1%	1,088 SH	Increased-26 SH
UBS GROUP AG	SHS	$343K	0.1%Prev: 0.1%	8,767 SH	Increased-526 SH
UNILEVER PLC	SPON ADR NEW	$222K	0.1%Prev: 0.1%	3,891 SH	Decreased-487 SH
UNION PAC CORP	COM	$270K	0.1%Prev: 0.1%	1,113 SH	Increased-26 SH
UNITED RENTALS INC	COM	$270K	0.1%Prev: 0.1%	371 SH	Increased-6 SH
UNITEDHEALTH GROUP INC	COM	$273K	0.1%Prev: 0.4%	1,008 SH	Decreased-484 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$243K	0.1%Prev: 0.2%	3,305 SH	Decreased-1,375 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$246K	0.1%Prev: 0.2%	5,117 SH	Decreased-2,503 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.4M	0.9%Prev: 1.1%	7,495 SH	Increased-872 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$709K	0.3%Prev: 0.4%	13,125 SH	Decreased-5,538 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$718K	0.3%Prev: 0.3%	5,190 SH	Increased+150 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$308K	0.1%Prev: 0.2%	6,158 SH	Decreased-613 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$30.9M	11.2%Prev: 12.5%	528,506 SH	Increased+82,006 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.9M	0.7%Prev: 0.9%	30,419 SH	Increased-4,656 SH
VANGUARD WORLD FD	ESG US STK ETF	$384K	0.1%Prev: 0.2%	3,416 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$651K	0.2%Prev: 0.3%	12,976 SH	Increased-370 SH
VERTEX PHARMACEUTICALS INC	COM	$227K	0.1%Prev: 0.1%	508 SH	Decreased-16 SH
VISA INC	COM CL A	$917K	0.3%Prev: 0.5%	3,035 SH	Decreased-154 SH
VISTRA CORP	COM	$234K	0.1%	1,557 SH	New
WALMART INC	COM	$1.2M	0.4%Prev: 0.4%	9,912 SH	Increased-312 SH
WASTE MGMT INC DEL	COM	$213K	0.1%Prev: 0.1%	925 SH	Decreased-83 SH
WELLS FARGO & CO	COM	$279K	0.1%	3,500 SH	New
WESTERN DIGITAL CORP	COM	$315K	0.1%	1,165 SH	New
WILLIAMS COS INC	COM	$255K	0.1%Prev: 0.1%	3,497 SH	Increased-57 SH
WW GRAINGER INC	COM	$226K	0.1%	207 SH	New

Sold (vs prior filing)

ABBOTT LABS — $316K
ACCENTURE PLC IRELAND — $341K
ADOBE INC — $268K
ASML HOLDING N V — $977K
ASTRAZENECA PLC — $558K
BANCO SANTANDER S.A. — $422K
BANK MONTREAL QUE — $292K
CHUBB LIMITED — $206K
CINTAS CORP — $226K
COMCAST CORP NEW — $315K
COSTCO WHSL CORP NEW — $1.4M
DANAHER CORPORATION — $212K
DIMENSIONAL ETF TRUST — $292K
FEDEX CORP — $251K
FISERV INC — $238K
GRAINGER W W INC — $210K
INTUIT — $206K
INTUITIVE SURGICAL INC — $217K
ISHARES TR — $215K
ISHARES TR — $251K
… and 18 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