Five Oceans Advisors

CIK 0001876326 • 7 13F filings • Apr 18, 2025 – Oct 22, 2026

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Filer information

Filed by: Five Oceans Advisors, Chief Compliance Officer
Address: 2719 4TH ST, SANTA MONICA, CA, 90405-4273
Phone: 5717653343
AUM: $283.0M

AUM over time

$261.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $261.8M183 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$818K	0.3%Prev: 0.3%	3,128 SH	Decreased-537 SH
ADVANCED MICRO DEVICES INC	COM	$1.1M	0.4%Prev: 0.1%	1,839 SH	Increased-109 SH
AFLAC INC	COM	$251K	0.1%Prev: 0.1%	2,244 SH	Decreased-137 SH
AGNICO EAGLE MINES LTD	COM	$447K	0.2%Prev: 0.2%	2,440 SH	Increased
ALPHABET INC	CAP STK CL A	$3.4M	1.3%Prev: 0.9%	9,924 SH	Increased-357 SH
ALPHABET INC	CAP STK CL C	$2.7M	1.0%Prev: 0.8%	7,984 SH	Increased-1,176 SH
AMAZON COM INC	COM	$3.4M	1.3%Prev: 1.1%	13,473 SH	Increased-588 SH
AMERICAN EXPRESS CO	COM	$389K	0.1%Prev: 0.2%	1,280 SH	Decreased-105 SH
AMERIPRISE FINL INC	COM	$265K	0.1%Prev: 0.1%	539 SH	Decreased-28 SH
AMGEN INC	COM	$361K	0.1%Prev: 0.1%	856 SH	Increased-21 SH
AMPHENOL CORP	CL A	$253K	0.1%	3,007 SH	New
ANALOG DEVICES INC	COM	$292K	0.1%	736 SH	New
ANHEUSER BUSCH INBEV SA NV	SPONSORED ADR	$400K	0.2%	5,451 SH	New
APPLE INC	COM	$8.3M	3.2%Prev: 2.7%	25,018 SH	Increased-3,674 SH
APPLIED MATLS INC	COM	$836K	0.3%Prev: 0.1%	1,634 SH	Increased-97 SH
ARISTA NETWORKS INC	COM SHS	$459K	0.2%Prev: 0.1%	2,255 SH	Increased-165 SH
ASML HLDG NV	N Y REGISTRY SHS	$2.7M	1.0%	1,474 SH	New
ASTRAZENECA PLC	ORD	$650K	0.2%	4,026 SH	New
AT&T INC	COM	$371K	0.1%Prev: 0.2%	15,188 SH	Decreased-2,030 SH
BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	$692K	0.3%Prev: 0.1%	24,840 SH	Increased+6,400 SH
BANCO SANTANDER SA	ADR	$906K	0.3%	65,502 SH	New
BANK NOVA SCOTIA B C	COM	$358K	0.1%	3,938 SH	New
BANK OF AMER CORP	COM	$548K	0.2%	10,061 SH	New
BANK OF MONTREAL	COM	$491K	0.2%	2,938 SH	New
BANK OF NY MELLON CORP	COM	$287K	0.1%	1,981 SH	New
BARCLAYS PLC	ADR	$369K	0.1%Prev: 0.1%	15,223 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$967K	0.4%Prev: 0.4%	1,941 SH	Decreased-103 SH
BLACKROCK INC	COM	$272K	0.1%Prev: 0.1%	257 SH	Decreased-13 SH
BOOKING HOLDINGS INC	COM	$315K	0.1%Prev: 0.2%	1,934 SH	Decreased+1,850 SH
BRISTOL-MYERS SQUIBB CO	COM	$264K	0.1%	4,224 SH	New
BROADCOM INC	COM	$2.6M	1.0%Prev: 1.0%	7,526 SH	Decreased-636 SH
CANADIAN IMPERIAL BANK OF CO	COM	$405K	0.2%Prev: 0.1%	3,675 SH	Increased+488 SH
CAPITAL ONE FINL CORP	COM	$352K	0.1%Prev: 0.2%	1,823 SH	Decreased-160 SH
CARDINAL HEALTH INC	COM	$219K	0.1%	984 SH	New
CATERPILLAR INC	COM	$894K	0.3%Prev: 0.2%	1,103 SH	Increased-70 SH
CELESTICA INC	COM	$399K	0.2%Prev: 0.1%	1,105 SH	Increased
CHARLES SCHWAB CORP (THE)	COM	$238K	0.1%	2,432 SH	New
CISCO SYS INC	COM	$501K	0.2%Prev: 0.2%	4,655 SH	Increased-1,477 SH
CITIGROUP INC	COM NEW	$282K	0.1%Prev: 0.1%	2,178 SH	Increased-204 SH
COMFORT SYS USA INC	COM	$375K	0.1%	227 SH	New
CORNING INC	COM	$306K	0.1%	1,988 SH	New
COSTCO WHOLESALE CORPORATION	COM	$928K	0.4%	1,019 SH	New
CSX CORP	COM	$217K	0.1%	4,661 SH	New
CUMMINS INC	COM	$250K	0.1%Prev: 0.1%	484 SH	Increased-27 SH
DANAHER CORP DEL	COM	$219K	0.1%	990 SH	New
DEERE & CO	COM	$363K	0.1%Prev: 0.1%	540 SH	Increased-35 SH
DELL TECHNOLOGIES INC	CL C	$424K	0.2%	789 SH	New
DEUTSCHE BK AG	NAMEN AKT	$288K	0.1%	8,029 SH	New
DIMENSIONAL ETF TRUST	EMER MARK SU ETF	$19.1M	7.3%	394,730 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.2M	0.4%Prev: 1.3%	29,561 SH	Decreased-77,522 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$9.2M	3.5%Prev: 4.0%	235,444 SH	Decreased-18,873 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$17.8M	6.8%Prev: 5.2%	394,570 SH	Increased+48,136 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$530K	0.2%Prev: 0.2%	12,789 SH	Increased-721 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$3.3M	1.3%Prev: 2.7%	87,281 SH	Decreased-139,736 SH
DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	$1.4M	0.5%	30,069 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$7.0M	2.7%	157,832 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$505K	0.2%	6,082 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$232K	0.1%Prev: 0.1%	4,216 SH	Decreased-3,717 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$361K	0.1%Prev: 0.8%	4,657 SH	Decreased-25,168 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$21.2M	8.1%Prev: 5.9%	449,615 SH	Increased+74,144 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$431K	0.2%Prev: 0.2%	6,493 SH	Decreased-4,556 SH
EATON CORP PLC	SHS	$369K	0.1%Prev: 0.1%	859 SH	Increased-44 SH
ELI LILLY & CO	COM	$1.3M	0.5%Prev: 0.3%	1,099 SH	Increased-95 SH
EMCOR GROUP INC	COM	$287K	0.1%Prev: 0.1%	380 SH	Increased-30 SH
ENBRIDGE INC	COM	$328K	0.1%Prev: 0.1%	7,055 SH	Decreased
EXXONMOBIL HOLDINGS CORP	COM SHS	$307K	0.1%	1,887 SH	New
FLEX LTD	ORD	$217K	0.1%	1,970 SH	New
FORD MTR CO	COM	$128K	0.0%Prev: 0.1%	10,644 SH	Decreased-720 SH
FORTINET INC	COM	$277K	0.1%	1,551 SH	New
GE AEROSPACE	COM NEW	$407K	0.2%Prev: 0.1%	1,302 SH	Increased+43 SH
GE VERNOVA INC	COM	$328K	0.1%Prev: 0.1%	345 SH	Increased-26 SH
GENERAL MTRS CO	COM	$214K	0.1%	2,780 SH	New
GILEAD SCIENCES INC	COM	$330K	0.1%Prev: 0.1%	2,212 SH	Increased-163 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$313K	0.1%Prev: 0.1%	3,130 SH	Decreased-197 SH
GOLDMAN SACHS GROUP INC	COM	$600K	0.2%Prev: 0.2%	666 SH	Increased-34 SH
GSK PLC	SPONSORED ADR	$302K	0.1%Prev: 0.1%	6,261 SH	Increased
HOME DEPOT INC	COM	$439K	0.2%Prev: 0.3%	1,543 SH	Decreased-188 SH
HOWMET AEROSPACE INC	COM	$368K	0.1%Prev: 0.1%	1,627 SH	Increased-144 SH
HSBC HLDGS PLC	SPON ADR NEW	$1.0M	0.4%Prev: 0.3%	10,361 SH	Increased
ING GROEP N.V.	SPONSORED ADR	$512K	0.2%Prev: 0.1%	14,429 SH	Increased
INTEL CORP	COM	$671K	0.3%	5,581 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$473K	0.2%Prev: 0.2%	2,152 SH	Decreased-178 SH
ISHARES INC	CORE MSCI EMKT	$1.2M	0.5%Prev: 0.4%	14,520 SH	Increased
ISHARES TR	0-3 MTH TREASURY	$17.3M	6.6%	172,013 SH	New
ISHARES TR	CORE S&P TTL STK	$418K	0.2%Prev: 0.2%	2,514 SH	Increased-337 SH
ISHARES TR	RUS MDCP VAL ETF	$1.2M	0.4%Prev: 0.4%	7,164 SH	Increased+28 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$1.2M	0.5%	26,382 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$413K	0.2%Prev: 0.2%	8,201 SH	Decreased-2,098 SH
JOHNSON & JOHNSON	COM	$998K	0.4%Prev: 0.3%	3,769 SH	Increased-428 SH
JPMORGAN CHASE & CO	COM	$2.3M	0.9%	6,963 SH	New
KLA CORP	COM NEW	$717K	0.3%Prev: 0.2%	3,678 SH	Increased+3,289 SH
LAM RESEARCH CORP	COM NEW	$985K	0.4%Prev: 0.2%	2,999 SH	Increased-196 SH
LINDE PLC	SHS	$240K	0.1%Prev: 0.1%	506 SH	Decreased-156 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$308K	0.1%Prev: 0.1%	54,791 SH	Increased
LOCKHEED MARTIN CORP	COM	$304K	0.1%Prev: 0.1%	597 SH	Increased+1 SH
LUMENTUM HLDGS INC	COM	$215K	0.1%	221 SH	New
MANULIFE FINL CORP	COM	$248K	0.1%	5,817 SH	New
MARATHON PETE CORP	COM	$534K	0.2%Prev: 0.1%	1,351 SH	Increased-90 SH
MARVELL TECHNOLOGY INC	COM	$280K	0.1%	1,058 SH	New
MASTERCARD INCORPORATED	CL A	$807K	0.3%Prev: 0.3%	1,464 SH	Decreased-116 SH
MCDONALDS CORP	COM	$305K	0.1%Prev: 0.2%	1,319 SH	Decreased-76 SH
MCKESSON CORP	COM	$278K	0.1%Prev: 0.1%	326 SH	Decreased-142 SH
MERCK & CO INC	COM	$440K	0.2%Prev: 0.1%	3,030 SH	Increased+465 SH
META PLATFORMS INC	CL A	$4.2M	1.6%Prev: 1.6%	5,775 SH	Decreased-62 SH
MICRON TECHNOLOGY INC	COM	$1.9M	0.7%Prev: 0.1%	1,794 SH	Increased+116 SH
MICROSOFT CORP	COM	$5.2M	2.0%Prev: 2.2%	10,185 SH	Decreased-1,172 SH
MITSUBISHI UFJ FINANCIAL GRO	SPONSORED ADS	$995K	0.4%	43,112 SH	New
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$547K	0.2%Prev: 0.1%	49,492 SH	Increased
MORGAN STANLEY	COM NEW	$529K	0.2%Prev: 0.2%	2,814 SH	Increased-120 SH
NATWEST GROUP PLC	SPONS ADR	$230K	0.1%Prev: 0.1%	12,684 SH	Increased
NETFLIX INC.	COM	$468K	0.2%	6,732 SH	New
NEWMONT CORP	COM	$231K	0.1%	2,006 SH	New
NOKIA CORP	SPONSORED ADR	$250K	0.1%Prev: 0.0%	24,696 SH	Increased
NOMURA HLDGS INC	SPONSORED ADR	$132K	0.1%Prev: 0.0%	13,507 SH	Increased
NOVARTIS AG	SPONSORED ADR	$1.1M	0.4%Prev: 0.4%	7,908 SH	Increased
NVIDIA CORPORATION	COM	$8.7M	3.3%Prev: 2.8%	38,186 SH	Increased-1,906 SH
ORACLE CORP	COM	$629K	0.2%Prev: 0.5%	4,580 SH	Decreased-509 SH
PALANTIR TECHNOLOGIES INC	CL A	$390K	0.1%Prev: 0.1%	2,085 SH	Increased+53 SH
PALO ALTO NETWORKS INC	COM	$330K	0.1%	830 SH	New
PARKER-HANNIFIN CORP	COM	$378K	0.1%Prev: 0.1%	396 SH	Increased-35 SH
PFIZER INC	COM	$225K	0.1%Prev: 0.1%	7,885 SH	Decreased-1,105 SH
PHILIP MORRIS INTL INC	COM	$390K	0.1%Prev: 0.1%	2,045 SH	Increased-41 SH
PROCTER & GAMBLE CO	COM	$275K	0.1%	1,892 SH	New
PROGRESSIVE CORP	COM	$248K	0.1%Prev: 0.1%	1,195 SH	Decreased-77 SH
QUALCOMM INC	COM	$253K	0.1%Prev: 0.1%	1,373 SH	Decreased-437 SH
QUANTA SVCS INC	COM	$267K	0.1%	416 SH	New
RELX PLC	SPONSORED ADR	$244K	0.1%Prev: 0.2%	7,351 SH	Decreased-2,104 SH
ROBINHOOD MKTS INC	COM CL A	$303K	0.1%Prev: 0.1%	2,691 SH	Decreased-42 SH
ROYAL BK CDA	COM	$1.4M	0.5%Prev: 0.4%	6,968 SH	Increased
ROYAL CARIBBEAN GROUP	COM	$212K	0.1%Prev: 0.1%	799 SH	Decreased-63 SH
RTX CORPORATION	COM	$286K	0.1%	1,539 SH	New
SALESFORCE INC	COM	$229K	0.1%Prev: 0.1%	996 SH	Decreased-193 SH
SANDISK CORP	COM	$431K	0.2%	248 SH	New
SAP SE	SPON ADR	$360K	0.1%Prev: 0.2%	1,726 SH	Decreased
SCHWAB STRATEGIC TR	INTL EQTY ETF	$5.7M	2.2%Prev: 1.8%	207,529 SH	Increased-2,796 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$12.0M	4.6%Prev: 3.9%	408,076 SH	Increased-2,230 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$453K	0.2%	491 SH	New
SHERWIN WILLIAMS CO	COM	$222K	0.1%Prev: 0.1%	686 SH	Decreased-34 SH
SHOPIFY INC	CL A SUB VTG SHS	$225K	0.1%Prev: 0.1%	1,519 SH	Decreased
SONY GROUP CORP	SPONSORED ADR	$816K	0.3%Prev: 0.4%	34,669 SH	Decreased-6,145 SH
SPDR SERIES TRUST	ST STR P400MID	$224K	0.1%	3,557 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$1.0M	0.4%	11,503 SH	New
STEEL DYNAMICS INC	COM	$201K	0.1%	908 SH	New
SUMITOMO MITSUI FIN GRP INC	SPONSORED ADR	$632K	0.2%	24,405 SH	New
TAKEDA PHARMACEUTICAL CO LTD	SPONSORED ADS	$212K	0.1%Prev: 0.1%	11,648 SH	Increased-873 SH
TARGA RES CORP	COM	$318K	0.1%Prev: 0.1%	1,178 SH	Increased-44 SH
TECHNIPFMC PLC	COM	$288K	0.1%	4,238 SH	New
TELEFONAKTIEBOLAGET LM ERICS	ADR B SEK 10	$199K	0.1%Prev: 0.1%	21,739 SH	Increased
TESLA INC	COM	$965K	0.4%Prev: 0.8%	2,720 SH	Decreased-2,104 SH
TEVA PHARMACEUTICAL INDS LTD	SHS	$428K	0.2%	10,805 SH	New
TEXAS INSTRS INC	COM	$297K	0.1%Prev: 0.1%	1,059 SH	Increased-233 SH
THERMO FISHER SCIENTIFIC INC	COM	$371K	0.1%Prev: 0.1%	549 SH	Increased-9 SH
TJX COS INC NEW	COM	$340K	0.1%Prev: 0.1%	2,568 SH	Decreased-168 SH
TORONTO DOMINION BK ONT	COM NEW	$481K	0.2%Prev: 0.1%	4,091 SH	Increased
TOTALENERGIES SE	ACT	$260K	0.1%	3,043 SH	New
TOWER SEMICONDUCTOR LTD	SHS NEW	$214K	0.1%	943 SH	New
TOYOTA MOTOR CORP	ADS	$607K	0.2%Prev: 0.3%	3,316 SH	Decreased-354 SH
TRANE TECHNOLOGIES PLC	SHS	$267K	0.1%Prev: 0.1%	590 SH	Decreased-50 SH
TRAVELERS COMPANIES INC	COM	$360K	0.1%Prev: 0.1%	1,010 SH	Increased-77 SH
TWILIO INC	CL A	$220K	0.1%	753 SH	New
UBS GROUP AG	SHS	$422K	0.2%Prev: 0.1%	8,767 SH	Increased
UNILEVER PLC	SPON ADR NEW	$236K	0.1%Prev: 0.1%	3,891 SH	Decreased-487 SH
UNION PAC CORP	COM	$226K	0.1%Prev: 0.1%	832 SH	Decreased-274 SH
UNITED RENTALS INC	COM	$347K	0.1%Prev: 0.1%	347 SH	Decreased-25 SH
UNITEDHEALTH GROUP INC	COM	$386K	0.1%Prev: 0.1%	1,052 SH	Increased+48 SH
VALERO ENERGY CORP	COM	$255K	0.1%	659 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$240K	0.1%Prev: 0.1%	5,111 SH	Decreased+115 SH
VANGUARD INDEX FDS	MRNGSTR TTL STK	$2.6M	1.0%	7,003 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$200K	0.1%	927 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$692K	0.3%Prev: 0.3%	11,669 SH	Decreased-2,371 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$258K	0.1%Prev: 0.3%	1,631 SH	Decreased-3,489 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$26.5M	10.1%Prev: 11.8%	461,195 SH	Decreased-84,908 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.8M	0.7%Prev: 0.7%	25,555 SH	Decreased-5,386 SH
VANGUARD WORLD FD	ESG US STK ETF	$463K	0.2%Prev: 0.1%	3,416 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$555K	0.2%Prev: 0.2%	12,095 SH	Decreased-971 SH
VERTEX PHARMACEUTICALS INC	COM	$251K	0.1%	480 SH	New
VISA INC	COM CL A	$1.0M	0.4%Prev: 0.4%	2,892 SH	Decreased-169 SH
VISTRA CORP	COM	$212K	0.1%Prev: 0.1%	1,532 SH	Decreased-23 SH
WALMART INC	COM	$923K	0.4%Prev: 0.4%	8,878 SH	Decreased-1,091 SH
WELLS FARGO & CO	COM	$258K	0.1%	3,228 SH	New
WESTERN DIGITAL CORP	COM	$541K	0.2%	1,191 SH	New
WILLIAMS COS INC	COM	$225K	0.1%Prev: 0.1%	3,309 SH	Increased-181 SH
WW GRAINGER INC	COM	$237K	0.1%	190 SH	New

Sold (vs prior filing)

ABBOTT LABS — $303K
ACCENTURE PLC IRELAND — $242K
ADOBE INC — $223K
APPLOVIN CORP — $509K
ASML HOLDING N V — $1.4M
ASTRAZENECA PLC — $613K
AUTOMATIC DATA PROCESSING IN — $210K
BANCO SANTANDER S.A. — $660K
BANK AMERICA CORP — $603K
BANK MONTREAL QUE — $383K
BANK NEW YORK MELLON CORP — $229K
BANK NOVA SCOTIA HALIFAX — $255K
BROOKFIELD CORP — $220K
CINTAS CORP — $221K
COSTCO WHSL CORP NEW — $1.3M
D R HORTON INC — $266K
DANAHER CORPORATION — $204K
DEUTSCHE BANK A G — $284K
DIMENSIONAL ETF TRUST — $700K
DIMENSIONAL ETF TRUST — $17.1M
… and 46 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 16, 2026	Q4 2025	13F-HR	0001876326-26-000001	$283.0M	View
Oct 22, 2026	Q3 2026	13F-HR	0001876326-26-000006	$261.8M	View
Oct 22, 2025	Q3 2025