Investor
Five Oceans Advisors
CIK 0001876326 · filed 2026-04-07 · SEC filing
13F book
$276.4M
Positions
193
13 new · 12 sold
Largest name
11.2%
Vanguard Scottsdale Fds
Est. mark
−$5.3M
Price effect on 180 names still held. Flow −$1.27M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds | — | 528.5K | $30.9M | 11.2% | −$100.4K | Cut−$1.52M |
| Ishares 0-3 Month | — | 204K | $20.5M | 7.4% | $57K | Cut−$953.3K |
| Dimensional Etf Trust | — | 467.3K | $19.2M | 6.9% | −$1.03M | Added$146.7K |
| Dimensional Etf Trust | — | 438.3K | $18.6M | 6.7% | $385.7K | Added$587.5K |
| Dimensional Etf Trust | — | 404K | $17.1M | 6.2% | −$173.7K | Added$405.8K |
| Dimensional Etf Trust | — | 362K | $14.1M | 5.1% | −$264.3K | Cut−$783.4K |
| Dimensional Etf Trust | — | 254.4K | $10.6M | 3.8% | $42K | Cut$41.7K |
| Schwab Strategic Tr | — | 410K | $10.3M | 3.7% | −$463.2K | Held |
| Dimensional Etf Trust | — | 228.7K | $8.12M | 2.9% | $244.6K | Cut−$16.8K |
| Apple Inc. | AAPL | 28.9K | $7.33M | 2.7% | −$520.7K | Added−$499.4K |
| Nvidia Corp | NVDA | 40.5K | $7.07M | 2.6% | −$487.2K | Added−$439.3K |
| Schwab Strategic Tr | — | 209.4K | $5.18M | 1.9% | $148.6K | Cut$148.1K |
| Microsoft Corp | MSFT | 11.1K | $4.12M | 1.5% | −$1.26M | Cut−$1.38M |
| Dimensional Etf Trust | — | 100.4K | $3.47M | 1.3% | $147.7K | Cut$32K |
| Meta Platforms, Inc. | META | 5.84K | $3.34M | 1.2% | −$513.2K | Added−$508.7K |
| Alphabet Inc | — | 10.3K | $2.96M | 1.1% | −$261.6K | Added−$258.4K |
| Amazon Com Inc | AMZN | 14.2K | $2.95M | 1.1% | −$318.1K | Added−$302.5K |
| Dimensional Etf Trust | — | 56.4K | $2.7M | 1.0% | −$3.95K | Cut−$12.3K |
| Alphabet Inc | — | 9.07K | $2.6M | 0.9% | −$244.3K | Cut−$272.9K |
| Broadcom Inc. | AVGO | 8.16K | $2.53M | 0.9% | −$298.8K | Cut−$307.8K |
| Vanguard Index Fds | — | 7.5K | $2.4M | 0.9% | −$108.4K | Held |
| Jpmorgan Chase & Co. | — | 7.42K | $2.18M | 0.8% | −$208.1K | Cut−$213.3K |
| Vanguard Tax-Managed Fds | — | 30.4K | $1.95M | 0.7% | $49K | Cut$28.1K |
| Asml Holding N V | — | 1.47K | $1.95M | 0.7% | $369.9K | Held |
| Dimensional Etf Trust | — | 27.2K | $1.94M | 0.7% | $39.8K | Cut$10.7K |
| Tesla, Inc. | TSLA | 4.83K | $1.8M | 0.7% | −$376K | Added−$371.1K |
| Dimensional Etf Trust | — | 22.2K | $1.57M | 0.6% | −$72.3K | Held |
| Costco Whsl Corp New | — | 1.38K | $1.38M | 0.5% | $184.9K | Added$188.9K |
| Walmart Inc. | WMT | 9.91K | $1.23M | 0.4% | $127.6K | Cut$119K |
| Novartis Ag | — | 7.91K | $1.21M | 0.4% | $117.7K | Held |
| Royal Bk Cda | — | 6.97K | $1.13M | 0.4% | −$60.7K | Held |
| Eli Lilly & Co | LLY | 1.21K | $1.12M | 0.4% | −$187.9K | Added−$187K |
| Ishares Tr | — | 7.17K | $1.04M | 0.4% | $33.6K | Held |
| Johnson & Johnson | JNJ | 4.2K | $1.03M | 0.4% | $157.5K | Cut$154K |
| Ishares Inc | — | 14.5K | $1.01M | 0.4% | $36.8K | Held |
| Berkshire Hathaway Inc Del | — | 2.07K | $991.9K | 0.4% | −$48.1K | Added−$38.5K |
| Ishares Tr | — | 9.38K | $930.7K | 0.3% | −$5.74K | Cut−$86.9K |
| Visa Inc. | V | 3.04K | $917.3K | 0.3% | −$147.1K | Cut−$155.2K |
| Spdr Series Trust | — | 12K | $917.1K | 0.3% | −$41.2K | Added$19.8K |
| Hsbc Hldgs Plc | — | 10.4K | $854.7K | 0.3% | $39.6K | Held |
| Caterpillar Inc | CAT | 1.18K | $835.3K | 0.3% | $159.3K | Added$162.2K |
| AbbVie Inc. | ABBV | 3.67K | $797.5K | 0.3% | −$40.3K | Added−$39.4K |
| Astrazeneca Plc Ord | AZN | 4K | $789.5K | 0.3% | — | New |
| Mastercard Inc | MA | 1.56K | $780K | 0.3% | −$111.2K | Cut−$119.7K |
| Toyota Motor Corp | — | 3.67K | $756.4K | 0.3% | −$29.2K | Held |
| Mitsubishi Ufj Finl Group In | — | 43.1K | $731.6K | 0.3% | $47.9K | Held |
| Oracle Corp | — | 4.96K | $729.5K | 0.3% | −$237K | Cut−$254.6K |
| Vanguard Intl Equity Index F | — | 5.19K | $717.9K | 0.3% | −$14.1K | Added−$10.1K |
| Sony Group Corp | — | 34.7K | $717.6K | 0.3% | −$169.9K | Cut−$327.2K |
| Banco Santander Sa | — | 63K | $710.3K | 0.3% | −$28.3K | Held |
| Vanguard Intl Equity Index F | — | 13.1K | $709.4K | 0.3% | $3.83K | Cut−$632 |
| Netflix Inc | NFLX | 7.26K | $698K | 0.3% | $17.3K | Cut$14.6K |
| Lam Research Corp | LRCX | 3.24K | $691.8K | 0.3% | $136.3K | Added$142.5K |
| Dimensional Etf Trust | — | 16.3K | $689.6K | 0.2% | −$5.41K | Added$11.9K |
| Dimensional Etf Trust | — | 19.8K | $670.9K | 0.2% | $24.5K | Cut−$118.9K |
| Verizon Communications Inc | VZ | 13K | $651.4K | 0.2% | $121.9K | Added$127K |
| Applied Matls Inc | — | 1.75K | $599.2K | 0.2% | $147.4K | Added$152.5K |
| Goldman Sachs Group Inc | — | 699 | $591.3K | 0.2% | −$23.1K | Cut−$24.8K |
| Kla Corp | KLAC | 393 | $578.7K | 0.2% | $101.1K | Held |
| Micron Technology Inc | MU | 1.7K | $574.3K | 0.2% | $88.4K | Added$92.8K |
| Bank America Corp | — | 11.6K | $566.7K | 0.2% | −$72.7K | Cut−$77.7K |
| Home Depot, Inc. | HD | 1.71K | $563.7K | 0.2% | −$25.8K | Added−$19.9K |
| International Business Machs | — | 2.31K | $560.9K | 0.2% | −$124.5K | Cut−$131.6K |
| Dimensional Etf Trust | — | 8.98K | $560.6K | 0.2% | $26.1K | Added$27.4K |
| Dimensional Etf Trust | — | 13.4K | $523.7K | 0.2% | $11.4K | Added$11.8K |
| Banco Bilbao Vizcaya Argenta | — | 23.3K | $505K | 0.2% | −$38.5K | Held |
| Agnico Eagle Mines Ltd | AEM | 2.44K | $495.3K | 0.2% | $81.6K | Held |
| At&T Inc | — | 17K | $491.6K | 0.2% | $70K | Added$72.9K |
| Morgan Stanley | — | 2.94K | $484.7K | 0.2% | −$38.2K | Cut−$38.3K |
| Sumitomo Mitsui Finl Group I | — | 24.4K | $482K | 0.2% | $10.3K | Held |
| Cisco Sys Inc | — | 6.17K | $478.3K | 0.2% | $3.45K | Added$3.91K |
| Dimensional Etf Trust | — | 8.91K | $470.5K | 0.2% | $25.7K | Cut−$32.8K |
| J P Morgan Exchange Traded F | — | 9.21K | $465.9K | 0.2% | $143 | Added$6.22K |
| Dimensional Etf Trust | — | 9.62K | $461.1K | 0.2% | −$2.31K | Held |
| Dimensional Etf Trust | — | 17.1K | $454.3K | 0.2% | $2.74K | Cut$624 |
| Dimensional Etf Trust | — | 18.9K | $446.1K | 0.2% | $13.7K | Added$28.4K |
| Tjx Cos Inc New | — | 2.75K | $438.9K | 0.2% | $16.7K | Added$17.2K |
| Mcdonalds Corp | MCD | 1.41K | $438.5K | 0.2% | $7.2K | Added$12.2K |
| Anheuser Busch Inbev Sa/Nv | — | 6.02K | $417.7K | 0.2% | $17.7K | Added$204.6K |
| American Express Co | AXP | 1.37K | $415K | 0.1% | −$92.6K | Cut−$97.4K |
| Howmet Aerospace Inc. | HWM | 1.77K | $408.8K | 0.1% | $45.1K | Added$45.3K |
| Mckesson Corp | MCK | 468 | $405K | 0.1% | $21.1K | Held |
| Advanced Micro Devices Inc | AMD | 1.97K | $400.4K | 0.1% | −$21.1K | Cut−$23.7K |
| Bank Montreal Que | — | 2.94K | $397.6K | 0.1% | $16.3K | Held |
| Mizuho Financial Group Inc | — | 49.5K | $393K | 0.1% | $30.7K | Held |
| Ge Aerospace | — | 1.37K | $387.9K | 0.1% | −$30.6K | Added−$512 |
| Dimensional Etf Trust | — | 8K | $387.6K | 0.1% | $15K | Cut$7.13K |
| Vanguard World Fd | — | 3.42K | $383.5K | 0.1% | −$29.7K | Held |
| Enbridge Inc | — | 7.05K | $382K | 0.1% | $44.5K | Held |
| Toronto Dominion Bk Ont | — | 4.09K | $381.7K | 0.1% | −$3.64K | Held |
| Parker-Hannifin Corp | PH | 425 | $380.5K | 0.1% | $6.92K | Cut$1.65K |
| Merck & Co., Inc. | MRK | 3.13K | $376.7K | 0.1% | $46.4K | Added$52K |
| Ing Groep N.V. | — | 14.4K | $375.9K | 0.1% | −$28.1K | Held |
| Ishares Tr | — | 2.62K | $373.6K | 0.1% | −$16.4K | Held |
| Lockheed Martin Corp | LMT | 599 | $362K | 0.1% | $71.6K | Added$75.2K |
| Capital One Finl Corp | — | 1.96K | $356.8K | 0.1% | −$117.2K | Cut−$123.3K |
| Booking Holdings Inc. | BKNG | 83 | $349.5K | 0.1% | −$95K | Cut−$100.4K |
| Canadian Imperial Bank Of Co | — | 3.67K | $348.2K | 0.1% | $15.2K | Held |
| Philip Morris Intl Inc | — | 2.1K | $346.7K | 0.1% | $10.3K | Added$11.2K |
| Gsk Plc | — | 6.26K | $345.5K | 0.1% | $38.5K | Held |
| UBS Group AG | UBS | 8.77K | $342.5K | 0.1% | −$63.5K | Held |
| Marathon Pete Corp | — | 1.38K | $336.5K | 0.1% | $112.4K | Cut$111.4K |
| Gilead Sciences, Inc. | GILD | 2.39K | $333K | 0.1% | $39.6K | Added$41K |
| Comfort Sys Usa Inc | — | 240 | $331K | 0.1% | $106.5K | Added$107.9K |
| Exxon Mobil Corp | — | 1.94K | $328.3K | 0.1% | $95.4K | Cut$19.7K |
| GE Vernova Inc. | GEV | 372 | $324.7K | 0.1% | $81.2K | Added$82.9K |
| Deere & Co | DE | 575 | $323.9K | 0.1% | $56.1K | Added$56.7K |
| Eaton Corp Plc | ETN | 903 | $323K | 0.1% | $35.4K | Cut$35K |
| Barclays Plc | — | 15.2K | $322.1K | 0.1% | −$65.3K | Held |
| Teva Pharmaceutical Inds Ltd | — | 10.6K | $318K | 0.1% | −$11.5K | Held |
| Procter And Gamble Co | PG | 2.2K | $317.6K | 0.1% | $2.48K | Added$3.77K |
| Travelers Companies, Inc. | TRV | 1.09K | $317.3K | 0.1% | $1.76K | Added$2.34K |
| Western Digital Corp | WDC | 1.17K | $315.1K | 0.1% | — | New |
| Amgen Inc | AMGN | 891 | $313.5K | 0.1% | $21.5K | Added$26.4K |
| Celestica Inc | CLS | 1.1K | $311.3K | 0.1% | −$15.4K | Held |
| TechnipFMC PLC | FTI | 4.5K | $311K | 0.1% | — | New |
| RTX Corp | RTX | 1.61K | $310.8K | 0.1% | $13.5K | Added$49.4K |
| Vanguard Malvern Fds | — | 6.16K | $307.6K | 0.1% | $2.99K | Held |
| Targa Res Corp | — | 1.23K | $307.4K | 0.1% | $81.1K | Added$81.4K |
| EMCOR Group, Inc. | EME | 409 | $302K | 0.1% | $51.7K | Cut$51.1K |
| Arista Networks, Inc. | ANET | 2.43K | $298.7K | 0.1% | −$20K | Added−$19.3K |
| Sap Se | — | 1.73K | $295.5K | 0.1% | −$123.8K | Held |
| Corning Inc | — | 2.16K | $293.6K | 0.1% | — | New |
| Applovin Corp | APP | 708 | $281.8K | 0.1% | −$195.3K | Cut−$196K |
| Palantir Technologies Inc. | PLTR | 1.92K | $280.3K | 0.1% | −$60.3K | Cut−$82.5K |
| Bristol-Myers Squibb Co | — | 4.62K | $280.2K | 0.1% | $26.1K | Added$70.1K |
| Linde Plc | LIN | 565 | $280.1K | 0.1% | $38.4K | Added$43.9K |
| Thermo Fisher Scientific Inc. | TMO | 567 | $278.7K | 0.1% | −$49.9K | Cut−$52.2K |
| Wells Fargo Co New | — | 3.5K | $278.6K | 0.1% | −$47.6K | Cut−$52.4K |
| Totalenergies Se | TTE | 3.04K | $276.9K | 0.1% | — | New |
| Cummins Inc | CMI | 513 | $276K | 0.1% | $14.1K | Added$15.2K |
| Lloyds Banking Group Plc | — | 54.8K | $275.6K | 0.1% | −$14.8K | Held |
| Bank Nova Scotia Halifax | — | 3.94K | $272.9K | 0.1% | −$17.2K | Held |
| Unitedhealth Group Inc | UNH | 1.01K | $272.8K | 0.1% | −$59.6K | Added−$57.7K |
| Kinross Gold Corp | — | 8.93K | $272.4K | 0.1% | — | New |
| Citigroup Inc | — | 2.39K | $271.1K | 0.1% | −$7.81K | Added−$6.79K |
| United Rentals, Inc. | URI | 371 | $270.3K | 0.1% | −$30K | Held |
| Union Pac Corp | — | 1.11K | $270K | 0.1% | $12.6K | Added$13K |
| Trane Technologies Plc | TT | 643 | $268K | 0.1% | $17.7K | Held |
| Aflac Inc | AFL | 2.38K | $260.8K | 0.1% | −$1.33K | Cut−$2.88K |
| BlackRock, Inc. | BLK | 270 | $259.7K | 0.1% | −$29.3K | Held |
| Goldman Sachs Etf Tr | — | 2.58K | $258.9K | 0.1% | $628 | Added$11.1K |
| Pfizer Inc | PFE | 9.2K | $258.2K | 0.1% | $28.6K | Added$34.4K |
| Williams Cos Inc | — | 3.5K | $254.5K | 0.1% | $44.3K | Added$44.5K |
| Novo-Nordisk A S | — | 6.91K | $253.8K | 0.1% | −$79.8K | Added−$33.5K |
| Spdr Series Trust | — | 4.28K | $253.4K | 0.1% | $5.62K | Cut−$4.86K |
| Intel Corp | INTC | 5.73K | $253K | 0.1% | $41K | Added$43.6K |
| Ameriprise Finl Inc | — | 563 | $250.2K | 0.1% | −$25.9K | Cut−$27.3K |
| Bank New York Mellon Corp | — | 2.1K | $249.6K | 0.1% | $5.34K | Cut$5K |
| Progressive Corp | — | 1.26K | $249K | 0.1% | −$37K | Cut−$38.6K |
| Quanta Svcs Inc | — | 453 | $248.7K | 0.1% | — | New |
| Analog Devices Inc | ADI | 779 | $247.8K | 0.1% | $36.5K | Added$37.1K |
| Vanguard Charlotte Fds | — | 5.12K | $245.9K | 0.1% | −$1.32K | Added$7.19K |
| T-Mobile Us Inc | — | 1.17K | $245.7K | 0.1% | $8.15K | Added$8.99K |
| Telefonaktiebolaget Lm Erics | — | 21.7K | $245K | 0.1% | $35.2K | Held |
| Kroger Co | KR | 3.38K | $244.4K | 0.1% | $33.3K | Added$33.9K |
| Relx Plc | — | 7.35K | $243.7K | 0.1% | −$53.4K | Cut−$138.5K |
| Lowes Cos Inc | — | 1.03K | $243.6K | 0.1% | −$5.02K | Added−$4.55K |
| Vanguard Bd Index Fds | — | 3.31K | $243.3K | 0.1% | −$1.43K | Cut−$33K |
| Schwab Charles Corp | — | 2.56K | $241.1K | 0.1% | −$15.2K | Cut−$15.8K |
| Deutsche Bank A G | — | 8.03K | $239.1K | 0.1% | −$70.5K | Held |
| Newmont Corp | — | 2.2K | $238.5K | 0.1% | $18.4K | Added$19.7K |
| Royal Caribbean Group | — | 858 | $236.1K | 0.1% | −$3.19K | Added−$1.81K |
| Vistra Corp. | VST | 1.56K | $234.1K | 0.1% | −$17K | Added−$15.8K |
| Hartford Insurance Group Inc | — | 1.72K | $232.3K | 0.1% | −$4.42K | Cut−$4.69K |
| Sherwin Williams Co | SHW | 718 | $230.2K | 0.1% | −$2.5K | Cut−$2.82K |
| Qualcomm Inc | — | 1.77K | $227.7K | 0.1% | −$74.7K | Cut−$84K |
| Vertex Pharmaceuticals Inc | — | 508 | $226.8K | 0.1% | −$3.46K | Added−$3.01K |
| Ww Grainger Inc | — | 207 | $225.8K | 0.1% | $16.9K | Cut$15.9K |
| General Mtrs Co | — | 3.01K | $224.3K | 0.1% | −$20K | Added−$13.8K |
| Unilever Plc | — | 3.89K | $221.7K | 0.1% | −$32.8K | Held |
| Cardinal Health Inc | CAH | 1.04K | $220.6K | 0.1% | $6.07K | Cut$5.66K |
| Texas Instrs Inc | — | 1.13K | $219.8K | 0.1% | — | New |
| Takeda Pharmaceutical Co Ltd | — | 11.6K | $215.7K | 0.1% | $34.1K | Held |
| D R Horton Inc | — | 1.56K | $214.7K | 0.1% | −$10.7K | Held |
| Abbott Labs | ABT | 2.08K | $213.8K | 0.1% | −$47.1K | Cut−$66K |
| Ciena Corp | CIEN | 550 | $213.5K | 0.1% | — | New |
| Waste Mgmt Inc Del | — | 925 | $212.6K | 0.1% | $9.32K | Cut$6.25K |
| Cheniere Energy, Inc. | LNG | 747 | $212K | 0.1% | — | New |
| Chubb Limited | — | 648 | $211.2K | 0.1% | $8.94K | Added$9.26K |
| Seagate Technology Hldngs Pl | — | 537 | $210.4K | 0.1% | — | New |
| S&P Global Inc. | SPGI | 487 | $207.1K | 0.1% | −$47.4K | Cut−$52.1K |
| Paccar Inc | PCAR | 1.79K | $207.1K | 0.1% | — | New |
| Oreilly Automotive Inc | — | 2.23K | $205.5K | 0.1% | $2.45K | Cut$1.81K |
| Csx Corp | CSX | 5K | $205.3K | 0.1% | — | New |
| Amphenol Corp New | — | 1.62K | $204.6K | 0.1% | −$14.2K | Added−$13.4K |
| Salesforce, Inc. | CRM | 1.09K | $203.3K | 0.1% | −$85.2K | Cut−$91.3K |
| Manulife Finl Corp | — | 5.82K | $200.3K | 0.1% | −$10.7K | Held |
| Disney Walt Co | — | 2.08K | $200.2K | 0.1% | −$36.1K | Cut−$64.6K |
| Nokia Corp | — | 24.7K | $198.6K | 0.1% | $38.8K | Held |
| Natwest Group Plc | — | 12.7K | $189K | 0.1% | −$33K | Held |
| Ford Mtr Co | — | 11.3K | $130K | 0.0% | −$17.8K | Cut−$18.3K |
| Nomura Hldgs Inc | — | 13.5K | $106.6K | 0.0% | −$6.75K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.