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Seaside Wealth Management

Latest statistics and disclosures from Seaside Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VEA, DFSV, DFEM, MUB, and represent 70.34% of Seaside Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PSN, VTI, VEA, DFEM, DFSV, VCIT, WMT, BRK.B, HD, MCK.
Started 5 new stock positions in PSN, MUNI, MCK, BRK.B, HD.
Reduced shares in these 10 stocks: SUB, DFSD, IVV, VOO, SPYV, SPTM, VWO, SLYV, SCHB, AVUV.
Seaside Wealth Management was a net buyer of stock by $5.1M.
Seaside Wealth Management has $234M in assets under management (AUM), dropping by 7.23%.
Central Index Key (CIK): 0001929977

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Portfolio Holdings for Seaside Wealth Management

Seaside Wealth Management holds 56 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	33.8	$79M		305k	259.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	14.9	$35M	+2%	694k	50.17	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	8.6	$20M		667k	30.10	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	8.2	$19M	+3%	752k	25.49	View chart
Ishares Tr National Mun Etf (MUB)	5.0	$12M		109k	107.60	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.5	$8.3M	+2%	305k	27.19	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.4	$7.9M	+2%	136k	58.55	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.4	$7.9M	+3%	98k	80.51	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	3.2	$7.5M	+2%	178k	42.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.4	$5.6M	+2%	72k	77.31	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.3	$3.0M		48k	61.05	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.0	$2.3M		45k	50.10	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$2.2M		55k	39.02	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$2.1M		66k	31.95	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$1.8M	-8%	17k	104.73	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.6	$1.5M		24k	64.15	View chart
Parsons Corporation (PSN)	0.5	$1.2M	NEW	15k	82.95	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$1.1M		20k	57.96	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.0M		25k	41.77	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$953k		27k	35.84	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$924k		23k	40.90	View chart
Apple (AAPL)	0.4	$914k		5.3k	171.49	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$876k		20k	43.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$857k		1.6k	523.03	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$805k		8.6k	93.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$760k	-14%	1.4k	525.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$673k		3.7k	182.60	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.3	$660k		12k	56.98	View chart
Exxon Mobil Corporation (XOM)	0.3	$631k		5.4k	116.24	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$513k	-2%	6.2k	82.97	View chart
Automatic Data Processing (ADP)	0.2	$457k		1.8k	249.76	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$450k		19k	23.68	View chart
Microsoft Corporation (MSFT)	0.2	$413k		981.00	420.77	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.2	$394k		12k	32.48	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$357k		14k	25.53	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$351k		9.8k	35.80	View chart
Wal-Mart Stores (WMT)	0.1	$347k	+200%	5.8k	60.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$328k		5.3k	62.06	View chart
Costco Wholesale Corporation (COST)	0.1	$321k	-2%	438.00	732.69	View chart
Colgate-Palmolive Company (CL)	0.1	$317k		3.5k	90.05	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$307k	-2%	8.4k	36.75	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$281k		5.4k	51.60	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$280k		4.3k	65.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$263k	-31%	546.00	480.70	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$261k	-37%	5.5k	47.04	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$248k		4.9k	51.06	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.1	$246k		5.1k	47.95	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$245k		5.1k	48.08	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$241k		4.5k	53.80	View chart
Broadridge Financial Solutions (BR)	0.1	$234k		1.1k	204.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$219k	NEW	521.00	420.52	View chart
Home Depot (HD)	0.1	$207k	NEW	539.00	383.60	View chart
McKesson Corporation (MCK)	0.1	$202k	NEW	377.00	536.30	View chart
Honeywell International (HON)	0.1	$202k		982.00	205.15	View chart
Cisco Systems (CSCO)	0.1	$201k		4.0k	49.91	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$200k	NEW	3.8k	52.47	View chart

Past Filings by Seaside Wealth Management

SEC 13F filings are viewable for Seaside Wealth Management going back to 2022

Seaside Wealth Management 2024 Q1 filed April 18, 2024
Seaside Wealth Management 2023 Q4 filed Jan. 24, 2024
Seaside Wealth Management 2023 Q3 filed Oct. 13, 2023
Seaside Wealth Management 2023 Q2 filed July 18, 2023
Seaside Wealth Management 2023 Q1 filed May 9, 2023
Seaside Wealth Management 2022 Q4 filed Feb. 10, 2023
Seaside Wealth Management 2022 Q3 filed Nov. 9, 2022
Seaside Wealth Management 2022 Q2 filed Aug. 30, 2022

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