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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, DFEM, DFSV, VCIT, and represent 70.30% of Seaside Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTI, VEA, VCIT, VCSH, DFSV, DFEM, VGIT, CVBF, AVRE, DISV.
Started 5 new stock positions in CVBF, LLY, BSV, VTEB, SPTI.
Reduced shares in these 10 stocks: MUB (-$5.0M), PSN, SUB, , SPY, VWO, XOM, SCHC, AVUV, AVDV.
Sold out of its positions in MCK, PSN.
Seaside Wealth Management was a net buyer of stock by $14M.
Seaside Wealth Management has $265M in assets under management (AUM), dropping by 12.85%.
Central Index Key (CIK): 0001929977

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Portfolio Holdings for Seaside Wealth Management

Seaside Wealth Management holds 59 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	34.4	$91M	+5%	321k	283.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	15.0	$40M	+8%	750k	52.81	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	8.6	$23M	+7%	810k	28.15	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	8.4	$22M	+8%	721k	30.80	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.9	$10M	+27%	125k	83.75	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.7	$9.7M	+18%	161k	60.42	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.6	$9.5M	+7%	329k	29.06	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	3.4	$9.1M	+8%	193k	47.14	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.8	$7.4M	+28%	93k	79.42	View chart
Ishares Tr National Mun Etf (MUB)	2.6	$6.8M	-42%	63k	108.63	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.2	$3.3M	+2%	50k	66.52	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.9	$2.4M		45k	52.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$2.3M	+3%	57k	41.12	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$2.3M		67k	34.29	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.6	$1.6M		23k	70.06	View chart
CVB Financial (CVBF)	0.5	$1.4M	NEW	81k	17.82	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$1.3M	+4%	20k	64.60	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$1.3M	-29%	12k	106.20	View chart
Apple (AAPL)	0.5	$1.2M		5.3k	233.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.1M	-3%	24k	47.85	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$1.0M		27k	37.56	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$945k		23k	41.69	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$913k		20k	45.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$883k	-6%	1.5k	573.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$811k	-2%	1.4k	576.86	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$800k	-2%	8.3k	95.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$733k		3.7k	198.06	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$721k		12k	62.20	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$601k	+49%	21k	28.86	View chart
Exxon Mobil Corporation (XOM)	0.2	$592k	-6%	5.1k	117.22	View chart
Eli Lilly & Co. (LLY)	0.2	$576k	NEW	650.00	885.94	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$527k		6.1k	86.82	View chart
Automatic Data Processing (ADP)	0.2	$511k		1.8k	276.67	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$490k	-3%	18k	26.69	View chart
Wal-Mart Stores (WMT)	0.2	$465k		5.8k	80.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$461k	NEW	9.0k	51.12	View chart
Microsoft Corporation (MSFT)	0.2	$422k		981.00	430.39	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.2	$419k		12k	34.13	View chart
Costco Wholesale Corporation (COST)	0.1	$388k		438.00	886.60	View chart
Colgate-Palmolive Company (CL)	0.1	$365k		3.5k	103.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$359k		5.3k	67.85	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$343k	-9%	8.9k	38.53	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$326k	+2%	8.6k	38.08	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$293k		5.4k	53.72	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$282k	+6%	5.9k	47.73	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$277k	-8%	3.9k	70.67	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$275k		4.5k	61.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$275k	-4%	521.00	527.67	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$268k	+32%	5.1k	52.98	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.1	$256k		5.1k	49.86	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$255k	+3%	5.0k	51.04	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$254k	NEW	8.7k	29.06	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$251k		5.2k	48.54	View chart
Broadridge Financial Solutions (BR)	0.1	$247k		1.2k	215.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$236k		512.00	460.26	View chart
Cisco Systems (CSCO)	0.1	$215k		4.0k	53.23	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$214k	NEW	2.7k	78.68	View chart
Home Depot (HD)	0.1	$208k	-4%	514.00	405.20	View chart
Honeywell International (HON)	0.1	$205k		992.00	206.69	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 Q3 filed Oct. 25, 2024
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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