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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, DISV, and represent 70.09% of Seaside Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VCSH, VEA, VGIT, DFSV, AVRE, VCIT, SCHB, CMDY, DFEM, SUB.
Started 1 new stock position in CMDY.
Reduced shares in these 10 stocks: SCHF, DISV, DFGR, AVDV, AVUV, SPYV, GWX, VTI, VWO, DFNM.
Seaside Wealth Management was a net buyer of stock by $3.3M.
Seaside Wealth Management has $337M 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 63 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	33.7	$114M		347k	328.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	15.5	$52M		872k	59.92	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	8.9	$30M		940k	32.07	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	8.0	$27M		845k	31.84	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.9	$13M		369k	35.69	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.5	$12M	+4%	199k	60.03	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.5	$12M	+2%	140k	84.11	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.5	$12M	+8%	147k	79.93	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	3.1	$11M	+3%	237k	44.48	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.9	$6.5M	+3%	252k	25.71	View chart
Ishares Tr National Mun Etf (MUB)	1.7	$5.8M		54k	106.49	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$3.4M	-12%	145k	23.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$2.6M		67k	38.57	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.6	$2.1M	-2%	38k	55.33	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$2.1M		28k	75.11	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.5	$1.9M		23k	80.65	View chart
Apple (AAPL)	0.5	$1.6M		6.2k	254.66	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$1.6M	+8%	15k	106.78	View chart
CVB Financial (CVBF)	0.5	$1.5M		81k	18.91	View chart
Microsoft Corporation (MSFT)	0.4	$1.5M		2.9k	517.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$1.5M		10k	145.65	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$1.4M	-3%	14k	99.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.2M		23k	54.18	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$1.2M		25k	50.07	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$1.2M		28k	42.79	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$949k		21k	44.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$935k		1.4k	666.26	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.3	$900k		19k	46.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$802k		3.7k	215.78	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$796k		11k	72.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$672k		1.0k	669.46	View chart
Wal-Mart Stores (WMT)	0.2	$618k		6.0k	103.06	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$614k	-11%	23k	27.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$613k		5.2k	118.83	View chart
Exxon Mobil Corporation (XOM)	0.2	$583k		5.2k	112.75	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$567k	-9%	6.4k	89.03	View chart
NVIDIA Corporation (NVDA)	0.2	$557k	+5%	3.0k	186.58	View chart
Eli Lilly & Co. (LLY)	0.2	$527k		691.00	763.00	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.2	$527k		5.9k	88.65	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$497k		19k	25.56	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$463k	-8%	12k	40.18	View chart
Amazon (AMZN)	0.1	$458k	+2%	2.1k	219.57	View chart
Automatic Data Processing (ADP)	0.1	$436k		1.5k	293.52	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$418k		16k	26.34	View chart
Costco Wholesale Corporation (COST)	0.1	$413k		446.00	925.73	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$402k		8.3k	48.20	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$396k		6.7k	58.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$372k		607.00	612.38	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$355k		7.8k	45.51	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.1	$331k	+18%	12k	28.90	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$331k		3.0k	108.71	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$320k		6.9k	46.12	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$315k		422.00	746.63	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$299k		5.7k	52.28	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$295k		5.5k	54.09	View chart
McKesson Corporation (MCK)	0.1	$295k		381.00	773.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$286k	+2%	569.00	502.74	View chart
Colgate-Palmolive Company (CL)	0.1	$281k		3.5k	79.94	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$281k	-6%	5.9k	47.98	View chart
Broadridge Financial Solutions (BR)	0.1	$262k		1.1k	238.13	View chart
Home Depot (HD)	0.1	$228k		562.00	405.19	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.1	$225k	NEW	4.3k	52.60	View chart
Honeywell International (HON)	0.1	$214k		1.0k	210.59	View chart

Past Filings by Seaside Wealth Management

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

Seaside Wealth Management 2025 Q3 filed Oct. 14, 2025
Seaside Wealth Management 2025 Q2 filed July 9, 2025
Seaside Wealth Management 2025 Q1 filed May 2, 2025
Seaside Wealth Management 2024 Q4 filed Jan. 15, 2025
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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