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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, VCIT, and represent 70.32% of Seaside Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTI, VEA, SCHB, SCHF, VCSH, DFEM, DFSV, VGIT, AVRE, DISV.
Started 3 new stock positions in VGT, NVDA, MCK.
Reduced shares in these 10 stocks: , HD, SPYV, VTEB, SPTM, SCHC, SPSM, SLYV, DFAC, VWO.
Sold out of its positions in CSCO, HD.
Seaside Wealth Management was a net buyer of stock by $19M.
Seaside Wealth Management has $273M in assets under management (AUM), dropping by 3.28%.
Central Index Key (CIK): 0001929977

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Portfolio Holdings for Seaside Wealth Management

Seaside Wealth Management holds 60 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	35.5	$97M	+4%	335k	289.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	14.1	$39M	+7%	804k	47.82	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	8.6	$24M	+6%	766k	30.78	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	8.3	$23M	+6%	864k	26.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.8	$11M	+4%	131k	80.27	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.7	$10M	+7%	174k	58.00	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.4	$9.2M	+5%	348k	26.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.2	$8.8M	+21%	113k	78.01	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	3.2	$8.8M	+8%	210k	41.92	View chart
Ishares Tr National Mun Etf (MUB)	2.5	$6.9M	+4%	65k	106.55	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.2	$3.3M	+197%	148k	22.70	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$2.8M	+164%	151k	18.50	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$2.3M		66k	34.59	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.8	$2.2M	-5%	43k	51.14	View chart
CVB Financial (CVBF)	0.6	$1.7M		81k	21.41	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.6	$1.7M		23k	71.43	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$1.5M	+14%	14k	105.48	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$1.4M	+18%	24k	58.79	View chart
Apple (AAPL)	0.5	$1.4M	+2%	5.4k	250.45	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.0M		24k	44.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$969k	+7%	1.7k	586.13	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$929k		27k	34.13	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$929k		23k	40.92	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$895k	+11%	9.3k	96.53	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$895k		20k	44.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$853k	+3%	1.4k	588.56	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$739k		12k	63.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$731k		3.7k	195.84	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$592k	+11%	23k	25.54	View chart
Exxon Mobil Corporation (XOM)	0.2	$545k		5.1k	107.58	View chart
Automatic Data Processing (ADP)	0.2	$542k		1.9k	292.71	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$523k		6.0k	87.25	View chart
Wal-Mart Stores (WMT)	0.2	$521k		5.8k	90.35	View chart
Eli Lilly & Co. (LLY)	0.2	$502k		650.00	772.00	View chart
Microsoft Corporation (MSFT)	0.2	$488k	+17%	1.2k	421.44	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$442k		19k	23.97	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$410k	+61%	6.3k	65.08	View chart
Costco Wholesale Corporation (COST)	0.1	$401k		438.00	916.36	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$385k		12k	30.98	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$379k	-16%	7.6k	50.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$367k	+200%	16k	23.18	View chart
Colgate-Palmolive Company (CL)	0.1	$320k		3.5k	90.91	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$307k		8.7k	35.48	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$293k	-4%	8.5k	34.33	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$285k		529.00	538.81	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$282k		6.0k	46.87	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$280k		5.4k	51.51	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$262k	NEW	422.00	621.80	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$262k		5.1k	51.73	View chart
Broadridge Financial Solutions (BR)	0.1	$261k		1.2k	226.01	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$259k		5.1k	50.88	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$255k		4.4k	57.31	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.1	$254k	+4%	5.3k	47.58	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$249k		5.2k	47.78	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$242k		8.7k	27.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$237k		522.00	453.28	View chart
Honeywell International (HON)	0.1	$225k		997.00	225.85	View chart
NVIDIA Corporation (NVDA)	0.1	$221k	NEW	1.6k	134.29	View chart
McKesson Corporation (MCK)	0.1	$215k	NEW	378.00	569.90	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$213k		2.8k	77.26	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 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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