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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 70.40% of Seaside Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VCSH, DFSV, AVRE, VGIT, VEA, VTI, DFEM, VCIT, GOOGL, SUSB.
Started 2 new stock positions in GOOGL, SUSB.
Reduced shares in these 10 stocks: CVBF, VTEB, HD, SCHB, DISV, SPYV, SPY, MUB, MSFT, ITOT.
Sold out of its positions in CVBF, HD.
Seaside Wealth Management was a net buyer of stock by $5.4M.
Seaside Wealth Management has $351M in assets under management (AUM), dropping by 4.01%.
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 December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	33.3	$117M		348k	335.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	15.8	$55M		884k	62.47	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	9.0	$32M		958k	33.08	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	8.3	$29M	+5%	888k	32.89	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.0	$14M		365k	38.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.8	$14M	+14%	169k	79.73	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.6	$13M	+7%	213k	59.93	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.5	$12M	+3%	145k	83.75	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	3.3	$12M	+12%	266k	43.53	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.8	$6.4M	-2%	246k	26.23	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$5.7M		54k	107.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$3.5M		146k	24.04	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$2.7M		67k	39.59	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$2.1M		28k	77.02	View chart
Spdr Series Trust State Street Spd (SPYV)	0.6	$2.1M	-3%	36k	56.81	View chart
Spdr Series Trust State Street Spd (SPTM)	0.5	$1.9M		23k	82.50	View chart
Apple (AAPL)	0.5	$1.7M		6.2k	271.88	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$1.5M	-2%	14k	106.70	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$1.5M		14k	101.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$1.4M	-3%	9.6k	148.69	View chart
Microsoft Corporation (MSFT)	0.4	$1.3M	-4%	2.8k	483.68	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$1.2M		28k	44.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.2M		23k	53.76	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$991k		21k	46.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$955k	-22%	19k	50.29	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$891k	-2%	19k	46.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$884k	-7%	1.3k	682.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$824k		3.7k	219.82	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$815k		11k	74.17	View chart
Eli Lilly & Co. (LLY)	0.2	$750k		698.00	1074.68	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$688k		1.0k	684.83	View chart
Wal-Mart Stores (WMT)	0.2	$668k		6.0k	111.41	View chart
Exxon Mobil Corporation (XOM)	0.2	$638k	+2%	5.3k	120.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$620k		5.2k	120.18	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$606k		6.5k	93.97	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$570k	-4%	22k	26.42	View chart
NVIDIA Corporation (NVDA)	0.2	$567k		3.0k	186.50	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$534k		5.9k	90.97	View chart
Amazon (AMZN)	0.1	$496k	+3%	2.2k	230.82	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$488k		20k	24.95	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$479k		12k	40.86	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$427k		16k	26.91	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$407k		8.5k	47.95	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$384k		6.7k	56.96	View chart
Automatic Data Processing (ADP)	0.1	$384k		1.5k	257.19	View chart
Costco Wholesale Corporation (COST)	0.1	$381k		442.00	862.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$381k		607.00	627.13	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$350k		7.7k	45.53	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$348k		7.0k	49.90	View chart
Spdr Series Trust State Street Spd (SPTI)	0.1	$345k	+4%	12k	28.84	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$341k		3.0k	111.78	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$318k		422.00	753.78	View chart
McKesson Corporation (MCK)	0.1	$313k		382.00	819.50	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$300k		5.7k	52.41	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$295k		5.5k	53.88	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$285k		5.9k	48.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$285k		566.00	502.65	View chart
Colgate-Palmolive Company (CL)	0.1	$279k		3.5k	79.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$267k	NEW	853.00	313.00	View chart
Broadridge Financial Solutions (BR)	0.1	$244k		1.1k	223.22	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.1	$235k	+12%	4.8k	48.75	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$226k	NEW	8.9k	25.24	View chart
Honeywell International (HON)	0.1	$201k		1.0k	195.03	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 Q4 filed Feb. 17, 2026
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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