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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, VCSH, and represent 71.29% of Seaside Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTI, VCSH, VGIT, VEA, DFSV, AVRE, JNJ, VCIT, KO, VGT.
Started 9 new stock positions in KO, DFCA, QQQ, JNJ, AVDE, CVX, HD, GE, TSM.
Reduced shares in these 10 stocks: , DFEM, Honeywell International, SCHF, SCHB, DRLL, DFSD, AVUV, AVEM, SPY.
Sold out of its positions in DRLL, XOM, Honeywell International.
Seaside Wealth Management was a net buyer of stock by $9.7M.
Seaside Wealth Management has $405M in assets under management (AUM), dropping by 13.78%.
Central Index Key (CIK): 0001929977

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Portfolio Holdings for Seaside Wealth Management

Seaside Wealth Management holds 71 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	33.0	$134M		361k	370.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	16.0	$65M		909k	71.25	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	9.6	$39M		958k	40.64	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	8.8	$36M	+2%	923k	38.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.8	$16M	+12%	196k	79.03	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.7	$15M		372k	40.13	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.5	$14M	+9%	239k	58.98	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	3.4	$14M	+5%	289k	47.38	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.1	$13M	+4%	153k	82.65	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.7	$6.9M	-2%	239k	28.96	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$5.8M		54k	107.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$3.8M	-5%	138k	27.70	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.7	$3.0M		67k	44.36	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$2.6M	-3%	26k	96.49	View chart
Spdr Series Trust St Str P500val (SPYV)	0.5	$2.1M		35k	60.79	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.5	$2.1M		23k	90.79	View chart
Apple (AAPL)	0.5	$2.0M	+10%	7.0k	289.38	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$1.7M	+13%	16k	106.47	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$1.7M	-6%	13k	124.76	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$1.6M		9.6k	164.27	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$1.4M		28k	50.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.3M		22k	59.69	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$1.2M		21k	55.01	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$1.1M		19k	57.67	View chart
Microsoft Corporation (MSFT)	0.3	$1.0M		2.7k	373.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$969k	+8%	4.1k	236.63	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$962k		19k	50.58	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$900k		11k	81.94	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$899k	-6%	1.2k	746.57	View chart
Eli Lilly & Co. (LLY)	0.2	$853k		711.00	1199.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$770k		5.2k	148.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$753k		1.0k	748.71	View chart
Wal-Mart Stores (WMT)	0.2	$715k	+4%	6.3k	113.26	View chart
Johnson & Johnson (JNJ)	0.2	$714k	NEW	2.8k	253.97	View chart
NVIDIA Corporation (NVDA)	0.2	$701k	-7%	3.5k	200.10	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.2	$664k	+3%	6.1k	109.11	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$630k		22k	28.97	View chart
Amazon (AMZN)	0.1	$571k	+7%	2.4k	238.34	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$546k		20k	27.62	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$540k	-4%	5.2k	103.05	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$516k		12k	43.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$483k	+46%	1.4k	357.37	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$467k		16k	29.43	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$448k		6.7k	66.45	View chart
Broadcom (AVGO)	0.1	$445k	+8%	1.2k	377.75	View chart
Costco Wholesale Corporation (COST)	0.1	$438k	+3%	468.00	935.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$433k	+3%	631.00	686.81	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$423k		3.3k	128.09	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$395k	+683%	3.3k	119.52	View chart
Coca-Cola Company (KO)	0.1	$395k	NEW	4.9k	81.27	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$365k		7.6k	48.12	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$362k		6.7k	54.02	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$358k	+24%	7.4k	48.34	View chart
Colgate-Palmolive Company (CL)	0.1	$341k	+4%	3.7k	91.68	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.1	$331k		12k	28.39	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$318k	NEW	6.3k	50.18	View chart
Automatic Data Processing (ADP)	0.1	$307k	+12%	1.4k	223.91	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$301k		5.7k	52.60	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$291k		5.5k	53.17	View chart
McKesson Corporation (MCK)	0.1	$290k		383.00	756.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$275k		550.00	500.39	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.1	$271k		4.9k	55.23	View chart
Chevron Corporation (CVX)	0.1	$259k	NEW	1.6k	165.76	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.1	$247k		3.4k	73.34	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.1	$240k	-34%	5.0k	47.75	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$226k		9.0k	24.99	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$220k	NEW	461.00	477.57	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$211k	NEW	2.4k	89.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$211k	NEW	286.00	736.40	View chart
Home Depot (HD)	0.1	$207k	NEW	586.00	352.68	View chart
Ge Aerospace Com New (GE)	0.1	$204k	NEW	546.00	373.08	View chart

Past Filings by Seaside Wealth Management

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

Seaside Wealth Management 2026 Q2 filed Aug. 5, 2026
Seaside Wealth Management 2026 Q1 filed May 1, 2026
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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