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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 70.57% of Seaside Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTI, VEA, DFSV, VCSH, AVRE, AVGO, VGIT, DFEM, AVSC, DRLL.
Started 3 new stock positions in DRLL, AVGO, AVSC.
Reduced shares in these 10 stocks: , AVDV, ADP, SPYV, DFSD, MUB, SUB, XOM, DFIV, AVEM.
Sold out of its position in BR.
Seaside Wealth Management was a net buyer of stock by $5.4M.
Seaside Wealth Management has $356M in assets under management (AUM), dropping by 1.44%.
Central Index Key (CIK): 0001929977

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Portfolio Holdings for Seaside Wealth Management

Seaside Wealth Management holds 65 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	32.1	$114M	+2%	355k	320.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	16.1	$57M		896k	64.08	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	9.4	$33M		965k	34.55	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	8.9	$32M		902k	35.04	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.1	$15M		369k	39.44	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.9	$14M	+2%	173k	79.27	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.6	$13M	+2%	218k	59.55	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.4	$12M		146k	82.75	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	3.4	$12M	+2%	273k	44.02	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.7	$6.2M		246k	25.10	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$5.6M		53k	106.15	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$3.6M		146k	24.75	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$2.6M		67k	38.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$2.2M		28k	80.58	View chart
Spdr Series Trust State Street Spd (SPYV)	0.6	$2.0M		36k	56.58	View chart
Spdr Series Trust State Street Spd (SPTM)	0.5	$1.8M		23k	79.06	View chart
Apple (AAPL)	0.5	$1.6M	+2%	6.4k	253.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$1.6M		14k	110.47	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$1.5M	-2%	14k	106.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$1.4M		9.6k	142.43	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.4	$1.3M		28k	45.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.2M		23k	54.05	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$1.0M		21k	48.46	View chart
Microsoft Corporation (MSFT)	0.3	$1.0M		2.8k	370.14	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$947k		19k	49.89	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$923k		19k	48.32	View chart
Exxon Mobil Corporation (XOM)	0.2	$869k	-3%	5.1k	169.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$833k		1.3k	650.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$809k		3.8k	215.08	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$779k		11k	70.91	View chart
Wal-Mart Stores (WMT)	0.2	$750k		6.0k	124.28	View chart
NVIDIA Corporation (NVDA)	0.2	$661k	+24%	3.8k	174.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$656k		1.0k	653.41	View chart
Eli Lilly & Co. (LLY)	0.2	$648k		705.00	919.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$641k		5.2k	124.31	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$574k		22k	26.58	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$555k		5.9k	94.58	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$546k	-15%	5.5k	99.86	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$498k		20k	25.15	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.1	$492k		12k	42.23	View chart
Amazon (AMZN)	0.1	$466k	+3%	2.2k	208.27	View chart
Costco Wholesale Corporation (COST)	0.1	$451k	+2%	453.00	996.55	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$406k		16k	25.64	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$399k		6.7k	59.19	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$367k	+8%	3.3k	111.19	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$367k	-9%	7.7k	47.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$363k		607.00	597.55	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$360k		7.7k	46.74	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$349k	-5%	6.6k	52.78	View chart
Spdr Series Trust State Street Spd (SPTI)	0.1	$340k		12k	28.66	View chart
Broadcom (AVGO)	0.1	$336k	NEW	1.1k	309.51	View chart
McKesson Corporation (MCK)	0.1	$334k		386.00	865.38	View chart
Colgate-Palmolive Company (CL)	0.1	$303k		3.6k	85.23	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$299k		5.7k	52.19	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$294k		422.00	697.72	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$291k		5.5k	53.22	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.1	$289k		4.9k	59.41	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$285k		5.9k	47.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$266k	+8%	925.00	287.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$265k	-2%	552.00	479.20	View chart
Automatic Data Processing (ADP)	0.1	$248k	-18%	1.2k	203.17	View chart
Honeywell International (HON)	0.1	$235k		1.0k	225.99	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$226k		9.0k	25.07	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$209k	NEW	3.4k	62.29	View chart
Ea Series Trust Strive Us Energy (DRLL)	0.1	$200k	NEW	5.1k	39.48	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 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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