Seaside Wealth Management

Seaside Wealth Management as of Sept. 30, 2025

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