Seaside Wealth Management

Seaside Wealth Management as of Dec. 31, 2025

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