Seaside Wealth Management

Seaside Wealth Management as of March 31, 2026

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