Seaside Wealth Management

Seaside Wealth Management as of June 30, 2026

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