Seaside Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Seaside Wealth Management, Inc. held in its portfolio 59 assets valued at $350,497,757 (i.e. $350.50M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($116.79M), VANGUARD TAX-MANAGED FDS ($55.24M), and DIMENSIONAL ETF TRUST ($31.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 59 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Seaside Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 348344 | 116789618 | TOTAL STK MKT |
| VANGUARD TAX-MANAGED FDS | 884270 | 55240405 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 957726 | 31681563 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 887728 | 29197314 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 364574 | 13853785 | INTL SMALL CAP V |
| VANGUARD SCOTTSDALE FDS | 169053 | 13478604 | SHRT TRM CORP BD |
| VANGUARD SCOTTSDALE FDS | 213111 | 12771814 | INTER TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 144805 | 12127441 | INT-TERM CORP |
| AMERICAN CENTY ETF TR | 265645 | 11563589 | REAL ESTATE ETF |
| SCHWAB STRATEGIC TR | 245849 | 6448623 | US BRD MKT ETF |
| ISHARES TR | 53462 | 5726301 | NATIONAL MUN ETF |
| SPDR SERIES TRUST | 96038 | 5718730 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 146201 | 3514673 | INTL EQTY ETF |
| DIMENSIONAL ETF TRUST | 67152 | 2658592 | US CORE EQUITY 2 |
| AMERICAN CENTY ETF TR | 27638 | 2128691 | AVANTIS EMGMKT |
| APPLE INC | 6220 | 1691067 | COM |
| ISHARES TR | 14373 | 1533615 | SHRT NAT MUN ETF |
| AMERICAN CENTY ETF TR | 14240 | 1452198 | US SML CP VALU |
| ISHARES TR | 9610 | 1428912 | CORE S&P TTL STK |
| MICROSOFT CORP | 2788 | 1348494 | COM |
| SPDR INDEX SHS FDS | 27878 | 1238066 | PORTFOLIO DEVLPD |
| VANGUARD INTL EQUITY INDEX F | 22707 | 1220709 | FTSE EMR MKT ETF |
| DIMENSIONAL ETF TRUST | 21265 | 990754 | US MKTWIDE VALUE |
| VANGUARD MUN BD FDS | 18984 | 954707 | TAX EXEMPT BD |
| SPDR S&P 500 ETF TR | 1296 | 883999 | TR UNIT |
| VANGUARD SPECIALIZED FUNDS | 3747 | 823659 | DIV APP ETF |
| DIMENSIONAL ETF TRUST | 10987 | 814906 | US EQUITY MARKET |
| ELI LILLY & CO | 698 | 750126 | COM |
| ISHARES TR | 1004 | 687573 | CORE S&P500 ETF |
| WALMART INC | 5993 | 667680 | COM |
| EXXON MOBIL CORP | 5298 | 637536 | COM |
| ISHARES TR | 5157 | 619768 | CORE S&P SCP ETF |
| AMERICAN CENTY ETF TR | 6452 | 606297 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 21569 | 569833 | GLOBAL REAL EST |
| NVIDIA CORPORATION | 3039 | 566774 | COM |
| AMAZON COM INC | 2150 | 496264 | COM |
| ISHARES TR | 19558 | 487986 | GLOBAL REIT ETF |
| SPDR INDEX SHS FDS | 11716 | 478711 | S&P INTL SMLCP |
| SCHWAB STRATEGIC TR | 15852 | 426577 | US LRG CAP ETF |
| DIMENSIONAL ETF TRUST | 8481 | 406679 | SHORT DURATION F |
| ISHARES TR | 6748 | 384366 | CRE U S REIT ETF |
| AUTOMATIC DATA PROCESSING IN | 1491 | 383473 | COM |
| COSTCO WHSL CORP NEW | 442 | 381200 | COM |
| VANGUARD INDEX FDS | 607 | 380667 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 7696 | 350399 | INTL SCEQT ETF |
| DIMENSIONAL ETF TRUST | 6970 | 347792 | INTERNATNAL VAL |
| AMERICAN CENTY ETF TR | 3049 | 340830 | US EQT ETF |
| VANGUARD WORLD FD | 422 | 318095 | INF TECH ETF |
| MCKESSON CORP | 382 | 313048 | COM |
| PIMCO ETF TR | 5722 | 299890 | INTER MUN BD ACT |
| ISHARES TR | 5470 | 294724 | ISHS 5-10YR INVT |
| DIMENSIONAL ETF TRUST | 5914 | 284861 | NATL MUN BD ETF |
| BERKSHIRE HATHAWAY INC DEL | 566 | 284501 | CL B NEW |
| COLGATE PALMOLIVE CO | 3530 | 278941 | COM |
| ALPHABET INC | 853 | 266989 | CAP STK CL A |
| BROADRIDGE FINL SOLUTIONS IN | 1095 | 244430 | COM |
| ISHARES U S ETF TR | 4813 | 234613 | BLOOMBERG ROLL |
| ISHARES TR | 8939 | 225620 | ESG AWRE 1 5 YR |
| HONEYWELL INTL INC | 1029 | 200685 | COM |
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