Seaside Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Seaside Wealth Management, Inc. disclosed 71 stock positions valued at approximately $404.55M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 71
- Portfolio Value
- $404.55M
Holdings by Sector
Seaside Wealth Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 32.99% | 360,681 | +5,278 | +1.49% | $133,466,634 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 16.01% | 908,819 | +13,036 | +1.46% | $64,753,495 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 9.62% | 957,955 | -7,240 | -0.75% | $38,931,316 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 8.84% | 922,462 | +20,916 | +2.32% | $35,782,292 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 3.82% | 195,687 | +22,274 | +12.84% | $15,465,175 |
| DIMENSIONAL ETF TRUST | DISV | Other | 3.69% | 372,300 | +3,117 | +0.84% | $14,940,438 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 3.48% | 238,993 | +21,392 | +9.83% | $14,095,762 |
| AMERICAN CENTY ETF TR | AVRE | Other | 3.39% | 289,183 | +15,772 | +5.77% | $13,701,414 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 3.13% | 153,282 | +6,928 | +4.73% | $12,668,778 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.71% | 238,748 | -7,304 | -2.97% | $6,914,143 |
| ISHARES TR | MUB | Other | 1.43% | 53,875 | +756 | +1.42% | $5,798,007 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.95% | 138,082 | -7,974 | -5.46% | $3,824,872 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.74% | 67,393 | +165 | +0.25% | $2,989,595 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.63% | 26,446 | -1,004 | -3.66% | $2,551,780 |
| SPDR SERIES TRUST | SPYV | Other | 0.53% | 35,297 | -390 | -1.09% | $2,145,707 |
| SPDR SERIES TRUST | SPTM | Other | 0.51% | 22,694 | -85 | -0.37% | $2,060,387 |
| APPLE INC | AAPL | Technology | 0.50% | 7,031 | +676 | +10.64% | $2,034,659 |
| ISHARES TR | SUB | Other | 0.42% | 15,900 | +1,837 | +13.06% | $1,692,815 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.41% | 13,334 | -876 | -6.16% | $1,663,547 |
| ISHARES TR | ITOT | Other | 0.39% | 9,610 | - | - | $1,578,635 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.35% | 28,186 | +308 | +1.10% | $1,420,295 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.33% | 22,268 | -227 | -1.01% | $1,329,189 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.29% | 21,171 | +25 | +0.12% | $1,164,601 |
| SPDR SERIES TRUST | SPSM | Other | 0.27% | 19,051 | -53 | -0.28% | $1,098,656 |
| MICROSOFT CORP | MSFT | Technology | 0.25% | 2,731 | -34 | -1.23% | $1,018,785 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.24% | 4,095 | +333 | +8.85% | $968,999 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.24% | 19,021 | +37 | +0.19% | $962,081 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.22% | 10,987 | - | - | $900,274 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.22% | 1,204 | -77 | -6.01% | $898,876 |
| ELI LILLY & CO | LLY | Healthcare | 0.21% | 711 | +6 | +0.85% | $852,795 |
Showing 30 of 71 holdings in the latest reporting period.