Seaside Wealth Management, Inc. Portfolio Stock Holdings
Seaside Wealth Management, Inc. disclosed 65 stock positions valued at approximately $355.6 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 65
- Portfolio Value
- $355.6M
Holdings by Sector
Seaside Wealth Management, Inc. Portfolio Holdings in Q1 2026
65 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 32.07% | 355,403 | +7,059 | +2.03% | $114,016,928 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 16.14% | 895,783 | +11,513 | +1.30% | $57,401,778 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 9.38% | 965,195 | +7,469 | +0.78% | $33,347,504 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 8.88% | 901,546 | +13,818 | +1.56% | $31,590,151 |
| DIMENSIONAL ETF TRUST | DISV | Other | 4.10% | 369,183 | +4,609 | +1.26% | $14,560,580 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 3.87% | 173,413 | +4,360 | +2.58% | $13,746,434 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 3.64% | 217,601 | +4,490 | +2.11% | $12,958,065 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 3.41% | 146,354 | +1,549 | +1.07% | $12,110,925 |
| AMERICAN CENTY ETF TR | AVRE | Other | 3.39% | 273,411 | +7,766 | +2.92% | $12,035,572 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.74% | 246,052 | +203 | +0.08% | $6,175,908 |
| ISHARES TR | MUB | Other | 1.59% | 53,119 | -343 | -0.64% | $5,638,514 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.02% | 146,056 | -145 | -0.10% | $3,614,895 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.73% | 67,228 | +76 | +0.11% | $2,612,521 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.62% | 27,450 | -188 | -0.68% | $2,211,999 |
| SPDR SERIES TRUST | SPYV | Other | 0.57% | 35,687 | -711 | -1.95% | $2,019,171 |
| SPDR SERIES TRUST | SPTM | Other | 0.51% | 22,779 | -26 | -0.11% | $1,800,907 |
| APPLE INC | AAPL | Technology | 0.45% | 6,355 | +135 | +2.17% | $1,612,830 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.44% | 14,210 | -30 | -0.21% | $1,569,780 |
| ISHARES TR | SUB | Other | 0.42% | 14,063 | -310 | -2.16% | $1,497,767 |
| ISHARES TR | ITOT | Other | 0.38% | 9,610 | - | - | $1,368,752 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.36% | 27,878 | - | - | $1,272,634 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.34% | 22,495 | -212 | -0.93% | $1,215,836 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.29% | 21,146 | -119 | -0.56% | $1,024,723 |
| MICROSOFT CORP | MSFT | Technology | 0.29% | 2,765 | -23 | -0.82% | $1,023,429 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.27% | 18,984 | - | - | $947,111 |
| SPDR SERIES TRUST | SPSM | Other | 0.26% | 19,104 | +101 | +0.53% | $923,093 |
| EXXON MOBIL CORP | XOM | Energy | 0.24% | 5,121 | -177 | -3.34% | $868,746 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.23% | 1,281 | -15 | -1.16% | $832,917 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.23% | 3,762 | +15 | +0.40% | $809,122 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.22% | 10,987 | - | - | $779,088 |
| WALMART INC | WMT | Consumer Defensive | 0.21% | 6,033 | +40 | +0.67% | $749,782 |
| NVIDIA CORPORATION | NVDA | Technology | 0.19% | 3,791 | +752 | +24.74% | $661,151 |
| ISHARES TR | IVV | Other | 0.18% | 1,004 | - | - | $656,023 |
| ELI LILLY & CO | LLY | Healthcare | 0.18% | 705 | +7 | +1.00% | $648,439 |
| ISHARES TR | IJR | Other | 0.18% | 5,157 | - | - | $641,066 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.16% | 21,582 | +13 | +0.06% | $573,655 |
| SPDR SERIES TRUST | SLYV | Other | 0.16% | 5,864 | -7 | -0.12% | $554,616 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.15% | 5,469 | -983 | -15.24% | $546,135 |
| ISHARES TR | REET | Other | 0.14% | 19,784 | +226 | +1.16% | $497,580 |
| SPDR INDEX SHS FDS | GWX | Other | 0.14% | 11,639 | -77 | -0.66% | $491,511 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.13% | 2,235 | +85 | +3.95% | $465,485 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.13% | 453 | +11 | +2.49% | $451,437 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.11% | 15,852 | - | - | $406,446 |
| ISHARES TR | USRT | Other | 0.11% | 6,748 | - | - | $399,413 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.10% | 3,298 | +249 | +8.17% | $366,701 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.10% | 7,658 | -823 | -9.70% | $366,674 |
| VANGUARD INDEX FDS | VOO | Other | 0.10% | 607 | - | - | $362,713 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.10% | 7,696 | - | - | $359,710 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.10% | 6,605 | -365 | -5.24% | $348,640 |
| SPDR SERIES TRUST | SPTI | Other | 0.10% | 11,856 | -105 | -0.88% | $339,793 |
| BROADCOM INC | AVGO | Technology | 0.09% | 1,084 | +1,084 | +100.00% | $335,508 |
| MCKESSON CORP | MCK | Healthcare | 0.09% | 386 | +4 | +1.05% | $334,037 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.09% | 3,550 | +20 | +0.57% | $302,567 |
| PIMCO ETF TR | MUNI | Other | 0.08% | 5,722 | - | - | $298,631 |
| VANGUARD WORLD FD | VGT | Other | 0.08% | 422 | - | - | $294,438 |
| ISHARES TR | IGIB | Other | 0.08% | 5,470 | - | - | $291,113 |
| ISHARES U S ETF TR | CMDY | Other | 0.08% | 4,857 | +44 | +0.91% | $288,577 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.08% | 5,949 | +35 | +0.59% | $285,093 |
| ALPHABET INC | GOOGL | Communication Services | 0.07% | 925 | +72 | +8.44% | $265,994 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.07% | 552 | -14 | -2.47% | $264,518 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.07% | 1,218 | -273 | -18.31% | $247,467 |
| HONEYWELL INTL INC | HON | Industrials | 0.07% | 1,039 | +10 | +0.97% | $234,803 |
| ISHARES TR | SUSB | Other | 0.06% | 9,020 | +81 | +0.91% | $226,086 |
| AMERICAN CENTY ETF TR | AVSC | Other | 0.06% | 3,351 | +3,351 | +100.00% | $208,731 |
| EA SERIES TRUST | DRLL | Other | 0.06% | 5,076 | +5,076 | +100.00% | $200,382 |