Seaside Wealth Management, Inc. Portfolio Stock Holdings
Seaside Wealth Management, Inc. disclosed 71 stock positions valued at approximately $404.6 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 June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 71
- Portfolio Value
- $404.6M
Holdings by Sector
Seaside Wealth Management, Inc. Portfolio Holdings in Q2 2026
71 holdings in the latest reporting period.
Page 1 of 1
| 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 |
| ISHARES TR | IJR | Other | 0.19% | 5,190 | +33 | +0.64% | $769,728 |
| ISHARES TR | IVV | Other | 0.19% | 1,005 | +1 | +0.10% | $752,457 |
| WALMART INC | WMT | Consumer Defensive | 0.18% | 6,310 | +277 | +4.59% | $714,672 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.18% | 2,813 | +2,813 | +100.00% | $714,418 |
| NVIDIA CORPORATION | NVDA | Technology | 0.17% | 3,505 | -286 | -7.54% | $701,340 |
| SPDR SERIES TRUST | SLYV | Other | 0.16% | 6,084 | +220 | +3.75% | $663,826 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.16% | 21,732 | +150 | +0.70% | $629,570 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.14% | 2,396 | +161 | +7.20% | $571,062 |
| ISHARES TR | REET | Other | 0.14% | 19,784 | - | - | $546,418 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.13% | 5,235 | -234 | -4.28% | $539,464 |
| SPDR INDEX SHS FDS | GWX | Other | 0.13% | 11,780 | +141 | +1.21% | $515,501 |
| ALPHABET INC | GOOGL | Communication Services | 0.12% | 1,352 | +427 | +46.16% | $483,163 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.12% | 15,852 | - | - | $466,524 |
| ISHARES TR | USRT | Other | 0.11% | 6,748 | - | - | $448,405 |
| BROADCOM INC | AVGO | Technology | 0.11% | 1,179 | +95 | +8.76% | $445,370 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.11% | 468 | +15 | +3.31% | $437,855 |
| VANGUARD INDEX FDS | VOO | Other | 0.11% | 631 | +24 | +3.95% | $433,376 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.10% | 3,302 | +4 | +0.12% | $422,940 |
| VANGUARD WORLD FD | VGT | Other | 0.10% | 3,307 | +2,885 | +683.65% | $395,252 |
| COCA COLA CO | KO | Consumer Defensive | 0.10% | 4,863 | +4,863 | +100.00% | $395,216 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.09% | 7,590 | -106 | -1.38% | $365,231 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.09% | 6,697 | +92 | +1.39% | $361,788 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.09% | 7,396 | +1,447 | +24.32% | $357,505 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.08% | 3,714 | +164 | +4.62% | $340,500 |
| SPDR SERIES TRUST | SPTI | Other | 0.08% | 11,674 | -182 | -1.54% | $331,425 |
| DIMENSIONAL ETF TRUST | DFCA | Other | 0.08% | 6,343 | +6,343 | +100.00% | $318,311 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.08% | 1,371 | +153 | +12.56% | $306,981 |
| PIMCO ETF TR | MUNI | Other | 0.07% | 5,722 | - | - | $300,977 |
| ISHARES TR | IGIB | Other | 0.07% | 5,470 | - | - | $290,839 |
| MCKESSON CORP | MCK | Healthcare | 0.07% | 383 | -3 | -0.78% | $289,672 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.07% | 550 | -2 | -0.36% | $275,215 |
| ISHARES U S ETF TR | CMDY | Other | 0.07% | 4,910 | +53 | +1.09% | $271,156 |
| CHEVRON CORPORATION | CVX | Energy | 0.06% | 1,565 | +1,565 | +100.00% | $259,415 |
| AMERICAN CENTY ETF TR | AVSC | Other | 0.06% | 3,361 | +10 | +0.30% | $246,490 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.06% | 5,015 | -2,643 | -34.51% | $239,483 |
| ISHARES TR | SUSB | Other | 0.06% | 9,040 | +20 | +0.22% | $225,910 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.05% | 461 | +461 | +100.00% | $220,160 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.05% | 2,361 | +2,361 | +100.00% | $210,647 |
| INVESCO QQQ TR | QQQ | Other | 0.05% | 286 | +286 | +100.00% | $210,610 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.05% | 586 | +586 | +100.00% | $206,670 |
| GE AEROSPACE | GE | Industrials | 0.05% | 546 | +546 | +100.00% | $203,703 |