Seaside Wealth Management Q2 2026 Portfolio Changes
Seaside Wealth Management Inc.'s portfolio reached a total value of $404,553,247 as of June 30th. This filing details observable purchases and sales during the quarter.
As of June 30, 2026, Seaside Wealth Management Inc.'s portfolio held a total value of $404,553,247. The following analysis focuses on observable changes to holdings during this quarter based on the provided data.
Major Purchases: This period saw several significant additions or increases in Seaside's portfolio. Notably, Johnson & Johnson (JNJ), a company operating within the Healthcare sector, experienced a 100% increase in its holdings during Q2 2026. Similarly, Coca-Cola Co (KO) also saw a substantial 100% increase in shares held by Seaside Wealth Management Inc., classifying it as one of the significant buys for this quarter.
The addition or notable expansion of Vanguard World Fund (VGT) and Dimensional ETF Trust (DFCA) further indicates Seaside's active investment strategy. Vanguard World Fund saw its share count increase by a remarkable 683.65%, while Dimensional ETF Trust added shares for the first time in this data, representing a significant purchase or reinvestment.
Increase in Specific ETFs: Beyond these large purchases, Seaside also increased positions in several Vanguard Scottsdale Fund Series and Dimensional ETF TRUST funds. Specifically, holdings of Vanguard Scottsdale Small Cap Value (VCSH) grew by 12.84%, while Vanguard Scottsdale Growth Income (VGIT) increased by 9.83%. Additionally, the share count of Dimensional ETF TRUST's DFSV fund rose by 2.32%.
Moderate Decreases and Exits: Conversely, Seaside observed moderate decreases in certain holdings during Q2 2026. The SCHWAB Strategic Trust (SCHB) saw a slight reduction of -2.97% in its portfolio allocation. Furthermore, the investor noted an exit from SCHWAB Strategic Trust's SCHF fund (-5.46%) and a decrease in Dimensional ETF TRUST's DISV fund (-0.84%).
Overall Portfolio Dynamics: The data suggests Seaside Wealth Management Inc.'s portfolio is actively managed, with frequent adjustments to its holdings throughout the quarter.