Seaside Wealth Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$355.6M
Q ending 2026-03-31
Prior quarter
$350.5M
Q ending 2025-12-31
Change
+1.4% QoQ · +26.8% YoY
Positions
65
reported holdings
Largest positions
All 65 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $114.0M | 355K |
| Vanguard Tax-Managed Fds | VEA | Shares | $57.4M | 896K |
| Dimensional Etf Trust | DFEM | Shares | $33.3M | 965K |
| Dimensional Etf Trust | DFSV | Shares | $31.6M | 902K |
| Dimensional Etf Trust | DISV | Shares | $14.6M | 369K |
| Vanguard Scottsdale Fds | VCSH | Shares | $13.7M | 173K |
| Vanguard Scottsdale Fds | VGIT | Shares | $13.0M | 218K |
| Vanguard Scottsdale Fds | VCIT | Shares | $12.1M | 146K |
| American Centy Etf Tr | AVRE | Shares | $12.0M | 273K |
| Schwab Strategic Tr | SCHB | Shares | $6.2M | 246K |
| Ishares Tr | MUB | Shares | $5.6M | 53K |
| Schwab Strategic Tr | SCHF | Shares | $3.6M | 146K |
| Dimensional Etf Trust | DFAC | Shares | $2.6M | 67K |
| American Centy Etf Tr | AVEM | Shares | $2.2M | 27K |
| Spdr Series Trust | SPYV | Shares | $2.0M | 36K |
| Spdr Series Trust | SPTM | Shares | $1.8M | 23K |
| Apple Inc | AAPL | Shares | $1.6M | 6K |
| American Centy Etf Tr | AVUV | Shares | $1.6M | 14K |
| Ishares Tr | SUB | Shares | $1.5M | 14K |
| Ishares Tr | ITOT | Shares | $1.4M | 10K |
| Spdr Index Shs Fds | SPDW | Shares | $1.3M | 28K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.2M | 22K |
| Dimensional Etf Trust | DFUV | Shares | $1.0M | 21K |
| Microsoft Corp | MSFT | Shares | $1.0M | 3K |
| Vanguard Mun Bd Fds | VTEB | Shares | $947K | 19K |
| Spdr Series Trust | SPSM | Shares | $923K | 19K |
| Exxon Mobil Corp | XOM | Shares | $869K | 5K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $833K | 1K |
| Vanguard Specialized Funds | VIG | Shares | $809K | 4K |
| Dimensional Etf Trust | DFUS | Shares | $779K | 11K |
| Walmart Inc | WMT | Shares | $750K | 6K |
| Nvidia Corporation | NVDA | Shares | $661K | 4K |
| Ishares Tr | IVV | Shares | $656K | 1K |
| Eli Lilly & Co | LLY | Shares | $648K | 705 |
| Ishares Tr | IJR | Shares | $641K | 5K |
| Dimensional Etf Trust | DFGR | Shares | $574K | 22K |
| Spdr Series Trust | SLYV | Shares | $555K | 6K |
| American Centy Etf Tr | AVDV | Shares | $546K | 5K |
| Ishares Tr | REET | Shares | $498K | 20K |
| Spdr Index Shs Fds | GWX | Shares | $492K | 12K |
| Amazon Com Inc | AMZN | Shares | $465K | 2K |
| Costco Wholesale Corporation | COST | Shares | $451K | 453 |
| Schwab Strategic Tr | SCHX | Shares | $406K | 16K |
| Ishares Tr | USRT | Shares | $399K | 7K |
| American Centy Etf Tr | AVUS | Shares | $367K | 3K |
| Dimensional Etf Trust | DFSD | Shares | $367K | 8K |
| Vanguard Index Fds | VOO | Shares | $363K | 607 |
| Schwab Strategic Tr | SCHC | Shares | $360K | 8K |
| Dimensional Etf Trust | DFIV | Shares | $349K | 7K |
| Spdr Series Trust | SPTI | Shares | $340K | 12K |
| Broadcom Inc | AVGO | Shares | $336K | 1K |
| Mckesson Corp | MCK | Shares | $334K | 386 |
| Colgate Palmolive Co | CL | Shares | $303K | 4K |
| Pimco Etf Tr | MUNI | Shares | $299K | 6K |
| Vanguard World Fd | VGT | Shares | $294K | 422 |
| Ishares Tr | IGIB | Shares | $291K | 5K |
| Ishares U S Etf Tr | CMDY | Shares | $289K | 5K |
| Dimensional Etf Trust | DFNM | Shares | $285K | 6K |
| Alphabet Inc | GOOGL | Shares | $266K | 925 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $265K | 552 |
| Automatic Data Processing In | ADP | Shares | $247K | 1K |
| Honeywell Intl Inc | HONGBP | Shares | $235K | 1K |
| Ishares Tr | SUSB | Shares | $226K | 9K |
| American Centy Etf Tr | AVSC | Shares | $209K | 3K |
| Ea Series Trust | DRLL | Shares | $200K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.