Seaside Wealth Management, Inc.

CIK 0001929977 · CARLSBAD, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Seaside Wealth Management, Inc. reported 71 positions worth $404.6M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: VTI (33.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$404.6M
2026 Q2
Positions
71
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
86.7%
Est. Net Flow (Q)
2026 Q2
10 / 71 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDSSH$133.5M32.99%360,681
2VEAVANGUARD TAX-MANAGED FDSSH$64.8M16.01%908,819
3DFEMDIMENSIONAL ETF TRUSTSH$38.9M9.62%957,955
4DFSVDIMENSIONAL ETF TRUSTSH$35.8M8.84%922,462
5VCSHVANGUARD SCOTTSDALE FDSSH$15.5M3.82%195,687
6DISVDIMENSIONAL ETF TRUSTSH$14.9M3.69%372,300
7VGITVANGUARD SCOTTSDALE FDSSH$14.1M3.48%238,993
8AVREAMERICAN CENTY ETF TRSH$13.7M3.39%289,183
9VCITVANGUARD SCOTTSDALE FDSSH$12.7M3.13%153,282
10SCHBSCHWAB STRATEGIC TRSH$6.9M1.71%238,748

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Seaside Wealth Management, Inc. hold as of Q2 2026?

Seaside Wealth Management, Inc. reported 71 positions worth $404.6M in its Q2 2026 13F filing. Largest positions: VTI (33.0%), VEA (16.0%), DFEM (9.6%), DFSV (8.8%) and VCSH (3.8%).

What did Seaside Wealth Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Seaside Wealth Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.