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CIK: 0001929977
Total reported value
$404.6M
$404.6M
56 檔
40.8%
In Q1 2024, Seaside Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $404.6M, distributed across 56 disclosed stock positions.
During Q1 2024, Seaside Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 33.76% | +0.92% | +1.09% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 14.86% | -0.13% | +2.04% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 8.56% | -0.04% | +1.78% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 8.18% | +0.24% | +3.04% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 4.99% | -0.16% | +0.70% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 3.54% | -0.41% | +2.10% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.39% | -0.16% | +2.18% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.35% | -0.28% | +3.45% | |
| 9 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.22% | +0.01% | +2.61% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.38% | -0.05% | +2.70% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.26% | -0.03% | -0.42% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.97% | -0.04% | -1.12% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.92% | -0.07% | -0.45% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.89% | +0.01% | -0.03% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 0.77% | — | -8.85% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.64% | — | -1.53% | |
| 17 | PSN | Parsons CORP | Stock-Tech | 0.53% | — | — | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.48% | +0.01% | — | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | -0.01% | -1.48% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.41% | -0.01% | — | |
| 21 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.39% | — | +0.14% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.39% | +0.05% | -0.73% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.37% | +0.01% | -0.33% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | -0.01% | +0.37% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.34% | -0.03% | -1.37% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.01% | -14.35% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.29% | +0.01% | +0.41% | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.28% | — | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.24% | EXIT | |
| 30 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.22% | — | -2.84% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.19% | +0.01% | +0.44% | |
| 32 | REET | Ishares Global Reit ETF | ETF-Other | 0.19% | — | +0.03% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | -0.04% | — | |
| 34 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.17% | -0.01% | — | |
| 35 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.15% | — | +0.24% | |
| 36 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.15% | -0.01% | -1.96% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.03% | +200.00% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.14% | +0.01% | — | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.02% | -2.67% | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.14% | -0.01% | — | |
| 41 | DFIV | Dimensional International Va | ETF-Other | 0.13% | -0.01% | -2.15% | |
| 42 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.12% | -0.01% | — | |
| 43 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.12% | -0.02% | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | -31.49% | |
| 45 | DFSD | Dimensional Short Duration | ETF-Other | 0.11% | -0.04% | -37.30% | |
| 46 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.11% | — | +0.98% | |
| 47 | CMDY | Ishares Bloomberg Roll Selec | ETF-Other | 0.10% | -0.01% | — | |
| 48 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.10% | +0.01% | +0.47% | |
| 49 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.10% | — | -0.04% | |
| 50 | BR | Broadridge Financial Solutio | Stock-Tech | 0.10% | — | +0.44% |
According to official SEC Form 13F filings, Seaside Wealth Management, Inc. reported a total U.S. public equity portfolio value of $404.6M across 56 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DFSV) accounted for 40.8% of total reported equity market value during Q1 2024.
During Q1 2024, Seaside Wealth Management, Inc.'s top holdings by market value included VTI (33.8%)、VEA (14.9%)、DFSV (8.6%). The largest single position, VTI, represented 33.8% of total portfolio value.
In Q1 2024, Seaside Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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