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CIK: 0001929977
Total reported value
$404.6M
$404.6M
59 檔
47.8%
The Q1 2025 SEC filing reveals that Seaside Wealth Management, Inc. held a total portfolio value of $404.6M, covering 59 public equity positions.
During Q1 2025, 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 | 33.37% | +0.92% | +1.68% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.23% | -0.13% | +4.41% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 8.55% | +0.24% | +4.92% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 7.91% | -0.04% | +2.83% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.92% | -0.28% | +2.96% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.86% | -0.16% | +4.95% | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 3.79% | -0.41% | +4.87% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.58% | -0.05% | +12.47% | |
| 9 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.40% | +0.01% | +5.67% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.40% | -0.16% | -1.95% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.73% | -0.03% | +52.75% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.06% | -0.07% | -0.29% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.77% | +0.01% | -1.03% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.77% | -0.04% | -0.88% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.62% | -0.03% | +114.34% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.56% | — | -0.01% | |
| 17 | SUB | Ishares Short-term National | ETF-Other | 0.55% | — | +5.41% | |
| 18 | CVBF | Cvb Financial CORP | Stock-Other | 0.53% | — | +0.02% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.52% | +0.01% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.05% | +5.16% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.38% | -0.01% | -1.72% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.35% | -0.01% | — | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.33% | — | +0.15% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | -0.01% | -5.32% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | +3.93% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.29% | +0.01% | +1.39% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.26% | +0.01% | -0.88% | |
| 28 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.25% | — | +15.27% | |
| 29 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.24% | — | -5.18% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.24% | EXIT | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.03% | +2.31% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.03% | +1.39% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.04% | +12.01% | |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.17% | — | -0.23% | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 0.16% | +0.01% | -20.14% | |
| 36 | REET | Ishares Global Reit ETF | ETF-Other | 0.16% | — | +0.21% | |
| 37 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.15% | -0.02% | -3.17% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.15% | -0.02% | +1.83% | |
| 39 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.14% | -0.01% | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | +0.01% | — | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | +0.01% | — | |
| 42 | DFIV | Dimensional International Va | ETF-Other | 0.12% | -0.01% | +0.35% | |
| 43 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.12% | -0.01% | +0.43% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | +14.74% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | — | +6.51% | |
| 46 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.10% | -0.01% | -4.84% | |
| 47 | DFSD | Dimensional Short Duration | ETF-Other | 0.10% | -0.04% | +0.48% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.10% | -0.01% | — | |
| 49 | CMDY | Ishares Bloomberg Roll Selec | ETF-Other | 0.10% | -0.01% | — | |
| 50 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.10% | -0.02% | +11.09% |
According to official SEC Form 13F filings, Seaside Wealth Management, Inc. reported a total U.S. public equity portfolio value of $404.6M across 59 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DFEM) accounted for 47.8% of total reported equity market value during Q1 2025.
During Q1 2025, Seaside Wealth Management, Inc.'s top holdings by market value included VTI (33.4%)、VEA (15.2%)、DFEM (8.6%). The largest single position, VTI, represented 33.4% of total portfolio value.
In Q1 2025, 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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