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CIK: 0001929977
Total reported value
$404.6M
$404.6M
62 檔
54.1%
According to the latest 13F quarterly dataset, Seaside Wealth Management, Inc. managed an equity portfolio of $404.6M at the end of Q2 2025, spanning 62 distinct U.S. exchange-listed positions.
During Q2 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 | 33.52% | +0.92% | +1.85% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.56% | -0.13% | +2.14% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 8.81% | +0.24% | +2.96% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 7.80% | -0.04% | +5.74% | |
| 5 | DISV | Dimensional International Sm | ETF-Other | 3.89% | -0.41% | +1.84% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.63% | -0.16% | +4.89% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.61% | -0.28% | +1.79% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.44% | -0.05% | +7.00% | |
| 9 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.23% | +0.01% | +3.81% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.84% | -0.03% | +7.98% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 1.79% | -0.16% | -15.82% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.16% | -0.07% | +9.76% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.76% | +0.01% | +1.91% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.64% | -0.04% | -8.48% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.59% | +0.01% | +12.13% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.55% | — | -0.86% | |
| 17 | CVBF | Cvb Financial CORP | Stock-Other | 0.51% | — | -0.02% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 0.46% | — | -6.27% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.04% | +121.30% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.43% | +0.01% | — | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.43% | -0.03% | -26.12% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.40% | +0.05% | +8.18% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.38% | -0.03% | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.36% | -0.01% | -1.08% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.36% | -0.01% | +1.27% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.29% | — | -6.72% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | -0.01% | -10.54% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.27% | +0.01% | -3.18% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | +0.01% | — | |
| 30 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.23% | — | — | |
| 31 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.22% | — | -5.06% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.01% | -33.40% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.03% | +2.33% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.24% | EXIT | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.18% | +0.01% | — | |
| 36 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.18% | -0.02% | +15.06% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.17% | +0.03% | +3.91% | |
| 38 | REET | Ishares Global Reit ETF | ETF-Other | 0.15% | — | +4.55% | |
| 39 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.15% | — | — | |
| 40 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.15% | -0.01% | +1.33% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.15% | +0.01% | +1.01% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | -0.02% | +29.98% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.02% | +1.57% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | +0.01% | +8.06% | |
| 45 | DFSD | Dimensional Short Duration | ETF-Other | 0.13% | -0.04% | +36.39% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | +0.01% | — | |
| 47 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.12% | — | +48.57% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | — | |
| 49 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.11% | -0.01% | -3.17% | |
| 50 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.10% | -0.01% | +0.42% |
According to official SEC Form 13F filings, Seaside Wealth Management, Inc. reported a total U.S. public equity portfolio value of $404.6M across 62 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DFEM) accounted for 54.1% of total reported equity market value during Q2 2025.
During Q2 2025, Seaside Wealth Management, Inc.'s top holdings by market value included VTI (33.5%)、VEA (15.6%)、DFEM (8.8%). The largest single position, VTI, represented 33.5% of total portfolio value.
In Q2 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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