13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001929977
Total reported value
$404.6M
$404.6M
63 檔
58.4%
During the Q3 2025 filing period, Seaside Wealth Management, Inc. (CIK: 0001929977) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $404.6M across 63 reported positions.
In Q3 2025, Seaside Wealth Management, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 33.75% | +0.92% | -0.02% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.51% | -0.13% | +1.69% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 8.94% | +0.24% | +0.73% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 7.98% | -0.04% | +1.46% | |
| 5 | DISV | Dimensional International Sm | ETF-Other | 3.91% | -0.41% | -0.68% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.54% | -0.16% | +4.09% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.50% | -0.28% | +2.40% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.50% | -0.05% | +8.30% | |
| 9 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.13% | +0.01% | +3.02% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.93% | -0.03% | +3.77% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 1.71% | -0.16% | +0.70% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.00% | -0.07% | -12.03% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.77% | +0.01% | +0.28% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.62% | -0.04% | -2.18% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.61% | +0.01% | +1.49% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.55% | — | -0.35% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.05% | +0.02% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 0.47% | — | +8.08% | |
| 19 | CVBF | Cvb Financial CORP | Stock-Other | 0.45% | — | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.04% | +1.29% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.43% | +0.01% | — | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.42% | -0.03% | -3.35% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.37% | -0.01% | -1.74% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.36% | -0.03% | -0.15% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.35% | -0.01% | -0.20% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.28% | — | +0.16% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | -0.01% | +0.21% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.27% | +0.01% | -0.63% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | +0.01% | +0.43% | |
| 30 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.24% | — | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.01% | — | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.03% | +0.32% | |
| 33 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.18% | — | -11.35% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.18% | +0.01% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.24% | EXIT | |
| 36 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.17% | -0.02% | -9.26% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | -0.02% | +5.18% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | +0.03% | — | |
| 39 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.16% | — | -0.60% | |
| 40 | REET | Ishares Global Reit ETF | ETF-Other | 0.15% | — | +0.48% | |
| 41 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.14% | -0.01% | -8.54% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | +0.01% | +2.36% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.13% | +0.01% | -0.60% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | +0.01% | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | -0.02% | -1.55% | |
| 46 | DFSD | Dimensional Short Duration | ETF-Other | 0.12% | -0.04% | +1.10% | |
| 47 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.12% | — | — | |
| 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% | -0.85% | |
| 50 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.10% | -0.02% | +18.46% |
According to official SEC Form 13F filings, Seaside Wealth Management, Inc. reported a total U.S. public equity portfolio value of $404.6M across 63 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DFEM) accounted for 58.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
ITOT
市值: $1.5M
Top Position Liquidated / Trimmed
FLOT
前期市值: $261.9K
During Q3 2025, Seaside Wealth Management, Inc.'s top holdings by market value included VTI (33.8%)、VEA (15.5%)、DFEM (8.9%). The largest single position, VTI, represented 33.8% of total portfolio value.
In Q3 2025, Seaside Wealth Management, Inc. made 46 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 15 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.