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CIK: 0001929977
Total reported value
$404.6M
$404.6M
63 檔
61.0%
The Q4 2025 SEC filing reveals that Seaside Wealth Management, Inc. held a total portfolio value of $404.6M, covering 63 public equity positions.
In Q4 2025, Seaside Wealth Management, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 28 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 | 33.32% | +0.92% | +0.52% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.76% | -0.13% | +1.38% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 9.04% | +0.24% | +1.91% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 8.33% | -0.04% | +5.04% | |
| 5 | DISV | Dimensional International Sm | ETF-Other | 3.95% | -0.41% | -1.16% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.85% | -0.05% | +14.67% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.64% | -0.16% | +7.21% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.46% | -0.28% | +3.25% | |
| 9 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.30% | +0.01% | +12.20% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.84% | -0.03% | -2.60% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 1.63% | -0.16% | -1.14% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.00% | -0.07% | +0.66% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.76% | +0.01% | -0.02% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.61% | +0.01% | +0.24% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | -0.04% | -3.59% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.54% | — | -0.59% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.05% | +0.45% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 0.44% | — | -2.40% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.41% | -0.03% | +0.38% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.41% | +0.01% | -3.67% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | -0.04% | -4.03% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.35% | -0.01% | +1.36% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.35% | -0.01% | -0.03% | |
| 24 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.28% | — | +0.12% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.27% | -0.03% | -22.43% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.25% | +0.01% | -2.19% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | -0.01% | -7.63% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | +0.01% | +0.78% | |
| 29 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.23% | — | — | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | +0.03% | +1.01% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.01% | +0.10% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.03% | -0.08% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.24% | EXIT | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.18% | +0.01% | — | |
| 35 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.17% | -0.02% | +1.26% | |
| 36 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.16% | — | -4.09% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | -0.02% | +1.74% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.15% | — | -1.24% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | +0.01% | +3.07% | |
| 40 | REET | Ishares Global Reit ETF | ETF-Other | 0.14% | — | +0.67% | |
| 41 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.14% | -0.01% | +1.62% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | +0.01% | — | |
| 43 | DFSD | Dimensional Short Duration | ETF-Other | 0.12% | -0.04% | +1.64% | |
| 44 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.11% | — | — | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.11% | +0.01% | +0.40% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | -0.02% | -0.90% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | — | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.10% | -0.01% | -1.21% | |
| 49 | DFIV | Dimensional International Va | ETF-Other | 0.10% | -0.01% | +0.46% | |
| 50 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.10% | -0.02% | +4.30% |
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 Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DFEM) accounted for 61.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
GOOGL
市值: $267.0K
Top Position Liquidated / Trimmed
CVBF
前期市值: $1.5M
During Q4 2025, Seaside Wealth Management, Inc.'s top holdings by market value included VTI (33.3%)、VEA (15.8%)、DFEM (9.0%). The largest single position, VTI, represented 33.3% of total portfolio value.
In Q4 2025, Seaside Wealth Management, Inc. made 48 total portfolio adjustments, initiating 2 new buys, adding to 28 positions, trimming 16 holdings, and fully liquidating 2 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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