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CIK: 0001929977
Total reported value
$404.6M
$404.6M
65 檔
62.0%
In Q1 2026, Seaside Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $404.6M, distributed across 65 disclosed stock positions.
In Q1 2026, Seaside Wealth Management, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 29 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 | 32.07% | +0.92% | +2.03% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.14% | -0.13% | +1.30% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 9.38% | +0.24% | +0.78% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 8.88% | -0.04% | +1.56% | |
| 5 | DISV | Dimensional International Sm | ETF-Other | 4.10% | -0.41% | +1.26% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.87% | -0.05% | +2.58% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.64% | -0.16% | +2.11% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.41% | -0.28% | +1.07% | |
| 9 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.39% | +0.01% | +2.92% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.74% | -0.03% | +0.08% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 1.59% | -0.16% | -0.64% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.02% | -0.07% | -0.10% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.73% | +0.01% | +0.11% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.62% | +0.01% | -0.68% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.04% | -1.95% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.51% | — | -0.11% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.05% | +2.17% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.44% | -0.03% | -0.21% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 0.42% | — | -2.16% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | +0.01% | — | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.36% | -0.01% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.34% | -0.01% | -0.93% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.29% | — | -0.56% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.04% | -0.82% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.27% | -0.03% | — | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.26% | +0.01% | +0.53% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.24% | EXIT | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | -0.01% | -1.16% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | +0.01% | +0.40% | |
| 30 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.22% | — | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.03% | +0.67% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | -0.02% | +24.75% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | +0.01% | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.03% | +1.00% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.18% | +0.01% | — | |
| 36 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.16% | — | +0.06% | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.16% | — | -0.12% | |
| 38 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.15% | -0.02% | -15.24% | |
| 39 | REET | Ishares Global Reit ETF | ETF-Other | 0.14% | — | +1.16% | |
| 40 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.14% | -0.01% | -0.66% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | +0.01% | +3.95% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.13% | -0.02% | +2.49% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.11% | +0.01% | — | |
| 44 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.11% | — | — | |
| 45 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.10% | — | +8.17% | |
| 46 | DFSD | Dimensional Short Duration | ETF-Other | 0.10% | -0.04% | -9.70% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | — | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.10% | -0.01% | — | |
| 49 | DFIV | Dimensional International Va | ETF-Other | 0.10% | -0.01% | -5.24% | |
| 50 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.10% | -0.02% | -0.88% |
According to official SEC Form 13F filings, Seaside Wealth Management, Inc. reported a total U.S. public equity portfolio value of $404.6M across 65 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DFEM) accounted for 62.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVGO
市值: $335.5K
Top Position Liquidated / Trimmed
BR
前期市值: $244.4K
During Q1 2026, Seaside Wealth Management, Inc.'s top holdings by market value included VTI (32.1%)、VEA (16.1%)、DFEM (9.4%). The largest single position, VTI, represented 32.1% of total portfolio value.
In Q1 2026, Seaside Wealth Management, Inc. made 53 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 20 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.
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