Seaside Wealth Management, Inc. — 13F Holdings & Portfolio
CIK 1929977 · latest 13F-HR filed 2026-05-01
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$355.6M
Long-equity book
Holdings
65
Distinct positions
Period
2026-03-31
Filed 2026-05-01
Q/Q Activity
+3 / −1 / ↑13 / ↓9
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$2.4M +8.2%
- DIMENSIONAL ETF TRUST$1.7M +5.3%
- DIMENSIONAL ETF TRUST$706.8K +5.1%
- EXXON MOBIL CORP$231.2K +36.3%
- AMERICAN CENTY ETF TR$117.6K +8.1%
Top Trims
- MICROSOFT CORP-$325.1K -24.1%
- AUTOMATIC DATA PROCESSING IN-$136.0K -35.5%
- ELI LILLY & CO-$101.7K -13.6%
- AMERICAN CENTY ETF TR-$60.2K -9.9%
- STATE STR SPDR S&P 500 ETF T-$51.1K -5.8%
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTI | 922908769 | $114.0M | 32.07% | 355,403 | SH |
| 2 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $57.4M | 16.14% | 895,783 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $33.3M | 9.38% | 965,195 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $31.6M | 8.88% | 901,546 | SH |
| 5 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $14.6M | 4.10% | 369,183 | SH |
| 6 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $13.7M | 3.87% | 173,413 | SH |
| 7 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $13.0M | 3.64% | 217,601 | SH |
| 8 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $12.1M | 3.41% | 146,354 | SH |
| 9 | AMERICAN CENTY ETF TR | AVRE | 025072356 | $12.0M | 3.39% | 273,411 | SH |
| 10 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $6.2M | 1.74% | 246,052 | SH |
| 11 | ISHARES TR | MUB | 464288414 | $5.6M | 1.59% | 53,119 | SH |
| 12 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $3.6M | 1.02% | 146,056 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $2.6M | 0.73% | 67,228 | SH |
| 14 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $2.2M | 0.62% | 27,450 | SH |
| 15 | SPDR SERIES TRUST | SPYV | 78464A508 | $2.0M | 0.57% | 35,687 | SH |
| 16 | SPDR SERIES TRUST | SPTM | 78464A805 | $1.8M | 0.51% | 22,779 | SH |
| 17 | APPLE INC | AAPL | 037833100 | $1.6M | 0.45% | 6,355 | SH |
| 18 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $1.6M | 0.44% | 14,210 | SH |
| 19 | ISHARES TR | SUB | 464288158 | $1.5M | 0.42% | 14,063 | SH |
| 20 | ISHARES TR | ITOT | 464287150 | $1.4M | 0.38% | 9,610 | SH |
| 21 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $1.3M | 0.36% | 27,878 | SH |
| 22 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.2M | 0.34% | 22,495 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $1.0M | 0.29% | 21,146 | SH |
| 24 | MICROSOFT CORP | MSFT | 594918104 | $1.0M | 0.29% | 2,765 | SH |
| 25 | VANGUARD MUN BD FDS | VTEB | 922907746 | $947.1K | 0.27% | 18,984 | SH |
| 26 | SPDR SERIES TRUST | SPSM | 78468R853 | $923.1K | 0.26% | 19,104 | SH |
| 27 | EXXON MOBIL CORP | XOM | 30231G102 | $868.7K | 0.24% | 5,121 | SH |
| 28 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $832.9K | 0.23% | 1,281 | SH |
| 29 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $809.1K | 0.23% | 3,762 | SH |
| 30 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $779.1K | 0.22% | 10,987 | SH |
| 31 | WALMART INC | WMT | 931142103 | $749.8K | 0.21% | 6,033 | SH |
| 32 | NVIDIA CORPORATION | NVDA | 67066G104 | $661.2K | 0.19% | 3,791 | SH |
| 33 | ISHARES TR | IVV | 464287200 | $656.0K | 0.18% | 1,004 | SH |
| 34 | ELI LILLY & CO | LLY | 532457108 | $648.4K | 0.18% | 705 | SH |
| 35 | ISHARES TR | IJR | 464287804 | $641.1K | 0.18% | 5,157 | SH |
| 36 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $573.7K | 0.16% | 21,582 | SH |
| 37 | SPDR SERIES TRUST | SLYV | 78464A300 | $554.6K | 0.16% | 5,864 | SH |
| 38 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $546.1K | 0.15% | 5,469 | SH |
| 39 | ISHARES TR | REET | 46434V647 | $497.6K | 0.14% | 19,784 | SH |
| 40 | SPDR INDEX SHS FDS | GWX | 78463X871 | $491.5K | 0.14% | 11,639 | SH |
| 41 | AMAZON COM INC | AMZN | 023135106 | $465.5K | 0.13% | 2,235 | SH |
| 42 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $451.4K | 0.13% | 453 | SH |
| 43 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $406.4K | 0.11% | 15,852 | SH |
| 44 | ISHARES TR | USRT | 464288521 | $399.4K | 0.11% | 6,748 | SH |
| 45 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $366.7K | 0.10% | 3,298 | SH |
| 46 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $366.7K | 0.10% | 7,658 | SH |
| 47 | VANGUARD INDEX FDS | VOO | 922908363 | $362.7K | 0.10% | 607 | SH |
| 48 | SCHWAB STRATEGIC TR | SCHC | 808524888 | $359.7K | 0.10% | 7,696 | SH |
| 49 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $348.6K | 0.10% | 6,605 | SH |
| 50 | SPDR SERIES TRUST | SPTI | 78464A672 | $339.8K | 0.10% | 11,856 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-01 | $355.6M | 65 | 0001929977-26-000002 |
| 2025-12-31 | 2026-02-17 | $350.5M | 63 | 0001929977-26-000001 |