Seaside Wealth Management, Inc.

Est. AUM

$355.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$114.0M	355403	32.07%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$57.4M	895783	16.14%	SOLE
3	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$33.3M	965195	9.38%	SOLE
4	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$31.6M	901546	8.88%	SOLE
5	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$14.6M	369183	4.10%	SOLE
6	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$13.7M	173413	3.87%	SOLE
7	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$13.0M	217601	3.64%	SOLE
8	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$12.1M	146354	3.41%	SOLE
9	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$12.0M	273411	3.39%	SOLE
10	SCHWAB STRATEGIC TR	US BRD MKT ETF	$6.2M	246052	1.74%	SOLE
11	ISHARES TR	NATIONAL MUN ETF	$5.6M	53119	1.59%	SOLE
12	SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.6M	146056	1.02%	SOLE
13	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.6M	67228	0.73%	SOLE
14	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.2M	27450	0.62%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	35687	0.57%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$1.8M	22779	0.51%	SOLE
17	APPLE INC	COM	$1.6M	6355	0.45%	SOLE
18	AMERICAN CENTY ETF TR	US SML CP VALU	$1.6M	14210	0.44%	SOLE
19	ISHARES TR	SHRT NAT MUN ETF	$1.5M	14063	0.42%	SOLE
20	ISHARES TR	CORE S&P TTL STK	$1.4M	9610	0.39%	SOLE
21	SPDR INDEX SHS FDS	STATE STREET SPD	$1.3M	27878	0.36%	SOLE
22	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.2M	22495	0.34%	SOLE
23	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.0M	21146	0.29%	SOLE
24	MICROSOFT CORP	COM	$1.0M	2765	0.29%	SOLE
25	VANGUARD MUN BD FDS	TAX EXEMPT BD	$947K	18984	0.27%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$923K	19104	0.26%	SOLE
27	EXXON MOBIL CORP	COM	$869K	5121	0.24%	SOLE
28	STATE STR SPDR S&P 500 ETF T	TR UNIT	$833K	1281	0.23%	SOLE
29	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$809K	3762	0.23%	SOLE
30	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$779K	10987	0.22%	SOLE
31	WALMART INC	COM	$750K	6033	0.21%	SOLE
32	NVIDIA CORPORATION	COM	$661K	3791	0.19%	SOLE
33	ISHARES TR	CORE S&P500 ETF	$656K	1004	0.18%	SOLE
34	ELI LILLY & CO	COM	$648K	705	0.18%	SOLE
35	ISHARES TR	CORE S&P SCP ETF	$641K	5157	0.18%	SOLE
36	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$574K	21582	0.16%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$555K	5864	0.16%	SOLE
38	AMERICAN CENTY ETF TR	INTL SMCP VLU	$546K	5469	0.15%	SOLE
39	ISHARES TR	GLOBAL REIT ETF	$498K	19784	0.14%	SOLE
40	SPDR INDEX SHS FDS	STATE STREET SPD	$492K	11639	0.14%	SOLE
41	AMAZON COM INC	COM	$465K	2235	0.13%	SOLE
42	COSTCO WHOLESALE CORPORATION	COM	$451K	453	0.13%	SOLE
43	SCHWAB STRATEGIC TR	US LRG CAP ETF	$406K	15852	0.11%	SOLE
44	ISHARES TR	CRE U S REIT ETF	$399K	6748	0.11%	SOLE
45	DIMENSIONAL ETF TRUST	SHORT DURATION F	$367K	7658	0.10%	SOLE
46	AMERICAN CENTY ETF TR	US EQT ETF	$367K	3298	0.10%	SOLE
47	VANGUARD INDEX FDS	S&P 500 ETF SHS	$363K	607	0.10%	SOLE
48	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$360K	7696	0.10%	SOLE
49	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$349K	6605	0.10%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$340K	11856	0.10%	SOLE

1–50 of 65

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.