Seaside Wealth Management, Inc. Top Holdings and 13F Report (2025) About Seaside Wealth Management, Inc.Investment ActivitySeaside Wealth Management, Inc. has $314.29 million in total holdings as of June 30, 2025.Seaside Wealth Management, Inc. owns shares of 62 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.21% of the portfolio was purchased this quarter.About 0.96% of the portfolio was sold this quarter.This quarter, Seaside Wealth Management, Inc. has purchased 59 new stocks and bought additional shares in 35 stocks.Seaside Wealth Management, Inc. sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $105,354,533Vanguard FTSE Developed Markets ETF $48,897,385Dimensional Emerging Markets Core Equity 2 ETF $27,691,107Dimensional US Small Cap Value ETF $24,514,847Dimensional International Small Cap Value ETF $12,222,053 Largest New Holdings this Quarter 464287150 - iShares Core S&P Total U.S. Stock Market ETF $1,347,158 Holding922907746 - Vanguard Tax-Exempt Bond ETF $1,201,726 Holding464287804 - iShares Core S&P Small-Cap ETF $563,608 Holding025072885 - Avantis U.S. Equity ETF $305,724 Holding437076102 - Home Depot $206,052 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 6,304 shares (about $1.92M)iShares Core S&P Total U.S. Stock Market ETF 9,976 shares (about $1.35M)Dimensional US Small Cap Value ETF 45,240 shares (about $1.33M)Vanguard Tax-Exempt Bond ETF 24,510 shares (about $1.20M)Vanguard FTSE Developed Markets ETF 17,967 shares (about $1.02M) Largest Sales this Quarter iShares National Muni Bond ETF 10,092 shares (about $1.05M)Avantis U.S. Small Cap Value ETF 5,190 shares (about $472.81K)iShares Core S&P 500 ETF 503 shares (about $312.23K)SPDR Portfolio S&P 500 Value ETF 3,574 shares (about $187.06K)SPDR S&P 500 ETF Trust 165 shares (about $101.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeaside Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$105,354,533$1,915,974 ▲1.9%346,64133.5%ETFVEAVanguard FTSE Developed Markets ETF$48,897,385$1,024,298 ▲2.1%857,69915.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$27,691,107$795,365 ▲3.0%932,9888.8%ETFDFSVDimensional US Small Cap Value ETF$24,514,847$1,331,415 ▲5.7%832,9877.8%ETFDISVDimensional International Small Cap Value ETF$12,222,053$220,893 ▲1.8%371,3773.9%ETFVGITVanguard Intermediate-Term Treasury ETF$11,422,789$532,428 ▲4.9%190,9853.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$11,356,361$199,506 ▲1.8%136,9553.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$10,822,721$707,719 ▲7.0%136,1333.4%ETFAVREAvantis Real Estate ETF$10,148,944$372,532 ▲3.8%229,8233.2%ETFSCHBSchwab US Broad Market ETF$5,796,385$428,511 ▲8.0%243,2391.8%ETFMUBiShares National Muni Bond ETF$5,610,828$1,054,401 ▼-15.8%53,7031.8%ETFSCHFSchwab International Equity ETF$3,648,603$324,517 ▲9.8%165,0951.2%ETFDFACDimensional U.S. Core Equity 2 ETF$2,400,637$44,944 ▲1.9%66,9810.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,020,009$187,063 ▼-8.5%38,5940.6%ETFAVEMAvantis Emerging Markets Equity ETF$1,861,973$201,441 ▲12.1%27,1660.6%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,724,043$14,903 ▼-0.9%23,0210.5%ETFCVBFCVB Financial$1,600,853$396 ▼0.0%80,8920.5%FinanceSUBiShares Short-Term National Muni Bond ETF$1,448,878$96,875 ▼-6.3%13,6250.5%ETFMSFTMicrosoft$1,426,953$782,137 ▲121.3%2,8680.5%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$1,347,158$1,347,158 ▲New Holding9,9760.4%ETFAVUVAvantis U.S. Small Cap Value ETF$1,337,079$472,811 ▼-26.1%14,6770.4%ETFAAPLApple$1,270,171$96,017 ▲8.2%6,1910.4%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$1,201,726$1,201,726 ▲New Holding24,5100.4%ETFVWOVanguard FTSE Emerging Markets ETF$1,143,336$12,464 ▼-1.1%23,1160.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,115,862$13,969 ▲1.3%27,5590.4%ETFDFUVDimensional US Marketwide Value ETF$896,583$64,603 ▼-6.7%21,2060.3%ETFSPYSPDR S&P 500 ETF Trust$864,953$101,941 ▼-10.5%1,4000.3%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$832,929$27,350 ▼-3.2%19,5520.3%ETFVIGVanguard Dividend Appreciation ETF$757,7250.0%3,7020.2%ETFDFUSDimensional U.S. Equity ETF$736,3490.0%10,9870.2%ETFDFGRDimensional Global Real Estate ETF$680,562$36,247 ▼-5.1%25,3660.2%ETFIVViShares Core S&P 500 ETF$622,603$312,233 ▼-33.4%1,0030.2%ETFWMTWalmart$584,628$13,298 ▲2.3%5,9790.2%Retail/WholesaleXOMExxon Mobil$564,906$8,948 ▲1.6%5,2400.2%EnergyIJRiShares Core S&P Small-Cap ETF$563,608$563,608 ▲New Holding5,1570.2%ETFAVDVAvantis International Small Cap Value ETF$556,701$72,858 ▲15.1%7,0220.2%ETFLLYEli Lilly and Company$538,656$20,268 ▲3.9%6910.2%MedicalREETiShares Global REIT ETF$477,605$20,798 ▲4.6%19,3360.2%ETFSLYVSPDR S&P 600 Small Cap Value ETF$477,0450.0%5,9810.2%ETFGWXSPDR S&P International Small Cap ETF$468,651$6,171 ▲1.3%12,6060.1%ETFADPAutomatic Data Processing$460,697$4,625 ▲1.0%1,4940.1%Computer and TechnologyNVDANVIDIA$448,692$103,484 ▲30.0%2,8400.1%Computer and TechnologyCOSTCostco Wholesale$448,489$6,930 ▲1.6%4530.1%Retail/WholesaleAMZNAmazon.com$447,117$33,347 ▲8.1%2,0380.1%Retail/WholesaleDFSDDimensional Short-Duration Fixed Income ETF$396,237$105,721 ▲36.4%8,2530.1%ETFSCHXSchwab US Large-Cap ETF$387,4230.0%15,8520.1%ETFUSRTiShares Core U.S. REIT ETF$381,666$124,771 ▲48.6%6,7480.1%ETFVOOVanguard S&P 500 ETF$344,7930.0%6070.1%ETFSCHCSchwab International Small-Cap Equity ETF$334,629$10,946 ▼-3.2%7,8570.1%ETFCLColgate-Palmolive$322,241$1,364 ▲0.4%3,5450.1%Consumer StaplesAVUSAvantis U.S. Equity ETF$305,724$305,724 ▲New Holding3,0320.1%ETFDFNMDimensional National Municipal Bond ETF$296,552$48,050 ▲19.3%6,2520.1%ETFDFIVDimensional International Value ETF$295,901$75,892 ▼-20.4%6,9090.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$293,881$33,846 ▲13.0%5,7220.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$290,1100.0%5,4440.1%ManufacturingMCKMcKesson$282,019$3,663 ▲1.3%3850.1%MedicalVGTVanguard Information Technology ETF$279,9040.0%4220.1%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$278,523$806 ▲0.3%9,6810.1%ETFBRK.BBerkshire Hathaway$269,602$486 ▼-0.2%5550.1%FinanceBRBroadridge Financial Solutions$266,823$5,832 ▲2.2%1,0980.1%Computer and TechnologyHONHoneywell International$239,199$3,494 ▲1.5%1,0270.1%Multi-Sector ConglomeratesHDHome Depot$206,052$206,052 ▲New Holding5620.1%Retail/WholesaleCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$0$277,409 ▼-100.0%00.0%ETFFLOTiShares Floating Rate Bond ETF$0$261,946 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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