Seaside Wealth Management, Inc. Top Holdings and 13F Report (2025) About Seaside Wealth Management, Inc.Investment ActivitySeaside Wealth Management, Inc. has $336.99 million in total holdings as of September 30, 2025.Seaside Wealth Management, Inc. owns shares of 63 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.25% of the portfolio was purchased this quarter.About 0.28% of the portfolio was sold this quarter.This quarter, Seaside Wealth Management, Inc. has purchased 62 new stocks and bought additional shares in 28 stocks.Seaside Wealth Management, Inc. sold shares of 22 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $113,729,061Vanguard FTSE Developed Markets ETF $52,262,762Dimensional Emerging Markets Core Equity 2 ETF $30,139,109Dimensional US Small Cap Value ETF $26,908,532Dimensional International Small Cap Value ETF $13,164,806 Largest New Holdings this Quarter 46431W598 - iShares Bloomberg Roll Select Commodity Strategy ETF $225,027 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 11,298 shares (about $903.05K)Vanguard FTSE Developed Markets ETF 14,511 shares (about $869.50K)Vanguard Intermediate-Term Treasury ETF 7,803 shares (about $468.42K)Dimensional US Small Cap Value ETF 12,129 shares (about $386.19K)Avantis Real Estate ETF 6,945 shares (about $308.91K) Largest Sales this Quarter Schwab International Equity ETF 19,856 shares (about $462.25K)Dimensional International Small Cap Value ETF 2,513 shares (about $89.69K)Dimensional Global Real Estate ETF 2,878 shares (about $78.60K)Avantis International Small Cap Value ETF 650 shares (about $57.87K)Avantis U.S. Small Cap Value ETF 491 shares (about $48.87K) 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$113,729,061$27,894 ▼0.0%346,55633.7%ETFVEAVanguard FTSE Developed Markets ETF$52,262,762$869,498 ▲1.7%872,21015.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$30,139,109$218,204 ▲0.7%939,7928.9%ETFDFSVDimensional US Small Cap Value ETF$26,908,532$386,188 ▲1.5%845,1168.0%ETFDISVDimensional International Small Cap Value ETF$13,164,806$89,689 ▼-0.7%368,8643.9%ETFVGITVanguard Intermediate-Term Treasury ETF$11,933,281$468,416 ▲4.1%198,7883.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$11,795,978$276,639 ▲2.4%140,2443.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$11,784,200$903,052 ▲8.3%147,4313.5%ETFAVREAvantis Real Estate ETF$10,531,465$308,914 ▲3.0%236,7683.1%ETFSCHBSchwab US Broad Market ETF$6,489,207$235,529 ▲3.8%252,4001.9%ETFMUBiShares National Muni Bond ETF$5,759,011$40,147 ▲0.7%54,0801.7%ETFSCHFSchwab International Equity ETF$3,381,164$462,248 ▼-12.0%145,2391.0%ETFDFACDimensional U.S. Core Equity 2 ETF$2,590,652$7,213 ▲0.3%67,1680.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,088,873$46,533 ▼-2.2%37,7530.6%ETFAVEMAvantis Emerging Markets Equity ETF$2,070,953$30,495 ▲1.5%27,5720.6%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,850,191$6,452 ▼-0.3%22,9410.5%ETFAAPLApple$1,576,861$255 ▲0.0%6,1920.5%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$1,572,493$117,569 ▲8.1%14,7260.5%ETFCVBFCVB Financial$1,529,6680.0%80,8920.5%FinanceMSFTMicrosoft$1,504,634$19,164 ▲1.3%2,9050.4%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$1,453,0040.0%9,9760.4%ETFAVUVAvantis U.S. Small Cap Value ETF$1,411,932$48,869 ▼-3.3%14,1860.4%ETFVWOVanguard FTSE Emerging Markets ETF$1,230,670$21,781 ▼-1.7%22,7140.4%ETFVTEBVanguard Tax-Exempt Bond ETF$1,225,363$1,853 ▼-0.2%24,4730.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,176,895$2,353 ▼-0.2%27,5040.3%ETFDFUVDimensional US Marketwide Value ETF$949,171$1,475 ▲0.2%21,2390.3%ETFSPYSPDR S&P 500 ETF Trust$934,769$1,999 ▲0.2%1,4030.3%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$899,909$5,744 ▼-0.6%19,4280.3%ETFVIGVanguard Dividend Appreciation ETF$802,280$3,453 ▲0.4%3,7180.2%ETFDFUSDimensional U.S. Equity ETF$795,8980.0%10,9870.2%ETFIVViShares Core S&P 500 ETF$671,4730.0%1,0030.2%ETFWMTWalmart$618,155$1,958 ▲0.3%5,9980.2%Retail/WholesaleDFGRDimensional Global Real Estate ETF$614,145$78,598 ▼-11.3%22,4880.2%ETFIJRiShares Core S&P Small-Cap ETF$612,8060.0%5,1570.2%ETFXOMExxon Mobil$582,933$7,893 ▼-1.3%5,1700.2%EnergyAVDVAvantis International Small Cap Value ETF$567,297$57,869 ▼-9.3%6,3720.2%ETFNVDANVIDIA$557,314$27,427 ▲5.2%2,9870.2%Computer and TechnologyLLYEli Lilly and Company$527,2330.0%6910.2%MedicalSLYVSPDR S&P 600 Small Cap Value ETF$527,023$3,191 ▼-0.6%5,9450.2%ETFREETiShares Global REIT ETF$496,600$2,352 ▲0.5%19,4280.1%ETFGWXSPDR S&P International Small Cap ETF$463,193$43,270 ▼-8.5%11,5290.1%ETFAMZNAmazon.com$458,024$10,539 ▲2.4%2,0860.1%Retail/WholesaleADPAutomatic Data Processing$435,883$2,642 ▼-0.6%1,4850.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$417,5420.0%15,8520.1%ETFCOSTCostco Wholesale$412,877$6,480 ▼-1.5%4460.1%Retail/WholesaleDFSDDimensional Short-Duration Fixed Income ETF$402,160$4,386 ▲1.1%8,3440.1%ETFUSRTiShares Core U.S. REIT ETF$396,2410.0%6,7480.1%ETFVOOVanguard S&P 500 ETF$371,7150.0%6070.1%ETFSCHCSchwab International Small-Cap Equity ETF$354,521$3,049 ▼-0.9%7,7900.1%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$331,425$51,644 ▲18.5%11,4680.1%ETFAVUSAvantis U.S. Equity ETF$330,474$870 ▲0.3%3,0400.1%ETFDFIVDimensional International Value ETF$319,949$1,337 ▲0.4%6,9380.1%ETFVGTVanguard Information Technology ETF$315,0780.0%4220.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$299,1460.0%5,7220.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$294,899$433 ▲0.1%5,4520.1%ManufacturingMCKMcKesson$294,514$3,092 ▼-1.0%3810.1%MedicalBRK.BBerkshire Hathaway$286,059$7,038 ▲2.5%5690.1%FinanceCLColgate-Palmolive$281,389$1,999 ▼-0.7%3,5200.1%Consumer StaplesDFNMDimensional National Municipal Bond ETF$281,143$18,858 ▼-6.3%5,8590.1%ETFBRBroadridge Financial Solutions$262,415$953 ▲0.4%1,1020.1%Computer and TechnologyHDHome Depot$227,7170.0%5620.1%Retail/WholesaleCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$225,027$225,027 ▲New Holding4,2780.1%ETFHONHoneywell International$214,170$2,106 ▼-1.0%1,0170.1%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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