Seaside Wealth Management, Inc. Top Holdings and 13F Report (2025) About Seaside Wealth Management, Inc.Investment ActivitySeaside Wealth Management, Inc. has $280.35 million in total holdings as of March 31, 2025.Seaside Wealth Management, Inc. owns shares of 59 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.11% of the portfolio was purchased this quarter.About 0.37% of the portfolio was sold this quarter.This quarter, Seaside Wealth Management, Inc. has purchased 60 new stocks and bought additional shares in 36 stocks.Seaside Wealth Management, Inc. sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $93,538,200Vanguard FTSE Developed Markets ETF $42,683,618Dimensional Emerging Markets Core Equity 2 ETF $23,977,789Dimensional US Small Cap Value ETF $22,175,092Vanguard Intermediate-Term Corporate Bond ETF $11,000,761 Largest New Holdings this Quarter 023135106 - Amazon.com $358,831 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 35,444 shares (about $1.80M)Schwab US Broad Market ETF 77,792 shares (about $1.67M)Vanguard Total Stock Market ETF 5,628 shares (about $1.55M)Dimensional Emerging Markets Core Equity 2 ETF 42,524 shares (about $1.13M)Vanguard Short-Term Corporate Bond ETF 14,111 shares (about $1.11M) Largest Sales this Quarter iShares National Muni Bond ETF 1,269 shares (about $133.80K)Automatic Data Processing 373 shares (about $114.00K)SPDR S&P 500 ETF Trust 88 shares (about $49.22K)Dimensional U.S. Equity ETF 600 shares (about $36.29K)Dimensional U.S. Core Equity 2 ETF 683 shares (about $22.53K) 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$93,538,200$1,546,799 ▲1.7%340,33733.4%ETFVEAVanguard FTSE Developed Markets ETF$42,683,618$1,801,620 ▲4.4%839,73215.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$23,977,789$1,125,185 ▲4.9%906,1908.6%ETFDFSVDimensional US Small Cap Value ETF$22,175,092$610,321 ▲2.8%787,7477.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$11,000,761$316,739 ▲3.0%134,5493.9%ETFVGITVanguard Intermediate-Term Treasury ETF$10,815,714$510,364 ▲5.0%182,0833.9%ETFDISVDimensional International Small Cap Value ETF$10,619,050$492,885 ▲4.9%364,6653.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$10,043,600$1,113,921 ▲12.5%127,2313.6%ETFAVREAvantis Real Estate ETF$9,521,843$510,915 ▲5.7%221,3873.4%ETFMUBiShares National Muni Bond ETF$6,726,542$133,803 ▼-2.0%63,7952.4%ETFSCHBSchwab US Broad Market ETF$4,849,785$1,674,862 ▲52.8%225,2571.7%ETFSCHFSchwab International Equity ETF$2,975,128$8,545 ▼-0.3%150,4111.1%ETFDFACDimensional U.S. Core Equity 2 ETF$2,168,335$22,532 ▼-1.0%65,7270.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,153,522$19,151 ▼-0.9%42,1680.8%ETFAVUVAvantis U.S. Small Cap Value ETF$1,731,809$923,829 ▲114.3%19,8670.6%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,579,191$204 ▼0.0%23,2200.6%ETFSUBiShares Short-Term National Muni Bond ETF$1,534,972$78,776 ▲5.4%14,5360.5%ETFCVBFCVB Financial$1,493,635$369 ▲0.0%80,9120.5%FinanceAVEMAvantis Emerging Markets Equity ETF$1,457,7800.0%24,2270.5%ETFAAPLApple$1,271,242$62,418 ▲5.2%5,7230.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,057,642$18,511 ▼-1.7%23,3680.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$990,8680.0%27,2140.4%ETFDFUVDimensional US Marketwide Value ETF$936,864$1,442 ▲0.2%22,7340.3%ETFSPYSPDR S&P 500 ETF Trust$875,313$49,219 ▼-5.3%1,5650.3%FinanceIVViShares Core S&P 500 ETF$846,344$32,033 ▲3.9%1,5060.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$823,094$11,250 ▲1.4%20,1940.3%ETFVIGVanguard Dividend Appreciation ETF$718,187$6,402 ▼-0.9%3,7020.3%ETFDFGRDimensional Global Real Estate ETF$701,580$92,933 ▲15.3%26,7170.3%ETFDFUSDimensional U.S. Equity ETF$664,493$36,288 ▼-5.2%10,9870.2%ETFXOMExxon Mobil$613,326$11,061 ▲1.8%5,1570.2%EnergyLLYEli Lilly and Company$549,231$12,389 ▲2.3%6650.2%MedicalWMTWalmart$512,957$7,023 ▲1.4%5,8430.2%Retail/WholesaleMSFTMicrosoft$486,708$52,201 ▲12.0%1,2960.2%Computer and TechnologySLYVSPDR S&P 600 Small Cap Value ETF$468,914$1,098 ▼-0.2%5,9810.2%ETFADPAutomatic Data Processing$452,020$113,998 ▼-20.1%1,4790.2%Business ServicesREETiShares Global REIT ETF$448,654$922 ▲0.2%18,4940.2%ETFAVDVAvantis International Small Cap Value ETF$425,624$13,948 ▼-3.2%6,1030.2%ETFCOSTCostco Wholesale$421,860$7,567 ▲1.8%4460.2%Retail/WholesaleGWXSPDR S&P International Small Cap ETF$397,5790.0%12,4400.1%ETFAMZNAmazon.com$358,831$358,831 ▲New Holding1,8860.1%Retail/WholesaleSCHXSchwab US Large-Cap ETF$350,0120.0%15,8520.1%ETFDFIVDimensional International Value ETF$341,676$1,181 ▲0.3%8,6810.1%ETFCLColgate-Palmolive$330,762$1,406 ▲0.4%3,5300.1%Consumer StaplesVOOVanguard S&P 500 ETF$311,944$40,085 ▲14.7%6070.1%ETFBRK.BBerkshire Hathaway$296,115$18,108 ▲6.5%5560.1%FinanceSCHCSchwab International Small-Cap Equity ETF$291,131$14,818 ▼-4.8%8,1140.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$287,589$1,378 ▲0.5%6,0510.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$285,9190.0%5,4440.1%ManufacturingCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$277,4090.0%5,3460.1%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$275,884$27,551 ▲11.1%9,6530.1%ETFFLOTiShares Floating Rate Bond ETF$261,946$1,940 ▲0.7%5,1300.1%ETFUSRTiShares Core U.S. REIT ETF$261,619$5,414 ▲2.1%4,5420.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$260,9980.0%5,0630.1%ETFBRBroadridge Financial Solutions$260,413$19,640 ▼-7.0%1,0740.1%Business ServicesMCKMcKesson$256,046$1,348 ▲0.5%3800.1%MedicalDFNMDimensional National Municipal Bond ETF$249,234$1,427 ▲0.6%5,2390.1%ETFNVDANVIDIA$236,811$58,851 ▲33.1%2,1850.1%Computer and TechnologyVGTVanguard Information Technology ETF$228,8850.0%4220.1%ETFHONHoneywell International$214,335$3,177 ▲1.5%1,0120.1%Multi-Sector ConglomeratesVTEBVanguard Tax-Exempt Bond ETF$0$378,632 ▼-100.0%00.0%ETFBSVVanguard Short-Term Bond ETF$0$212,623 ▼-100.0%00.0%ETFShowing 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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