Seaside Wealth Management, Inc. Top Holdings and 13F Report (2026) About Seaside Wealth Management, Inc.Investment ActivitySeaside Wealth Management, Inc. has $404.55 million in total holdings as of June 30, 2026.Seaside Wealth Management, Inc. owns shares of 71 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.04% of the portfolio was purchased this quarter.About 0.64% of the portfolio was sold this quarter.This quarter, Seaside Wealth Management, Inc. has purchased 65 new stocks and bought additional shares in 37 stocks.Seaside Wealth Management, Inc. sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $133,466,634Vanguard FTSE Developed Markets ETF $64,753,495Dimensional Emerging Markets Core Equity 2 ETF $38,931,316Dimensional US Small Cap Value ETF $35,782,292Vanguard Short-Term Corporate Bond ETF $15,465,175 Largest New Holdings this Quarter 478160104 - Johnson & Johnson $714,418 Holding191216100 - CocaCola $395,216 Holding25434V633 - Dimensional California Municipal Bond ETF $318,311 Holding166764100 - Chevron $259,415 Holding874039100 - Taiwan Semiconductor Manufacturing $220,160 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 5,278 shares (about $1.95M)Vanguard Short-Term Corporate Bond ETF 22,274 shares (about $1.76M)Vanguard Intermediate-Term Treasury ETF 21,392 shares (about $1.26M)Vanguard FTSE Developed Markets ETF 13,036 shares (about $928.82K)Dimensional US Small Cap Value ETF 20,916 shares (about $811.33K) Largest Sales this Quarter Dimensional Emerging Markets Core Equity 2 ETF 7,240 shares (about $294.23K)Schwab International Equity ETF 7,974 shares (about $220.88K)Schwab US Broad Market ETF 7,304 shares (about $211.52K)Dimensional Short-Duration Fixed Income ETF 2,643 shares (about $126.21K)Avantis U.S. Small Cap Value ETF 876 shares (about $109.29K) 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$133,466,634$1,953,075 â–²1.5%360,68133.0%ETFVEAVanguard FTSE Developed Markets ETF$64,753,495$928,817 â–²1.5%908,81916.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$38,931,316$294,234 â–¼-0.8%957,9559.6%ETFDFSVDimensional US Small Cap Value ETF$35,782,292$811,331 â–²2.3%922,4628.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$15,465,175$1,760,318 â–²12.8%195,6873.8%ETFDISVDimensional International Small Cap Value ETF$14,940,438$125,086 â–²0.8%372,3003.7%ETFVGITVanguard Intermediate-Term Treasury ETF$14,095,762$1,261,696 â–²9.8%238,9933.5%ETFAVREAvantis Real Estate ETF$13,701,414$747,273 â–²5.8%289,1833.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$12,668,778$572,600 â–²4.7%153,2823.1%ETFSCHBSchwab US Broad Market ETF$6,914,143$211,524 â–¼-3.0%238,7481.7%ETFMUBiShares National Muni Bond ETF$5,798,007$81,360 â–²1.4%53,8751.4%ETFSCHFSchwab International Equity ETF$3,824,872$220,880 â–¼-5.5%138,0820.9%ETFDFACDimensional U.S. Core Equity 2 ETF$2,989,595$7,320 â–²0.2%67,3930.7%ETFAVEMAvantis Emerging Markets Equity ETF$2,551,780$96,876 â–¼-3.7%26,4460.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,145,707$23,708 â–¼-1.1%35,2970.5%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,060,387$7,717 â–¼-0.4%22,6940.5%ETFAAPLApple$2,034,659$195,624 â–²10.6%7,0310.5%TechnologySUBiShares Short-Term National Muni Bond ETF$1,692,815$195,579 â–²13.1%15,9000.4%ETFAVUVAvantis U.S. Small Cap Value ETF$1,663,547$109,290 â–¼-6.2%13,3340.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,578,6350.0%9,6100.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,420,295$15,520 â–²1.1%28,1860.4%ETFVWOVanguard FTSE Emerging Markets ETF$1,329,189$13,550 â–¼-1.0%22,2680.3%ETFDFUVDimensional US Marketwide Value ETF$1,164,601$1,375 â–²0.1%21,1710.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,098,656$3,056 â–¼-0.3%19,0510.3%ETFMSFTMicrosoft$1,018,785$12,684 â–¼-1.2%2,7310.3%TechnologyVIGVanguard Dividend Appreciation ETF$968,999$78,798 â–²8.9%4,0950.2%ETFVTEBVanguard Tax-Exempt Bond ETF$962,081$1,871 â–²0.2%19,0210.2%ETFDFUSDimensional U.S. Equity ETF$900,2740.0%10,9870.2%ETFSPYSPDR S&P 500 ETF Trust$898,876$57,486 â–¼-6.0%1,2040.2%ETFLLYEli Lilly and Company$852,795$7,197 â–²0.9%7110.2%HealthcareIJRiShares Core S&P Small-Cap ETF$769,728$4,894 â–²0.6%5,1900.2%ETFIVViShares Core S&P 500 ETF$752,457$749 â–²0.1%1,0050.2%ETFWALMART INC$714,672$31,373 â–²4.6%6,3100.2%COMJNJJohnson & Johnson$714,418$714,418 â–²New Holding2,8130.2%HealthcareNVDANVIDIA$701,340$57,228 â–¼-7.5%3,5050.2%TechnologySLYVSPDR S&P 600 Small Cap Value ETF$663,826$24,004 â–²3.8%6,0840.2%ETFDFGRDimensional Global Real Estate ETF$629,570$4,345 â–²0.7%21,7320.2%ETFAMZNAmazon.com$571,062$38,373 â–²7.2%2,3960.1%Consumer DiscretionaryREETiShares Global REIT ETF$546,4180.0%19,7840.1%ETFAVDVAvantis International Small Cap Value ETF$539,464$24,114 â–¼-4.3%5,2350.1%ETFGWXSPDR S&P International Small Cap ETF$515,501$6,170 â–²1.2%11,7800.1%ETFGOOGLAlphabet$483,163$152,597 â–²46.2%1,3520.1%Communication ServicesSCHXSchwab US Large-Cap ETF$466,5240.0%15,8520.1%ETFUSRTiShares Core U.S. REIT ETF$448,4050.0%6,7480.1%ETFAVGOBroadcom$445,370$35,886 â–²8.8%1,1790.1%TechnologyCOSTCostco Wholesale$437,855$14,034 â–²3.3%4680.1%Consumer StaplesVOOVanguard S&P 500 ETF$433,376$16,483 â–²4.0%6310.1%ETFAVUSAvantis U.S. Equity ETF$422,940$512 â–²0.1%3,3020.1%ETFVGTVanguard Information Technology ETF$395,252$344,815 â–²683.6%3,3070.1%ETFKOCocaCola$395,216$395,216 â–²New Holding4,8630.1%Consumer StaplesSCHCSchwab International Small-Cap Equity ETF$365,231$5,101 â–¼-1.4%7,5900.1%ETFDFIVDimensional International Value ETF$361,788$4,970 â–²1.4%6,6970.1%ETFDFNMDimensional National Municipal Bond ETF$357,505$69,945 â–²24.3%7,3960.1%ETFCLColgate-Palmolive$340,500$15,036 â–²4.6%3,7140.1%Consumer StaplesSPTISPDR Portfolio Intermediate Term Treasury ETF$331,425$5,167 â–¼-1.5%11,6740.1%ETFDFCADimensional California Municipal Bond ETF$318,311$318,311 â–²New Holding6,3430.1%ETFADPAutomatic Data Processing$306,981$34,258 â–²12.6%1,3710.1%IndustrialsMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$300,9770.0%5,7220.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$290,8390.0%5,4700.1%ETFMCKMcKesson$289,672$2,269 â–¼-0.8%3830.1%HealthcareBRK.BBerkshire Hathaway$275,215$1,001 â–¼-0.4%5500.1%FinanceCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$271,156$2,927 â–²1.1%4,9100.1%ETFCVXChevron$259,415$259,415 â–²New Holding1,5650.1%EnergyAVSCAvantis U.S. Small Cap Equity ETF$246,490$733 â–²0.3%3,3610.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$239,483$126,212 â–¼-34.5%5,0150.1%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$225,910$500 â–²0.2%9,0400.1%ETFTSMTaiwan Semiconductor Manufacturing$220,160$220,160 â–²New Holding4610.1%TechnologyAVDEAvantis International Equity ETF$210,647$210,647 â–²New Holding2,3610.1%ETFQQQInvesco QQQ$210,610$210,610 â–²New Holding2860.1%ETFHDHome Depot$206,670$206,670 â–²New Holding5860.1%Consumer DiscretionaryGEGE Aerospace$203,703$203,703 â–²New Holding5460.1%IndustrialsXOMExxonMobil$0$868,746 â–¼-100.0%00.0%EnergyHONHoneywell International$0$234,803 â–¼-100.0%00.0%IndustrialsDRLLStrive U.S. Energy ETF$0$200,382 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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