Seaside Wealth Management, Inc. Top Holdings and 13F Report (2026) About Seaside Wealth Management, Inc.Investment ActivitySeaside Wealth Management, Inc. has $408.19 million in total holdings as of September 30, 2026.Seaside Wealth Management, Inc. owns shares of 73 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 10.92% of the portfolio was purchased this quarter.About 9.74% of the portfolio was sold this quarter.This quarter, Seaside Wealth Management, Inc. has purchased 71 new stocks and bought additional shares in 39 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 $137,336,007Vanguard FTSE Developed Markets ETF $65,460,381Dimensional Emerging Markets Core Equity 2 ETF $38,791,398DFA INVT DIMENSIONS GROUP IN $35,160,703Dimensional International Small Cap Value ETF $16,232,024 Largest New Holdings this Quarter 25239Y170 - DFA INVT DIMENSIONS GROUP IN $35,160,703 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $967,276 Holding02072L722 - EA SERIES TRUST $203,242 Holding11133T103 - Broadridge Financial Solutions $201,700 Holding25434V880 - Dimensional World ex U.S. Core Equity 2 ETF $200,156 Holding Largest Purchases this Quarter DFA INVT DIMENSIONS GROUP IN 938,369 shares (about $35.16M)Vanguard Total Stock Market ETF 6,291 shares (about $2.35M)Vanguard FTSE Developed Markets ETF 18,250 shares (about $1.29M)EXXONMOBIL HOLDINGS CORP 5,943 shares (about $967.28K)Vanguard Short-Term Corporate Bond ETF 10,478 shares (about $809.43K) Largest Sales this Quarter Eli Lilly and Company 264 shares (about $305.47K)Schwab US Broad Market ETF 5,858 shares (about $171.70K)Avantis Emerging Markets Equity ETF 859 shares (about $80.77K)SPDR S&P 600 Small Cap Value ETF 552 shares (about $56.39K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 350 shares (about $32.22K) 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$137,336,007$2,354,351 ▲1.7%366,97233.6%ETFVEAVanguard FTSE Developed Markets ETF$65,460,381$1,288,633 ▲2.0%927,06916.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$38,791,398$741,414 ▲1.9%976,6219.5%ETFDFA INVT DIMENSIONS GROUP IN$35,160,703$35,160,703 ▲New Holding938,3698.6%U.S. SML CP VALDISVDimensional International Small Cap Value ETF$16,232,024$115,108 ▲0.7%374,9594.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$15,926,377$809,432 ▲5.4%206,1653.9%ETFVGITVanguard Intermediate-Term Treasury ETF$14,245,466$704,114 ▲5.2%251,4203.5%ETFAVREAvantis Real Estate ETF$13,229,394$404,075 ▲3.2%298,2943.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$12,411,881$408,386 ▲3.4%158,4973.0%ETFSCHBSchwab US Broad Market ETF$6,826,004$171,698 ▼-2.5%232,8901.7%ETFMUBiShares National Muni Bond ETF$5,430,251$16,479 ▼-0.3%53,7121.3%ETFSCHFSchwab International Equity ETF$3,766,716$26,399 ▼-0.7%137,1210.9%ETFAVEMAvantis Emerging Markets Equity ETF$2,405,744$80,765 ▼-3.2%25,5870.6%ETFAAPLApple$2,400,795$59,279 ▲2.5%7,2090.6%TechnologySPYVSPDR Portfolio S&P 500 Value ETF$2,126,591$31,115 ▼-1.4%34,7880.5%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,056,765$32,217 ▼-1.5%22,3440.5%ETFSUBiShares Short-Term National Muni Bond ETF$1,709,904$47,773 ▲2.9%16,3570.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,597,9510.0%9,6100.4%ETFAVUVAvantis U.S. Small Cap Value ETF$1,551,268$19,079 ▼-1.2%13,1720.4%ETFMSFTMicrosoft$1,452,290$51,300 ▲3.7%2,8310.4%TechnologySPDWSPDR Portfolio Developed World ex-US ETF$1,415,2200.0%28,1860.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,311,165$9,549 ▼-0.7%22,1070.3%ETFDFUVDimensional US Marketwide Value ETF$1,165,907$1,485 ▲0.1%21,1980.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,007,564$529 ▲0.1%19,0610.2%ETFEXXONMOBIL HOLDINGS CORP$967,276$967,276 ▲New Holding5,9430.2%COM SHSVIGVanguard Dividend Appreciation ETF$959,218$3,733 ▲0.4%4,1110.2%ETFSPYSPDR S&P 500 ETF Trust$916,248$2,289 ▼-0.2%1,2010.2%ETFDFUSDimensional U.S. Equity ETF$912,2510.0%10,9870.2%ETFVTEBVanguard Tax-Exempt Bond ETF$900,8340.0%19,0210.2%ETFNVDANVIDIA$786,343$14,160 ▼-1.8%3,4430.2%TechnologyIVViShares Core S&P 500 ETF$769,8760.0%1,0050.2%ETFJNJJohnson & Johnson$747,890$3,177 ▲0.4%2,8250.2%HealthcareIJRiShares Core S&P Small-Cap ETF$733,120$27,072 ▲3.8%5,3890.2%ETFWALMART INC$690,755$35,021 ▲5.3%6,6470.2%COMVOOVanguard S&P 500 ETF$670,766$228,495 ▲51.7%9570.2%ETFAMZNAmazon.com$609,670$12,707 ▲2.1%2,4470.1%Consumer DiscretionaryDFGRDimensional Global Real Estate ETF$588,773$947 ▲0.2%21,7670.1%ETFSLYVSPDR S&P 600 Small Cap Value ETF$565,095$56,387 ▼-9.1%5,5320.1%ETFGOOGLAlphabet$559,474$94,278 ▲20.3%1,6260.1%Communication ServicesAVDVAvantis International Small Cap Value ETF$559,041$13,563 ▼-2.4%5,1110.1%ETFGWXSPDR S&P International Small Cap ETF$536,8230.0%11,7800.1%ETFLLYEli Lilly and Company$517,214$305,469 ▼-37.1%4470.1%HealthcareREETiShares Global REIT ETF$509,504$516 ▼-0.1%19,7640.1%ETFCOSTCostco Wholesale$487,088$61,000 ▲14.3%5350.1%Consumer StaplesSCHXSchwab US Large-Cap ETF$468,390$7,170 ▼-1.5%15,6130.1%ETFDFNMDimensional National Municipal Bond ETF$450,557$110,108 ▲32.3%9,7880.1%ETFAVUSAvantis U.S. Equity ETF$423,942$1,025 ▲0.2%3,3100.1%ETFKOCoca-Cola$418,6070.0%4,8630.1%Consumer StaplesUSRTiShares Core U.S. REIT ETF$415,5420.0%6,7480.1%ETFAVGOBroadcom$414,404$351 ▲0.1%1,1800.1%TechnologyVGTVanguard Information Technology ETF$413,455$2,136 ▼-0.5%3,2900.1%ETFDFCADimensional California Municipal Bond ETF$409,037$106,680 ▲35.3%8,5810.1%ETFSCHCSchwab International Small-Cap Equity ETF$376,780$746 ▼-0.2%7,5750.1%ETFDFIVDimensional International Value ETF$375,859$1,787 ▲0.5%6,7290.1%ETFADPAutomatic Data Processing$355,254$1,548 ▲0.4%1,3770.1%IndustrialsCVXChevron$340,009$20,421 ▲6.4%1,6650.1%EnergyMCKMcKesson$328,527$1,707 ▲0.5%3850.1%HealthcareSPTISPDR Portfolio Intermediate Term Treasury ETF$320,211$1,746 ▲0.5%11,7380.1%ETFCLColgate-Palmolive$317,219$341 ▲0.1%3,7180.1%Consumer StaplesCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$312,3470.0%4,9100.1%ETFQQQInvesco QQQ$298,126$86,553 ▲40.9%4030.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$284,3260.0%5,7220.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$276,120$705 ▲0.3%5,4840.1%ETFBRK.BBerkshire Hathaway$264,412$9,461 ▼-3.5%5310.1%FinanceDFSDDimensional Short-Duration Fixed Income ETF$236,312$3,253 ▲1.4%5,0850.1%ETFAVSCAvantis U.S. Small Cap Equity ETF$232,3610.0%3,3610.1%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$221,678$831 ▲0.4%9,0740.1%ETFAVDEAvantis International Equity ETF$213,544$811 ▲0.4%2,3700.1%ETFTSMTaiwan Semiconductor Manufacturing$211,216$912 ▲0.4%4630.1%TechnologyHDHome Depot$204,263$37,553 ▲22.5%7180.1%Consumer DiscretionaryEA SERIES TRUST$203,242$203,242 ▲New Holding5,0760.0%STRI US ENER ETFBRBroadridge Financial Solutions$201,700$201,700 ▲New Holding1,2520.0%IndustrialsDFAXDimensional World ex U.S. Core Equity 2 ETF$200,156$200,156 ▲New Holding5,4070.0%ETFDFSVDimensional US Small Cap Value ETF$0$35,782,292 ▼-100.0%00.0%ETFDFACDimensional U.S. Core Equity 2 ETF$0$2,989,595 ▼-100.0%00.0%ETFGEGE Aerospace$0$203,703 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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