Seaside Wealth Management, Inc. Top Holdings and 13F Report (2026) About Seaside Wealth Management, Inc.Investment ActivitySeaside Wealth Management, Inc. has $355.55 million in total holdings as of March 31, 2026.Seaside Wealth Management, Inc. owns shares of 65 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.70% of the portfolio was purchased this quarter.About 0.19% of the portfolio was sold this quarter.This quarter, Seaside Wealth Management, Inc. has purchased 63 new stocks and bought additional shares in 29 stocks.Seaside Wealth Management, Inc. sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $114,016,928Vanguard FTSE Developed Markets ETF $57,401,778Dimensional Emerging Markets Core Equity 2 ETF $33,347,504Dimensional US Small Cap Value ETF $31,590,151Dimensional International Small Cap Value ETF $14,560,580 Largest New Holdings this Quarter 11135F101 - Broadcom $335,508 Holding025072323 - Avantis U.S. Small Cap Equity ETF $208,731 Holding02072L722 - Strive U.S. Energy ETF $200,382 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 7,059 shares (about $2.26M)Vanguard FTSE Developed Markets ETF 11,513 shares (about $737.75K)Dimensional US Small Cap Value ETF 13,818 shares (about $484.18K)Vanguard Short-Term Corporate Bond ETF 4,360 shares (about $345.62K)Avantis Real Estate ETF 7,766 shares (about $341.86K) Largest Sales this Quarter Avantis International Small Cap Value ETF 983 shares (about $98.16K)Automatic Data Processing 273 shares (about $55.47K)SPDR Portfolio S&P 500 Value ETF 711 shares (about $40.23K)Dimensional Short-Duration Fixed Income ETF 823 shares (about $39.41K)iShares National Muni Bond ETF 343 shares (about $36.41K) 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$114,016,928$2,264,600 ▲2.0%355,40332.1%ETFVEAVanguard FTSE Developed Markets ETF$57,401,778$737,753 ▲1.3%895,78316.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$33,347,504$258,054 ▲0.8%965,1959.4%ETFDFSVDimensional US Small Cap Value ETF$31,590,151$484,182 ▲1.6%901,5468.9%ETFDISVDimensional International Small Cap Value ETF$14,560,580$181,779 ▲1.3%369,1834.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$13,746,434$345,617 ▲2.6%173,4133.9%ETFVGITVanguard Intermediate-Term Treasury ETF$12,958,065$267,378 ▲2.1%217,6013.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$12,110,925$128,181 ▲1.1%146,3543.4%ETFAVREAvantis Real Estate ETF$12,035,572$341,860 ▲2.9%273,4113.4%ETFSCHBSchwab US Broad Market ETF$6,175,908$5,095 ▲0.1%246,0521.7%ETFMUBiShares National Muni Bond ETF$5,638,514$36,409 ▼-0.6%53,1191.6%ETFSCHFSchwab International Equity ETF$3,614,895$3,589 ▼-0.1%146,0561.0%ETFDFACDimensional U.S. Core Equity 2 ETF$2,612,521$2,953 ▲0.1%67,2280.7%ETFAVEMAvantis Emerging Markets Equity ETF$2,211,999$15,150 ▼-0.7%27,4500.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,019,171$40,228 ▼-2.0%35,6870.6%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,800,907$2,056 ▼-0.1%22,7790.5%ETFAAPLApple$1,612,830$34,262 ▲2.2%6,3550.5%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$1,569,780$3,314 ▼-0.2%14,2100.4%ETFSUBiShares Short-Term National Muni Bond ETF$1,497,767$33,016 ▼-2.2%14,0630.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,368,7520.0%9,6100.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,272,6340.0%27,8780.4%ETFVWOVanguard FTSE Emerging Markets ETF$1,215,836$11,458 ▼-0.9%22,4950.3%ETFDFUVDimensional US Marketwide Value ETF$1,024,723$5,767 ▼-0.6%21,1460.3%ETFMSFTMicrosoft$1,023,429$8,513 ▼-0.8%2,7650.3%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$947,1110.0%18,9840.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$923,093$4,880 ▲0.5%19,1040.3%ETFXOMExxonMobil$868,746$30,027 ▼-3.3%5,1210.2%EnergySPYSPDR S&P 500 ETF Trust$832,917$9,753 ▼-1.2%1,2810.2%FinanceVIGVanguard Dividend Appreciation ETF$809,122$3,226 ▲0.4%3,7620.2%ETFDFUSDimensional U.S. Equity ETF$779,0880.0%10,9870.2%ETFWALMART INC$749,782$4,971 ▲0.7%6,0330.2%COMNVDANVIDIA$661,151$131,149 ▲24.7%3,7910.2%Computer and TechnologyIVViShares Core S&P 500 ETF$656,0230.0%1,0040.2%ETFLLYEli Lilly and Company$648,439$6,438 ▲1.0%7050.2%MedicalIJRiShares Core S&P Small-Cap ETF$641,0660.0%5,1570.2%ETFDFGRDimensional Global Real Estate ETF$573,655$346 ▲0.1%21,5820.2%ETFSLYVSPDR S&P 600 Small Cap Value ETF$554,616$662 ▼-0.1%5,8640.2%ETFAVDVAvantis International Small Cap Value ETF$546,135$98,162 ▼-15.2%5,4690.2%ETFREETiShares Global REIT ETF$497,580$5,684 ▲1.2%19,7840.1%ETFGWXSPDR S&P International Small Cap ETF$491,511$3,252 ▼-0.7%11,6390.1%ETFAMZNAmazon.com$465,485$17,703 ▲4.0%2,2350.1%Retail/WholesaleCOSTCostco Wholesale$451,437$10,962 ▲2.5%4530.1%Retail/WholesaleSCHXSchwab US Large-Cap ETF$406,4460.0%15,8520.1%ETFUSRTiShares Core U.S. REIT ETF$399,4130.0%6,7480.1%ETFAVUSAvantis U.S. Equity ETF$366,701$27,686 ▲8.2%3,2980.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$366,674$39,406 ▼-9.7%7,6580.1%ETFVOOVanguard S&P 500 ETF$362,7130.0%6070.1%ETFSCHCSchwab International Small-Cap Equity ETF$359,7100.0%7,6960.1%ETFDFIVDimensional International Value ETF$348,640$19,266 ▼-5.2%6,6050.1%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$339,793$3,009 ▼-0.9%11,8560.1%ETFAVGOBroadcom$335,508$335,508 ▲New Holding1,0840.1%Computer and TechnologyMCKMcKesson$334,037$3,462 ▲1.0%3860.1%MedicalCLColgate-Palmolive$302,567$1,705 ▲0.6%3,5500.1%Consumer StaplesMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$298,6310.0%5,7220.1%ETFVGTVanguard Information Technology ETF$294,4380.0%4220.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$291,1130.0%5,4700.1%ManufacturingCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$288,577$2,614 ▲0.9%4,8570.1%ETFDFNMDimensional National Municipal Bond ETF$285,093$1,677 ▲0.6%5,9490.1%ETFGOOGLAlphabet$265,994$20,704 ▲8.4%9250.1%Computer and TechnologyBRK.BBerkshire Hathaway$264,518$6,709 ▼-2.5%5520.1%FinanceADPAutomatic Data Processing$247,467$55,467 ▼-18.3%1,2180.1%Computer and TechnologyHONHoneywell International$234,803$2,260 ▲1.0%1,0390.1%Multi-Sector ConglomeratesSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$226,086$2,030 ▲0.9%9,0200.1%ManufacturingAVSCAvantis U.S. Small Cap Equity ETF$208,731$208,731 ▲New Holding3,3510.1%ETFDRLLStrive U.S. Energy ETF$200,382$200,382 ▲New Holding5,0760.1%ETFBRBroadridge Financial Solutions$0$244,430 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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