SW

Seaside Wealth Management, Inc.

13F
Seaside Wealth Management, Inc.
Last update 2025-07-10 62 Stocks (5 new)
Value $314.00 Mil Turnover 4 %
Countries:
Top Holdings: VTI(33.52%)VEA(15.56%)DFEM(8.81%)DFSV(7.80%)DISV(3.89%)
Summary Stock Picks Current Portfolio
Seaside Wealth Management, Inc... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
346,641
105,354.5
+1.85%
33.520
+0.61%
0.020
+22.87%
+7.47%
473,883.1
 
VEA
Vanguard FTSE Developed Markets ETF
857,699
48,897.4
+2.14%
15.560
+0.33%
0.030
+13.77%
+20.72%
159,422.0
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
932,988
27,691.1
+2.96%
8.810
+0.25%
0.490
+20.01%
+17.53%
5,776.4
 
DFSV
Dimensional US Small Cap Value ETF
832,987
24,514.8
+5.74%
7.800
+0.42%
0.520
+20.84%
-0.95%
4,874.9
 
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
371,377
12,222.0
+1.84%
3.890
+0.07%
0.380
+16.24%
+27.54%
3,278.4
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
190,985
11,422.8
+4.89%
3.630
+0.17%
0.040
+1.31%
+4.31%
31,635.4
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
136,955
11,356.4
+1.79%
3.610
+0.06%
0.020
+4.06%
+5.16%
53,338.4
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
136,133
10,822.7
+7.00%
3.440
+0.22%
0.030
+2.17%
+3.89%
34,969.4
 
AVRE
Avantis Real E state ETF
229,823
10,148.9
+3.81%
3.230
+0.12%
1.680
+7.16%
+7.66%
606.3
 
SCHB
Schwab U.S. Broad Market ETF
243,239
5,796.4
+7.98%
1.840
+0.14%
0.020
+22.90%
+7.46%
34,974.6
 

Seaside Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Seaside Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI
Vanguard Total Stock Market ETF
2025-06-30
Add
Add
+0.61%
●
243.75 ($281.15) 303.93
$309.44
10.06%
Add 1.85%
346,641
6,304
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-06-30
New Buy
New Buy
+0.43%
●
108.12 ($124.74) 135.04
$137.47
10.21%
New holding
9,976
9,976
DFSV
Dimensional US Small Cap Value ETF
2025-06-30
Add
Add
+0.42%
●
24.21 ($27.7) 29.47
$30.26
9.24%
Add 5.74%
832,987
45,240
MUB
iShares National Muni Bond ETF
2025-06-30
Reduce
Reduce
-0.38%
●
102.31 ($103.99) 105.8
$103.55
-0.42%
Reduce -15.82%
53,703
-10,092
VTEB
Vanguard Tax-Exempt Bond ETF
2025-06-30
New Buy
New Buy
+0.38%
●
48.13 ($48.86) 49.85
$48.60
-0.53%
New holding
24,510
24,510
VEA
Vanguard FTSE Developed Markets ETF
2025-06-30
Add
Add
+0.33%
●
45.65 ($53.52) 57.01
$57.01
6.52%
Add 2.14%
857,699
17,967
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-06-30
Add
Add
+0.25%
●
23.4 ($27.48) 29.68
$30.45
10.81%
Add 2.96%
932,988
26,798
MSFT
Microsoft Corp
2025-06-30
Add
Add
+0.25%
●
354.56 ($433.34) 497.45
$510.06
17.70%
Add 121.3%
2,868
1,572
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-06-30
Add
Add
+0.22%
●
77.94 ($78.77) 79.5
$79.31
0.69%
Add 7%
136,133
8,902
IJR
iShares Core S&P Small-Cap ETF
2025-06-30
New Buy
New Buy
+0.18%
●
90.56 ($103.39) 109.49
$111.61
7.95%
New holding
5,157
5,157

Seaside Wealth Management, Inc. Total Holding History ($B)

To

Seaside Wealth Management, Inc.'s Asset Allocation

To

Seaside Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Seaside Wealth Management, Inc.'s Hypothetical Growth since 2025-06-30

Seaside Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Seaside Wealth Management, Inc.'s Holdings Heat Map

Size field:

Seaside Wealth Management, Inc.'s Holdings Bubble Chart

Seaside Wealth Management, Inc. News

  • 1

Discussions on Seaside Wealth Management, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.