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
+19.82%
+7.35%
476,615.2
 
VEA
Vanguard FTSE Developed Markets ETF
857,699
48,897.4
+2.14%
15.560
+0.33%
0.030
+12.49%
+19.94%
157,607.2
 
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
+19.37%
+16.72%
5,736.5
 
DFSV
Dimensional US Small Cap Value ETF
832,987
24,514.8
+5.74%
7.800
+0.42%
0.520
+18.92%
-0.62%
4,865.2
 
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
+15.02%
+26.54%
3,256.1
 
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
+0.86%
+4.09%
31,611.5
 
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
+3.07%
+4.86%
53,338.9
 
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
+1.88%
+3.77%
35,004.9
 
AVRE
Avantis Real E state ETF
229,823
10,148.9
+3.81%
3.230
+0.12%
1.680
+5.13%
+7.16%
603.4
 
SCHB
Schwab U.S. Broad Market ETF
243,239
5,796.4
+7.98%
1.840
+0.14%
0.020
+20.01%
+7.37%
34,940.9
 

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
$309.09
9.94%
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
$137.38
10.13%
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
$30.36
9.60%
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
$103.24
-0.72%
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
$48.51
-0.72%
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
$56.64
5.83%
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
$30.24
10.04%
Add 2.96%
932,988
26,798
MSFT
Microsoft Corp
2025-06-30
Add
Add
+0.25%
●
354.56 ($433.34) 497.45
$510.05
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
$79.23
0.58%
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
$111.87
8.20%
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

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