Seaside Wealth Management, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Seaside Wealth Management, Inc. 13F Holdings
CIK 0001929977 · CARLSBAD, CA
As of Sep 30, 2025, Seaside Wealth Management, Inc. reported
63 positions worth $337.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 346,556 |
|
13.7M33.75% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 872,210 | $52.3M | 15.51% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 939,792 | $30.1M | 8.94% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 845,116 | $26.9M | 7.98% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 368,864 |
3.2M | 3.91% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 198,788 |
1.9M | 3.54% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 140,244 |
1.8M | 3.50% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 147,431 |
1.8M | 3.50% |
| AVANTIS REAL ESTATE ETF | AVRE | — | 236,768 |
0.5M | 3.13% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 252,400 | $6.5M | 1.93% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 54,080 | $5.8M | 1.71% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 145,239 | $3.4M | 1.00% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 67,168 | $2.6M | 0.77% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 37,753 | $2.1M | 0.62% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 27,572 | $2.1M | 0.61% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 22,941 |
.9M | 0.55% |
| APPLE INC | AAPL | Technology | 6,192 |
.6M | 0.47% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 14,726 |
.6M | 0.47% |
| CVB FINANCIAL CORP | CVBF | Financial Services | 80,892 |
.5M | 0.45% |
| MICROSOFT CORP | MSFT | Technology | 2,905 |
.5M | 0.45% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 9,976 |
.5M | 0.43% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 14,186 |
.4M | 0.42% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 22,714 |
.2M | 0.37% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 24,473 |
.2M | 0.36% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 27,504 |
.2M | 0.35% |