Investor
Seaside Wealth Management, Inc.
CIK 0001929977 · filed 2026-05-01 · SEC filing
13F book
$355.6M
Positions
65
3 new · 1 sold
Largest name
32.1%
Vanguard Index Fds
Est. mark
−$317.5K
Price effect on 62 names still held. Flow $5.37M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 355.4K | $114M | 32.1% | −$5.04M | Added−$2.77M |
| Vanguard Tax-Managed Fds | — | 895.8K | $57.4M | 16.1% | $1.42M | Added$2.16M |
| Dimensional Etf Trust | — | 965.2K | $33.3M | 9.4% | $1.41M | Added$1.67M |
| Dimensional Etf Trust | — | 901.5K | $31.6M | 8.9% | $1.91M | Added$2.39M |
| Dimensional Etf Trust | — | 369.2K | $14.6M | 4.1% | $525K | Added$706.8K |
| Vanguard Scottsdale Fds | — | 173.4K | $13.7M | 3.9% | −$77.8K | Added$267.8K |
| Vanguard Scottsdale Fds | — | 217.6K | $13M | 3.6% | −$81.1K | Added$186.3K |
| Vanguard Scottsdale Fds | — | 146.4K | $12.1M | 3.4% | −$144.7K | Added−$16.5K |
| American Centy Etf Tr | — | 273.4K | $12M | 3.4% | $130.1K | Added$472K |
| Schwab Strategic Tr | — | 246.1K | $6.18M | 1.7% | −$277.8K | Added−$272.7K |
| Ishares Tr | — | 53.1K | $5.64M | 1.6% | −$51K | Cut−$87.8K |
| Schwab Strategic Tr | — | 146.1K | $3.61M | 1.0% | $103.7K | Cut$100.2K |
| Dimensional Etf Trust | — | 67.2K | $2.61M | 0.7% | −$49K | Added−$46.1K |
| American Centy Etf Tr | — | 27.4K | $2.21M | 0.6% | $97.8K | Cut$83.3K |
| Spdr Series Trust | — | 35.7K | $2.02M | 0.6% | −$8.21K | Cut−$48.6K |
| Spdr Series Trust | — | 22.8K | $1.8M | 0.5% | −$78.4K | Cut−$80.5K |
| Apple Inc. | AAPL | 6.36K | $1.61M | 0.5% | −$112.5K | Added−$78.2K |
| American Centy Etf Tr | — | 14.2K | $1.57M | 0.4% | $120.6K | Cut$117.6K |
| Ishares Tr | — | 14.1K | $1.5M | 0.4% | −$2.77K | Cut−$35.8K |
| Ishares Tr | — | 9.61K | $1.37M | 0.4% | −$60.2K | Held |
| Spdr Index Shs Fds | — | 27.9K | $1.27M | 0.4% | $34.6K | Held |
| Vanguard Intl Equity Index F | — | 22.5K | $1.22M | 0.3% | $6.52K | Cut−$4.87K |
| Dimensional Etf Trust | — | 21.1K | $1.02M | 0.3% | $39.5K | Cut$34K |
| Microsoft Corp | MSFT | 2.77K | $1.02M | 0.3% | −$313.9K | Cut−$325.1K |
| Vanguard Mun Bd Fds | — | 19K | $947.1K | 0.3% | −$7.6K | Held |
| Spdr Series Trust | — | 19.1K | $923.1K | 0.3% | $27.7K | Added$32.6K |
| Exxon Mobil Corp | — | 5.12K | $868.7K | 0.2% | $252.5K | Cut$231.2K |
| Spdr S&P 500 Etf Tr | — | 1.28K | $832.9K | 0.2% | −$40.9K | Cut−$51.1K |
| Vanguard Specialized Funds | — | 3.76K | $809.1K | 0.2% | −$17.8K | Added−$14.5K |
| Dimensional Etf Trust | — | 11K | $779.1K | 0.2% | −$35.8K | Held |
| Walmart Inc. | WMT | 6.03K | $749.8K | 0.2% | $77.1K | Added$82.1K |
| Nvidia Corp | NVDA | 3.79K | $661.2K | 0.2% | −$36.8K | Added$94.4K |
| Ishares Tr | — | 1K | $656K | 0.2% | −$31.6K | Held |
| Eli Lilly & Co | LLY | 705 | $648.4K | 0.2% | −$108.1K | Added−$101.7K |
| Ishares Tr | — | 5.16K | $641.1K | 0.2% | $21.3K | Held |
| Dimensional Etf Trust | — | 21.6K | $573.7K | 0.2% | $3.48K | Added$3.82K |
| Spdr Series Trust | — | 5.86K | $554.6K | 0.2% | $21.2K | Cut$20.5K |
| American Centy Etf Tr | — | 5.47K | $546.1K | 0.2% | $32.2K | Cut−$60.2K |
| Ishares Tr | — | 19.8K | $497.6K | 0.1% | $3.91K | Added$9.59K |
| Spdr Index Shs Fds | — | 11.6K | $491.5K | 0.1% | $15.9K | Cut$12.8K |
| Amazon Com Inc | AMZN | 2.23K | $465.5K | 0.1% | −$48.5K | Added−$30.8K |
| Costco Whsl Corp New | — | 453 | $451.4K | 0.1% | $59.3K | Added$70.2K |
| Schwab Strategic Tr | — | 15.9K | $406.4K | 0.1% | −$20.1K | Held |
| Ishares Tr | — | 6.75K | $399.4K | 0.1% | $15K | Held |
| American Centy Etf Tr | — | 3.3K | $366.7K | 0.1% | −$1.82K | Added$25.9K |
| Dimensional Etf Trust | — | 7.66K | $366.7K | 0.1% | −$541 | Cut−$40K |
| Vanguard Index Fds | — | 607 | $362.7K | 0.1% | −$18K | Held |
| Schwab Strategic Tr | — | 7.7K | $359.7K | 0.1% | $9.31K | Held |
| Dimensional Etf Trust | — | 6.61K | $348.6K | 0.1% | $19.1K | Cut$848 |
| Spdr Series Trust | — | 11.9K | $339.8K | 0.1% | −$2.14K | Cut−$5.16K |
| Broadcom Inc. | AVGO | 1.08K | $335.5K | 0.1% | — | New |
| Mckesson Corp | MCK | 386 | $334K | 0.1% | $17.5K | Added$21K |
| Colgate Palmolive Co | CL | 3.55K | $302.6K | 0.1% | $21.9K | Added$23.6K |
| Pimco Etf Tr | — | 5.72K | $298.6K | 0.1% | −$1.26K | Held |
| Vanguard World Fd | — | 422 | $294.4K | 0.1% | −$23.7K | Held |
| Ishares Tr | — | 5.47K | $291.1K | 0.1% | −$3.61K | Held |
| Ishares U S Etf Tr | — | 4.86K | $288.6K | 0.1% | $51.3K | Added$54K |
| Dimensional Etf Trust | — | 5.95K | $285.1K | 0.1% | −$1.45K | Added$232 |
| Alphabet Inc | — | 925 | $266K | 0.1% | −$21.7K | Added−$995 |
| Berkshire Hathaway Inc Del | — | 552 | $264.5K | 0.1% | −$12.9K | Cut−$20K |
| Automatic Data Processing In | — | 1.22K | $247.5K | 0.1% | −$65.8K | Cut−$136K |
| Honeywell Intl Inc | — | 1.04K | $234.8K | 0.1% | $31.9K | Added$34.1K |
| Ishares Tr | — | 9.02K | $226.1K | 0.1% | −$1.56K | Added$466 |
| American Centy Etf Tr | — | 3.35K | $208.7K | 0.1% | — | New |
| Ea Series Trust | — | 5.08K | $200.4K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.