§ 13F · FUND PROFILE
Seaside Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $337M (13F)Positions · 63Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$745K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 355K | $114M | 32.1% | +2% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 896K | $57M | 16.1% | +1% |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 965K | $33M | 9.4% | +1% |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 902K | $32M | 8.9% | +2% |
| 5 | DISV | DIMENSIONAL ETF TRUST | 369K | $15M | 4.1% | +1% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 173K | $14M | 3.9% | +3% |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | 218K | $13M | 3.6% | +2% |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | 146K | $12M | 3.4% | +1% |
| 9 | AVRE | AMERICAN CENTY ETF TR | 273K | $12M | 3.4% | +3% |
| 10 | SCHB | SCHWAB STRATEGIC TR | 246K | $6M | 1.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEASIDE SIGNAL
AC read
Seaside Wealth Management, Inc. is a Other fund managing $337 million in assets. The fund runs a portfolio of 63 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed