§ 13F · FUND PROFILE
Seaside Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $314.3T (13F)Positions · 62Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$492.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 348K | $116.8T | 33.3% | +1% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 884K | $55.2T | 15.8% | +1% |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 958K | $31.7T | 9.0% | +2% |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 888K | $29.2T | 8.3% | +5% |
| 5 | DISV | DIMENSIONAL ETF TRUST | 365K | $13.9T | 4.0% | −1% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 169K | $13.5T | 3.8% | +15% |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | 213K | $12.8T | 3.6% | +7% |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | 145K | $12.1T | 3.5% | +3% |
| 9 | AVRE | AMERICAN CENTY ETF TR | 266K | $11.6T | 3.3% | +12% |
| 10 | SCHB | SCHWAB STRATEGIC TR | 246K | $6.4T | 1.8% | −3% |
§ 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 $314285.0 trillion in assets. The fund runs a portfolio of 62 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed