§ 13F · FUND PROFILE
Seaside Wealth Management, Inc..
AUM · $405M (13F)Positions · 71Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 361K | $133M | 33.0% | +1% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 909K | $65M | 16.0% | +1% |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 958K | $39M | 9.6% | −1% |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 922K | $36M | 8.8% | +2% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 196K | $15M | 3.8% | +13% |
| 6 | DISV | DIMENSIONAL ETF TRUST | 372K | $15M | 3.7% | +1% |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | 239K | $14M | 3.5% | +10% |
| 8 | AVRE | AMERICAN CENTY ETF TR | 289K | $14M | 3.4% | +6% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 153K | $13M | 3.1% | +5% |
| 10 | SCHB | SCHWAB STRATEGIC TR | 239K | $7M | 1.7% | −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 $405 million in assets. The fund runs a portfolio of 71 positions.
Read the full dossier →