Holders — by stockHoldings — by fund
Seaside Wealth Management, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001929977
$404.6M
disclosed book value
71
positions
33%
largest position share
Positions, as of 2026-06-30
top 71 of 71 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 360,681 | $133.5M | 33% |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 908,819 | $64.8M | 16% |
| 3 | DFEMDIMENSIONAL ETF TRUST | 957,955 | $38.9M | 9.6% |
| 4 | DFSVDIMENSIONAL ETF TRUST | 922,462 | $35.8M | 8.8% |
| 5 | VCSHVANGUARD SCOTTSDALE FDS | 195,687 | $15.5M | 3.8% |
| 6 | DISVDIMENSIONAL ETF TRUST | 372,300 | $14.9M | 3.7% |
| 7 | VGITVANGUARD SCOTTSDALE FDS | 238,993 | $14.1M | 3.5% |
| 8 | AVREAMERICAN CENTY ETF TR | 289,183 | $13.7M | 3.4% |
| 9 | VCITVANGUARD SCOTTSDALE FDS | 153,282 | $12.7M | 3.1% |
| 10 | SCHBSCHWAB STRATEGIC TR | 238,748 | $6.9M | 1.7% |
| 11 | MUBISHARES TR | 53,875 | $5.8M | 1.4% |
| 12 | SCHFSCHWAB STRATEGIC TR | 138,082 | $3.8M | 0.9% |
| 13 | DFACDIMENSIONAL ETF TRUST | 67,393 | $3.0M | 0.7% |
| 14 | AVEMAMERICAN CENTY ETF TR | 26,446 | $2.6M | 0.6% |
| 15 | SPYVSPDR SERIES TRUST | 35,297 | $2.1M | 0.5% |
| 16 | SPTMSPDR SERIES TRUST | 22,694 | $2.1M | 0.5% |
| 17 | AAPLAPPLE INC | 7,031 | $2.0M | 0.5% |
| 18 | SUBISHARES TR | 15,900 | $1.7M | 0.4% |
| 19 | AVUVAMERICAN CENTY ETF TR | 13,334 | $1.7M | 0.4% |
| 20 | ITOTISHARES TR | 9,610 | $1.6M | 0.4% |
| 21 | SPDWSPDR INDEX SHS FDS | 28,186 | $1.4M | 0.4% |
| 22 | VWOVANGUARD INTL EQUITY INDEX F | 22,268 | $1.3M | 0.3% |
| 23 | DFUVDIMENSIONAL ETF TRUST | 21,171 | $1.2M | 0.3% |
| 24 | SPSMSPDR SERIES TRUST | 19,051 | $1.1M | 0.3% |
| 25 | MSFTMICROSOFT CORP | 2,731 | $1.0M | 0.3% |
| 26 | VIGVANGUARD SPECIALIZED FUNDS | 4,095 | $968,999 | 0.2% |
| 27 | VTEBVANGUARD MUN BD FDS | 19,021 | $962,081 | 0.2% |
| 28 | DFUSDIMENSIONAL ETF TRUST | 10,987 | $900,274 | 0.2% |
| 29 | SPYSTATE STR SPDR S&P 500 ETF T | 1,204 | $898,876 | 0.2% |
| 30 | LLYELI LILLY & CO | 711 | $852,795 | 0.2% |
| 31 | IJRISHARES TR | 5,190 | $769,728 | 0.2% |
| 32 | IVVISHARES TR | 1,005 | $752,457 | 0.2% |
| 33 | WMTWALMART INC | 6,310 | $714,672 | 0.2% |
| 34 | JNJJOHNSON & JOHNSON | 2,813 | $714,418 | 0.2% |
| 35 | NVDANVIDIA CORPORATION | 3,505 | $701,340 | 0.2% |
| 36 | SLYVSPDR SERIES TRUST | 6,084 | $663,826 | 0.2% |
| 37 | DFGRDIMENSIONAL ETF TRUST | 21,732 | $629,570 | 0.2% |
| 38 | AMZNAMAZON COM INC | 2,396 | $571,062 | 0.1% |
| 39 | REETISHARES TR | 19,784 | $546,418 | 0.1% |
| 40 | AVDVAMERICAN CENTY ETF TR | 5,235 | $539,464 | 0.1% |
| 41 | GWXSPDR INDEX SHS FDS | 11,780 | $515,501 | 0.1% |
| 42 | GOOGLALPHABET INC | 1,352 | $483,163 | 0.1% |
| 43 | SCHXSCHWAB STRATEGIC TR | 15,852 | $466,524 | 0.1% |
| 44 | USRTISHARES TR | 6,748 | $448,405 | 0.1% |
| 45 | AVGOBROADCOM INC | 1,179 | $445,370 | 0.1% |
| 46 | COSTCOSTCO WHOLESALE CORPORATION | 468 | $437,855 | 0.1% |
| 47 | VOOVANGUARD INDEX FDS | 631 | $433,376 | 0.1% |
| 48 | AVUSAMERICAN CENTY ETF TR | 3,302 | $422,940 | 0.1% |
| 49 | VGTVANGUARD WORLD FD | 3,307 | $395,252 | 0.1% |
| 50 | KOCOCA COLA CO | 4,863 | $395,216 | 0.1% |
| 51 | SCHCSCHWAB STRATEGIC TR | 7,590 | $365,231 | 0.1% |
| 52 | DFIVDIMENSIONAL ETF TRUST | 6,697 | $361,788 | 0.1% |
| 53 | DFNMDIMENSIONAL ETF TRUST | 7,396 | $357,505 | 0.1% |
| 54 | CLCOLGATE PALMOLIVE CO | 3,714 | $340,500 | 0.1% |
| 55 | SPTISPDR SERIES TRUST | 11,674 | $331,425 | 0.1% |
| 56 | DFCADIMENSIONAL ETF TRUST | 6,343 | $318,311 | 0.1% |
| 57 | ADPAUTOMATIC DATA PROCESSING IN | 1,371 | $306,981 | 0.1% |
| 58 | MUNIPIMCO ETF TR | 5,722 | $300,977 | 0.1% |
| 59 | IGIBISHARES TR | 5,470 | $290,839 | 0.1% |
| 60 | MCKMCKESSON CORP | 383 | $289,672 | 0.1% |
| 61 | BRK/BBERKSHIRE HATHAWAY INC DEL | 550 | $275,215 | 0.1% |
| 62 | CMDYISHARES U S ETF TR | 4,910 | $271,156 | 0.1% |
| 63 | CVXCHEVRON CORPORATION | 1,565 | $259,415 | 0.1% |
| 64 | AVSCAMERICAN CENTY ETF TR | 3,361 | $246,490 | 0.1% |
| 65 | DFSDDIMENSIONAL ETF TRUST | 5,015 | $239,483 | 0.1% |
| 66 | SUSBISHARES TR | 9,040 | $225,910 | 0.1% |
| 67 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 461 | $220,160 | 0.1% |
| 68 | AVDEAMERICAN CENTY ETF TR | 2,361 | $210,647 | 0.1% |
| 69 | QQQINVESCO QQQ TR | 286 | $210,610 | 0.1% |
| 70 | HDHOME DEPOT INC | 586 | $206,670 | 0.1% |
| 71 | GEGE AEROSPACE | 546 | $203,703 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.