Seaside Wealth Management, Inc. — 13F holdings

Seaside Wealth Management, Inc. reported 71 holdings worth $405M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $133M (33.0%)
  2. VEA VANGUARD TAX-MANAGED FDS — $64.8M (16.0%)
  3. DFEM DIMENSIONAL ETF TRUST — $38.9M (9.6%)
  4. DIMENSIONAL ETF TRUST — $35.8M (8.8%)
  5. VCSH VANGUARD SCOTTSDALE FDS — $15.5M (3.8%)
  6. DISV DIMENSIONAL ETF TRUST — $14.9M (3.7%)
  7. VGIT VANGUARD SCOTTSDALE FDS — $14.1M (3.5%)
  8. AVRE AMERICAN CENTY ETF TR — $13.7M (3.4%)
  9. VCIT VANGUARD SCOTTSDALE FDS — $12.7M (3.1%)
  10. SCHB Schwab Strategic Tr — $6.91M (1.7%)