Seaside Wealth Management, Inc. Top Holdings and 13F Report (2025) About Seaside Wealth Management, Inc.Investment ActivitySeaside Wealth Management, Inc. has $273.24 million in total holdings as of December 31, 2024.Seaside Wealth Management, Inc. owns shares of 60 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 7.12% of the portfolio was purchased this quarter.About 0.24% of the portfolio was sold this quarter.This quarter, Seaside Wealth Management, Inc. has purchased 59 new stocks and bought additional shares in 39 stocks.Seaside Wealth Management, Inc. sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $97,001,826Vanguard FTSE Developed Markets ETF $38,461,020Dimensional US Small Cap Value ETF $23,579,535Dimensional Emerging Markets Core Equity 2 ETF $22,619,428Vanguard Intermediate-Term Corporate Bond ETF $10,489,271 Largest New Holdings this Quarter Vanguard Information Technology ETF $262,399 HoldingNVIDIA $220,504 HoldingMcKesson $215,422 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 13,528 shares (about $3.92M)Vanguard FTSE Developed Markets ETF 54,052 shares (about $2.58M)Schwab US Broad Market ETF 97,947 shares (about $2.22M)Schwab International Equity ETF 93,759 shares (about $1.73M)Vanguard Short-Term Corporate Bond ETF 19,924 shares (about $1.55M) Largest Sales this Quarter SPDR Portfolio S&P 500 Value ETF 2,418 shares (about $123.66K)Vanguard Tax-Exempt Bond ETF 1,473 shares (about $73.84K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 182 shares (about $13.00K)Schwab International Small-Cap Equity ETF 370 shares (about $12.70K)SPDR Portfolio S&P 600 Small Cap ETF 146 shares (about $6.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeaside Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$97,001,826$3,920,542 ▲4.2%334,70935.5%ETFVEAVanguard FTSE Developed Markets ETF$38,461,020$2,584,764 ▲7.2%804,28814.1%ETFDFSVDimensional US Small Cap Value ETF$23,579,535$1,393,474 ▲6.3%766,0668.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$22,619,428$1,418,792 ▲6.7%863,6668.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$10,489,271$493,178 ▲4.9%130,6753.8%ETFVGITVanguard Intermediate-Term Treasury Index ETF$10,062,486$738,109 ▲7.9%173,4913.7%ETFDISVDimensional International Small Cap Value ETF$9,239,426$509,400 ▲5.8%347,7393.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,824,473$1,554,268 ▲21.4%113,1203.2%ETFAVREAvantis Real Estate ETF$8,782,598$693,862 ▲8.6%209,5083.2%ETFMUBiShares National Muni Bond ETF$6,932,604$274,687 ▲4.1%65,0642.5%ETFSCHBSchwab US Broad Market ETF$3,347,454$2,223,396 ▲197.8%147,4651.2%ETFSCHFSchwab International Equity ETF$2,790,597$1,734,542 ▲164.2%150,8431.0%ETFDFACDimensional U.S. Core Equity 2 ETF$2,297,141$3,251 ▼-0.1%66,4100.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,175,650$123,657 ▼-5.4%42,5430.8%ETFCVBFCVB Financial$1,731,8970.0%80,8920.6%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,658,820$13,000 ▼-0.8%23,2230.6%ETFSUBiShares Short-Term National Muni Bond ETF$1,454,565$182,374 ▲14.3%13,7900.5%ETFAVEMAvantis Emerging Markets Equity ETF$1,424,345$223,467 ▲18.6%24,2270.5%ETFAAPLApple$1,362,972$27,800 ▲2.1%5,4420.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,047,129$2,158 ▼-0.2%23,7770.4%ETFSPYSPDR S&P 500 ETF Trust$968,880$66,819 ▲7.4%1,6530.4%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$928,820$9,659 ▲1.1%27,2140.3%ETFDFUVDimensional US Marketwide Value ETF$928,803$1,596 ▲0.2%22,6990.3%ETFAVUVAvantis U.S. Small Cap Value ETF$894,736$89,966 ▲11.2%9,2690.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$894,699$6,558 ▼-0.7%19,9180.3%ETFIVViShares Core S&P 500 ETF$852,821$25,897 ▲3.1%1,4490.3%ETFDFUSDimensional U.S. Equity ETF$738,6710.0%11,5870.3%ETFVIGVanguard Dividend Appreciation ETF$731,448$6,267 ▲0.9%3,7350.3%ETFDFGRDimensional Global Real Estate ETF$591,967$59,917 ▲11.3%23,1780.2%ETFXOMExxon Mobil$544,775$1,291 ▲0.2%5,0640.2%Oils/EnergyADPAutomatic Data Processing$542,093$2,049 ▲0.4%1,8520.2%Business ServicesSLYVSPDR S&P 600 Small CapValue ETF$523,071$6,195 ▼-1.2%5,9950.2%ETFWMTWalmart$520,6870.0%5,7630.2%Retail/WholesaleLLYEli Lilly and Company$501,8000.0%6500.2%MedicalMSFTMicrosoft$487,601$74,173 ▲17.9%1,1570.2%Computer and TechnologyREETiShares Global REIT ETF$442,405$2,181 ▲0.5%18,4560.2%ETFAVDVAvantis International Small Cap Value ETF$410,201$155,477 ▲61.0%6,3030.2%ETFCOSTCostco Wholesale$401,3660.0%4380.1%Retail/WholesaleGWXSPDR S&P International Small Cap ETF$385,449$4,834 ▲1.3%12,4400.1%ETFVTEBVanguard Tax-Exempt Bond ETF$378,632$73,842 ▼-16.3%7,5530.1%ETFSCHXSchwab US Large-Cap ETF$367,449$244,966 ▲200.0%15,8520.1%ETFCLColgate-Palmolive$319,5490.0%3,5150.1%Consumer StaplesDFIVDimensional International Value ETF$306,960$2,874 ▲0.9%8,6510.1%ETFSCHCSchwab International Small-Cap Equity ETF$292,733$12,702 ▼-4.2%8,5270.1%ETFVOOVanguard S&P 500 ETF$285,030$4,310 ▲1.5%5290.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$282,274$5,390 ▲1.9%6,0220.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$280,4200.0%5,4440.1%ManufacturingVGTVanguard Information Technology ETF$262,399$262,399 ▲New Holding4220.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$261,9090.0%5,0630.1%ETFBRBroadridge Financial Solutions$261,036$1,130 ▲0.4%1,1550.1%Business ServicesFLOTiShares Floating Rate Bond ETF$259,068$4,681 ▲1.8%5,0920.1%ETFUSRTiShares Core U.S. REIT ETF$254,915$1,433 ▼-0.6%4,4480.1%ETFCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$254,346$10,514 ▲4.3%5,3460.1%ETFDFNMDimensional National Municipal Bond ETF$248,863$2,293 ▲0.9%5,2090.1%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$242,249$1,227 ▼-0.5%8,6890.1%ETFBRK.BBerkshire Hathaway$236,612$4,533 ▲2.0%5220.1%FinanceHONHoneywell International$225,173$1,129 ▲0.5%9970.1%Multi-Sector ConglomeratesNVDANVIDIA$220,504$220,504 ▲New Holding1,6420.1%Computer and TechnologyMCKMcKesson$215,422$215,422 ▲New Holding3780.1%MedicalBSVVanguard Short-Term Bond ETF$212,623$2,318 ▲1.1%2,7520.1%ETFCSCOCisco Systems$0$214,711 ▼-100.0%00.0%Computer and TechnologyHDHome Depot$0$208,273 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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