Seaside Wealth Management, Inc. Top Holdings and 13F Report (2024) About Seaside Wealth Management, Inc.Investment ActivitySeaside Wealth Management, Inc. has $264.56 million in total holdings as of September 30, 2024.Seaside Wealth Management, Inc. owns shares of 59 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.69% of the portfolio was purchased this quarter.About 0.49% of the portfolio was sold this quarter.This quarter, Seaside Wealth Management, Inc. has purchased 58 new stocks and bought additional shares in 25 stocks.Seaside Wealth Management, Inc. sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $90,945,678Vanguard FTSE Developed Markets ETF $39,619,954Dimensional Emerging Markets Core Equity 2 ETF $22,787,240Dimensional US Small Cap Value ETF $22,200,465Vanguard Intermediate-Term Corporate Bond ETF $10,429,516 Largest New Holdings this Quarter Cisco Systems $214,711 HoldingVanguard Short-Term Bond ETF $214,172 HoldingHome Depot $208,273 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 10,345 shares (about $2.93M)Vanguard FTSE Developed Markets ETF 34,093 shares (about $1.80M)Dimensional Emerging Markets Core Equity 2 ETF 35,571 shares (about $1.00M)Dimensional US Small Cap Value ETF 29,501 shares (about $908.63K)Vanguard Short-Term Corporate Bond ETF 8,410 shares (about $667.92K) Largest Sales this Quarter Schwab US Broad Market ETF 3,975 shares (about $264.42K)iShares National Muni Bond ETF 1,660 shares (about $180.33K)Schwab International Equity ETF 2,202 shares (about $90.55K)Avantis Emerging Markets Equity ETF 794 shares (about $51.29K)Schwab International Small-Cap Equity ETF 831 shares (about $32.02K) 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$90,945,678$2,929,292 ▲3.3%321,18134.4%ETFVEAVanguard FTSE Developed Markets ETF$39,619,954$1,800,451 ▲4.8%750,23615.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$22,787,240$1,001,324 ▲4.6%809,4938.6%ETFDFSVDimensional US Small Cap Value ETF$22,200,465$908,631 ▲4.3%720,7948.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$10,429,516$375,453 ▲3.7%124,5313.9%ETFVGITVanguard Intermediate-Term Treasury Index ETF$9,713,432$581,966 ▲6.4%160,7653.7%ETFDISVDimensional International Small Cap Value ETF$9,548,176$354,242 ▲3.9%328,5673.6%ETFAVREAvantis Real Estate ETF$9,095,972$344,877 ▲3.9%192,9563.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,401,637$667,923 ▲9.9%93,1962.8%ETFMUBiShares National Muni Bond ETF$6,787,879$180,326 ▼-2.6%62,4862.6%ETFSCHBSchwab US Broad Market ETF$3,293,938$264,417 ▼-7.4%49,5181.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,376,637$14,959 ▼-0.6%44,9610.9%ETFSCHFSchwab International Equity ETF$2,347,296$90,546 ▼-3.7%57,0840.9%ETFDFACDimensional U.S. Core Equity 2 ETF$2,280,474$24,518 ▲1.1%66,5040.9%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,639,7530.0%23,4050.6%ETFCVBFCVB Financial$1,441,4960.0%80,8920.5%FinanceAVEMAvantis Emerging Markets Equity ETF$1,319,526$51,293 ▼-3.7%20,4260.5%ETFSUBiShares Short-Term National Muni Bond ETF$1,280,836$93,453 ▲7.9%12,0610.5%ETFAAPLApple$1,242,112$233 ▲0.0%5,3310.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,140,073$6,843 ▼-0.6%23,8260.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,011,5450.0%26,9310.4%ETFDFUVDimensional US Marketwide Value ETF$944,672$1,084 ▲0.1%22,6600.4%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$913,097$11,923 ▼-1.3%20,0640.3%ETFSPYSPDR S&P 500 ETF Trust$882,911$2,868 ▲0.3%1,5390.3%FinanceIVViShares Core S&P 500 ETF$810,487$17,306 ▼-2.1%1,4050.3%ETFAVUVAvantis U.S. Small Cap Value ETF$799,937$13,529 ▼-1.7%8,3370.3%ETFVIGVanguard Dividend Appreciation ETF$733,424$3,565 ▲0.5%3,7030.3%ETFDFUSDimensional U.S. Equity ETF$720,7110.0%11,5870.3%ETFDFGRDimensional Global Real Estate ETF$601,211$721 ▲0.1%20,8320.2%ETFXOMExxon Mobil$592,198$1,407 ▲0.2%5,0520.2%Oils/EnergyLLYEli Lilly and Company$575,8610.0%6500.2%MedicalSLYVSPDR S&P 600 Small CapValue ETF$526,652$7,987 ▼-1.5%6,0660.2%ETFADPAutomatic Data Processing$510,460$2,490 ▲0.5%1,8450.2%Business ServicesREETiShares Global REIT ETF$490,162$881 ▼-0.2%18,3650.2%ETFWMTWalmart$465,3620.0%5,7630.2%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$461,4090.0%9,0260.2%ETFMSFTMicrosoft$422,2160.0%9810.2%Computer and TechnologyGWXSPDR S&P International Small Cap ETF$419,2490.0%12,2840.2%ETFCOSTCostco Wholesale$388,3320.0%4380.1%Retail/WholesaleCLColgate-Palmolive$364,8920.0%3,5150.1%Consumer StaplesSCHXSchwab US Large-Cap ETF$358,5190.0%5,2840.1%ETFSCHCSchwab International Small-Cap Equity ETF$342,804$32,019 ▼-8.5%8,8970.1%ETFDFIVDimensional International Value ETF$326,355$1,904 ▲0.6%8,5700.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$292,4510.0%5,4440.1%ManufacturingDFSDDimensional Short-Duration Fixed Income ETF$281,966$14,702 ▲5.5%5,9070.1%ETFAVDVAvantis International Small Cap Value ETF$276,6030.0%3,9140.1%ETFUSRTiShares Core U.S. REIT ETF$275,4030.0%4,4730.1%ETFVOOVanguard S&P 500 ETF$274,9150.0%5210.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$268,237$10,172 ▲3.9%5,0630.1%ETFCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$255,5170.0%5,1250.1%ETFFLOTiShares Floating Rate Bond ETF$255,180$3,777 ▲1.5%5,0000.1%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$253,7800.0%8,7330.1%ETFDFNMDimensional National Municipal Bond ETF$250,527$1,650 ▲0.7%5,1610.1%ETFBRBroadridge Financial Solutions$247,248$1,075 ▲0.4%1,1500.1%Business ServicesBRK.BBerkshire Hathaway$235,6530.0%5120.1%FinanceCSCOCisco Systems$214,711$214,711 ▲New Holding4,0340.1%Computer and TechnologyBSVVanguard Short-Term Bond ETF$214,172$214,172 ▲New Holding2,7220.1%ETFHDHome Depot$208,273$208,273 ▲New Holding5140.1%Retail/WholesaleHONHoneywell International$205,034$1,033 ▲0.5%9920.1%Multi-Sector ConglomeratesPSNParsons$0$386,061 ▼-100.0%00.0%Business ServicesMCKMcKesson$0$220,213 ▼-100.0%00.0%MedicalShowing 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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