Seaside Wealth Management, Inc.
Filing Date
Global Rank
#8,160
/ 8,605
▲ 72
· as of Mar 2026
Top Industry
Consumer Electronics
19.0%
3Y Alpha vs SPY
-3.6%
Period ended 3 months ago
Filed May 1, 2026 · 2mo
16 quarters · since Jun 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+62.4%
SPY
+76.5%
Annualised alpha
-3.3%
Max drawdown
−17.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
17.3%
−0.7 pts
Top 5
54.6%
−2.1 pts
Top 10
82.2%
−0.8 pts
HHI
867
Diversified−56
Portfolio Trend
16 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.7% | $3,880,486 |
| Consumer Defensive | 16.2% | $1,503,729 |
| Healthcare | 10.6% | $982,465 |
| Energy | 9.3% | $868,828 |
| Unclassified | 8.9% | $833,085 |
| Consumer Cyclical | 5.0% | $465,483 |
| Communication Services | 2.9% | $265,993 |
| Financial Services | 2.8% | $264,518 |
| Industrials | 2.6% | $246,298 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +752 | 3,791 | $661,150 | |
| AAPL | Apple Inc. | +135 | 6,355 | $1,612,835 | |
| AMZN | Amazon Com Inc | +85 | 2,235 | $465,483 | |
| GOOGL | Alphabet Inc. | +72 | 925 | $265,993 | |
| WMT | Walmart Inc. | +40 | 6,033 | $749,781 | |
| CL | Colgate Palmolive Co | +20 | 3,550 | $302,566 | |
| COST | Costco Wholesale Corp /New | +11 | 453 | $451,382 | |
| HON | Honeywell International Inc | +10 | 1,039 | $246,298 | |
| LLY | ELI LILLY & Co | +7 | 705 | $648,437 | |
| MCK | Mckesson Corp | +4 | 386 | $334,028 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ADP | Automatic Data Processing Inc | −273 | 1,218 | $247,473 | |
| XOM | Exxon Mobil Corp | −177 | 5,121 | $868,828 | |
| MSFT | Microsoft Corp | −23 | 2,765 | $1,023,520 | |
| SPY | Spdr S&P 500 ETF Trust | −15 | 1,281 | $833,085 | |
| BRK-B | Berkshire Hathaway Inc | −14 | 552 | $264,518 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 1,084 | $335,508 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BR | Broadridge Financial Solutions, Inc. | 1,095 | $244,371 | |
| No positions match the current search. | ||||
16 positions ·
$9,310,885 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 6,355 | $1,612,835 | 17.32% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,765 | $1,023,520 | 10.99% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 5,121 | $868,828 | 9.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,281 | $833,085 | 8.95% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 6,033 | $749,781 | 8.05% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,791 | $661,150 | 7.10% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 705 | $648,437 | 6.96% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,235 | $465,483 | 5.00% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 453 | $451,382 | 4.85% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 1,084 | $335,508 | 3.60% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 386 | $334,028 | 3.59% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 3,550 | $302,566 | 3.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 925 | $265,993 | 2.86% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 552 | $264,518 | 2.84% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 1,218 | $247,473 | 2.66% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 1,039 | $246,298 | 2.65% |