Seaside Wealth Management, Inc.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Mar 2026 to Nov 2026 | $459,283,506 | Individuals and high net worth (100%) |
| Mar 2025 to Feb 2026 | $362,311,582 | Individuals and high net worth (100%) |
| Apr 2024 to Feb 2025 | $284,791,984 | Individuals and high net worth (100%) |
| May 2023 to Mar 2024 | $223,846,230 | Individuals and high net worth (100%) |
| Apr 2023 | $223,846,230 | Individuals and high net worth (100%) |
| Apr 2022 to Mar 2023 | $243,109,355 | Individuals and high net worth (99%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 90.1%; sector active share 84.5% against the combined 13F book's sector weights.
Over time 17 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
71 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 97.4% | $394,081,541 |
| Technology | 1.2% | $4,727,083 |
| Consumer Defensive | 0.5% | $1,888,184 |
| Healthcare | 0.5% | $1,856,605 |
| Consumer Cyclical | 0.2% | $777,732 |
| Communication Services | 0.1% | $483,164 |
| Financial Services | 0.1% | $275,214 |
| Energy | 0.1% | $259,414 |
| Industrials | 0.1% | $204,056 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | +22,274 | 195,687 | $15,465,143 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | +21,392 | 238,993 | $14,095,807 | |
| DFSV | Dimensional US Small Cap Value ETF | +20,916 | 922,462 | $35,782,300 | |
| AVRE | Avantis Real Estate ETF | +15,772 | 289,183 | $13,701,490 | |
| VEA | Vanguard FTSE Developed Markets ETF | +13,036 | 908,819 | $64,753,353 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +6,928 | 153,282 | $12,668,757 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +5,278 | 360,681 | $133,466,397 | |
| DISV | Dimensional International Small Cap Value ETF | +3,117 | 372,300 | $14,940,399 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +2,885 | 3,307 | $395,252 | |
| SUB | iShares Short-Term National Muni Bond ETF | +1,837 | 15,900 | $1,692,873 | |
| DFNM | Dimensional National Municipal Bond ETF | +1,447 | 7,396 | $357,485 | |
| MUB | iShares National Muni Bond ETF | +756 | 53,875 | $5,798,027 | |
| AAPL | Apple Inc. | +676 | 7,031 | $2,034,490 | |
| GOOGL | Alphabet Inc. | +427 | 1,352 | $483,164 | |
| VIG | Vanguard Specialized Funds | +333 | 4,095 | $968,958 | |
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | +308 | 28,186 | $1,420,292 | |
| WMT | Walmart Inc. | +277 | 6,310 | $714,670 | |
| SLYV | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | +220 | 6,084 | $663,825 | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | +165 | 67,393 | $2,989,553 | |
| CL | Colgate Palmolive Co | +164 | 3,714 | $340,499 | |
| AMZN | Amazon Com Inc | +161 | 2,396 | $571,062 | |
| ADP | Automatic Data Processing Inc | +153 | 1,371 | $307,035 | |
| DFGR | Dimensional Global Real Estate ETF | +150 | 21,732 | $629,576 | |
| GWX | State Street(R) SPDR(R) S&P(R) International Small Cap ETF | +141 | 11,780 | $515,492 | |
| AVGO | Broadcom Inc. | +95 | 1,179 | $445,367 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHF | Schwab International Equity ETF | −7,974 | 138,082 | $3,824,871 | |
| SCHB | Schwab U.S. Broad Market ETF | −7,304 | 238,748 | $6,914,142 | |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | −7,240 | 957,955 | $38,931,291 | |
| DFSD | Dimensional Short-Duration Fixed Income ETF | −2,643 | 5,015 | $239,466 | |
| AVEM | Avantis Emerging Markets Equity ETF | −1,004 | 26,446 | $2,551,774 | |
| AVUV | Avantis U.S. Small Cap Value ETF | −876 | 13,334 | $1,663,549 | |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | −390 | 35,297 | $2,145,704 | |
| NVDA | Nvidia Corp | −286 | 3,505 | $701,315 | |
| AVDV | Avantis International Small Cap Value ETF | −234 | 5,235 | $539,466 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −227 | 22,268 | $1,329,176 | |
| SPTI | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF | −182 | 11,674 | $331,424 | |
| SCHC | Schwab International Small-Cap Equity ETF | −106 | 7,590 | $365,230 | |
| SPTM | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF | −85 | 22,694 | $2,060,388 | |
| SPY | Spdr S&P 500 ETF Trust | −77 | 1,204 | $899,111 | |
| — | −53 | 19,051 | $1,098,671 | ||
| MSFT | Microsoft Corp | −34 | 2,731 | $1,018,717 | |
| MCK | Mckesson Corp | −3 | 383 | $289,394 | |
| BRK-B | Berkshire Hathaway Inc | −2 | 550 | $275,214 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JNJ | Johnson & Johnson | 2,813 | $714,417 | |
| KO | Coca Cola Co | 4,863 | $395,216 | |
| DFCA | Dimensional California Municipal Bond ETF | 6,343 | $318,291 | |
| CVX | Chevron Corp | 1,565 | $259,414 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 461 | $220,159 | |
| QQQ | Invesco Qqq Trust, Series 1 | 286 | $210,610 | |
| AVDE | Avantis International Equity ETF | 2,361 | $210,601 | |
| HD | Home Depot, Inc. | 586 | $206,670 | |
| GE | General Electric Co | 546 | $204,056 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 360,681 | $133,466,397 | 32.99% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 908,819 | $64,753,353 | 16.01% | |
| DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
|
Reduced | 957,955 | $38,931,291 | 9.62% | |
| DFSV |
Dimensional US Small Cap Value ETF
|
Added | 922,462 | $35,782,300 | 8.84% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Added | 195,687 | $15,465,143 | 3.82% | |
| DISV |
Dimensional International Small Cap Value ETF
|
Added | 372,300 | $14,940,399 | 3.69% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Added | 238,993 | $14,095,807 | 3.48% | |
| AVRE |
Avantis Real Estate ETF
|
Added | 289,183 | $13,701,490 | 3.39% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Added | 153,282 | $12,668,757 | 3.13% | |
| SCHB |
Schwab U.S. Broad Market ETF
|
Reduced | 238,748 | $6,914,142 | 1.71% | |
| MUB |
iShares National Muni Bond ETF
|
Added | 53,875 | $5,798,027 | 1.43% | |
| SCHF |
Schwab International Equity ETF
|
Reduced | 138,082 | $3,824,871 | 0.95% | |
| DFAC |
Dimensional U.S. Core Equity 2 ETF
|
Added | 67,393 | $2,989,553 | 0.74% | |
| AVEM |
Avantis Emerging Markets Equity ETF
|
Reduced | 26,446 | $2,551,774 | 0.63% | |
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
Reduced | 35,297 | $2,145,704 | 0.53% | |
| SPTM |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
|
Reduced | 22,694 | $2,060,388 | 0.51% | |
| AAPL |
Apple Inc.
Technology
|
Added | 7,031 | $2,034,490 | 0.50% | |
| SUB |
iShares Short-Term National Muni Bond ETF
|
Added | 15,900 | $1,692,873 | 0.42% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Reduced | 13,334 | $1,663,549 | 0.41% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Held | 9,610 | $1,578,634 | 0.39% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
Added | 28,186 | $1,420,292 | 0.35% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 22,268 | $1,329,176 | 0.33% | |
| DFUV |
Dimensional U.S. Marketwide Value ETF
|
Added | 21,171 | $1,164,616 | 0.29% | |
|
|
Reduced | 19,051 | $1,098,671 | 0.27% | ||
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,731 | $1,018,717 | 0.25% | |
| VIG |
Vanguard Specialized Funds
|
Added | 4,095 | $968,958 | 0.24% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Added | 19,021 | $962,082 | 0.24% | |
| DFUS |
Dimensional U.S. Equity Market ETF
|
Held | 10,987 | $900,274 | 0.22% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,204 | $899,111 | 0.22% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 711 | $852,794 | 0.21% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 5,190 | $769,728 | 0.19% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 1,005 | $752,634 | 0.19% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 6,310 | $714,670 | 0.18% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 2,813 | $714,417 | 0.18% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,505 | $701,315 | 0.17% | |
| SLYV |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
Added | 6,084 | $663,825 | 0.16% | |
| DFGR |
Dimensional Global Real Estate ETF
|
Added | 21,732 | $629,576 | 0.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,396 | $571,062 | 0.14% | |
| REET |
iShares Global REIT ETF
|
Held | 19,784 | $546,434 | 0.14% | |
| AVDV |
Avantis International Small Cap Value ETF
|
Reduced | 5,235 | $539,466 | 0.13% | |
| GWX |
State Street(R) SPDR(R) S&P(R) International Small Cap ETF
|
Added | 11,780 | $515,492 | 0.13% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,352 | $483,164 | 0.12% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Held | 15,852 | $466,524 | 0.12% | |
| USRT |
iShares Core U.S. REIT ETF
|
Held | 6,748 | $448,404 | 0.11% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,179 | $445,367 | 0.11% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 468 | $437,799 | 0.11% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 631 | $433,377 | 0.11% | |
| AVUS |
Avantis U.S. Equity ETF
|
Added | 3,302 | $422,920 | 0.10% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 3,307 | $395,252 | 0.10% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 4,863 | $395,216 | 0.10% |
Showing the top 50 of 71 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.