Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Seaside Wealth Management, Inc. (CIK 1929977) reported $355.6M across 65 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($114.0M, 32.07%), VEA ($57.4M, 16.14%), DFEM ($33.3M, 9.38%), DFSV ($31.6M, 8.88%), DISV ($14.6M, 4.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $114.0M | 32.07% | 355,403 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $57.4M | 16.14% | 895,783 | Added |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $33.3M | 9.38% | 965,195 | Added |
| 4 | DFSV | DIMENSIONAL ETF TRUST | $31.6M | 8.88% | 901,546 | Added |
| 5 | DISV | DIMENSIONAL ETF TRUST | $14.6M | 4.10% | 369,183 | Added |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $13.7M | 3.87% | 173,413 | Added |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | $13.0M | 3.64% | 217,601 | Added |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | $12.1M | 3.41% | 146,354 | Added |
| 9 | AVRE | AMERICAN CENTY ETF TR | $12.0M | 3.39% | 273,411 | Added |
| 10 | SCHB | SCHWAB STRATEGIC TR | $6.2M | 1.74% | 246,052 | Added |
| 11 | MUB | ISHARES TR | $5.6M | 1.59% | 53,119 | Trimmed |
| 12 | SCHF | SCHWAB STRATEGIC TR | $3.6M | 1.02% | 146,056 | Trimmed |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $2.6M | 0.73% | 67,228 | Added |
| 14 | AVEM | AMERICAN CENTY ETF TR | $2.2M | 0.62% | 27,450 | Trimmed |
| 15 | SPYV | SPDR SERIES TRUST | $2.0M | 0.57% | 35,687 | Trimmed |
| 16 | SPTM | SPDR SERIES TRUST | $1.8M | 0.51% | 22,779 | Trimmed |
| 17 | AAPL | APPLE INC | $1.6M | 0.45% | 6,355 | Added |
| 18 | AVUV | AMERICAN CENTY ETF TR | $1.6M | 0.44% | 14,210 | Trimmed |
| 19 | SUB | ISHARES TR | $1.5M | 0.42% | 14,063 | Trimmed |
| 20 | ITOT | ISHARES TR | $1.4M | 0.38% | 9,610 | Hold |
| 21 | SPDW | SPDR INDEX SHS FDS | $1.3M | 0.36% | 27,878 | Hold |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.34% | 22,495 | Trimmed |
| 23 | DFUV | DIMENSIONAL ETF TRUST | $1.0M | 0.29% | 21,146 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $1.0M | 0.29% | 2,765 | Trimmed |
| 25 | VTEB | VANGUARD MUN BD FDS | $947,111 | 0.27% | 18,984 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31