Institutional Manager · CIK 0001929977
Seaside Wealth Management, Inc.
CARLSBAD, CA · File #028-22647
Latest AUM
$350.5M
Positions
63
Top-10 Concentration
87.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202563 pos · $350.5M
- 13F HOLDINGS REPORTQ/E Sep 202563 pos · $337.0M
- 13F HOLDINGS REPORTQ/E Jun 202562 pos · $314.3M
- 13F HOLDINGS REPORTQ/E Mar 202559 pos · $280.3M
- 13F HOLDINGS REPORTQ/E Dec 202460 pos · $273.2M
- 13F HOLDINGS REPORTQ/E Sep 202459 pos · $264.6M
- 13F HOLDINGS REPORTQ/E Jun 202458 pos · $241.2M
- 13F HOLDINGS REPORTQ/E Mar 202456 pos · $234.4M
- 13F HOLDINGS REPORTQ/E Dec 202350 pos · $196.8M
- 13F HOLDINGS REPORTQ/E Sep 202349 pos · $193.2M
- 13F HOLDINGS REPORTQ/E Jun 202347 pos · $164.6M
- 13F HOLDINGS REPORTQ/E Mar 202347 pos · $151.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 348,344 | $116.8M | 33.67% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 884,270 | $55.2M | 15.92% |
| 3 | DIMENSIONAL ETF TRUST | 25434V732 | 957,726 | $31.7M | 9.13% |
| 4 | DIMENSIONAL ETF TRUST | 25434V815 | 887,728 | $29.2M | 8.42% |
| 5 | DIMENSIONAL ETF TRUST | 25434V781 | 364,574 | $13.9M | 3.99% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C409 | 169,053 | $13.5M | 3.89% |
| 7 | VANGUARD SCOTTSDALE FDS | 92206C706 | 213,111 | $12.8M | 3.68% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C870 | 144,805 | $12.1M | 3.50% |
| 9 | AMERICAN CENTY ETF TR | 025072356 | 265,645 | $11.6M | 3.33% |
| 10 | SCHWAB STRATEGIC TR | 808524102 | 245,849 | $6.4M | 1.86% |
| 11 | ISHARES TR | 464288414 | 53,462 | $5.7M | 1.65% |
| 12 | SCHWAB STRATEGIC TR | 808524805 | 146,201 | $3.5M | 1.01% |
| 13 | DIMENSIONAL ETF TRUST | 25434V708 | 67,152 | $2.7M | 0.77% |
| 14 | AMERICAN CENTY ETF TR | 025072604 | 27,638 | $2.1M | 0.61% |
| 15 | SPDR SERIES TRUST | 78464A508 | 36,398 | $2.1M | 0.60% |
| 16 | SPDR SERIES TRUST | 78464A805 | 22,805 | $1.9M | 0.54% |
| 17 | APPLE INC | AAPL | 6,220 | $1.7M | 0.49% |
| 18 | ISHARES TR | 464288158 | 14,373 | $1.5M | 0.44% |
| 19 | AMERICAN CENTY ETF TR | 025072877 | 14,240 | $1.5M | 0.42% |
| 20 | ISHARES TR | 464287150 | 9,610 | $1.4M | 0.41% |