StockDriftsStockDriftsTop 50 Seaside Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 32.99% | 360.7K | $133.5M | +1.49%(+5.28K) | $220.17(+74.12%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 16.01% | 908.8K | $64.8M | +1.46%(+13.04K) | $46.02(+60.81%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 9.62% | 958.0K | $38.9M | -0.75%(-7.24K) | $24.76(+63.21%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 8.84% | 922.5K | $35.8M | +2.32%(+20.92K) | $26.80(+51.67%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.82% | 195.7K | $15.5M | +12.84%(+22.27K) | $78.13(+0.64%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 3.69% | 372.3K | $14.9M | +0.84%(+3.12K) | $24.88(+77.56%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.48% | 239.0K | $14.1M | +9.83%(+21.39K) | $59.15(-1.29%) | 2026-06-30 | |
| AVRE | AMERICAN CENTY ETF TR | 3.39% | 289.2K | $13.7M | +5.77%(+15.77K) | $42.00(+15.44%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.13% | 153.3K | $12.7M | +4.73%(+6.93K) | $80.89(+0.32%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 1.71% | 238.7K | $6.9M | -2.97%(-7.30K) | $19.10(+57.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.60% | +50.51% | — | — | +65.06% |
| Top 20 Holdings Unweighted | +11.73% | +39.48% | — | — | +50.46% |
Seaside Wealth Management, Inc. reports $404.55M in US-listed equity holdings across 71 positions in its most recent 13F filing. Its largest disclosed positions are VTI (33.0%), VEA (16.0%) and DFEM (9.6%). The top 20 holdings account for 93.19% of reported assets. Its disclosed equity book has returned +50.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Seaside Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1929977). View Seaside Wealth Management, Inc.’s 13F filings on SEC