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 $404.6M across 71 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($133.5M, 32.99%), VEA ($64.8M, 16.01%), DFEM ($38.9M, 9.62%), DFSV ($35.8M, 8.84%), VCSH ($15.5M, 3.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $133.5M | 32.99% | 360,681 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $64.8M | 16.01% | 908,819 | Added |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $38.9M | 9.62% | 957,955 | Trimmed |
| 4 | DFSV | DIMENSIONAL ETF TRUST | $35.8M | 8.84% | 922,462 | Added |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $15.5M | 3.82% | 195,687 | Added |
| 6 | DISV | DIMENSIONAL ETF TRUST | $14.9M | 3.69% | 372,300 | Added |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | $14.1M | 3.48% | 238,993 | Added |
| 8 | AVRE | AMERICAN CENTY ETF TR | $13.7M | 3.39% | 289,183 | Added |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $12.7M | 3.13% | 153,282 | Added |
| 10 | SCHB | SCHWAB STRATEGIC TR | $6.9M | 1.71% | 238,748 | Trimmed |
| 11 | MUB | ISHARES TR | $5.8M | 1.43% | 53,875 | Added |
| 12 | SCHF | SCHWAB STRATEGIC TR | $3.8M | 0.95% | 138,082 | Trimmed |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $3.0M | 0.74% | 67,393 | Added |
| 14 | AVEM | AMERICAN CENTY ETF TR | $2.6M | 0.63% | 26,446 | Trimmed |
| 15 | SPYV | SPDR SERIES TRUST | $2.1M | 0.53% | 35,297 | Trimmed |
| 16 | SPTM | SPDR SERIES TRUST | $2.1M | 0.51% | 22,694 | Trimmed |
| 17 | AAPL | APPLE INC | $2.0M | 0.50% | 7,031 | Added |
| 18 | SUB | ISHARES TR | $1.7M | 0.42% | 15,900 | Added |
| 19 | AVUV | AMERICAN CENTY ETF TR | $1.7M | 0.41% | 13,334 | Trimmed |
| 20 | ITOT | ISHARES TR | $1.6M | 0.39% | 9,610 | Hold |
| 21 | SPDW | SPDR INDEX SHS FDS | $1.4M | 0.35% | 28,186 | Added |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.33% | 22,268 | Trimmed |
| 23 | DFUV | DIMENSIONAL ETF TRUST | $1.2M | 0.29% | 21,171 | Added |
| 24 | SPSM | SPDR SERIES TRUST | $1.1M | 0.27% | 19,051 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $1.0M | 0.25% | 2,731 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30