Seaside Wealth Management, Inc.
CIK: 0001929977SEC EDGAR →
Portfolio Value
$350.5B
Holdings
63
As of
Q4 2025
New Positions
1
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 348,344 | $116.8B | 33.32% |
| 2 | VANGUARD TAX-MANAGED FDS | 884,270 | $55.2B | 15.76% |
| 3 | DIMENSIONAL ETF TRUST | 957,726 | $31.7B | 9.04% |
| 4 | DIMENSIONAL ETF TRUST | 887,728 | $29.2B | 8.33% |
| 5 | DIMENSIONAL ETF TRUST | 364,574 | $13.9B | 3.95% |
| 6 | VANGUARD SCOTTSDALE FDS | 169,053 | $13.5B | 3.85% |
| 7 | VANGUARD SCOTTSDALE FDS | 213,111 | $12.8B | 3.64% |
| 8 | VANGUARD SCOTTSDALE FDS | 144,805 | $12.1B | 3.46% |
| 9 | AMERICAN CENTY ETF TR | 265,645 | $11.6B | 3.30% |
| 10 | SCHWAB STRATEGIC TR | 245,849 | $6.4B | 1.84% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 48 | $342.0B | 97.6% |
| Technology | 4 | $3.8B | 1.1% |
| Consumer Defensive | 3 | $1.3B | 0.4% |
| Healthcare | 2 | $1.1B | 0.3% |
| Energy | 1 | $637.0M | 0.2% |
| Industrials | 2 | $583.0M | 0.2% |
| Consumer Cyclical | 1 | $496.0M | 0.1% |
| Unknown | 1 | $284.0M | 0.1% |
| Communication Services | 1 | $266.0M | 0.1% |