Filed: 7/9/2025ACC: 0001085146-25-003689
📋 What this filing means
SEASIDE WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $314.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$314.29M
Total AUM (reported)
5.09M
Total Shares
Allocation by class
TOTAL STK MKT$105.35M33.5%
VAN FTSE DEV MKT$48.90M15.6%
EMERGING MKTS CO$27.69M8.8%
US SMALL CAP VAL$24.51M7.8%
INTL SMALL CAP V$12.22M3.9%
INTER TERM TREAS$11.42M3.6%
INT-TERM CORP$11.36M3.6%
Portfolio Concentration
Top 3$181.94M57.9%
4–10$86.28M27.5%
11–25$29.16M9.3%
Rest$16.90M5.4%
Top 3 weight
57.9%
Top 10 weight
85.3%
Voting Authority Distribution
Total shares with voting rights: 5.09M
Sole
Full voting authority
5.09M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings62
Rows:
VANGUARD INDEX FDS
SOLEShares346.64K
TypeSH
Market value$105.35M
33.52%
Sole
346.64K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares857.70K
TypeSH
Market value$48.90M
15.56%
Sole
857.70K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares932.99K
TypeSH
Market value$27.69M
8.81%
Sole
932.99K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares832.99K
TypeSH
Market value$24.51M
7.80%
Sole
832.99K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares371.38K
TypeSH
Market value$12.22M
3.89%
Sole
371.38K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares190.99K
TypeSH
Market value$11.42M
3.63%
Sole
190.99K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares136.96K
TypeSH
Market value$11.36M
3.61%
Sole
136.96K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares136.13K
TypeSH
Market value$10.82M
3.44%
Sole
136.13K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares229.82K
TypeSH
Market value$10.15M
3.23%
Sole
229.82K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares243.24K
TypeSH
Market value$5.80M
1.84%
Sole
243.24K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares53.70K
TypeSH
Market value$5.61M
1.79%
Sole
53.70K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares165.09K
TypeSH
Market value$3.65M
1.16%
Sole
165.09K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares66.98K
TypeSH
Market value$2.40M
0.76%
Sole
66.98K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares38.59K
TypeSH
Market value$2.02M
0.64%
Sole
38.59K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares27.17K
TypeSH
Market value$1.86M
0.59%
Sole
27.17K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares23.02K
TypeSH
Market value$1.72M
0.55%
Sole
23.02K
Shared
0.00
None
0.00
CVB FINL CORP
SOLEShares80.89K
TypeSH
Market value$1.60M
0.51%
Sole
80.89K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.63K
TypeSH
Market value$1.45M
0.46%
Sole
13.63K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.87K
TypeSH
Market value$1.43M
0.45%
Sole
2.87K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.98K
TypeSH
Market value$1.35M
0.43%
Sole
9.98K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares14.68K
TypeSH
Market value$1.34M
0.43%
Sole
14.68K
Shared
0.00
None
0.00
APPLE INC
SOLEShares6.19K
TypeSH
Market value$1.27M
0.40%
Sole
6.19K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares24.51K
TypeSH
Market value$1.20M
0.38%
Sole
24.51K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares23.12K
TypeSH
Market value$1.14M
0.36%
Sole
23.12K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares27.56K
TypeSH
Market value$1.12M
0.36%
Sole
27.56K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 346.64K | SH | $105.35M 33.52% | 346.64K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 857.70K | SH | $48.90M 15.56% | 857.70K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 932.99K | SH | $27.69M 8.81% | 932.99K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 832.99K | SH | $24.51M 7.80% | 832.99K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 371.38K | SH | $12.22M 3.89% | 371.38K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 190.99K | SH | $11.42M 3.63% | 190.99K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 136.96K | SH | $11.36M 3.61% | 136.96K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 136.13K | SH | $10.82M 3.44% | 136.13K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 229.82K | SH | $10.15M 3.23% | 229.82K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 243.24K | SH | $5.80M 1.84% | 243.24K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 53.70K | SH | $5.61M 1.79% | 53.70K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 165.09K | SH | $3.65M 1.16% | 165.09K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 66.98K | SH | $2.40M 0.76% | 66.98K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 38.59K | SH | $2.02M 0.64% | 38.59K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 27.17K | SH | $1.86M 0.59% | 27.17K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLI S&P1500 | 23.02K | SH | $1.72M 0.55% | 23.02K | 0.00 | 0.00 |
CVB FINL CORPSOLE | COM | 80.89K | SH | $1.60M 0.51% | 80.89K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 13.63K | SH | $1.45M 0.46% | 13.63K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.87K | SH | $1.43M 0.45% | 2.87K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 9.98K | SH | $1.35M 0.43% | 9.98K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 14.68K | SH | $1.34M 0.43% | 14.68K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.19K | SH | $1.27M 0.40% | 6.19K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 24.51K | SH | $1.20M 0.38% | 24.51K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 23.12K | SH | $1.14M 0.36% | 23.12K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 27.56K | SH | $1.12M 0.36% | 27.56K | 0.00 | 0.00 |
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