Filed: 10/14/2025ACC: 0001085146-25-005938
📋 What this filing means
SEASIDE WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $336.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$336.99M
Total AUM (reported)
5.14M
Total Shares
Allocation by class
TOTAL STK MKT$113.73M33.7%
VAN FTSE DEV MKT$52.26M15.5%
EMERGING MKTS CO$30.14M8.9%
US SMALL CAP VAL$26.91M8.0%
INTL SMALL CAP V$13.16M3.9%
INTER TERM TREAS$11.93M3.5%
INT-TERM CORP$11.80M3.5%
Portfolio Concentration
Top 3$196.13M58.2%
4–10$92.61M27.5%
11–25$30.42M9.0%
Rest$17.83M5.3%
Top 3 weight
58.2%
Top 10 weight
85.7%
Voting Authority Distribution
Total shares with voting rights: 5.14M
Sole
Full voting authority
5.14M
shares
% of voting shares99.9%
Shared
Joint voting authority
3.37K
shares
% of voting shares0.1%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings63
Rows:
VANGUARD INDEX FDS
SOLEShares346.56K
TypeSH
Market value$113.73M
33.75%
Sole
346.56K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares872.21K
TypeSH
Market value$52.26M
15.51%
Sole
872.21K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares939.79K
TypeSH
Market value$30.14M
8.94%
Sole
939.79K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares845.12K
TypeSH
Market value$26.91M
7.98%
Sole
845.12K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares368.86K
TypeSH
Market value$13.16M
3.91%
Sole
368.86K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares198.79K
TypeSH
Market value$11.93M
3.54%
Sole
198.79K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares140.24K
TypeSH
Market value$11.80M
3.50%
Sole
140.24K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares147.43K
TypeSH
Market value$11.78M
3.50%
Sole
147.43K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares236.77K
TypeSH
Market value$10.53M
3.13%
Sole
236.77K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares252.40K
TypeSH
Market value$6.49M
1.93%
Sole
252.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares54.08K
TypeSH
Market value$5.76M
1.71%
Sole
54.08K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares145.24K
TypeSH
Market value$3.38M
1.00%
Sole
145.24K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares67.17K
TypeSH
Market value$2.59M
0.77%
Sole
67.17K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares37.75K
TypeSH
Market value$2.09M
0.62%
Sole
37.75K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares27.57K
TypeSH
Market value$2.07M
0.61%
Sole
27.57K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares22.94K
TypeSH
Market value$1.85M
0.55%
Sole
22.94K
Shared
0.00
None
0.00
APPLE INC
SOLEShares6.19K
TypeSH
Market value$1.58M
0.47%
Sole
5.47K
Shared
718.00
None
0.00
ISHARES TR
SOLEShares14.73K
TypeSH
Market value$1.57M
0.47%
Sole
14.73K
Shared
0.00
None
0.00
CVB FINL CORP
SOLEShares80.89K
TypeSH
Market value$1.53M
0.45%
Sole
80.89K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.90K
TypeSH
Market value$1.50M
0.45%
Sole
2.55K
Shared
357.00
None
0.00
ISHARES TR
SOLEShares9.98K
TypeSH
Market value$1.45M
0.43%
Sole
9.98K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares14.19K
TypeSH
Market value$1.41M
0.42%
Sole
14.19K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares22.71K
TypeSH
Market value$1.23M
0.37%
Sole
22.71K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares24.47K
TypeSH
Market value$1.23M
0.36%
Sole
24.47K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares27.50K
TypeSH
Market value$1.18M
0.35%
Sole
27.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 346.56K | SH | $113.73M 33.75% | 346.56K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 872.21K | SH | $52.26M 15.51% | 872.21K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 939.79K | SH | $30.14M 8.94% | 939.79K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 845.12K | SH | $26.91M 7.98% | 845.12K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 368.86K | SH | $13.16M 3.91% | 368.86K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 198.79K | SH | $11.93M 3.54% | 198.79K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 140.24K | SH | $11.80M 3.50% | 140.24K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 147.43K | SH | $11.78M 3.50% | 147.43K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 236.77K | SH | $10.53M 3.13% | 236.77K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 252.40K | SH | $6.49M 1.93% | 252.40K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 54.08K | SH | $5.76M 1.71% | 54.08K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 145.24K | SH | $3.38M 1.00% | 145.24K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 67.17K | SH | $2.59M 0.77% | 67.17K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 37.75K | SH | $2.09M 0.62% | 37.75K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 27.57K | SH | $2.07M 0.61% | 27.57K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLI S&P1500 | 22.94K | SH | $1.85M 0.55% | 22.94K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.19K | SH | $1.58M 0.47% | 5.47K | 718.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 14.73K | SH | $1.57M 0.47% | 14.73K | 0.00 | 0.00 |
CVB FINL CORPSOLE | COM | 80.89K | SH | $1.53M 0.45% | 80.89K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.90K | SH | $1.50M 0.45% | 2.55K | 357.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 9.98K | SH | $1.45M 0.43% | 9.98K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 14.19K | SH | $1.41M 0.42% | 14.19K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 22.71K | SH | $1.23M 0.37% | 22.71K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 24.47K | SH | $1.23M 0.36% | 24.47K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 27.50K | SH | $1.18M 0.35% | 27.50K | 0.00 | 0.00 |
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