Filed: 2/17/2026ACC: 0001929977-26-000001
📋 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 $350.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$350.50M
Total AUM (reported)
5.20M
Total Shares
Allocation by class
TOTAL STK MKT$116.79M33.3%
VAN FTSE DEV MKT$55.24M15.8%
EMERGING MKTS CO$31.68M9.0%
US SMALL CAP VAL$29.20M8.3%
INTL SMALL CAP V$13.85M4.0%
SHRT TRM CORP BD$13.48M3.8%
INTER TERM TREAS$12.77M3.6%
Portfolio Concentration
Top 3$203.71M58.1%
4–10$99.44M28.4%
11–25$29.84M8.5%
Rest$17.51M5.0%
Top 3 weight
58.1%
Top 10 weight
86.5%
Voting Authority Distribution
Total shares with voting rights: 5.20M
Sole
Full voting authority
5.20M
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)
Sole63
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings63
Rows:
VANGUARD INDEX FDS
SOLEShares348.34K
TypeSH
Market value$116.79M
33.32%
Sole
348.34K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares884.27K
TypeSH
Market value$55.24M
15.76%
Sole
884.27K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares957.73K
TypeSH
Market value$31.68M
9.04%
Sole
957.73K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares887.73K
TypeSH
Market value$29.20M
8.33%
Sole
887.73K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares364.57K
TypeSH
Market value$13.85M
3.95%
Sole
364.57K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares169.05K
TypeSH
Market value$13.48M
3.85%
Sole
169.05K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares213.11K
TypeSH
Market value$12.77M
3.64%
Sole
213.11K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares144.81K
TypeSH
Market value$12.13M
3.46%
Sole
144.81K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares265.64K
TypeSH
Market value$11.56M
3.30%
Sole
265.64K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares245.85K
TypeSH
Market value$6.45M
1.84%
Sole
245.85K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares53.46K
TypeSH
Market value$5.73M
1.63%
Sole
53.46K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares146.20K
TypeSH
Market value$3.51M
1.00%
Sole
146.20K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares67.15K
TypeSH
Market value$2.66M
0.76%
Sole
67.15K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares27.64K
TypeSH
Market value$2.13M
0.61%
Sole
27.64K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares36.40K
TypeSH
Market value$2.07M
0.59%
Sole
36.40K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares22.80K
TypeSH
Market value$1.88M
0.54%
Sole
22.80K
Shared
0.00
None
0.00
APPLE INC
SOLEShares6.22K
TypeSH
Market value$1.69M
0.48%
Sole
6.22K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.37K
TypeSH
Market value$1.53M
0.44%
Sole
14.37K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares14.24K
TypeSH
Market value$1.45M
0.41%
Sole
14.24K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.61K
TypeSH
Market value$1.43M
0.41%
Sole
9.61K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.79K
TypeSH
Market value$1.35M
0.38%
Sole
2.79K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares27.88K
TypeSH
Market value$1.24M
0.35%
Sole
27.88K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares22.71K
TypeSH
Market value$1.22M
0.35%
Sole
22.71K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares21.27K
TypeSH
Market value$990.8K
0.28%
Sole
21.27K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares18.98K
TypeSH
Market value$954.7K
0.27%
Sole
18.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 348.34K | SH | $116.79M 33.32% | 348.34K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 884.27K | SH | $55.24M 15.76% | 884.27K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 957.73K | SH | $31.68M 9.04% | 957.73K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 887.73K | SH | $29.20M 8.33% | 887.73K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 364.57K | SH | $13.85M 3.95% | 364.57K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 169.05K | SH | $13.48M 3.85% | 169.05K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 213.11K | SH | $12.77M 3.64% | 213.11K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 144.81K | SH | $12.13M 3.46% | 144.81K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 265.64K | SH | $11.56M 3.30% | 265.64K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 245.85K | SH | $6.45M 1.84% | 245.85K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 53.46K | SH | $5.73M 1.63% | 53.46K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 146.20K | SH | $3.51M 1.00% | 146.20K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 67.15K | SH | $2.66M 0.76% | 67.15K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 27.64K | SH | $2.13M 0.61% | 27.64K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 36.40K | SH | $2.07M 0.59% | 36.40K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 22.80K | SH | $1.88M 0.54% | 22.80K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.22K | SH | $1.69M 0.48% | 6.22K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 14.37K | SH | $1.53M 0.44% | 14.37K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 14.24K | SH | $1.45M 0.41% | 14.24K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 9.61K | SH | $1.43M 0.41% | 9.61K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.79K | SH | $1.35M 0.38% | 2.79K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 27.88K | SH | $1.24M 0.35% | 27.88K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 22.71K | SH | $1.22M 0.35% | 22.71K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 21.27K | SH | $990.8K 0.28% | 21.27K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 18.98K | SH | $954.7K 0.27% | 18.98K | 0.00 | 0.00 |
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