Filed: 5/1/2026ACC: 0001929977-26-000002
📋 What this filing means
SEASIDE WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 65 equity positions with a total reported market value of $355.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$355.55M
Total AUM (reported)
5.27M
Total Shares
Allocation by class
TOTAL STK MKT$114.02M32.1%
VAN FTSE DEV MKT$57.40M16.1%
EMERGING MKTS CO$33.35M9.4%
US SMALL CAP VAL$31.59M8.9%
INTL SMALL CAP V$14.56M4.1%
SHRT TRM CORP BD$13.75M3.9%
INTER TERM TREAS$12.96M3.6%
Portfolio Concentration
Top 3$204.77M57.6%
4–10$103.18M29.0%
11–25$29.43M8.3%
Rest$18.18M5.1%
Top 3 weight
57.6%
Top 10 weight
86.6%
Voting Authority Distribution
Total shares with voting rights: 5.27M
Sole
Full voting authority
5.27M
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)
Sole65
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings65
Rows:
VANGUARD INDEX FDS
SOLEShares355.40K
TypeSH
Market value$114.02M
32.07%
Sole
355.40K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares895.78K
TypeSH
Market value$57.40M
16.14%
Sole
895.78K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares965.20K
TypeSH
Market value$33.35M
9.38%
Sole
965.20K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares901.55K
TypeSH
Market value$31.59M
8.88%
Sole
901.55K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares369.18K
TypeSH
Market value$14.56M
4.10%
Sole
369.18K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares173.41K
TypeSH
Market value$13.75M
3.87%
Sole
173.41K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares217.60K
TypeSH
Market value$12.96M
3.64%
Sole
217.60K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares146.35K
TypeSH
Market value$12.11M
3.41%
Sole
146.35K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares273.41K
TypeSH
Market value$12.04M
3.39%
Sole
273.41K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares246.05K
TypeSH
Market value$6.18M
1.74%
Sole
246.05K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares53.12K
TypeSH
Market value$5.64M
1.59%
Sole
53.12K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares146.06K
TypeSH
Market value$3.61M
1.02%
Sole
146.06K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares67.23K
TypeSH
Market value$2.61M
0.73%
Sole
67.23K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares27.45K
TypeSH
Market value$2.21M
0.62%
Sole
27.45K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares35.69K
TypeSH
Market value$2.02M
0.57%
Sole
35.69K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares22.78K
TypeSH
Market value$1.80M
0.51%
Sole
22.78K
Shared
0.00
None
0.00
APPLE INC
SOLEShares6.36K
TypeSH
Market value$1.61M
0.45%
Sole
6.36K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares14.21K
TypeSH
Market value$1.57M
0.44%
Sole
14.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.06K
TypeSH
Market value$1.50M
0.42%
Sole
14.06K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.61K
TypeSH
Market value$1.37M
0.38%
Sole
9.61K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares27.88K
TypeSH
Market value$1.27M
0.36%
Sole
27.88K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares22.50K
TypeSH
Market value$1.22M
0.34%
Sole
22.50K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares21.15K
TypeSH
Market value$1.02M
0.29%
Sole
21.15K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.77K
TypeSH
Market value$1.02M
0.29%
Sole
2.77K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares18.98K
TypeSH
Market value$947.1K
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 | 355.40K | SH | $114.02M 32.07% | 355.40K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 895.78K | SH | $57.40M 16.14% | 895.78K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 965.20K | SH | $33.35M 9.38% | 965.20K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 901.55K | SH | $31.59M 8.88% | 901.55K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 369.18K | SH | $14.56M 4.10% | 369.18K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 173.41K | SH | $13.75M 3.87% | 173.41K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 217.60K | SH | $12.96M 3.64% | 217.60K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 146.35K | SH | $12.11M 3.41% | 146.35K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 273.41K | SH | $12.04M 3.39% | 273.41K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 246.05K | SH | $6.18M 1.74% | 246.05K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 53.12K | SH | $5.64M 1.59% | 53.12K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 146.06K | SH | $3.61M 1.02% | 146.06K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 67.23K | SH | $2.61M 0.73% | 67.23K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 27.45K | SH | $2.21M 0.62% | 27.45K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 35.69K | SH | $2.02M 0.57% | 35.69K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 22.78K | SH | $1.80M 0.51% | 22.78K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.36K | SH | $1.61M 0.45% | 6.36K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 14.21K | SH | $1.57M 0.44% | 14.21K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 14.06K | SH | $1.50M 0.42% | 14.06K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 9.61K | SH | $1.37M 0.38% | 9.61K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 27.88K | SH | $1.27M 0.36% | 27.88K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 22.50K | SH | $1.22M 0.34% | 22.50K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 21.15K | SH | $1.02M 0.29% | 21.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.77K | SH | $1.02M 0.29% | 2.77K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 18.98K | SH | $947.1K 0.27% | 18.98K | 0.00 | 0.00 |
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