Seaside Wealth Management, Inc.
CIK 1929977
13F filing for Q2 2026・No. 4,454
- Holdings
- US$404.55M
- Quarter change
- +US$49M
- Entries
- 71
- Net bought (estimate)
- +US$9.36M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 3
- Cut 19
- Added 36
- Corporate actions 0
- Unchanged 7
Largest holdings
71 stocks worth US$404.55M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 360,681 | US$133.47M | 32.99% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 908,819 | US$64.75M | 16.01% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | Cut | 957,955 | US$38.93M | 9.62% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 922,462 | US$35.78M | 8.84% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 195,687 | US$15.47M | 3.82% |
| DIMENSIONAL ETF TRUSTINTL SMALL CAP V | Added | 372,300 | US$14.94M | 3.69% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 238,993 | US$14.1M | 3.48% |
| AMERICAN CENTY ETF TRREAL ESTATE ETF | Added | 289,183 | US$13.7M | 3.39% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 153,282 | US$12.67M | 3.13% |
| SCHWAB STRATEGIC TRUS BRD MKT ETF | Cut | 238,748 | US$6.91M | 1.71% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.