Seaside Wealth Management, Inc. - Portfolio overview

Seaside Wealth Management, Inc. has 68 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 31.89%
2. VEA - VANGUARD TAX-MANAGED FDS, 16.05%
3. DFEM - DIMENSIONAL ETF TRUST, 9.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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