Seaside Wealth Management, Inc. Portfolio Holdings
Seaside Wealth Management, Inc.
- $234 Million
- Q1 2024
Seaside Wealth Management, Inc. has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $234 Million distributed in 56 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $79.1M, Vanguard Ftse Developed Market with a value of $34.8M, Dimensional ETF Tr Dimensional with a value of $20.1M, Dimensional ETF Tr Emerging Mk with a value of $19.2M, and Ishares National Muni Bond ETF with a value of $11.7M.
Examining the 13F form we can see an increase of $15.8M in the current position value, from $218M to 234M.
Seaside Wealth Management, Inc. is based out at Carlsbad, CA
Below you can find more details about Seaside Wealth Management, Inc. portfolio as well as his latest detailed transactions.