Seaside Wealth Management, Inc. has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $313 Million distributed in 62 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 $105M, Vanguard Ftse Developed Market with a value of $48.9M, Dimensional ETF Tr Emerging Mk with a value of $27.7M, Dimensional ETF Tr Dimensional with a value of $24.5M, and Dimensional ETF Tr Dimensional with a value of $12.2M.
Examining the 13F form we can see an increase of $33.9M in the current position value, from $280M to 313M.
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.