account_balance
Investment manager · 13F filer · SEC CIK 1929977
Seaside Wealth Management, Inc.
Reported value$408Mas of Sep 30, 2026
Positions73 4 new, 2 sold out
Top 10 weight87.1%VTI alone is 34%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
33.6%
VEAVanguard Tax-Managed FDS
16.0%Added +2%
DFEMDimensional ETF Trust
9.5%
DFSVDfa Invt Dimensions Group In
8.6%
DISVDimensional ETF Trust
4.0%
VCSHVanguard Scottsdale FDS
3.9%Added +5%
VGITVanguard Scottsdale FDS
3.5%Added +5%
AVREAmerican Centy ETF Tr
3.2%Added +3%
VCITVanguard Scottsdale FDS
3.0%Added +3%
SCHB
MUB1.3%
SCHF0.9%
VTIVanguard Index FDS
33.6%
VEAVanguard Tax-Managed FDS
16.0%Added +2%
DFEMDimensional ETF Trust
9.5%
DFSVDfa Invt Dimensions Group In
8.6%
DISV
VCSH3.9%
VGIT3.5%
AVRE
VCIT
MUB
SCHF
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 33.6% Held
VEA Vanguard Tax-Managed FDS 16.0% Added +2%
DFEM Dimensional ETF Trust 9.5% Held
DFSV Dfa Invt Dimensions Group In 8.6% Held
DISV Dimensional ETF Trust 4.0% Held
VCSH Vanguard Scottsdale FDS 3.9% Added +5%
VGIT Vanguard Scottsdale FDS 3.5% Added +5%
AVRE American Centy ETF Tr 3.2% Added +3%
VCIT Vanguard Scottsdale FDS 3.0% Added +3%
SCHB Schwab Strategic Tr 1.7% Trimmed −2%
MUB iShares Tr 1.3% Held
SCHF Schwab Strategic Tr 0.9% Held
What changed
Biggest moves since Jun 30, 2026
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