Institutional Fund
Seaside Wealth Management, Inc.
Carlsbad, CACIK 19299775 filings on record
Portfolio Value
$355.55M
Q1 2026
Holdings
65
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+1.4%
from $350.50M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds32.1%
- Vanguard Tax-Managed Fds16.1%
- Dimensional ETF Trust9.4%
- Dimensional ETF Trust8.9%
- Dimensional ETF Trust4.1%
- Vanguard Scottsdale Fds3.9%
- Other25.6%
Portfolio Holdings
65 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 355.4K | $114.02M | 32.1% | +7.1K | Added |
| 2 | Vanguard Tax-Managed Fds | 895.8K | $57.40M | 16.1% | +11.5K | Added |
| 3 | Dimensional ETF Trust | 965.2K | $33.35M | 9.4% | +7.5K | Added |
| 4 | Dimensional ETF Trust | 901.5K | $31.59M | 8.9% | +13.8K | Added |
| 5 | Dimensional ETF Trust | 369.2K | $14.56M | 4.1% | +4.6K | Added |
| 6 | Vanguard Scottsdale Fds | 173.4K | $13.75M | 3.9% | +4.4K | Added |
| 7 | Vanguard Scottsdale Fds | 217.6K | $12.96M | 3.6% | +4.5K | Added |
| 8 | Vanguard Scottsdale Fds | 146.4K | $12.11M | 3.4% | +1.5K | Added |
| 9 | American Centy ETF Tr | 273.4K | $12.04M | 3.4% | +7.8K | Added |
| 10 | Schwab Strategic Tr | 246.1K | $6.18M | 1.7% | +203 | Added |
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