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The Analysis of Seaside Wealth Management, Inc.'s Holdings & P&L

Currently, Seaside Wealth Management, Inc. holds 65 types of securities in its portfolio with a total value $355.6M. In the most recent quarter, they have increased their positions in VTI (+7.1K shares, valued at $2.3M), VEA (+11.5K shares, valued at $737.8K), DFSV (+13.8K shares, valued at $484.2K); decreased their positions in AVDV (-983 shares, valued at $98.2K), ADP (-273 shares, valued at $55.5K), SPYV (-711 shares, valued at $40.2K); initiated new positions in N/A (+1.1K shares, valued at $335.5K), AVSC (+3.4K shares, valued at $208.7K), DRLL (+5.1K shares, valued at $200.4K).

1M P&L

+12.5M+3.31%

3M P&L

+11.6M+3.07%

HY P&L

+41.4M+11.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A346.7M

97.9%

2Consumer Electronics1.6M

0.5%

3Discount Stores1.2M

0.3%

Top Industries by Stock Count

1N/A49 stocks

80.3%

2Discount Stores2 stocks

3.3%

3Internet Retail1 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS355.4K shares2.03%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS895.8K shares1.30%2026-03-312026-05-01

DFEM DIMENSIONAL ETF TRUST965.2K shares0.78%2026-03-312026-05-01

DFSV DIMENSIONAL ETF TRUST901.5K shares1.56%2026-03-312026-05-01

DISV DIMENSIONAL ETF TRUST369.2K shares1.26%2026-03-312026-05-01

VCSH VANGUARD SCOTTSDALE FDS173.4K shares2.58%2026-03-312026-05-01

VGIT VANGUARD SCOTTSDALE FDS217.6K shares2.11%2026-03-312026-05-01

VCIT VANGUARD SCOTTSDALE FDS146.4K shares1.07%2026-03-312026-05-01

Sponsored

AVRE AMERICAN CENTY ETF TR273.4K shares2.92%2026-03-312026-05-01

SCHB SCHWAB STRATEGIC TR246.1K shares0.08%2026-03-312026-05-01

MUB ISHARES TR53.1K shares-0.64%2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR146.1K shares-0.10%2026-03-312026-05-01

DFAC DIMENSIONAL ETF TRUST67.2K shares0.11%2026-03-312026-05-01

AVEM AMERICAN CENTY ETF TR27.4K shares-0.68%2026-03-312026-05-01

SPYV SPDR SERIES TRUST35.7K shares-1.95%2026-03-312026-05-01

SPTM SPDR SERIES TRUST22.8K shares-0.11%2026-03-312026-05-01

Sponsored

AAPL APPLE INC6.4K shares2.17%2026-03-312026-05-01

AVUV AMERICAN CENTY ETF TR14.2K shares-0.21%2026-03-312026-05-01

SUB ISHARES TR14.1K shares-2.16%2026-03-312026-05-01

ITOT ISHARES TR9.6K shares0.00%2026-03-312026-05-01

SPDW SPDR INDEX SHS FDS27.9K shares0.00%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F22.5K shares-0.93%2026-03-312026-05-01

DFUV DIMENSIONAL ETF TRUST21.1K shares-0.56%2026-03-312026-05-01

MSFT MICROSOFT CORP2.8K shares-0.82%2026-03-312026-05-01

Sponsored

VTEB VANGUARD MUN BD FDS19.0K shares0.00%2026-03-312026-05-01

SPSM SPDR SERIES TRUST19.1K shares0.53%2026-03-312026-05-01

XOM EXXON MOBIL CORP5.1K shares-3.34%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T1.3K shares-1.16%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS3.8K shares0.40%2026-03-312026-05-01

DFUS DIMENSIONAL ETF TRUST11.0K shares0.00%2026-03-312026-05-01

WMT WALMART INC6.0K shares0.67%2026-03-312026-05-01

NVDA NVIDIA CORPORATION3.8K shares24.74%2026-03-312026-05-01

Sponsored

IVV ISHARES TR1.0K shares0.00%2026-03-312026-05-01

LLY ELI LILLY & CO705 shares1.00%2026-03-312026-05-01

IJR ISHARES TR5.2K shares0.00%2026-03-312026-05-01

DFGR DIMENSIONAL ETF TRUST21.6K shares0.06%2026-03-312026-05-01

SLYV SPDR SERIES TRUST5.9K shares-0.12%2026-03-312026-05-01

AVDV AMERICAN CENTY ETF TR5.5K shares-15.24%2026-03-312026-05-01

REET ISHARES TR19.8K shares1.16%2026-03-312026-05-01

GWX SPDR INDEX SHS FDS11.6K shares-0.66%2026-03-312026-05-01

Sponsored

AMZN AMAZON COM INC2.2K shares3.95%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION453 shares2.49%2026-03-312026-05-01

SCHX SCHWAB STRATEGIC TR15.9K shares0.00%2026-03-312026-05-01

USRT ISHARES TR6.7K shares0.00%2026-03-312026-05-01

AVUS AMERICAN CENTY ETF TR3.3K shares8.17%2026-03-312026-05-01

DFSD DIMENSIONAL ETF TRUST7.7K shares-9.70%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS607 shares0.00%2026-03-312026-05-01

SCHC SCHWAB STRATEGIC TR7.7K shares0.00%2026-03-312026-05-01

Sponsored

DFIV DIMENSIONAL ETF TRUST6.6K shares-5.24%2026-03-312026-05-01

SPTI SPDR SERIES TRUST11.9K shares-0.88%2026-03-312026-05-01

BROADCOM INC BROADCOM INC1.1K sharesnew addition2026-03-312026-05-01

MCK MCKESSON CORP386 shares1.05%2026-03-312026-05-01

CL COLGATE PALMOLIVE CO3.5K shares0.57%2026-03-312026-05-01

MUNI PIMCO ETF TR5.7K shares0.00%2026-03-312026-05-01

VGT VANGUARD WORLD FD422 shares0.00%2026-03-312026-05-01

IGIB ISHARES TR5.5K shares0.00%2026-03-312026-05-01

Sponsored

CMDY ISHARES U S ETF TR4.9K shares0.91%2026-03-312026-05-01

DFNM DIMENSIONAL ETF TRUST5.9K shares0.59%2026-03-312026-05-01

ALPHABET INC ALPHABET INC925 shares8.44%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL552 shares-2.47%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN1.2K shares-18.31%2026-03-312026-05-01

HON HONEYWELL INTL INC1.0K shares0.97%2026-03-312026-05-01

SUSB ISHARES TR9.0K shares0.91%2026-03-312026-05-01

AVSC AMERICAN CENTY ETF TR3.4K sharesnew addition2026-03-312026-05-01

Sponsored

DRLL EA SERIES TRUST5.1K sharesnew addition2026-03-312026-05-01

VTI

VANGUARD INDEX FDS

2.03%

Shares355.4K

Event2026-03-31

Filed2026-05-01

VEA

VANGUARD TAX-MANAGED FDS

1.30%

Shares895.8K

Event2026-03-31

Filed2026-05-01

DFEM

DIMENSIONAL ETF TRUST

0.78%

Shares965.2K

Event2026-03-31

Filed2026-05-01

DFSV

DIMENSIONAL ETF TRUST

1.56%

Shares901.5K

Event2026-03-31

Filed2026-05-01

DISV

DIMENSIONAL ETF TRUST

1.26%

Shares369.2K

Event2026-03-31

Filed2026-05-01

VCSH

VANGUARD SCOTTSDALE FDS

2.58%

Shares173.4K

Event2026-03-31

Filed2026-05-01

VGIT

VANGUARD SCOTTSDALE FDS

2.11%

Shares217.6K

Event2026-03-31

Filed2026-05-01

VCIT

VANGUARD SCOTTSDALE FDS

1.07%

Shares146.4K

Event2026-03-31

Filed2026-05-01

AVRE

AMERICAN CENTY ETF TR

2.92%

Shares273.4K

Event2026-03-31

Filed2026-05-01

SCHB

SCHWAB STRATEGIC TR

0.08%

Shares246.1K

Event2026-03-31

Filed2026-05-01

MUB

ISHARES TR

-0.64%

Shares53.1K

Event2026-03-31

Filed2026-05-01

SCHF

SCHWAB STRATEGIC TR

-0.10%

Shares146.1K

Event2026-03-31

Filed2026-05-01

DFAC

DIMENSIONAL ETF TRUST

0.11%

Shares67.2K

Event2026-03-31

Filed2026-05-01

AVEM

AMERICAN CENTY ETF TR

-0.68%

Shares27.4K

Event2026-03-31

Filed2026-05-01

SPYV

SPDR SERIES TRUST

-1.95%

Shares35.7K

Event2026-03-31

Filed2026-05-01

SPTM

SPDR SERIES TRUST

-0.11%

Shares22.8K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

2.17%

Shares6.4K

Event2026-03-31

Filed2026-05-01

AVUV

AMERICAN CENTY ETF TR

-0.21%

Shares14.2K

Event2026-03-31

Filed2026-05-01

SUB

ISHARES TR

-2.16%

Shares14.1K

Event2026-03-31

Filed2026-05-01

ITOT

ISHARES TR

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-01

SPDW

SPDR INDEX SHS FDS

0.00%

Shares27.9K

Event2026-03-31

Filed2026-05-01

VWO

VANGUARD INTL EQUITY INDEX F

-0.93%

Shares22.5K

Event2026-03-31

Filed2026-05-01

DFUV

DIMENSIONAL ETF TRUST

-0.56%

Shares21.1K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

-0.82%

Shares2.8K

Event2026-03-31

Filed2026-05-01

VTEB

VANGUARD MUN BD FDS

0.00%

Shares19.0K

Event2026-03-31

Filed2026-05-01

SPSM

SPDR SERIES TRUST

0.53%

Shares19.1K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

-3.34%

Shares5.1K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

-1.16%

Shares1.3K

Event2026-03-31

Filed2026-05-01

VIG

VANGUARD SPECIALIZED FUNDS

0.40%

Shares3.8K

Event2026-03-31

Filed2026-05-01

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

0.67%

Shares6.0K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

24.74%

Shares3.8K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & CO

1.00%

Shares705

Event2026-03-31

Filed2026-05-01

IJR

ISHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-01

DFGR

DIMENSIONAL ETF TRUST

0.06%

Shares21.6K

Event2026-03-31

Filed2026-05-01

SLYV

SPDR SERIES TRUST

-0.12%

Shares5.9K

Event2026-03-31

Filed2026-05-01

AVDV

AMERICAN CENTY ETF TR

-15.24%

Shares5.5K

Event2026-03-31

Filed2026-05-01

REET

ISHARES TR

1.16%

Shares19.8K

Event2026-03-31

Filed2026-05-01

GWX

SPDR INDEX SHS FDS

-0.66%

Shares11.6K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

3.95%

Shares2.2K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

2.49%

Shares453

Event2026-03-31

Filed2026-05-01

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares15.9K

Event2026-03-31

Filed2026-05-01

USRT

ISHARES TR

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-01

AVUS

AMERICAN CENTY ETF TR

8.17%

Shares3.3K

Event2026-03-31

Filed2026-05-01

DFSD

DIMENSIONAL ETF TRUST

-9.70%

Shares7.7K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

0.00%

Shares607

Event2026-03-31

Filed2026-05-01

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-01

DFIV

DIMENSIONAL ETF TRUST

-5.24%

Shares6.6K

Event2026-03-31

Filed2026-05-01

SPTI

SPDR SERIES TRUST

-0.88%

Shares11.9K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-01

MCK

MCKESSON CORP

1.05%

Shares386

Event2026-03-31

Filed2026-05-01

COLGATE PALMOLIVE CO

0.57%

Shares3.5K

Event2026-03-31

Filed2026-05-01

MUNI

PIMCO ETF TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-01

VGT

VANGUARD WORLD FD

0.00%

Shares422

Event2026-03-31

Filed2026-05-01

IGIB

ISHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-01

CMDY

ISHARES U S ETF TR

0.91%

Shares4.9K

Event2026-03-31

Filed2026-05-01

DFNM

DIMENSIONAL ETF TRUST

0.59%

Shares5.9K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

8.44%

Shares925

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

-2.47%

Shares552

Event2026-03-31

Filed2026-05-01

ADP

AUTOMATIC DATA PROCESSING IN

-18.31%

Shares1.2K

Event2026-03-31

Filed2026-05-01

HON

HONEYWELL INTL INC

0.97%

Shares1.0K

Event2026-03-31

Filed2026-05-01

SUSB

ISHARES TR

0.91%

Shares9.0K

Event2026-03-31

Filed2026-05-01

AVSC

AMERICAN CENTY ETF TR

New

Shares3.4K

Event2026-03-31

Filed2026-05-01

DRLL

EA SERIES TRUST

New

Shares5.1K

Event2026-03-31

Filed2026-05-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available