Seaside Wealth Management, Inc. Portfolio Holdings

Seaside Wealth Management, Inc.

  • $280 Million
  • Q1 2025

Seaside Wealth Management, Inc. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $280 Million distributed in 59 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 $93.5M, Vanguard Ftse Developed Market with a value of $42.7M, Dimensional ETF Tr Emerging Mk with a value of $24M, Dimensional ETF Tr Dimensional with a value of $22.2M, and Vanguard Intermediate Term Cor with a value of $11M.

Examining the 13F form we can see an increase of $7M in the current position value, from $273M to 280M.

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.

Portfolio value $280 Million
ETFs: $262 Million
Technology: $2.25 Million
Financial Services: $1.79 Million
Consumer Defensive: $1.26 Million
Healthcare: $804,000
Industrials: $665,000
Energy: $613,000
Consumer Cyclical: $358,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$93.5 Million 33.46% of portfolio
340,337
Q1 2025 Added 1.68%
$0
$42.7 Million 15.27% of portfolio
839,732
Q1 2025 Added 4.41%
$0
$24 Million 8.58% of portfolio
906,190
Q1 2025 Added 4.92%
$0
$22.2 Million 7.93% of portfolio
787,747
Q1 2025 Added 2.83%
$0
$11 Million 3.93% of portfolio
134,549
Q1 2025 Added 2.96%
$0
$10.8 Million 3.87% of portfolio
182,083
Q1 2025 Added 4.95%
$0
$10.6 Million 3.8% of portfolio
364,665
Q1 2025 Added 4.87%
$0
$10 Million 3.59% of portfolio
127,231
Q1 2025 Added 12.47%
$0
$9.52 Million 3.41% of portfolio
221,387
Q1 2025 Added 5.67%
$0
$6.73 Million 2.41% of portfolio
63,795
Q1 2025 Reduced 1.95%
$0
$4.85 Million 1.73% of portfolio
225,257
Q1 2025 Added 52.75%
$0
$2.98 Million 1.06% of portfolio
150,411
Q1 2025 Reduced 0.29%
$0
$2.17 Million 0.78% of portfolio
65,727
Q1 2025 Reduced 1.03%
$0
$2.15 Million 0.77% of portfolio
42,168
Q1 2025 Reduced 0.88%
$0
$1.73 Million 0.62% of portfolio
19,867
Q1 2025 Added 114.34%
$0
$1.58 Million 0.56% of portfolio
23,220
Q1 2025 Reduced 0.01%
$2.59B
$1.49 Million 0.53% of portfolio
80,912
Q1 2025 Added 0.02%
$0
$1.46 Million 0.52% of portfolio
24,227
Q4 2024 Added 18.61%
$3.42T
$1.27 Million 0.45% of portfolio
5,723
Q1 2025 Added 5.16%
$0
$1.06 Million 0.38% of portfolio
23,368
Q1 2025 Reduced 1.72%
$0
$990,000 0.35% of portfolio
27,214
Q4 2024 Added 1.05%
$0
$936,000 0.33% of portfolio
22,734
Q1 2025 Added 0.15%
$0
$875,000 0.31% of portfolio
1,565
Q1 2025 Reduced 5.32%
$0
$846,000 0.3% of portfolio
1,506
Q1 2025 Added 3.93%
$0
$823,000 0.29% of portfolio
20,194
Q1 2025 Added 1.39%
$0
$674,000 0.24% of portfolio
3,702
Q1 2025 Reduced 0.88%
$0
$664,000 0.24% of portfolio
10,987
Q1 2025 Reduced 5.18%
$440B
$613,000 0.22% of portfolio
5,157
Q1 2025 Added 1.84%
$854B
$549,000 0.2% of portfolio
665
Q1 2025 Added 2.31%
$264B
$512,000 0.18% of portfolio
5,843
Q1 2025 Added 1.39%
$0
$468,000 0.17% of portfolio
5,981
Q1 2025 Reduced 0.23%
$2.95T
$486,000 0.17% of portfolio
1,296
Q1 2025 Added 12.01%
$0
$448,000 0.16% of portfolio
18,494
Q1 2025 Added 0.21%
$125B
$451,000 0.16% of portfolio
1,479
Q1 2025 Reduced 20.14%
$440B
$421,000 0.15% of portfolio
446
Q1 2025 Added 1.83%
$0
$425,000 0.15% of portfolio
6,103
Q1 2025 Reduced 3.17%
$0
$397,000 0.14% of portfolio
12,440
Q4 2024 Added 1.27%
$0
$350,000 0.13% of portfolio
15,852
Q4 2024 Added 200.0%
$1.88T
$358,000 0.13% of portfolio
1,886
Q1 2025 New
$76.9B
$330,000 0.12% of portfolio
3,530
Q1 2025 Added 0.43%
$0
$341,000 0.12% of portfolio
8,681
Q1 2025 Added 0.35%
$0
$311,000 0.11% of portfolio
607
Q1 2025 Added 14.74%
$694B
$296,000 0.11% of portfolio
556
Q1 2025 Added 6.51%
$0
$285,000 0.1% of portfolio
5,444
Q4 2023 Added 5.0%
$0
$287,000 0.1% of portfolio
6,051
Q1 2025 Added 0.48%
$0
$291,000 0.1% of portfolio
8,114
Q1 2025 Reduced 4.84%
$0
$275,000 0.1% of portfolio
9,653
Q1 2025 Added 11.09%
$0
$277,000 0.1% of portfolio
5,346
Q4 2024 Added 4.31%
$37.4B
$260,000 0.09% of portfolio
1,074
Q1 2025 Reduced 7.01%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $280 Million
  • Prior Value $273 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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