Seaside Wealth Management, Inc. Incresed Positions in Q3 2025

Seaside Wealth Management, Inc.

  • $336 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
14.5K
+ 1.69%
$56.02 - $60.3 $813K - $875K
872K $52.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
6.8K
+ 0.73%
$29.55 - $32.52 $201K - $221K
940K $30.1M
DFSV
Dimensional ETF Tr Dimensional

ETFs
12.1K
+ 1.46%
$29.2 - $32.74 $354K - $397K
845K $26.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.3K
+ 8.3%
$78.96 - $80.04 $892K - $904K
147K $11.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.16K
+ 3.77%
$23.82 - $25.84 $218K - $237K
252K $6.49M
VGIT
Vanguard Intermediate Term Tre

ETFs
7.8K
+ 4.09%
$58.97 - $60.36 $460K - $471K
199K $11.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.29K
+ 2.4%
$81.75 - $84.54 $269K - $278K
140K $11.8M
AVRE
American Centy ETF Tr Avantis
6.95K
+ 3.02%
$43.53 - $45.34 $302K - $315K
237K $10.5M
AAPL
Apple Inc.

Technology
1
+ 0.02%
$202.38 - $256.87 $202 - $257
6.19K $1.58M
AVEM
American Centy ETF Tr Avantis

ETFs
406
+ 1.49%
$68.33 - $75.41 $27.7K - $30.6K
27.6K $2.07M
MUB
Ishares National Muni Bond ETF

ETFs
377
+ 0.7%
$103.24 - $106.68 $38.9K - $40.2K
54.1K $5.76M
SUB
Ishares Short Term National Mu

ETFs
1.1K
+ 8.08%
$106.17 - $107.3 $117K - $118K
14.7K $1.57M
NVDA
Nvidia Corp

Technology
147
+ 5.18%
$153.3 - $186.58 $22.5K - $27.4K
2.99K $557K
MSFT
Microsoft Corp

Technology
37
+ 1.29%
$491.09 - $535.64 $18.2K - $19.8K
2.91K $1.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.21%
$617.65 - $666.84 $1.85K - $2K
1.4K $934K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.79K
+ 18.46%
$28.38 - $29.05 $50.7K - $51.9K
11.5K $331K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
33
+ 0.16%
$41.91 - $44.87 $1.38K - $1.48K
21.2K $949K
WMT
Walmart Inc.

Consumer Defensive
19
+ 0.32%
$94.4 - $104.27 $1.79K - $1.98K
6K $618K
AVUS
American Centy ETF Tr Avantis

ETFs
8
+ 0.26%
$101.2 - $109.16 $810 - $873
3.04K $330K
DFIV
Dimensional ETF Tr

ETFs
29
+ 0.42%
$42.66 - $46.53 $1.24K - $1.35K
6.94K $319K
REET
Ishares Global Reit ETF

ETFs
92
+ 0.48%
$24.45 - $25.91 $2.25K - $2.38K
19.4K $496K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14
+ 2.52%
$459.11 - $506.91 $6.43K - $7.1K
569 $286K
AMZN
Amazon Com Inc

Consumer Cyclical
48
+ 2.36%
$211.65 - $238.24 $10.2K - $11.4K
2.09K $458K
DFSD
Dimensional ETF Tr Short Durat

ETFs
91
+ 1.1%
$47.86 - $48.43 $4.36K - $4.41K
8.34K $402K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
8
+ 0.15%
$52.55 - $54.37 $420 - $435
5.45K $294K
VIG
Vanguard Dividend Appreciation

ETFs
16
+ 0.43%
N/A
3.72K $677K
BR
Broadridge Financial Solutions, Inc.

Technology
4
+ 0.36%
$233.75 - $266.89 $935 - $1.07K
1.1K $262K
Activity Summary
Buys All Purchases 29 New Holdings 1 Increased Positions 28 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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