Seaside Wealth Management, Inc.: 13F holdings
CIK 19299772026Q2
| Positions | 71 |
|---|---|
| Reported value | $404.6m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 360,681 | $133.5m | 33.0% |
| VEA VANGUARD TAX-MANAGED FDS | 908,819 | $64.8m | 16.0% |
| DFEM DIMENSIONAL ETF TRUST | 957,955 | $38.9m | 9.6% |
| DIMENSIONAL ETF TRUST | 922,462 | $35.8m | 8.8% |
| VCSH VANGUARD SCOTTSDALE FDS | 195,687 | $15.5m | 3.8% |
| DISV DIMENSIONAL ETF TRUST | 372,300 | $14.9m | 3.7% |
| VGIT VANGUARD SCOTTSDALE FDS | 238,993 | $14.1m | 3.5% |
| NNN AMERICAN CENTY ETF TR | 289,183 | $13.7m | 3.4% |
| VCIT VANGUARD SCOTTSDALE FDS | 153,282 | $12.7m | 3.1% |
| SCHB SCHWAB STRATEGIC TR | 238,748 | $6.9m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1929977")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.