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Disclosery

13F-HR filed by Seaside Wealth Management, Inc.

Seaside Wealth Management, Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 63 holding rows worth $350,497,757.

Accession
0001929977-26-000001
Filer
CIK 1929977
Filed
2026-02-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 63 entries on the cover page, a total value of $350,497,757 stated on the cover page (in dollars after the unit check, H1), rows summing to $350,497,757 with VALUE read as dollars as filed, 13F file number 028-22647. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VTI922908769COM348,344$116,789,618dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS884,270$55,240,405dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO957,726$31,681,563dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF887,728$29,197,314dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS364,574$13,853,785dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM169,053$13,478,604dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS213,111$12,771,814dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS144,805$12,127,441dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF265,645$11,563,589dollars as filed
Schwab U.S. Broad Market ETF808524102SHS245,849$6,448,623dollars as filed
ISHARES TR464288414NATIONAL MUN ETF53,462$5,726,301dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF146,201$3,514,673dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 267,152$2,658,592dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS27,638$2,128,691dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL36,398$2,067,772dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS22,805$1,881,419dollars as filed
Apple Inc037833100COM6,220$1,691,067dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF14,373$1,533,615dollars as filed
Avantis US Small Cap Value ETF025072877SHS14,240$1,452,198dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS9,610$1,428,912dollars as filed
Microsoft Corp594918104COM2,788$1,348,494dollars as filed
SPDW78463X889COM27,878$1,238,066dollars as filed
VWO922042858SHS22,707$1,220,709dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE21,265$990,754dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF18,984$954,707dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS19,003$890,496dollars as filed
SPY78462F103SHS1,296$883,999dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS3,747$823,659dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF10,987$814,906dollars as filed
Eli Lilly and Company532457108COM698$750,126dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,004$687,573dollars as filed
Walmart Inc.931142103COM5,993$667,680dollars as filed
EXXON MOBIL CORP30231G102COM5,298$637,536dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS5,157$619,768dollars as filed
Avantis International Small Cap Val ETF025072802SHS6,452$606,297dollars as filed
Dimensional Global Real Estate ETF25434V658COM21,569$569,833dollars as filed
NVIDIA Corp67066G104COM3,039$566,774dollars as filed
SPDR S&P 600 Small Cap Value ETF78464A300SHS5,871$534,086dollars as filed
Amazon.com, Inc023135106COM2,150$496,264dollars as filed
iShares Global REIT ETF46434V647SHS19,558$487,986dollars as filed
SPDR INDEX SHS FDS78463X871ST INTL CAP ETF11,716$478,711dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS15,852$426,577dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF8,481$406,679dollars as filed
ISHARES TR464288521CRE U S REIT ETF6,748$384,366dollars as filed
Automatic Data Processing,Inc.053015103COM1,491$383,473dollars as filed
Costco Wholesale Corporation22160K105COM442$381,200dollars as filed
Vanguard S&P 500 ETF922908363COM607$380,667dollars as filed
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF7,696$350,399dollars as filed
Dimensional International Value ETF25434V807SHS6,970$347,792dollars as filed
SPDR SERIES TRUST78464A672ST INTER ETF11,961$344,957dollars as filed
Avantis US Equity ETF025072885SHS3,049$340,830dollars as filed
VGT92204A702SHS422$318,095dollars as filed
MCKESSON CORP COM58155Q103Stock382$313,048dollars as filed
PIMCO ETF TR72201R866INTER MUN BD ACT5,722$299,890dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT5,470$294,724dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF5,914$284,861dollars as filed
Berkshire Hathaway Inc084670702COM566$284,501dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock3,530$278,941dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM853$266,989dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock1,095$244,430dollars as filed
ISHARES U S ETF TR46431W598BLOOMBERG ROLL4,813$234,613dollars as filed
ISHARES TR46435G243COM8,939$225,620dollars as filed
Honeywell Technologies438516106COM1,029$200,685dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001929977-26-000001this filing2026-02-17acceptance time not in the bulk data set