Seaside Wealth Management, Inc. ETF holdings
Carlsbad, CA
Reported $394.1M in 52 ETFs in its Form 13F for June 30, 2026.
ETF value
$394.1M
ETFs held
52
Change from prior quarter
+13.5%
With price moves
ETFs as a share of its 13F
97.4%
of $404.6M
Top 10 of 52 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $133.5M | 360,681 | +5,278 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $64.8M | 908,819 | +13,036 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $38.9M | 957,955 | −7,240 shares |
| DFSV | Dimensional US Small Cap Value ETF | $35.8M | 922,462 | +20,916 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $15.5M | 195,687 | +22,274 shares |
| DISV | Dimensional International Small Cap Value ETF | $14.9M | 372,300 | +3,117 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $14.1M | 238,993 | +21,392 shares |
| AVRE | Avantis Real Estate ETF | $13.7M | 289,183 | +15,772 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $12.7M | 153,282 | +6,928 shares |
| SCHB | Schwab U.S. Broad Market ETF | $6.9M | 238,748 | −7,304 shares |
42 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001929977. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Seaside Wealth Management, Inc. own?
Seaside Wealth Management, Inc. reported 52 ETF positions worth $394.1M in its Form 13F for June 30, 2026. The largest was VTI, at $133.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.