Seaside Wealth Management
Seaside Wealth Management reported 71 stocks worth $405M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are VTI (33.0%), VEA (16.0%) and DFEM (9.6%). Compared with Q1 2026, the fund opened new positions in JNJ, KO and DFCA, added to VTI, VEA and VCSH, trimmed DFEM, SCHB and SCHF and sold out of XOM and DRLL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $133M | 33.0% | 361K | +5,278 (+1%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $64.8M | 16.0% | 909K | +13K (+1%) | 8 of 8 | |
| 3 |  DFEM Dimensional ETF Trust | $38.9M | 9.6% | 958K | −7,240 (−1%) | 8 of 8 | |
| 4 | DIMENSIONAL ETF TRUST | $35.8M | 8.8% | 922K | +21K (+2%) | 8 of 8 | |
| 5 |  VCSH Vanguard Scottsdale Fds | $15.5M | 3.8% | 196K | +22K (+13%) | 8 of 8 | |
| 6 |  DISV Dimensional ETF Trust | $14.9M | 3.7% | 372K | +3,117 (+1%) | 8 of 8 | |
| 7 |  VGIT Vanguard Scottsdale Fds | $14.1M | 3.5% | 239K | +21K (+10%) | 8 of 8 | |
| 8 |  AVRE American Centy ETF TR | $13.7M | 3.4% | 289K | +16K (+6%) | 8 of 8 | |
| 9 |  VCIT Vanguard Scottsdale Fds | $12.7M | 3.1% | 153K | +6,928 (+5%) | 8 of 8 | |
| 10 |  SCHB Schwab US Broad Market ETF | $6.9M | 1.7% | 239K | −7,304 (−3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Seaside Wealth Management 13F FAQ
What does Seaside Wealth Management own?
Seaside Wealth Management reported 71 stocks worth $405M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are VTI (33.0%), VEA (16.0%) and DFEM (9.6%). The table above lists every position in the filing (the top 10 without an account).
What did Seaside Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 36 added to, 18 trimmed and 3 sold out. New positions include JNJ, KO and DFCA. It sold all of XOM and DRLL.
When will Seaside Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Seaside Wealth Management's portfolio worth?
The Q2 2026 filing reports $405M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.