Seaside Wealth Management, Inc.
•CIK: 1929977•Filing: Q4 2025
**Seaside Wealth Management, Inc.** manages $350M across a diversified portfolio of 63 positions. The fund exhibits a significant allocation to broad market equity exposure, notably holding VTI at $116.8M and VEA at $55.2M. Further tactical positioning is evident through substantial allocations to sector-specific and fixed-income assets, including DFEM ($31.7M) and a combined $37.9M in various bond indices (VGIT, VCIT, etc.). This structure suggests a core focus on established market indices supplemented by targeted, concentrated bets.
Total AUM
$350.5M
QoQ Performance
+4.0%
Positions
31
Top 10 Concentration
86.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VEA
DFEM
DFSV
VTI33.3%
VEA15.8%
DFEM9.0%
DFSV8.3%
DISV4.0%
VCSH3.8%
VGIT3.6%
VCIT3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other97.4%
Technology1.1%
ETF0.6%
Consumer0.4%
Healthcare0.2%
Energy0.2%
Financial0.1%
Industrial0.1%
Changes from Q3 2025
NEW2 new positions
↑34 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023