Seaside Wealth Management, Inc. holds a concentrated book of 59 stocks worth $280.3M as of Q1 2025 (disclosed May 2, 2025, a ~32-day 13F lag). This quarter they opened Amazon.com Inc and trimmed Ishares National Muni Bond E. Their largest long position is Vanguard Total Stock MKT ETF at 33% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Seaside Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 63 / 59 | $375.1B |
| JPMORGAN CHASE & CO | 63 / 59 | $359.9B |
| ENVESTNET ASSET MANAGEMENT INC | 63 / 59 | $72.6B |
| LPL Financial LLC | 63 / 59 | $69.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 63 / 59 | $16.6B |
| OSAIC HOLDINGS, INC. | 63 / 59 | $14.2B |
| CWM, LLC | 63 / 59 | $7.2B |
| ROYAL BANK OF CANADA | 62 / 59 | $112.6B |
Ranked by how many of Seaside Wealth Management, Inc.'s top 59 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $93.5M | 340.3K | 33.4% | ▲+1.7% Added · +6K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $42.7M | 839.7K | 15.2% | ▲+4.4% Added · +35K sh | |
| 3 | Dimensional ETF Trust EMERGING MKTS CO | $24.0M | 906.2K | 8.6% | ▲+4.9% Added · +43K sh | |
| 4 | Dimensional ETF Trust US SMALL CAP VAL | $22.2M | 787.7K | 7.9% | ▲+2.8% Added · +22K sh | |
| 5 | Vanguard Scottsdale FDS INT-TERM CORP | $11.0M | 134.5K | 3.9% | ▲+3.0% Added · +4K sh | |
| 6 | Vanguard Scottsdale FDS INTER TERM TREAS | $10.8M | 182.1K | 3.9% | ▲+5.0% Added · +9K sh | |
| 7 | Dimensional ETF Trust INTL SMALL CAP V | $10.6M | 364.7K | 3.8% | ▲+4.9% Added · +17K sh | |
| 8 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $10.0M | 127.2K | 3.6% | ▲+12% Added · +14K sh | |
| 9 | American Centy ETF TR REAL ESTATE ETF | $9.5M | 221.4K | 3.4% | ▲+5.7% Added · +12K sh | |
| 10 | Ishares TR NATIONAL MUN ETF | $6.7M | 63.8K | 2.4% | ▼−1.9% Reduced · −1K sh | |
| 11 | Schwab Strategic TR US BRD MKT ETF | $4.8M | 225.3K | 1.7% | ▲+53% Added · +78K sh | |
| 12 | Schwab Strategic TR INTL EQTY ETF | $3.0M | 150.4K | 1.1% | ▼−0.3% Reduced · −432 sh | |
| 13 | Dimensional ETF Trust US CORE EQUITY 2 | $2.2M | 65.7K | 0.8% | ▼−1.0% Reduced · −683 sh | |
| 14 | SPDR Ser TR PRTFLO S&P500 VL | $2.2M | 42.2K | 0.8% | ▼−0.9% Reduced · −375 sh | |
| 15 | American Centy ETF TR US SML CP VALU | $1.7M | 19.9K | 0.6% | ▲+114% Added · +11K sh | |
| 16 | SPDR Ser TR PORTFOLI S&P1500 | $1.6M | 23.2K | 0.6% | ▼~0% Reduced · −3 sh | |
| 17 | Ishares TR SHRT NAT MUN ETF | $1.5M | 14.5K | 0.5% | ▲+5.4% Added · +746 sh | |
| 18 | CVB Finl Corp COM | $1.5M | 80.9K | 0.5% | ▲~0% Added · +20 sh | |
| 19 | American Centy ETF TR AVANTIS EMGMKT | $1.5M | 24.2K | 0.5% | —Held | |
| 20 | Apple Inc COM | $1.3M | 5.7K | 0.5% | ▲+5.2% Added · +281 sh | |
| 21 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.1M | 23.4K | 0.4% | ▼−1.7% Reduced · −409 sh | |
| 22 | SPDR Index SHS FDS PORTFOLIO DEVLPD | $991K | 27.2K | 0.4% | —Held | |
| 23 | Dimensional ETF Trust US MKTWIDE VALUE | $937K | 22.7K | 0.3% | ▲+0.1% Added · +35 sh | |
| 24 | SPDR S&P 500 ETF TR TR UNIT | $875K | 1.6K | 0.3% | ▼−5.3% Reduced · −88 sh | |
| 25 | Ishares TR CORE S&P500 ETF | $846K | 1.5K | 0.3% | ▲+3.9% Added · +57 sh | |
| 26 | SPDR Ser TR PORTFOLIO S&P600 | $823K | 20.2K | 0.3% | ▲+1.4% Added · +276 sh | |
| 27 | Vanguard Specialized Funds DIV APP ETF | $718K | 3.7K | 0.3% | ▼−0.9% Reduced · −33 sh | |
| 28 | Dimensional ETF Trust GLOBAL REAL EST | $702K | 26.7K | 0.3% | ▲+15% Added · +4K sh | |
| 29 | Dimensional ETF Trust US EQUITY MARKET | $664K | 11.0K | 0.2% | ▼−5.2% Reduced · −600 sh | |
| 30 | Exxon Mobil Corp COM | $613K | 5.2K | 0.2% | ▲+1.8% Added · +93 sh | |
| 31 | Eli Lilly & Co COM | $549K | 665 | 0.2% | ▲+2.3% Added · +15 sh | |
| 32 | Walmart Inc COM | $513K | 5.8K | 0.2% | ▲+1.4% Added · +80 sh | |
| 33 | Microsoft Corp COM | $487K | 1.3K | 0.2% | ▲+12% Added · +139 sh | |
| 34 | SPDR Ser TR S&P 600 SMCP VAL | $469K | 6.0K | 0.2% | ▼−0.2% Reduced · −14 sh | |
| 35 | Automatic Data Processing In COM | $452K | 1.5K | 0.2% | ▼−20% Reduced · −373 sh | |
| 36 | Ishares TR GLOBAL REIT ETF | $449K | 18.5K | 0.2% | ▲+0.2% Added · +38 sh | |
| 37 | American Centy ETF TR INTL SMCP VLU | $426K | 6.1K | 0.2% | ▼−3.2% Reduced · −200 sh | |
| 38 | Costco WHSL Corp New COM | $422K | 446 | 0.2% | ▲+1.8% Added · +8 sh | |
| 39 | SPDR Index SHS FDS S&P INTL SMLCP | $398K | 12.4K | 0.1% | —Held | |
| 40 | Amazon Com Inc COM | $359K | 1.9K | 0.1% | ▲New New position | |
| 41 | Schwab Strategic TR US LRG CAP ETF | $350K | 15.9K | 0.1% | —Held | |
| 42 | Dimensional ETF Trust INTERNATNAL VAL | $342K | 8.7K | 0.1% | ▲+0.3% Added · +30 sh | |
| 43 | Colgate Palmolive Co COM | $331K | 3.5K | 0.1% | ▲+0.4% Added · +15 sh | |
| 44 | Vanguard Index FDS S&P 500 ETF SHS | $312K | 607 | 0.1% | ▲+15% Added · +78 sh | |
| 45 | Berkshire Hathaway Inc Del CL B NEW | $296K | 556 | 0.1% | ▲+6.5% Added · +34 sh | |
| 46 | Schwab Strategic TR INTL SCEQT ETF | $291K | 8.1K | 0.1% | ▼−4.8% Reduced · −413 sh | |
| 47 | Dimensional ETF Trust SHORT DURATION F | $288K | 6.1K | 0.1% | ▲+0.5% Added · +29 sh | |
| 48 | Ishares TR ISHS 5-10YR INVT | $286K | 5.4K | 0.1% | —Held | |
| 49 | Ishares U S ETF TR BLOOMBERG ROLL | $277K | 5.3K | 0.1% | —Held | |
| 50 | SPDR Ser TR PORTFLI INTRMDIT | $276K | 9.7K | 0.1% | ▲+11% Added · +964 sh |
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1929977/holdings"
Use Arkolith to show Seaside Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.