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Home > Institutional Investor > Seaside Wealth Management, Inc. > Profile

Instuitional Investor - Seaside Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Seaside Wealth Management, Inc.
Portfolio Value $404,553,247
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 360,681 $133,466,634 32.99%
2.
Vanguard Tax-Managed Fds
 908,819 $64,753,495 16.01%
3.
Dimensional Etf Trust
 DFAC 957,955 $38,931,316 9.62%
4.
Dimensional Etf Trust
 DFAC 922,462 $35,782,292 8.84%
5.
Vanguard Scottsdale Funds
 VCIT 195,687 $15,465,175 3.82%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.