Seaside Wealth Management, Inc.
Seaside Wealth Management, Inc. is an SEC-registered investment adviser firm headquartered in Carlsbad, California. Founded to serve clients in North County, San Diego, and surrounding areas, the firm specializes in comprehensive financial planning and evidence-based wealth management for individuals, especially those transitioning to retirement, women in pivotal life moments, and mid-career families. Seaside typically has a small professional team, with recent records indicating around 5-7 employees, serving over 1,100 accounts and focusing on long-lasting client relationships.
Investment Strategy
Seaside Wealth Management employs an evidence-driven investment approach rooted in the principles of faith in the future, patience, and discipline. Their process emphasizes asset allocation, diversification, and rebalancing, tailoring each plan according to client values and time horizon. For retirement-focused clients, they seek rising income solutions such as dividend-paying stocks to offset inflation, aiming to preserve and grow purchasing power over multi-decade retirements. Their strategy favors steady, long-term growth instead of chasing short-term returns, aligning with the individual goals and overall financial well-being of clients.
Latest 13F Filing Activity
Seaside Wealth Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 63 equity positions with a total 13F market value of $337M. The fund increased holdings in Vanguard Index FDS, Vanguard Tax-managed FDS, Dimensional Etf Trust among other positions. Seaside Wealth Management, Inc. reduced exposure to Schwab Strategic TR, CVB Finl Corp., Dimensional Etf Trust among others.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 33.75% | $113.7M | 346,556 | $203.06 | $328.17 | +$8.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 15.51% | $52.3M | 872,210 | $43.10 | $59.92 | +$3.4M |
D DFEM | DIMENSIONAL ETF TRUST | 8.94% | $30.1M | 939,792 | $24.76 | $32.07 | +$2.4M |
D DFSV | DIMENSIONAL ETF TRUST | 7.98% | $26.9M | 845,116 | $26.62 | $31.84 | +$2.4M |
D DISV | DIMENSIONAL ETF TRUST | 3.91% | $13.2M | 368,864 | $24.68 | $35.69 | +$942.8K |