Seaside Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Carlsbad, CA
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$355,553
Net value change ($000)
+5,055 (1.4%)
New positions
3
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFSV 2,393 8.2%
VEA 2,162 3.9%
DFEM 1,666 5.3%
DISV 707 5.1%
AVRE 472 4.1%
AVGO 336 NEW
VCSH 267 2.0%
XOM 231 36.2%
AVSC 209 NEW
DRLL 200 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTI -2,773 -2.4%
MSFT -325 -24.1%
SCHB -273 -4.2%
BR -244 -100.0%
ADP -136 -35.5%
LLY -102 -13.6%
MUB -87 -1.5%
SPTM -80 -4.3%
AAPL -78 -4.6%
ITOT -60 -4.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type