Seaside Wealth Management, Inc.
All 13F Filings
- Location
- Carlsbad, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 404,553
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 71 | 404,553 | 13F-HR | Seaside Wealth Management, Inc. |
| Q1 2026 | 5/1/2026 | 65 | 355,553 | 13F-HR | Seaside Wealth Management, Inc. |
| Q4 2025 | 2/17/2026 | 63 | 350,498 | 13F-HR | Seaside Wealth Management, Inc. |
| Q3 2025 | 10/14/2025 | 63 | 336,993 | 13F-HR | Seaside Wealth Management, Inc. |
| Q2 2025 | 7/9/2025 | 62 | 314,285 | 13F-HR | Seaside Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.47 K | 2.6% | 1.806 K | 0 | 1.806 K |
| ETFs | 394.1 K | 97.4% | 47.19 K | 0 | 47.19 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
404,553
Holdings
71
QoQ value change ($000)
49,000
(13.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.