13F Filings History of Seaside Wealth Management, Inc.

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$350,497,757
Signature - Title
Bradley J. Lineberger - CCO
Location
Carlsbad, CA
Summary
This page shows a list of all the recent 13F filings made by Seaside Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Seaside Wealth Management, Inc. reported 63 stock holdings with total value $350,497,757 as of Q4 2025. Top holdings included VTI, VEA, DFEM, DFSV, and DISV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 63 $350,497,757 +$8,252,125 -$2,807,626 +$5,444,499 VTI, VEA, DFEM, DFSV, DISV 13F-HR 13 Feb 2026, 18:32
Q3 2025 63 $336,993,332 +$4,222,174 -$942,463 +$3,279,711 VTI, VEA, DFEM, DFSV, DISV 13F-HR 14 Oct 2025, 08:37
Q2 2025 62 $314,285,012 +$13,234,208 -$3,007,966 +$10,226,242 VTI, VEA, DFEM, DFSV, DISV 13F-HR 09 Jul 2025, 17:15
Q1 2025 59 $280,346,425 +$11,518,521 -$1,049,412 +$10,469,109 VTI, VEA, DFEM, DFSV, VCIT 13F-HR 02 May 2025, 13:36
Q4 2024 60 $273,241,696 +$19,455,245 -$667,006 +$18,788,239 VTI, VEA, DFSV, DFEM, VCIT 13F-HR 14 Jan 2025, 20:32
Q3 2024 59 $264,564,226 +$9,765,969 -$1,298,303 +$8,467,666 VTI, VEA, DFEM, DFSV, VCIT 13F-HR 25 Oct 2024, 17:00
Q2 2024 58 $241,246,160 +$11,875,152 -$6,835,046 +$5,040,106 VTI, VEA, DFEM, DFSV, VCIT 13F-HR 07 Aug 2024, 19:23
Q1 2024 56 $234,435,206 +$5,806,098 -$723,344 +$5,082,754 VTI, VEA, DFSV, DFEM, MUB 13F-HR 17 Apr 2024, 18:26
Q4 2023 51 $218,620,244 +$12,517,583 -$9,895,363 +$2,622,220 VTI, VEA, DFSV, DFEM, MUB 13F-HR 23 Jan 2024, 18:36
Q3 2023 50 $196,783,111 +$10,926,037 -$845,020 +$10,081,017 VTI, VEA, DFSV, DFEM, VCSH 13F-HR 13 Oct 2023, 10:38
Q2 2023 49 $193,202,958 +$58,296,958 -$35,945,088 +$22,351,870 VTI, VEA, DFSV, DFEM, VCSH 13F-HR 17 Jul 2023, 21:53
Q1 2023 47 $164,588,000 +$5,877,677 -$427,354 +$5,450,323 VTI, VEA, SLYV, VWO, MUB 13F-HR 09 May 2023, 10:10
Q4 2022 47 $151,320,311 +$5,159,282 -$1,383,629 +$3,775,653 VTI, VEA, SLYV, VWO, SPTI 13F-HR 09 Feb 2023, 21:00
Q3 2022 48 $144,001,000 +$24,262,037 -$2,543,033 +$21,719,004 VTI, VEA, SLYV, VWO, SPTI 13F-HR 09 Nov 2022, 16:54
Q2 2022 48 $132,149,000 $0 $0 $0 VTI, VEA, SLYV, VWO, SPTI 13F-HR 30 Aug 2022, 08:50