Seaside Wealth Management, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$273M
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 60 stock holdings with total value $273M as of Q4 2024. Top holdings included VTI, VEA, DFSV, DFEM, and VCIT.
Holdings Value