Seaside Wealth Management, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 8, 2024
Value $
$241M
Signature - Title
Bradley J. Lineberger - CCO
Location
6154 Innovation Way, Carlsbad, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 58 $241M +$11.9M -$6.84M +$5.04M VTI, VEA, DFEM, DFSV, VCIT 13F-HR 8/7/2024, 07:23 PM
Q1 2024 56 $234M +$5.81M -$723K +$5.08M VTI, VEA, DFSV, DFEM, MUB 13F-HR 4/17/2024, 06:26 PM
Q4 2023 51 $219M +$12.5M -$9.9M +$2.62M VTI, VEA, DFSV, DFEM, MUB 13F-HR 1/23/2024, 06:36 PM
Q3 2023 50 $197M +$10.9M -$845K +$10.1M VTI, VEA, DFSV, DFEM, VCSH 13F-HR 10/13/2023, 10:38 AM
Q2 2023 49 $193M +$58.3M -$35.9M +$22.4M VTI, VEA, DFSV, DFEM, VCSH 13F-HR 7/17/2023, 09:53 PM
Q1 2023 47 $165M +$5.88M -$427K +$5.45M VTI, VEA, SLYV, VWO, MUB 13F-HR 5/9/2023, 10:10 AM
Q4 2022 47 $151M +$5.16M -$1.4M +$3.76M VTI, VEA, SLYV, VWO, SPTI 13F-HR 2/9/2023, 09:00 PM
Q3 2022 48 $145M +$24.6M -$2.57M +$22M VTI, VEA, SLYV, VWO, SPTI 13F-HR 11/9/2022, 04:54 PM
Q2 2022 48 $132M $0 $0 VTI, VEA, SLYV, VWO, SPTI 13F-HR 8/30/2022, 08:50 AM