• 13F History

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
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 60 $273M +$19.5M -$667K +$18.8M VTI, VEA, DFSV, DFEM, VCIT 13F-HR 1/14/2025, 08:32 PM
Q3 2024 59 $265M +$9.77M -$1.3M +$8.47M VTI, VEA, DFEM, DFSV, VCIT 13F-HR 10/25/2024, 05:00 PM
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 -$403K +$10.5M VTI, VEA, DFSV, DFEM, VCSH 13F-HR 10/13/2023, 10:38 AM
Q2 2023 49 $193M +$58.3M -$27.5M +$30.8M VTI, VEA, DFSV, DFEM, VCSH 13F-HR 7/17/2023, 09:53 PM
Q1 2023 47 $165M +$5.88M -$129K +$5.75M VTI, VEA, SLYV, VWO, MUB 13F-HR 5/9/2023, 10:10 AM
Q4 2022 47 $151M +$5.16M -$575K +$4.58M VTI, VEA, SLYV, VWO, SPTI 13F-HR 2/9/2023, 08:00 PM
Q3 2022 46 $144M +$24.3M -$760K +$23.5M VTI, VEA, SLYV, VWO, SPTI 13F-HR 11/9/2022, 03:54 PM
Q2 2022 48 $132M VTI, VEA, SLYV, VWO, SPTI 13F-HR 8/30/2022, 08:50 AM