Seaside Wealth Management, Inc.
Net buyer this quarter
$405M
22
+$1.79M
2.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $2.03M | 0.50% | 0.00% | +10.6% | Q2 2022 |
 MSFT | $1.02M | 0.25% | 0.00% | -1.2% | Q2 2022 |
 SPY | $899K | 0.22% | Not reported | -6.0% | Q2 2022 |
 LLY | $853K | 0.21% | 0.00% | +0.9% | Q2 2024 |
 WMT | $715K | 0.18% | 0.00% | +4.6% | Q3 2022 |
 JNJ | $714K | 0.18% | 0.00% | New | Q2 2026 |
 NVDA | $701K | 0.17% | 0.00% | -7.5% | Q4 2024 |
 AMZN | $571K | 0.14% | 0.00% | +7.2% | Q1 2025 |
 GOOGL | $483K | 0.12% | 0.00% | +46.2% | Q4 2025 |
 USRT | $448K | 0.11% | Not reported | Not reported | Q2 2022 |
 AVGO | $445K | 0.11% | 0.00% | +8.8% | Q1 2026 |
 COST | $438K | 0.11% | 0.00% | +3.3% | Q3 2022 |
 KO | $395K | 0.10% | 0.00% | New | Q2 2026 |
 CL | $341K | 0.08% | 0.00% | +4.6% | Q3 2022 |
 ADP | $307K | 0.08% | 0.00% | +12.6% | Q3 2022 |
 MCK | $290K | 0.07% | 0.00% | -0.8% | Q1 2024 |
 BRK.B | $275K | 0.07% | Not reported | -0.4% | Q1 2024 |
 CVX | $259K | 0.06% | 0.00% | New | Q2 2026 |
 TSM | $220K | 0.05% | 0.00% | New | Q2 2026 |
 QQQ | $211K | 0.05% | Not reported | New | Q2 2026 |
 HD | $207K | 0.05% | 0.00% | Not reported | Q1 2024 |
 GE | $204K | 0.05% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| AAPL | $1.61M | 0.45% | 0.00% | +2.2% | Q2 2022 |
| MSFT | $1.02M | 0.29% | 0.00% | -0.8% | Q2 2022 |
 XOM | $869K | 0.24% | 0.00% | -3.3% | Q2 2022 |
| SPY | $833K | 0.23% | Not reported | -1.2% | Q2 2022 |
| WMT | $750K | 0.21% | 0.00% | +0.7% | Q3 2022 |
| NVDA | $661K | 0.19% | 0.00% | +24.7% | Q4 2024 |
| LLY | $648K | 0.18% | 0.00% | +1.0% | Q2 2024 |
| AMZN | $465K | 0.13% | 0.00% | +4.0% | Q1 2025 |
| COST | $451K | 0.13% | 0.00% | +2.5% | Q3 2022 |
| USRT | $399K | 0.11% | Not reported | Not reported | Q2 2022 |
| AVGO | $336K | 0.09% | 0.00% | New | Q1 2026 |
| MCK | $334K | 0.09% | 0.00% | +1.1% | Q1 2024 |
| CL | $303K | 0.09% | 0.00% | +0.6% | Q3 2022 |
| GOOGL | $266K | 0.07% | 0.00% | +8.4% | Q4 2025 |
| BRK.B | $265K | 0.07% | Not reported | -2.5% | Q1 2024 |
| ADP | $247K | 0.07% | 0.00% | -18.3% | Q3 2022 |
 HON | $235K | 0.07% | 0.00% | +1.0% | Q4 2022 |
| Q4 2025 | |||||
| AAPL | $1.69M | 0.48% | 0.00% | +0.5% | Q2 2022 |
| MSFT | $1.35M | 0.38% | 0.00% | -4.0% | Q2 2022 |
| SPY | $884K | 0.25% | Not reported | -7.6% | Q2 2022 |
| LLY | $750K | 0.21% | 0.00% | +1.0% | Q2 2024 |
| WMT | $668K | 0.19% | 0.00% | -0.1% | Q3 2022 |
| XOM | $638K | 0.18% | 0.00% | +2.5% | Q2 2022 |
| NVDA | $567K | 0.16% | 0.00% | +1.7% | Q4 2024 |
| AMZN | $496K | 0.14% | 0.00% | +3.1% | Q1 2025 |
| USRT | $384K | 0.11% | Not reported | Not reported | Q2 2022 |
| ADP | $383K | 0.11% | 0.00% | +0.4% | Q3 2022 |
| COST | $381K | 0.11% | 0.00% | -0.9% | Q3 2022 |
| MCK | $313K | 0.09% | 0.00% | +0.3% | Q1 2024 |
| BRK.B | $285K | 0.08% | Not reported | -0.5% | Q1 2024 |
| CL | $279K | 0.08% | 0.00% | +0.3% | Q3 2022 |
| GOOGL | $267K | 0.08% | 0.00% | New | Q4 2025 |
 BR | $244K | 0.07% | 0.00% | -0.6% | Q3 2023 |
| HON | $201K | 0.06% | 0.00% | +1.2% | Q4 2022 |
| Q3 2025 | |||||
| AAPL | $1.58M | 0.47% | 0.00% | 0.0% | Q2 2022 |
 CVBF | $1.53M | 0.45% | 0.06% | Not reported | Q2 2024 |
| MSFT | $1.5M | 0.45% | 0.00% | +1.3% | Q2 2022 |
| SPY | $935K | 0.28% | Not reported | +0.2% | Q2 2022 |
| WMT | $618K | 0.18% | 0.00% | +0.3% | Q3 2022 |
| XOM | $583K | 0.17% | 0.00% | -1.3% | Q2 2022 |
| NVDA | $557K | 0.17% | 0.00% | +5.2% | Q4 2024 |
| LLY | $527K | 0.16% | 0.00% | Not reported | Q2 2024 |
| AMZN | $458K | 0.14% | 0.00% | +2.4% | Q1 2025 |
| ADP | $436K | 0.13% | 0.00% | -0.6% | Q3 2022 |
| COST | $413K | 0.12% | 0.00% | -1.6% | Q3 2022 |
| USRT | $396K | 0.12% | Not reported | Not reported | Q2 2022 |
| MCK | $295K | 0.09% | 0.00% | -1.0% | Q1 2024 |
| BRK.B | $286K | 0.08% | Not reported | +2.5% | Q1 2024 |
| CL | $281K | 0.08% | 0.00% | -0.7% | Q3 2022 |
| BR | $262K | 0.08% | 0.00% | +0.4% | Q3 2023 |
| HD | $228K | 0.07% | 0.00% | Not reported | Q1 2024 |
| HON | $214K | 0.06% | 0.00% | -1.0% | Q4 2022 |