Seaside Wealth Management, Inc.

RIA/Wealth

Seaside Wealth Management, Inc. is a RIA/Wealth based in Carlsbad, CA led by Bradley James Lineberger, reporting $362.3M in AUM as of Q3 2025 with 97% ETF concentration, 86% concentrated in top 10 holdings, and 34% allocation to VTI.

PresidentBradley James Lineberger

Portfolio Value: $337.0M
Positions: 63
Top Holding: VTI at 33.75%
Last Reported: Q3 2025

Address6154 Innovation Way, Carlsbad, CA, 92009, United States

Top Holdings

Largest long holdings in Seaside Wealth Management, Inc.'s portfolio (85.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$113.7M	33.75%	-$27.9K Sold	— 346.6K shares	Q2 2022 Held for 3y 5m
2 Vanguard FTSE Developed Markets VEA	ETF ETF	$52.3M	15.51%	+$869.5K Bought	— 872.2K shares	Q2 2022 Held for 3y 5m
3 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$30.1M	8.94%	+$218.2K Bought	— 939.8K shares	Q2 2023 Held for 2y 5m
4 Dimensional US Small Cap Value DFSV	ETF ETF	$26.9M	7.98%	+$386.2K Bought	— 845.1K shares	Q2 2023 Held for 2y 5m
5 DISV Dimensional International Small Cap Value DISV	ETF ETF	$13.2M	3.91%	-$89.7K Sold	— 368.9K shares	Q2 2023 Held for 2y 5m
6 Vanguard Intermediate-Term Treasury VGIT	ETF ETF	$11.9M	3.54%	+$468.4K Bought	— 198.8K shares	Q2 2023 Held for 2y 5m
7 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$11.8M	3.50%	+$276.6K Bought	— 140.2K shares	Q2 2022 Held for 3y 5m
8 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$11.8M	3.50%	+$903.1K Bought	— 147.4K shares	Q2 2022 Held for 3y 5m
9 Avantis Real Estate AVRE	ETF ETF	$10.5M	3.13%	+$308.9K Bought	— 236.8K shares	Q2 2023 Held for 2y 5m
10 Schwab U.S. Broad Market SCHB	ETF ETF	$6.5M	1.93%	+$235.5K Bought	— 252.4K shares	Q2 2022 Held for 3y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Seaside Wealth Management, Inc.'s latest filing

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Market Value

$337.0M

Prior: $314.3M

Q/Q Change

+7.23%

+$22.7M

Net Flows % of MV

+0.906%

New Purchases

0 stocks

Added To

28 stocks

+$4.0M

Sold Out Of

0 stocks

Reduced Holdings

22 stocks

-$942.5K

Increased Positions

Position	Shares Δ	Change
1 SPDR Portfolio Intermediate Term Treasury SPTI	+18.46%	9.7K → 11.5K +$51.6K
2 Vanguard Short-Term Corporate Bond VCSH	+8.3%	136.1K → 147.4K +$903.1K
3 iShares Short-Term National Muni Bond SUB	+8.08%	13.6K → 14.7K +$117.6K
4 Nvidia NVDA	+5.18%	2.8K → 3.0K +$27.4K
5 Vanguard Intermediate-Term Treasury VGIT	+4.09%	191.0K → 198.8K +$468.4K

Decreased Positions

Position	Shares Δ	Change
1 Schwab International Equity SCHF	-12.03%	165.1K → 145.2K −$462.2K
2 DFGR Dimensional Global Real Estate DFGR	-11.35%	25.4K → 22.5K −$78.6K
3 Avantis International Small Cap Value AVDV	-9.26%	7.0K → 6.4K −$57.9K
4 SPDR S&P International Small Cap ETF GWX	-8.54%	12.6K → 11.5K −$43.3K
5 DFNM Dimensional National Municipal Bond DFNM	-6.29%	6.3K → 5.9K −$18.9K