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Bradley J. Lineberger

@Seaside Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$273.242MTotal holdings60
Assets growth rate3.28%Assets growth rate (2-Q avg)6.48%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Seaside Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Seaside Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 273.242M in assets, with a quarterly growth rate of 3.28% and a 2-quarter average growth rate of 6.48%. The portfolio is managed by Bradley J. Lineberger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Index Fds
Recent Activity
Increased 4.22%
35.51%
$97.002M
334,709 shares@ $289.81 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 7.21%
14.08%
$38.461M
804,288 shares@ $47.82 avg price
DFSVDimensional Etf Trust
Recent Activity
Increased 6.29%
8.63%
$23.58M
766,066 shares@ $30.79 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 6.7%
8.28%
$22.619M
863,666 shares@ $26.2 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 4.94%
3.84%
$10.489M
130,675 shares@ $80.27 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 7.92%
3.69%
$10.062M
173,491 shares@ $58.01 avg price
DISVDimensional Etf Trust
Recent Activity
Increased 5.84%
3.39%
$9.239M
347,739 shares@ $26.58 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 21.38%
3.23%
$8.824M
113,120 shares@ $78.01 avg price
AVREAmerican Centy Etf Tr
Recent Activity
Increased 8.58%
3.22%
$8.783M
209,508 shares@ $41.93 avg price
MUBIshares Tr
Recent Activity
Increased 4.13%
2.54%
$6.933M
65,064 shares@ $106.56 avg price