Bradley J. Lineberger

Seaside Wealth Management, Inc.

Assets Managed

$355.553M

Holdings

Last Quarter

2026 - Q1

Filed Date

25d ago

Growth Rate

1.45%(2Q avg: 2.73%)

Sustained Growth

15 quarters

Portfolio positions

This chart displays the top 10 holdings in Seaside Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 65 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 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 355.553M in assets, with a quarterly growth rate of 1.45% and a 2-quarter average growth rate of 2.73%. The portfolio is managed by Bradley J. Lineberger, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 2.03%	32.07%	$114.017M 355,403 shares@ $320.82 avg price	Increased 2.03%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 1.31%	16.15%	$57.402M 895,783 shares@ $64.09 avg price	Increased 1.31%
DFEM Dimensional Emerging Markets Recent Activity Increased 0.78%	9.38%	$33.348M 965,195 shares@ $34.56 avg price	Increased 0.78%
DFSV Dimensional Us Small Cap Val Recent Activity Increased 1.56%	8.89%	$31.59M 901,546 shares@ $35.04 avg price	Increased 1.56%
DISV Dimensional International Sm Recent Activity Increased 1.27%	4.1%	$14.561M 369,183 shares@ $39.45 avg price	Increased 1.27%
VCSH Vanguard S T Corp Bond Etf Recent Activity Increased 2.58%	3.87%	$13.746M 173,413 shares@ $79.27 avg price	Increased 2.58%
VGIT Vanguard Intermediate-term T Recent Activity Increased 2.11%	3.65%	$12.958M 217,601 shares@ $59.55 avg price	Increased 2.11%
VCIT Vanguard Int-term Corporate Recent Activity Increased 1.07%	3.41%	$12.111M 146,354 shares@ $82.76 avg price	Increased 1.07%
AVRE Avantis Real Estate Etf Recent Activity Increased 2.93%	3.39%	$12.036M 273,411 shares@ $44.03 avg price	Increased 2.93%
SCHB Schwab Us Broad Market Etf Recent Activity Increased 0.09%	1.74%	$6.176M 246,052 shares@ $25.11 avg price	Increased 0.09%

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