Seaside Wealth Management, Inc.
Seaside Wealth Management, Inc. reported 71 holdings worth US$405M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Seaside Wealth Management, Inc. reported 71 holdings worth US$405M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Eli Lilly And Company. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 71
- Value as reported
- US$405M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 7,031 | US$2.03M | 0.50% |
| Microsoft Corp. | 2,731 | US$1.02M | 0.25% |
| Eli Lilly And Company | 711 | US$853K | 0.21% |
| Walmart Inc. | 6,310 | US$715K | 0.18% |
| Johnson & Johnson | 2,813 | US$714K | 0.18% |
| Nvidia Corporation | 3,505 | US$701K | 0.17% |
| Amazon.com, Inc. | 2,396 | US$571K | 0.14% |
| Alphabet Inc (google) Class C | 1,352 | US$483K | 0.12% |
| Broadcom Inc. | 1,179 | US$445K | 0.11% |
| Costco Wholesale Corporation | 468 | US$438K | 0.11% |
| Coca-cola Company (the) | 4,863 | US$395K | 0.10% |
| Colgate-palmolive Company | 3,714 | US$341K | 0.08% |
| Automatic Data Processing, Inc. | 1,371 | US$307K | 0.08% |
| Mckesson Corporation | 383 | US$290K | 0.07% |
| Berkshire Hathaway Inc. | 550 | US$275K | 0.07% |
| Chevron Corporation | 1,565 | US$259K | 0.06% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 461 | US$220K | 0.05% |
| Home Depot, Inc. (the) | 586 | US$207K | 0.05% |
| Ge Aerospace | 546 | US$204K | 0.05% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |