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Portfolio (Quarterly) Guide ↗

Seaside Wealth Management, Inc.

· CIK 0001929977
13F Portfolio $356M AUM 65 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 25 Added 16 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,095 $244K 0.07% SOLD
Sector Allocation
Technology 40.2%
Consumer Defensive 16.6%
Healthcare 10.9%
Energy 9.6%
Financial Services 9.2%
Industrials 5.3%
Consumer Cyclical 5.2%
Communication Services 2.9%