Portfolio (Quarterly) Guide ↗

Seaside Wealth Management, Inc.

· CIK 0001929977

13F Portfolio $405M AUM 71 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 30 Added 15 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	5,121	$869K	0.24%	SOLD
2	HON	HONEYWELL INTL INC	Industrials	1,039	$235K	0.07%	SOLD
3	DRLL	EA SERIES TRUST	—	5,076	$200K	0.06%	SOLD

Sector Allocation

Technology 39.1%

Consumer Defensive 16.7%

Healthcare 16.4%

Financial Services 9.8%

Consumer Cyclical 6.9%

Industrials 4.5%

Communication Services 4.3%

Energy 2.3%