Long-term investor
Seaside Wealth Management, Inc. @seasidewealthmanagementi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001929977).
Record
- Tracked since 2025-06-30 (450 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +9.3% · 1 year n/a · all +6.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 33.0% · long · since 2025-06-30
- 921943858 · 16.0% · long · since 2025-06-30
- 25434V732 · 9.6% · long · since 2025-06-30
- 25434V815 · 8.8% · long · since 2025-06-30
- 92206C409 · 3.8% · long · since 2025-06-30
- 25434V781 · 3.7% · long · since 2025-06-30
- 92206C706 · 3.5% · long · since 2025-06-30
- 025072356 · 3.4% · long · since 2025-06-30
- 92206C870 · 3.1% · long · since 2025-06-30
- 808524102 · 1.7% · long · since 2025-06-30
- 464288414 · 1.4% · long · since 2025-06-30
- 808524805 · 0.9% · long · since 2025-06-30