# EDGAR Filing Document

**Accession Number:** 0001929977
**File Stem:** 0001085146-25-005938
**Filing Date:** 2025-10
**Character Count:** 10887
**Document Hash:** 7a26df53533659fc92b5cf19cdf17fcc
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005938.hdr.sgml**: 20251014

**ACCESSION NUMBER**: 0001085146-25-005938

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251014

**DATE AS OF CHANGE**: 20251014

**EFFECTIVENESS DATE**: 20251014

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Seaside Wealth Management, Inc.
- **CENTRAL INDEX KEY:** 0001929977

**ORGANIZATION NAME:**
- **EIN:** 453449646
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22647
- **FILM NUMBER:** 251389918

**BUSINESS ADDRESS:**
- **STREET 1:** 6154 INNOVATION WAY
- **CITY:** CARLSBAD
- **STATE:** CA
- **ZIP:** 92009
- **BUSINESS PHONE:** 7607308120

**MAIL ADDRESS:**
- **STREET 1:** 6154 INNOVATION WAY
- **CITY:** CARLSBAD
- **STATE:** CA
- **ZIP:** 92009

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Seaside Wealth Management Inc.<br>**Address:** 6154 INNOVATION WAY<br>CARLSBAD, CA 92009

**Form 13F File Number:** 028-22647

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Bradley J. Lineberger<br>**Title:** CCO<br>**Phone:** 760-730-8120

**Signature, Place, and Date of Signing:**

/s/Bradley J. Lineberger  Carlsbad, CA  10-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 63

**Form 13F Information Table Value Total:** $336993332

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 458024 | 2086 | SH |  | SOLE |  | 1613 | 473 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | BBG00Q6ZDXT0 | 2070953 | 27572 | SH |  | SOLE |  | 27572 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | BBG00Q9MR7Z1 | 567297 | 6372 | SH |  | SOLE |  | 6372 | 0 | 0 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 | BBG012R478M7 | 10531465 | 236768 | SH |  | SOLE |  | 236768 | 0 | 0 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | BBG00Q9MPQH1 | 330474 | 3040 | SH |  | SOLE |  | 3040 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | BBG00Q9MQZW3 | 1411932 | 14186 | SH |  | SOLE |  | 14186 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 1576861 | 6192 | SH |  | SOLE |  | 5474 | 718 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | BBG001S82KF6 | 435883 | 1485 | SH |  | SOLE |  | 1470 | 15 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 286059 | 569 | SH |  | SOLE |  | 522 | 47 | 0 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | BBG001SR7MB9 | 262415 | 1102 | SH |  | SOLE |  | 1077 | 25 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 | BBG001S5PVM5 | 281389 | 3520 | SH |  | SOLE |  | 3500 | 20 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 412877 | 446 | SH |  | SOLE |  | 438 | 8 | 0 |
| CVB FINL CORP | COM | 126600105 | BBG001SJ1SH4 | 1529668 | 80892 | SH |  | SOLE |  | 80892 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | BBG017159MD8 | 30139109 | 939792 | SH |  | SOLE |  | 939792 | 0 | 0 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | BBG01BN60P09 | 614145 | 22488 | SH |  | SOLE |  | 22488 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | BBG012G21Y06 | 319949 | 6938 | SH |  | SOLE |  | 6938 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | BBG01633Y2Y6 | 13164806 | 368864 | SH |  | SOLE |  | 368864 | 0 | 0 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | BBG012558MV6 | 281143 | 5859 | SH |  | SOLE |  | 5859 | 0 | 0 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | BBG01254JDW6 | 402160 | 8344 | SH |  | SOLE |  | 8344 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | BBG011DXY6D4 | 2590652 | 67168 | SH |  | SOLE |  | 67168 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | BBG011DXXNJ2 | 795898 | 10987 | SH |  | SOLE |  | 10987 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | BBG0177CTQC7 | 949171 | 21239 | SH |  | SOLE |  | 21239 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | BBG015DG3GG1 | 26908532 | 845116 | SH |  | SOLE |  | 845116 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 527233 | 691 | SH |  | SOLE |  | 650 | 41 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 582933 | 5170 | SH |  | SOLE |  | 5060 | 110 | 0 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 227717 | 562 | SH |  | SOLE |  | 514 | 48 | 0 |
| HONEYWELL INTL INC | COM | 438516106 | BBG001S5X1N1 | 214170 | 1017 | SH |  | SOLE |  | 1012 | 5 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 612806 | 5157 | SH |  | SOLE |  | 5157 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 | BBG001SHTRL5 | 1453004 | 9976 | SH |  | SOLE |  | 9976 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 671473 | 1003 | SH |  | SOLE |  | 1003 | 0 | 0 |
| ISHARES TR | CRE U S REIT ETF | 464288521 | BBG001ST7G55 | 396241 | 6748 | SH |  | SOLE |  | 6748 | 0 | 0 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 | BBG006S5D3J3 | 496600 | 19428 | SH |  | SOLE |  | 19428 | 0 | 0 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | BBG001SSD849 | 294899 | 5452 | SH |  | SOLE |  | 5452 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | BBG001SZV978 | 5759011 | 54080 | SH |  | SOLE |  | 54080 | 0 | 0 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | BBG001SLS4Q3 | 1572493 | 14726 | SH |  | SOLE |  | 14726 | 0 | 0 |
| ISHARES U S ETF TR | BLOOMBERG ROLL | 46431W598 | BBG00KHT04L1 | 225027 | 4278 | SH |  | SOLE |  | 4278 | 0 | 0 |
| MCKESSON CORP | COM | 58155Q103 | BBG001S8F8P8 | 294514 | 381 | SH |  | SOLE |  | 379 | 2 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 1504634 | 2905 | SH |  | SOLE |  | 2548 | 357 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 557314 | 2987 | SH |  | SOLE |  | 1725 | 1262 | 0 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | BBG001SF6Y39 | 299146 | 5722 | SH |  | SOLE |  | 5722 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | BBG001T5XQY3 | 3381164 | 145239 | SH |  | SOLE |  | 145239 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | BBG001T6L7C0 | 354521 | 7790 | SH |  | SOLE |  | 7790 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | BBG001T5XQT9 | 6489207 | 252400 | SH |  | SOLE |  | 252400 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | BBG001T5XQV6 | 417542 | 15852 | SH |  | SOLE |  | 15852 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | BBG001SRXRJ1 | 1176895 | 27504 | SH |  | SOLE |  | 27504 | 0 | 0 |
| SPDR INDEX SHS FDS | S INTL SMLCP | 78463X871 | BBG001SRXRK9 | 463193 | 11529 | SH |  | SOLE |  | 11529 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 934769 | 1403 | SH |  | SOLE |  | 1403 | 0 | 0 |
| SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 | BBG001STKCX8 | 331425 | 11468 | SH |  | SOLE |  | 11468 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLI S | 78464A805 | BBG001SG6843 | 1850191 | 22941 | SH |  | SOLE |  | 22941 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 | BBG004T58LZ5 | 899909 | 19428 | SH |  | SOLE |  | 19428 | 0 | 0 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 | BBG001SG4284 | 2088873 | 37753 | SH |  | SOLE |  | 37753 | 0 | 0 |
| SPDR SERIES TRUST | S 600 SMCP VAL | 78464A300 | BBG001SG3JV2 | 527023 | 5945 | SH |  | SOLE |  | 5945 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 371715 | 607 | SH |  | SOLE |  | 607 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 113729061 | 346556 | SH |  | SOLE |  | 346556 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | BBG001SHTTZ6 | 1230670 | 22714 | SH |  | SOLE |  | 22714 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | BBG009THVRX1 | 1225363 | 24473 | SH |  | SOLE |  | 24473 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | BBG001T62M92 | 11933281 | 198788 | SH |  | SOLE |  | 198788 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | BBG001T62M38 | 11795978 | 140244 | SH |  | SOLE |  | 140244 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | BBG001T62KZ7 | 11784200 | 147431 | SH |  | SOLE |  | 147431 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 802280 | 3718 | SH |  | SOLE |  | 3718 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 52262762 | 872210 | SH |  | SOLE |  | 872210 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | BBG001SHTTR5 | 315078 | 422 | SH |  | SOLE |  | 422 | 0 | 0 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 618155 | 5998 | SH |  | SOLE |  | 5763 | 235 | 0 |

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