Treasure Coast Financial Planning

Latest statistics and disclosures from Treasure Coast Financial Planning's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPTM, SPDW, BILS, BIL, SPTS, and represent 49.50% of Treasure Coast Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: LDUR, BILS, EMDM, BIL, FTHF, EMTL, FLEE, RSPN, DWX, JPIB.
  • Started 4 new stock positions in DWX, GDX, EMDM, NEE.
  • Reduced shares in these 10 stocks: BOND, GNR, TIPX, NVDA, , VTI, FTHI, SPTM, SPTS, LDRI.
  • Sold out of its positions in JPM, NVDA.
  • Treasure Coast Financial Planning was a net buyer of stock by $5.0M.
  • Treasure Coast Financial Planning has $194M in assets under management (AUM), dropping by 3.19%.
  • Central Index Key (CIK): 0001911307

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Portfolio Holdings for Treasure Coast Financial Planning

Treasure Coast Financial Planning holds 48 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPTM) 17.0 $33M 417k 79.07
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Spdr Index Shs Fds State Street Spd (SPDW) 13.0 $25M 553k 45.65
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Spdr Series Trust State Street Spd (BILS) 7.2 $14M +9% 141k 99.44
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Spdr Series Trust State Street Spd (BIL) 6.8 $13M +4% 145k 91.64
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Spdr Series Trust State Street Spd (SPTS) 5.5 $11M 364k 29.20
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Spdr Series Trust State Stret Spdr (TIPX) 5.3 $10M -5% 532k 19.19
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Franklin Templeton Etf Tr Ftse Europe (FLEE) 4.9 $9.5M +3% 262k 36.36
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Spdr Index Shs Fds State Street Spd (GNR) 4.3 $8.4M -8% 112k 74.65
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 4.0 $7.7M +79% 81k 95.84
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Pimco Etf Tr Active Bd Etf (BOND) 3.7 $7.1M -16% 77k 92.28
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Spdr Index Shs Fds State Street Spd (SPEU) 3.4 $6.6M +3% 129k 51.24
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.3 $6.4M +4% 134k 47.82
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Ssga Active Tr State Street Dou (EMTL) 3.1 $6.1M +6% 143k 42.57
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Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $3.8M -4% 12k 320.80
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First Tr Exchange-traded SHS (FVD) 1.9 $3.8M 80k 47.03
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Spdr Series Trust State Street Spd (SDY) 1.8 $3.5M 24k 145.92
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Bny Mellon Etf Trust Internationl Eqt (BKIE) 1.3 $2.6M 28k 93.43
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First Tr Exchange-traded Emerging Markets (FTHF) 1.2 $2.4M +29% 64k 37.74
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Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 1.2 $2.3M +15% 40k 57.58
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Spdr Series Trust State Street Spd (SPYM) 1.0 $1.9M 24k 76.54
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Ishares Tr Ibonds 1-5 Yr Tr (LDRT) 0.9 $1.8M +5% 72k 25.25
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Exxon Mobil Corporation (XOM) 0.8 $1.6M 9.4k 169.66
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Invesco Actively Managed Exc Total Return (GTO) 0.8 $1.5M -3% 32k 46.83
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Apple (AAPL) 0.6 $1.1M 4.5k 253.79
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Spdr Series Trust Bloomberg Emergi (EBND) 0.5 $1.1M 52k 20.64
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Ishares Tr Ibonds 1-5 Yr Ti (LDRI) 0.5 $945k -6% 37k 25.46
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Spdr Series Trust State Street Spd (SPIP) 0.4 $861k 33k 26.01
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First Tr Exchange-traded Bloomberg Emmkt (EMDM) 0.4 $727k NEW 22k 33.87
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Wal-Mart Stores (WMT) 0.3 $597k 4.8k 124.28
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First Tr Exchange-traded Indxx Nat Re Etf (FTRI) 0.3 $490k 27k 17.85
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First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.2 $414k -28% 18k 22.95
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $414k 4.1k 100.66
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Wisdomtree Tr Em Lcl Debt Fd (ELD) 0.2 $375k 14k 27.82
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Johnson & Johnson (JNJ) 0.2 $367k 1.5k 244.47
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Duke Energy Corp Com New (DUK) 0.2 $359k 2.7k 130.94
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Microsoft Corporation (MSFT) 0.2 $339k -3% 917.00 370.17
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Tesla Motors (TSLA) 0.2 $310k 834.00 371.75
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Spdr Index Shs Fds State Street Spd (DWX) 0.1 $268k NEW 5.9k 45.60
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Costco Wholesale Corporation (COST) 0.1 $264k -2% 265.00 996.43
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $234k 3.0k 77.12
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Northern Trust Corporation (NTRS) 0.1 $230k 1.6k 139.57
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Meta Platforms Cl A (META) 0.1 $223k -5% 389.00 572.13
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Spdr Gold Tr Gold Shs (GLD) 0.1 $217k 505.00 430.29
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First Tr Exchange-traded Common Shs (FDD) 0.1 $213k -14% 12k 17.81
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Bank of America Corporation (BAC) 0.1 $209k 4.3k 48.75
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Nextera Energy (NEE) 0.1 $204k NEW 2.2k 92.88
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Public Service Enterprise (PEG) 0.1 $202k 2.5k 80.95
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $202k NEW 2.2k 91.77
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Past Filings by Treasure Coast Financial Planning

SEC 13F filings are viewable for Treasure Coast Financial Planning going back to 2021

View all past filings