Treasure Coast Financial Planning

Treasure Coast Financial Planning as of Dec. 31, 2025

Portfolio Holdings for Treasure Coast Financial Planning

Treasure Coast Financial Planning holds 46 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPTM) 18.3 $35M 419k 82.49
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 12.9 $24M 549k 44.41
Spdr Series Trust State Street Spd (BILS) 6.8 $13M 129k 99.23
Spdr Series Trust State Street Spd (BIL) 6.7 $13M 139k 91.40
Spdr Series Trust State Stret Spdr (TIPX) 5.7 $11M 564k 19.08
Spdr Series Trust State Street Spd (SPTS) 5.7 $11M 367k 29.28
Franklin Templeton Etf Tr Ftse Europe (FLEE) 4.9 $9.2M 252k 36.54
Pimco Etf Tr Active Bd Etf (BOND) 4.6 $8.6M 92k 93.11
Spdr Index Shs Fds Glb Nat Resrce (GNR) 4.1 $7.7M 123k 62.10
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 3.4 $6.5M 124k 52.12
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.3 $6.3M 129k 48.71
Ssga Active Tr State Street Dou (EMTL) 3.1 $5.8M 135k 43.33
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 2.3 $4.3M 45k 95.94
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $4.1M 12k 335.26
First Tr Exchange-traded SHS (FVD) 2.0 $3.7M 80k 46.08
Spdr Series Trust State Street Spd (SDY) 1.7 $3.3M 24k 139.16
Bny Mellon Etf Trust Internationl Eqt (BKIE) 1.4 $2.6M 28k 92.56
Spdr Series Trust State Street Spd (SPYM) 1.0 $2.0M 24k 80.22
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 1.0 $2.0M 35k 56.64
Ishares Tr Ibonds 1-5 Yr Tr (LDRT) 0.9 $1.7M 69k 25.31
First Tr Exchange Traded Emerging Markets (FTHF) 0.9 $1.6M 50k 33.14
Invesco Actively Managed Exc Total Return (GTO) 0.8 $1.6M 33k 47.42
Apple (AAPL) 0.7 $1.2M 4.5k 271.86
Exxon Mobil Corporation (XOM) 0.6 $1.1M 9.5k 120.34
Spdr Series Trust Bloomberg Emergi (EBND) 0.6 $1.1M 52k 21.37
Ishares Tr Ibonds 1-5 Yr Ti (LDRI) 0.5 $1.0M 40k 25.24
Spdr Series Trust State Street Spd (SPIP) 0.5 $873k 34k 25.95
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.3 $593k 25k 23.62
Wal-Mart Stores (WMT) 0.3 $535k 4.8k 111.41
Microsoft Corporation (MSFT) 0.2 $461k 953.00 483.62
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.2 $430k 27k 15.67
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $413k 4.1k 100.38
Wisdomtree Tr Em Lcl Debt Fd (ELD) 0.2 $393k 14k 29.20
Tesla Motors (TSLA) 0.2 $375k 834.00 449.72
Duke Energy Corp Com New (DUK) 0.2 $322k 2.7k 117.21
Johnson & Johnson (JNJ) 0.2 $311k 1.5k 206.99
Meta Platforms Cl A (META) 0.1 $271k 410.00 660.09
First Tr Exchange-traded Common Shs (FDD) 0.1 $245k 14k 17.50
NVIDIA Corporation (NVDA) 0.1 $236k 1.3k 186.50
Bank of America Corporation (BAC) 0.1 $236k 4.3k 54.99
Costco Wholesale Corporation (COST) 0.1 $235k 272.00 862.34
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $229k 3.0k 75.45
Northern Trust Corporation (NTRS) 0.1 $225k 1.6k 136.59
JPMorgan Chase & Co. (JPM) 0.1 $217k 673.00 322.22
Public Service Enterprise (PEG) 0.1 $201k 2.5k 80.30
Spdr Gold Tr Gold Shs (GLD) 0.1 $200k 505.00 396.31