Institutions / Treasure Coast Financial Planning
Treasure Coast Financial Planning
CIK 1911307 · Institution · as of Dec 31, 2025
Portfolio value
$188.27M
Positions
46
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 46 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $34.53M | 18.3% |
| SPDR Index Shs Fds | $24.37M | 12.9% |
| SPDR Series Trust | $12.76M | 6.8% |
| SPDR Series Trust | $12.66M | 6.7% |
| SPDR Series Trust | $10.76M | 5.7% |
| SPDR Series Trust | $10.74M | 5.7% |
| Franklin Templeton ETF Tr | $9.21M | 4.9% |
| PIMCO ETF Tr | $8.60M | 4.6% |
| SPDR Index Shs Fds | $7.66M | 4.1% |
| SPDR Index Shs Fds | $6.47M | 3.4% |
| J P Morgan Exchange Traded F | $6.28M | 3.3% |
| SSGA Active Trust | $5.83M | 3.1% |
| PIMCO ETF Tr | $4.31M | 2.3% |
| Vanguard Index Fds | $4.14M | 2.2% |
| First Tr Exchange-Traded Fd | $3.71M | 2.0% |
| SPDR Series Trust | $3.29M | 1.7% |
| BNY Mellon ETF Trust | $2.59M | 1.4% |
| SPDR Series Trust | $1.96M | 1.0% |
| Invesco Exchange Traded Fd T | $1.95M | 1.0% |
| iShares Tr | $1.73M | 0.9% |
| First Tr Exchange Traded Fd | $1.64M | 0.9% |
| Invesco Actively Managed Exc | $1.58M | 0.8% |
| Apple Inc. | $1.23M | 0.7% |
| Exxon Mobil Corp | $1.14M | 0.6% |
| SPDR Series Trust | $1.12M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.