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Treasure Coast Financial Planning 13F holdings

Filed 2026-07-29 · Treasure Coast Financial Planning · 48 positions · $205.0M

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TickerCompanySharesValue% of portfolio
SPTMSPDR SERIES TRUST416.0K$37.8M18.4%
SPDWSPDR INDEX SHS FDS557.1K$28.1M13.7%
BILSSPDR SERIES TRUST143.2K$14.2M6.9%
BILSPDR SERIES TRUST149.6K$13.7M6.7%
SPTSSPDR SERIES TRUST360.9K$10.5M5.1%
TIPXSPDR SERIES TRUST538.4K$10.2M5.0%
—FRANKLIN TEMPLETON ETF TR260.6K$10.1M4.9%
LDURPIMCO ETF TR85.9K$8.2M4.0%
GNRSPDR INDEX SHS FDS113.2K$7.6M3.7%
BONDPIMCO ETF TR78.3K$7.2M3.5%
SPEUSPDR INDEX SHS FDS129.5K$7.1M3.5%
JPIBJ P MORGAN EXCHANGE TRADED F133.9K$6.5M3.2%
—SSGA ACTIVE TR128.1K$5.5M2.7%
VTIVANGUARD INDEX FDS11.8K$4.4M2.1%
FVDFIRST TR EXCHANGE-TRADED FD79.8K$3.8M1.9%
SDYSPDR SERIES TRUST24.2K$3.7M1.8%
—FIRST TR EXCHANGE-TRADED FD69.2K$3.4M1.7%
BKIEBNY MELLON ETF TRUST26.8K$2.7M1.3%
RSPNINVESCO EXCHANGE TRADED FD T41.8K$2.7M1.3%
SPYMSPDR SERIES TRUST23.7K$2.1M1.0%
—ISHARES TR68.9K$1.7M0.8%
GTOINVESCO ACTIVELY MANAGED EXC29.8K$1.4M0.7%
AAPLAPPLE INC4.4K$1.3M0.6%
EBNDSPDR SERIES TRUST53.6K$1.1M0.5%
EXMOCEXXON MOBIL CORP7.5K$1.0M0.5%
—FIRST TR EXCHANGE-TRADED FD20.9K$904,7560.4%
FEMBFIRST TR EXCH TRADED FD III29.0K$846,5620.4%
—ISHARES TR31.6K$809,1930.4%
SPIPSPDR SERIES TRUST27.8K$714,3440.3%
DWXSPDR INDEX SHS FDS9.2K$423,9740.2%
SGOVISHARES TR4.1K$413,7540.2%
FTRIFIRST TR EXCHANGE-TRADED FD25.3K$400,8130.2%
FTHIFIRST TR EXCHANGE TRADED FD16.8K$399,5830.2%
ELDWISDOMTREE TR13.5K$386,6750.2%
DUKDUKE ENERGY CORP NEW2.7K$347,3360.2%
JNJJOHNSON & JOHNSON1.3K$342,1840.2%
MSFTMICROSOFT CORP917$342,0590.2%
TSLATESLA INC813$341,9480.2%
NTRSNORTHERN TR CORP1.6K$285,7930.1%
VXUSVANGUARD STAR FDS3.0K$259,6710.1%
COSTCOSTCO WHOLESALE CORPORATION265$247,9000.1%
MFCMANULIFE FINL CORP5.8K$236,7580.1%
FDDFIRST TR EXCHANGE-TRADED FD12.0K$223,4810.1%
RDVIFIRST TR EXCHANGE-TRADED FD7.6K$222,7340.1%
METAMETA PLATFORMS INC370$208,4170.1%
FEZSPDR INDEX SHS FDS3.0K$206,5210.1%
JPMJPMORGAN CHASE & CO625$204,5810.1%
WMTWALMART INC1.8K$203,8680.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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