Treasure Coast Financial Planning - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Treasure Coast Financial Planning held in its portfolio 40 assets valued at $188,273,972 (i.e. $188.27M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($76.81M), SPDR INDEX SHS FDS ($24.37M), and SPDR SERIES TRUST ($10.76M).
The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Treasure Coast Financial Planning - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1134066 | 76813152 | STATE STREET SPD |
| SPDR INDEX SHS FDS | 548722 | 24367415 | PORTFOLIO DEVLPD |
| SPDR SERIES TRUST | 563890 | 10761169 | STATE STRET SPDR |
| FRANKLIN TEMPLETON ETF TR | 252053 | 9209669 | FTSE EUROPE |
| PIMCO ETF TR | 92344 | 8598100 | ACTIVE BD ETF |
| SPDR INDEX SHS FDS | 123335 | 7659198 | GLB NAT RESRCE |
| SPDR INDEX SHS FDS | 124182 | 6471854 | PORTFLO EURP ETF |
| J P MORGAN EXCHANGE TRADED F | 128900 | 6278555 | INTL BD OPP ETF |
| SSGA ACTIVE TR | 134629 | 5833428 | STATE STREET DOU |
| PIMCO ETF TR | 44948 | 4312521 | ENHNCD LW DUR AC |
| VANGUARD INDEX FDS | 12352 | 4141101 | TOTAL STK MKT |
| FIRST TR EXCHANGE-TRADED FD | 80448 | 3707043 | SHS |
| BNY MELLON ETF TRUST | 28017 | 2593254 | INTERNATIONL EQT |
| INVESCO EXCHANGE TRADED FD T | 34471 | 1952396 | S&P500 EQL IND |
| ISHARES TR | 68520 | 1734577 | IBONDS 1-5 YR TR |
| FIRST TR EXCHANGE TRADED FD | 49582 | 1643241 | EMERGING MARKETS |
| INVESCO ACTIVELY MANAGED EXC | 33377 | 1582737 | TOTAL RETURN |
| APPLE INC | 4526 | 1230438 | COM |
| EXXON MOBIL CORP | 9485 | 1141425 | COM |
| SPDR SERIES TRUST | 52236 | 1116276 | BLOOMBERG EMERGI |
| ISHARES TR | 39695 | 1001715 | IBONDS 1-5 YR TI |
| FIRST TR EXCHANGE TRADED FD | 25095 | 592744 | BUYWRIT INCM ETF |
| WALMART INC | 4800 | 534768 | COM |
| MICROSOFT CORP | 953 | 460890 | COM |
| FIRST TR EXCHANGE TRADED FD | 27429 | 429785 | INDXX NAT RE ETF |
| ISHARES TR | 4110 | 412562 | 0-3 MNTH TREASRY |
| WISDOMTREE TR | 13473 | 393412 | EM LCL DEBT FD |
| TESLA INC | 834 | 375066 | COM |
| DUKE ENERGY CORP NEW | 2745 | 321741 | COM NEW |
| JOHNSON & JOHNSON | 1500 | 310484 | COM |
| META PLATFORMS INC | 410 | 270637 | CL A |
| FIRST TR EXCHANGE-TRADED FD | 14009 | 245160 | COMMON SHS |
| NVIDIA CORPORATION | 1265 | 235923 | COM |
| BANK AMERICA CORP | 4283 | 235540 | COM |
| COSTCO WHSL CORP NEW | 272 | 234556 | COM |
| VANGUARD STAR FDS | 3037 | 229145 | VG TL INTL STK F |
| NORTHERN TR CORP | 1644 | 224554 | COM |
| JPMORGAN CHASE & CO. | 673 | 216854 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 2500 | 200750 | COM |
| SPDR GOLD TR | 505 | 200137 | GOLD SHS |
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