Treasure Coast Financial Planning Top Holdings and 13F Report (2026) About Treasure Coast Financial PlanningInvestment ActivityTreasure Coast Financial Planning has $205.00 million in total holdings as of June 30, 2026.Treasure Coast Financial Planning owns shares of 48 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.92% of the portfolio was purchased this quarter.About 1.60% of the portfolio was sold this quarter.This quarter, Treasure Coast Financial Planning has purchased 48 new stocks and bought additional shares in 14 stocks.Treasure Coast Financial Planning sold shares of 21 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $37,764,833SPDR Portfolio Developed World ex-US ETF $28,071,283SPDR Bloomberg 3-12 Month T-Bill ETF $14,232,150SPDR Bloomberg 1-3 Month T-Bill ETF $13,713,681SPDR Portfolio Short Term Treasury ETF $10,470,523 Largest New Holdings this Quarter 33739P202 - First Trust Emerging Markets Local Currency Bond ETF $846,562 Holding56501R106 - Manulife Financial $236,758 Holding33738D879 - FT Vest Rising Dividend Achievers Target Income ETF $222,734 Holding78463X202 - SPDR EURO STOXX 50 ETF $206,521 Holding46625H100 - JPMorgan Chase & Co. $204,581 Holding Largest Purchases this Quarter First Trust Emerging Markets Local Currency Bond ETF 28,972 shares (about $846.56K)PIMCO Low Duration Exchange-Traded Fund 5,202 shares (about $497.37K)SPDR Bloomberg 1-3 Month T-Bill ETF 4,543 shares (about $416.32K)FIRST TR EXCHANGE-TRADED FD 4,994 shares (about $248.61K)Manulife Financial 5,844 shares (about $236.76K) Largest Sales this Quarter State Street DoubleLine Emerging Markets Fixed Income ETF 15,316 shares (about $654.05K)WALMART INC 3,000 shares (about $339.78K)ExxonMobil 1,871 shares (about $255.80K)ISHARES TR 5,487 shares (about $140.33K)SPDR Portfolio TIPS ETF 5,299 shares (about $136.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTreasure Coast Financial Planning Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$37,764,833$66,368 â–¼-0.2%415,95818.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$28,071,283$201,510 â–²0.7%557,08013.7%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$14,232,150$190,015 â–²1.4%143,2096.9%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$13,713,681$416,321 â–²3.1%149,6476.7%ETFSPTSSPDR Portfolio Short Term Treasury ETF$10,470,523$86,711 â–¼-0.8%360,9285.1%ETFTIPXSPDR Bloomberg 1-10 Year TIPS ETF$10,191,541$125,184 â–²1.2%538,3805.0%ETFFLEEFranklin FTSE Europe ETF$10,123,396$35,043 â–¼-0.3%260,5764.9%ETFLDURPIMCO Low Duration Exchange-Traded Fund$8,217,238$497,365 â–²6.4%85,9454.0%ETFGNRSPDR S&P Global Natural Resources ETF$7,619,510$58,762 â–²0.8%113,2003.7%ETFPIMCO ETF TR$7,221,089$109,177 â–²1.5%78,3113.5%ACTIVE BD ETFSPEUSPDR Portfolio Europe ETF$7,106,804$34,574 â–²0.5%129,4973.5%ETFJPIBJPMorgan International Bond Opportunities ETF$6,472,873$25,481 â–¼-0.4%133,8753.2%ETFEMTLState Street DoubleLine Emerging Markets Fixed Income ETF$5,469,876$654,050 â–¼-10.7%128,0892.7%ETFVTIVanguard Total Stock Market ETF$4,371,6420.0%11,8142.1%ETFFVDFirst Trust Value Line Dividend Index Fund$3,844,863$3,228 â–¼-0.1%79,8021.9%ETFSDYSPDR S&P Dividend ETF$3,688,103$19,936 â–²0.5%24,2351.8%ETFFIRST TR EXCHANGE-TRADED FD$3,444,240$248,609 â–²7.8%69,1871.7%EMER MA HUMA ETFBKIEBNY Mellon International Equity ETF$2,692,257$93,759 â–¼-3.4%26,7621.3%ETFRSPNInvesco S&P 500 Equal Weight Industrials ETF$2,672,105$128,758 â–²5.1%41,7551.3%ETFSPLGSPDR Portfolio S&P 500 ETF$2,082,141$63,098 â–¼-2.9%23,6931.0%ETFISHARES TR$1,729,463$78,880 â–¼-4.4%68,8890.8%IBONDS 1-5 YR TRGTOInvesco Total Return Bond ETF$1,397,335$111,597 â–¼-7.4%29,8130.7%ETFAAPLApple$1,282,733$6,655 â–¼-0.5%4,4330.6%TechnologyEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$1,120,660$39,581 â–²3.7%53,5690.5%ETFXOMExxonMobil$1,029,228$255,803 â–¼-19.9%7,5280.5%EnergyEMDMFirst Trust Bloomberg Emerging Market Democracies ETF$904,756$22,898 â–¼-2.5%20,9420.4%ETFFEMBFirst Trust Emerging Markets Local Currency Bond ETF$846,562$846,562 â–²New Holding28,9720.4%ETFISHARES TR$809,193$140,330 â–¼-14.8%31,6400.4%IBONDS 1-5 YR TISPIPSPDR Portfolio TIPS ETF$714,344$136,079 â–¼-16.0%27,8170.3%ETFDWXSPDR S&P International Dividend ETF$423,974$154,331 â–²57.2%9,2250.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$413,7540.0%4,1100.2%ETFFTRIFirst Trust Indxx Global Natural Resources Income ETF$400,813$34,486 â–¼-7.9%25,2560.2%ETFFTHIFirst Trust BuyWrite Income ETF$399,583$30,838 â–¼-7.2%16,7540.2%ETFELDWisdomTree Emerging Markets Local Debt Fund$386,6750.0%13,4730.2%ETFDUKDuke Energy$347,3360.0%2,7440.2%UtilitiesJNJJohnson & Johnson$342,184$38,867 â–¼-10.2%1,3470.2%HealthcareMSFTMicrosoft$342,0590.0%9170.2%TechnologyTSLATesla$341,948$8,833 â–¼-2.5%8130.2%Consumer DiscretionaryNTRSNorthern Trust$285,7930.0%1,6440.1%FinanceVXUSVanguard Total International Stock ETF$259,6710.0%3,0370.1%ETFCOSTCostco Wholesale$247,9000.0%2650.1%Consumer StaplesMFCManulife Financial$236,758$236,758 â–²New Holding5,8440.1%FinanceFDDFirst Trust STOXX European Select Dividend Index Fund$223,481$1,169 â–²0.5%12,0470.1%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$222,734$222,734 â–²New Holding7,5760.1%ETFMETAMeta Platforms$208,417$10,702 â–¼-4.9%3700.1%Communication ServicesFEZSPDR EURO STOXX 50 ETF$206,521$206,521 â–²New Holding3,0070.1%ETFJPMJPMorgan Chase & Co.$204,581$204,581 â–²New Holding6250.1%FinanceWALMART INC$203,868$339,780 â–¼-62.5%1,8000.1%COMGLDSPDR Gold Shares$0$217,296 â–¼-100.0%00.0%ETFBACBank of America$0$208,828 â–¼-100.0%00.0%FinanceNEENextEra Energy$0$204,333 â–¼-100.0%00.0%UtilitiesPEGPublic Service Enterprise Group$0$202,375 â–¼-100.0%00.0%UtilitiesGDXVanEck Gold Miners ETF$0$201,894 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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