Treasure Coast Financial Planning Top Holdings and 13F Report (2026) About Treasure Coast Financial PlanningInvestment ActivityTreasure Coast Financial Planning has $209.57 million in total holdings as of September 30, 2026.Treasure Coast Financial Planning owns shares of 45 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 8.79% of the portfolio was purchased this quarter.About 5.37% of the portfolio was sold this quarter.This quarter, Treasure Coast Financial Planning has purchased 48 new stocks and bought additional shares in 19 stocks.Treasure Coast Financial Planning sold shares of 12 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $36,904,096SPDR Portfolio Developed World ex-US ETF $27,954,395SPDR Bloomberg 3-12 Month T-Bill ETF $15,318,914SPDR Bloomberg 1-3 Month T-Bill ETF $14,669,942SPDR Portfolio Short Term Treasury ETF $12,568,570 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,225,182 Holding78463X475 - SPDR Portfolio MSCI Global Stock Market ETF $966,919 Holding Largest Purchases this Quarter First Trust Emerging Markets Local Currency Bond ETF 227,009 shares (about $6.47M)SPDR Portfolio Short Term Treasury ETF 77,460 shares (about $2.22M)BNY Mellon International Equity ETF 50,982 shares (about $1.70M)PIMCO Low Duration Exchange-Traded Fund 16,109 shares (about $1.52M)EXXONMOBIL HOLDINGS CORP 7,528 shares (about $1.23M) Largest Sales this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 15,044 shares (about $1.38M)Invesco Total Return Bond ETF 7,780 shares (about $346.91K)First Trust Bloomberg Emerging Market Democracies ETF 2,539 shares (about $105.47K)Invesco S&P 500 Equal Weight Industrials ETF 635 shares (about $36.78K)First Trust Value Line Dividend Index Fund 647 shares (about $30.35K) 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$36,904,096$1,384,799 ▼-3.6%400,91417.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$27,954,395$16,569 ▼-0.1%556,75013.3%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$15,318,914$1,092,541 ▲7.7%154,2077.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$14,669,942$956,265 ▲7.0%160,0827.0%ETFSPTSSPDR Portfolio Short Term Treasury ETF$12,568,570$2,220,776 ▲21.5%438,3886.0%ETFTIPXSPDR Bloomberg 1-10 Year TIPS ETF$10,191,464$387,563 ▲4.0%559,6634.9%ETFFLEEFranklin FTSE Europe ETF$9,930,562$52,126 ▲0.5%261,9514.7%ETFLDURPIMCO Low Duration Exchange-Traded Fund$9,604,839$1,516,103 ▲18.7%102,0544.6%ETFGNRSPDR S&P Global Natural Resources ETF$8,604,454$231,081 ▲2.8%116,3244.1%ETFFEMBFirst Trust Emerging Markets Local Currency Bond ETF$7,290,336$6,465,214 ▲783.5%255,9813.5%ETFSPEUSPDR Portfolio Europe ETF$7,104,228$148,938 ▲2.1%132,2703.4%ETFBONDPimco Total Return ETF$6,949,595$137,356 ▲2.0%79,8903.3%ETFJ P MORGAN EXCHANGE TRADED F$6,653,269$401,294 ▲6.4%142,4683.2%INTL BD OPP ETFVTIVanguard Total Stock Market ETF$4,405,985$15,344 ▼-0.3%11,7732.1%ETFFIRST TR EXCHANGE-TRADED FD$3,868,913$475,982 ▲14.0%78,8931.8%EMER MA HUMA ETFFVDFirst Trust Value Line Dividend Index Fund$3,713,166$30,351 ▼-0.8%79,1551.8%ETFSDYSPDR S&P Dividend ETF$3,556,562$6,592 ▲0.2%24,2801.7%ETFBKIEBNY Mellon International Equity ETF$2,597,427$1,703,309 ▲190.5%77,7441.2%ETFRSPNInvesco S&P 500 Equal Weight Industrials ETF$2,381,674$36,779 ▼-1.5%41,1201.1%ETFSPLGSPDR Portfolio S&P 500 ETF$2,117,618$9,066 ▼-0.4%23,5921.0%ETFAAPLApple$1,462,291$13,987 ▼-0.9%4,3910.7%TechnologyEXXONMOBIL HOLDINGS CORP$1,225,182$1,225,182 ▲New Holding7,5280.6%COM SHS *A*SPIPSPDR Portfolio TIPS ETF$1,107,749$429,842 ▲63.4%45,4550.5%ETFEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$1,089,493$14,029 ▼-1.3%52,8880.5%ETFGTOInvesco Total Return Bond ETF$982,451$346,910 ▼-26.1%22,0330.5%ETFSPGMSPDR Portfolio MSCI Global Stock Market ETF$966,919$966,919 ▲New Holding11,1780.5%ETFEMDMFirst Trust Bloomberg Emerging Market Democracies ETF$764,451$105,469 ▼-12.1%18,4030.4%ETFMSFTMicrosoft$470,3290.0%9170.2%TechnologyDWXSPDR S&P International Dividend ETF$433,260$11,254 ▲2.7%9,4710.2%ETFFTRIFirst Trust Indxx Global Natural Resources Income ETF$423,8920.0%25,2560.2%ETFISHARES TR$413,7950.0%4,1100.2%0-3 MTH TREASURYELDWisdomTree Emerging Markets Local Debt Fund$375,4930.0%13,4730.2%ETFFTHIFirst Trust BuyWrite Income ETF$365,669$29,558 ▼-7.5%15,5010.2%ETFJNJJohnson & Johnson$357,397$794 ▲0.2%1,3500.2%HealthcareDUKDuke Energy$312,8430.0%2,7440.1%UtilitiesTSLATesla$288,4610.0%8130.1%Consumer DiscretionaryNTRSNorthern Trust$278,4280.0%1,6440.1%FinanceMETAMeta Platforms$268,3170.0%3700.1%Communication ServicesVXUSVanguard Total International Stock ETF$255,343$2,719 ▼-1.1%3,0050.1%ETFMFCManulife Financial$249,127$213 ▲0.1%5,8490.1%FinanceCOSTCostco Wholesale$241,2400.0%2650.1%Consumer StaplesFDDFirst Trust STOXX European Select Dividend Index Fund$232,083$538 ▲0.2%12,0750.1%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$211,2190.0%7,5760.1%ETFJPMJPMorgan Chase & Co.$206,7690.0%6250.1%FinanceFEZSPDR EURO STOXX 50 ETF$202,4010.0%3,0070.1%ETFEMTLState Street DoubleLine Emerging Markets Fixed Income ETF$0$5,469,876 ▼-100.0%00.0%ETFISHARES TR$0$1,729,463 ▼-100.0%00.0%IBONDS 1-5 YR TRXOMExxonMobil$0$1,029,228 ▼-100.0%00.0%EnergyISHARES TR$0$809,193 ▼-100.0%00.0%IBONDS 1-5 YR TIWALMART INC$0$203,868 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
