Treasure Coast Financial Planning Top Holdings and 13F Report (2026) About Treasure Coast Financial PlanningInvestment ActivityTreasure Coast Financial Planning has $194.27 million in total holdings as of March 31, 2026.Treasure Coast Financial Planning owns shares of 48 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 4.70% of the portfolio was purchased this quarter.About 2.14% of the portfolio was sold this quarter.This quarter, Treasure Coast Financial Planning has purchased 46 new stocks and bought additional shares in 13 stocks.Treasure Coast Financial Planning sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $32,945,729SPDR Portfolio Developed World ex-US ETF $25,248,859SPDR Bloomberg 3-12 Month T-Bill ETF $14,050,767SPDR Bloomberg 1-3 Month T-Bill ETF $13,297,753SPDR Portfolio Short Term Treasury ETF $10,626,298 Largest New Holdings this Quarter 33734X754 - First Trust Bloomberg Emerging Market Democracies ETF $727,310 Holding78463X772 - SPDR S&P International Dividend ETF $267,549 Holding65339F101 - NextEra Energy $204,333 Holding92189F106 - VanEck Gold Miners ETF $201,894 Holding Largest Purchases this Quarter PIMCO Low Duration Exchange-Traded Fund 35,795 shares (about $3.43M)SPDR Bloomberg 3-12 Month T-Bill ETF 12,658 shares (about $1.26M)First Trust Bloomberg Emerging Market Democracies ETF 21,472 shares (about $727.31K)SPDR Bloomberg 1-3 Month T-Bill ETF 6,577 shares (about $602.74K)FIRST TR EXCHANGE-TRADED FD 14,611 shares (about $551.48K) Largest Sales this Quarter PIMCO ETF TR 15,217 shares (about $1.40M)SPDR S&P Global Natural Resources ETF 11,008 shares (about $821.78K)SPDR Bloomberg 1-10 Year TIPS ETF 32,123 shares (about $616.48K)Vanguard Total Stock Market ETF 538 shares (about $172.59K)First Trust BuyWrite Income ETF 7,048 shares (about $161.75K) 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$32,945,729$148,485 â–¼-0.4%416,68917.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$25,248,859$198,994 â–²0.8%553,08113.0%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$14,050,767$1,258,729 â–²9.8%141,2977.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$13,297,753$602,735 â–²4.7%145,1046.8%ETFSPTSSPDR Portfolio Short Term Treasury ETF$10,626,298$79,453 â–¼-0.7%363,9175.5%ETFTIPXSPDR Bloomberg 1-10 Year TIPS ETF$10,205,271$616,480 â–¼-5.7%531,7675.3%ETFFLEEFranklin FTSE Europe ETF$9,507,539$342,700 â–²3.7%261,4784.9%ETFGNRSPDR S&P Global Natural Resources ETF$8,385,576$821,783 â–¼-8.9%112,3274.3%ETFLDURPIMCO Low Duration Exchange-Traded Fund$7,738,333$3,430,559 â–²79.6%80,7434.0%ETFPIMCO ETF TR$7,117,584$1,404,285 â–¼-16.5%77,1273.7%ACTIVE BD ETFSPEUSPDR Portfolio Europe ETF$6,603,278$240,064 â–²3.8%128,8673.4%ETFJPIBJPMorgan International Bond Opportunities ETF$6,427,268$263,112 â–²4.3%134,4023.3%ETFEMTLState Street DoubleLine Emerging Markets Fixed Income ETF$6,105,197$373,622 â–²6.5%143,4053.1%ETFVTIVanguard Total Stock Market ETF$3,789,975$172,592 â–¼-4.4%11,8142.0%ETFFVDFirst Trust Value Line Dividend Index Fund$3,756,176$27,230 â–¼-0.7%79,8691.9%ETFSDYSPDR S&P Dividend ETF$3,517,228$68,436 â–²2.0%24,1041.8%ETFBKIEBNY Mellon International Equity ETF$2,587,450$30,178 â–¼-1.2%27,6941.3%ETFFIRST TR EXCHANGE-TRADED FD$2,422,905$551,479 â–²29.5%64,1931.2%EMERGING MARKETSRSPNInvesco S&P 500 Equal Weight Industrials ETF$2,288,577$303,585 â–²15.3%39,7431.2%ETFSPLGSPDR Portfolio S&P 500 ETF$1,868,4180.0%24,4111.0%ETFISHARES TR$1,818,687$88,648 â–²5.1%72,0310.9%IBONDS 1-5 YR TRXOMExxonMobil$1,594,634$14,591 â–¼-0.9%9,3990.8%EnergyGTOInvesco Total Return Bond ETF$1,507,645$55,400 â–¼-3.5%32,1940.8%ETFAAPLApple$1,130,888$17,765 â–¼-1.5%4,4560.6%Computer and TechnologyEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$1,066,615$11,538 â–¼-1.1%51,6770.5%ETFISHARES TR$945,216$65,379 â–¼-6.5%37,1270.5%IBONDS 1-5 YR TISPIPSPDR Portfolio TIPS ETF$861,351$13,863 â–¼-1.6%33,1160.4%ETFEMDMFirst Trust Bloomberg Emerging Market Democracies ETF$727,310$727,310 â–²New Holding21,4720.4%ETFWALMART INC$596,5440.0%4,8000.3%COMFTRIFirst Trust Indxx Global Natural Resources Income ETF$489,6080.0%27,4290.3%ETFFTHIFirst Trust BuyWrite Income ETF$414,179$161,752 â–¼-28.1%18,0470.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$413,7130.0%4,1100.2%ETFELDWisdomTree Emerging Markets Local Debt Fund$374,8190.0%13,4730.2%FinanceJNJJohnson & Johnson$366,7050.0%1,5000.2%MedicalDUKDuke Energy$359,299$131 â–¼0.0%2,7440.2%UtilitiesMSFTMicrosoft$339,446$13,326 â–¼-3.8%9170.2%Computer and TechnologyTSLATesla$310,0400.0%8340.2%Auto/Tires/TrucksDWXSPDR S&P International Dividend ETF$267,549$267,549 â–²New Holding5,8670.1%ETFCOSTCostco Wholesale$264,054$6,975 â–¼-2.6%2650.1%Retail/WholesaleVXUSVanguard Total International Stock ETF$234,2170.0%3,0370.1%ETFNTRSNorthern Trust$229,4530.0%1,6440.1%FinanceMETAMeta Platforms$222,559$12,015 â–¼-5.1%3890.1%Computer and TechnologyGLDSPDR Gold Shares$217,2960.0%5050.1%FinanceFDDFirst Trust STOXX European Select Dividend Index Fund$213,440$36,066 â–¼-14.5%11,9840.1%ETFBACBank of America$208,828$49 â–²0.0%4,2840.1%FinanceNEENextEra Energy$204,333$204,333 â–²New Holding2,2000.1%UtilitiesPEGPublic Service Enterprise Group$202,3750.0%2,5000.1%UtilitiesGDXVanEck Gold Miners ETF$201,894$201,894 â–²New Holding2,2000.1%ETFNVDANVIDIA$0$235,923 â–¼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$216,854 â–¼-100.0%00.0%FinanceShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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