Treasure Coast Financial Planning

Est. AUM

$194.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$32.9M	416689	16.96%	SOLE
2	SPDR INDEX SHS FDS	STATE STREET SPD	$25.2M	553081	13.00%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$14.1M	141297	7.23%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$13.3M	145104	6.85%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$10.6M	363917	5.47%	SOLE
6	SPDR SERIES TRUST	STATE STRET SPDR	$10.2M	531767	5.25%	SOLE
7	FRANKLIN TEMPLETON ETF TR	FTSE EUROPE	$9.5M	261478	4.89%	SOLE
8	SPDR INDEX SHS FDS	STATE STREET SPD	$8.4M	112327	4.32%	SOLE
9	PIMCO ETF TR	ENHNCD LW DUR AC	$7.7M	80743	3.98%	SOLE
10	PIMCO ETF TR	ACTIVE BD ETF	$7.1M	77127	3.66%	SOLE
11	SPDR INDEX SHS FDS	STATE STREET SPD	$6.6M	128867	3.40%	SOLE
12	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$6.4M	134402	3.31%	SOLE
13	SSGA ACTIVE TR	STATE STREET DOU	$6.1M	143405	3.14%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$3.8M	11814	1.95%	SOLE
15	FIRST TR EXCHANGE-TRADED FD	SHS	$3.8M	79869	1.93%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$3.5M	24104	1.81%	SOLE
17	BNY MELLON ETF TRUST	INTERNATIONL EQT	$2.6M	27694	1.33%	SOLE
18	FIRST TR EXCHANGE-TRADED FD	EMERGING MARKETS	$2.4M	64193	1.25%	SOLE
19	INVESCO EXCHANGE TRADED FD T	S&P500 EQL IND	$2.3M	39743	1.18%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	24411	0.96%	SOLE
21	ISHARES TR	IBONDS 1-5 YR TR	$1.8M	72031	0.94%	SOLE
22	EXXON MOBIL CORP	COM	$1.6M	9399	0.82%	SOLE
23	INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$1.5M	32194	0.78%	SOLE
24	APPLE INC	COM	$1.1M	4456	0.58%	SOLE
25	SPDR SERIES TRUST	BLOOMBERG EMERGI	$1.1M	51677	0.55%	SOLE
26	ISHARES TR	IBONDS 1-5 YR TI	$945K	37127	0.49%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$861K	33116	0.44%	SOLE
28	FIRST TR EXCHANGE-TRADED FD	BLOOMBERG EMMKT	$727K	21472	0.37%	SOLE
29	WALMART INC	COM	$597K	4800	0.31%	SOLE
30	FIRST TR EXCHANGE-TRADED FD	INDXX NAT RE ETF	$490K	27429	0.25%	SOLE
31	FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$414K	18047	0.21%	SOLE
32	ISHARES TR	0-3 MNTH TREASRY	$414K	4110	0.21%	SOLE
33	WISDOMTREE TR	EM LCL DEBT FD	$375K	13473	0.19%	SOLE
34	JOHNSON & JOHNSON	COM	$367K	1500	0.19%	SOLE
35	DUKE ENERGY CORP NEW	COM NEW	$359K	2744	0.18%	SOLE
36	MICROSOFT CORP	COM	$339K	917	0.17%	SOLE
37	TESLA INC	COM	$310K	834	0.16%	SOLE
38	SPDR INDEX SHS FDS	STATE STREET SPD	$268K	5867	0.14%	SOLE
39	COSTCO WHOLESALE CORPORATION	COM	$264K	265	0.14%	SOLE
40	VANGUARD STAR FDS	VG TL INTL STK F	$234K	3037	0.12%	SOLE
41	NORTHERN TR CORP	COM	$229K	1644	0.12%	SOLE
42	META PLATFORMS INC	CL A	$223K	389	0.11%	SOLE
43	SPDR GOLD TR	GOLD SHS	$217K	505	0.11%	SOLE
44	FIRST TR EXCHANGE-TRADED FD	COMMON SHS	$213K	11984	0.11%	SOLE
45	BANK AMERICA CORP	COM	$209K	4284	0.11%	SOLE
46	NEXTERA ENERGY INC	COM	$204K	2200	0.11%	SOLE
47	PUBLIC SVC ENTERPRISE GROUP	COM	$202K	2500	0.10%	SOLE
48	VANECK ETF TRUST	GOLD MINERS ETF	$202K	2200	0.10%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.