Treasure Coast Financial Planning — 13F holdings

Treasure Coast Financial Planning reported 48 holdings worth $205M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

  1. SPTM SPDR SERIES TRUST — $37.8M (18.4%)
  2. SPDW SPDR INDEX SHS FDS — $28.1M (13.7%)
  3. BILS SPDR SERIES TRUST — $14.2M (6.9%)
  4. BIL SPDR SERIES TRUST — $13.7M (6.7%)
  5. SPTS SPDR SERIES TRUST — $10.5M (5.1%)
  6. TIPX SPDR SERIES TRUST — $10.2M (5.0%)
  7. FLEE FRANKLIN TEMPLETON ETF TR — $10.1M (4.9%)
  8. LDUR PIMCO ETF TR — $8.22M (4.0%)
  9. GNR SPDR INDEX SHS FDS — $7.62M (3.7%)
  10. BOND PIMCO ETF TR — $7.22M (3.5%)