Institutional Fund
Treasure Coast Financial Planning
Vero Beach, FLCIK 19113075 filings on record
Portfolio Value
$194.27M
Q1 2026
Holdings
48
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+3.2%
from $188.27M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust17.0%
- Spdr Index Shs Fds13.0%
- Spdr Series Trust7.2%
- Spdr Series Trust6.8%
- Spdr Series Trust5.5%
- Spdr Series Trust5.3%
- Other45.2%
Portfolio Holdings
48 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 416.7K | $32.95M | 17.0% | −1.9K | Reduced |
| 2 | Spdr Index Shs Fds | 553.1K | $25.25M | 13.0% | +4.4K | Added |
| 3 | Spdr Series Trust | 141.3K | $14.05M | 7.2% | +12.7K | Added |
| 4 | Spdr Series Trust | 145.1K | $13.30M | 6.8% | +6.6K | Added |
| 5 | Spdr Series Trust | 363.9K | $10.63M | 5.5% | −2.7K | Reduced |
| 6 | Spdr Series Trust | 531.8K | $10.21M | 5.3% | −32.1K | Reduced |
| 7 | Franklin Templeton ETF Tr | 261.5K | $9.51M | 4.9% | +9.4K | Added |
| 8 | Spdr Index Shs Fds | 112.3K | $8.39M | 4.3% | −11.0K | Reduced |
| 9 | Pimco ETF Tr | 80.7K | $7.74M | 4.0% | +35.8K | Added |
| 10 | Pimco ETF Tr | 77.1K | $7.12M | 3.7% | −15.2K | Reduced |
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