§ 13F · FUND PROFILE
Treasure Coast Financial Planning.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $179.3T (13F)Positions · 44Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$757.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 419K | $34.5T | 18.3% | ±0% |
| 2 | SPDW | SPDR INDEX SHS FDS | 549K | $24.4T | 12.9% | ±0% |
| 3 | BILS | SPDR SERIES TRUST | 129K | $12.8T | 6.8% | +6% |
| 4 | BIL | SPDR SERIES TRUST | 139K | $12.7T | 6.7% | +7% |
| 5 | TIPX | SPDR SERIES TRUST | 564K | $10.8T | 5.7% | +6% |
| 6 | SPTS | SPDR SERIES TRUST | 367K | $10.7T | 5.7% | +5% |
| 7 | FLEE | FRANKLIN TEMPLETON ETF TR | 252K | $9.2T | 4.9% | +1% |
| 8 | BOND | PIMCO ETF TR | 92K | $8.6T | 4.6% | +4% |
| 9 | GNR | SPDR INDEX SHS FDS | 123K | $7.7T | 4.1% | +11% |
| 10 | SPEU | SPDR INDEX SHS FDS | 124K | $6.5T | 3.4% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TREASURE SIGNAL
AC read
Treasure Coast Financial Planning is a Other fund managing $179287.3 trillion in assets. The fund runs a portfolio of 44 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed