§ 13F · FUND PROFILE
Treasure Coast Financial Planning.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $179M (13F)Positions · 44Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 417K | $33M | 17.0% | ±0% |
| 2 | SPDW | SPDR INDEX SHS FDS | 553K | $25M | 13.0% | +1% |
| 3 | BILS | SPDR SERIES TRUST | 141K | $14M | 7.2% | +10% |
| 4 | BIL | SPDR SERIES TRUST | 145K | $13M | 6.8% | +5% |
| 5 | SPTS | SPDR SERIES TRUST | 364K | $11M | 5.5% | −1% |
| 6 | TIPX | SPDR SERIES TRUST | 532K | $10M | 5.3% | −6% |
| 7 | FLEE | FRANKLIN TEMPLETON ETF TR | 261K | $10M | 4.9% | +4% |
| 8 | GNR | SPDR INDEX SHS FDS | 112K | $8M | 4.3% | −9% |
| 9 | LDUR | PIMCO ETF TR | 81K | $8M | 4.0% | +80% |
| 10 | BOND | PIMCO ETF TR | 77K | $7M | 3.7% | −16% |
§ 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 $179 million in assets. The fund runs a portfolio of 44 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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