§ 13F · FUND PROFILE
Treasure Coast Financial Planning.
AUM · $205M (13F)Positions · 48Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 416K | $38M | 18.4% | ±0% |
| 2 | SPDW | SPDR INDEX SHS FDS | 557K | $28M | 13.7% | +1% |
| 3 | BILS | SPDR SERIES TRUST | 143K | $14M | 6.9% | +1% |
| 4 | BIL | SPDR SERIES TRUST | 150K | $14M | 6.7% | +3% |
| 5 | SPTS | SPDR SERIES TRUST | 361K | $10M | 5.1% | −1% |
| 6 | TIPX | SPDR SERIES TRUST | 538K | $10M | 5.0% | +1% |
| 7 | FLEE | FRANKLIN TEMPLETON ETF TR | 261K | $10M | 4.9% | ±0% |
| 8 | LDUR | PIMCO ETF TR | 86K | $8M | 4.0% | +6% |
| 9 | GNR | SPDR INDEX SHS FDS | 113K | $8M | 3.7% | +1% |
| 10 | BOND | PIMCO ETF TR | 78K | $7M | 3.5% | +2% |
§ 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 $205 million in assets. The fund runs a portfolio of 48 positions.
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