StockDriftsStockDriftsTop 48 Treasure Coast Financial Planning Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 18.42% | 416.0K | $37.8M | -0.18%(-731) | $55.24(+69.89%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 13.69% | 557.1K | $28.1M | +0.72%(+4.00K) | $35.59(+45.32%) | 2026-06-30 | |
| BILS | SPDR SERIES TRUST | 6.94% | 143.2K | $14.2M | +1.35%(+1.91K) | $99.48(-0.24%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 6.69% | 149.6K | $13.7M | +3.13%(+4.54K) | $91.77(-0.31%) | 2026-06-30 | |
| SPTS | SPDR SERIES TRUST | 5.11% | 360.9K | $10.5M | -0.82%(-2.99K) | $29.02(-0.30%) | 2026-06-30 | |
| TIPX | SPDR SERIES TRUST | 4.97% | 538.4K | $10.2M | +1.24%(+6.61K) | $18.68(-0.44%) | 2026-06-30 | |
| FLEE | FRANKLIN TEMPLETON ETF TR | 4.94% | 260.6K | $10.1M | -0.34%(-902) | $28.17(+42.49%) | 2026-06-30 | |
| LDUR | PIMCO ETF TR | 4.01% | 85.9K | $8.2M | +6.44%(+5.20K) | $96.40(-1.11%) | 2026-06-30 | |
| GNR | SPDR INDEX SHS FDS | 3.72% | 113.2K | $7.6M | +0.78%(+873) | $54.34(+38.52%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 3.52% | 78.3K | $7.2M | +1.54%(+1.18K) | $98.27(-7.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.42% | +27.45% | — | — | +14.17% |
| Top 20 Holdings Unweighted | +7.44% | +24.02% | — | — | +11.20% |
Treasure Coast Financial Planning reports $205.00M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are SPTM (18.4%), SPDW (13.7%) and BILS (6.9%). The top 20 holdings account for 92.43% of reported assets. Its disclosed equity book has returned +27.45% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Treasure Coast Financial Planning’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911307). View Treasure Coast Financial Planning’s 13F filings on SEC