Treasure Coast Financial Planning - Portfolio overview

Treasure Coast Financial Planning has 52 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. SPTM - SPDR SERIES TRUST, 16.73%
2. SPDW - SPDR INDEX SHS FDS, 12.82%
3. BILS - SPDR SERIES TRUST, 7.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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