SEC Form 13F

Treasure Coast Financial Planning 13F Holdings

Inspect Treasure Coast Financial Planning's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-30T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-30
Reported value
$205,002,472
Positions
48

Read this manager's filing book

Step 1 of 3

Disclosed positions

Treasure Coast Financial Planning: source evidence dated 2026-07-30T03:59:59.999Z.

Issuer
SPDR SERIES TRUST
Ticker
SPTM
Class
ST STR PR SP1500
Reported value
$37,764,833
Reported amount
415,958
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001911307-26-000005
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

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What you should see

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Disclosed positions

See the complete disclosed positions

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SPDR SERIES TRUSTSPTMST STR PR SP1500$37,764,833415,958SHNone
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$28,071,283557,080SHNone
SPDR SERIES TRUSTBILSST STR BL 12 ETF$14,232,150143,209SHNone
SPDR SERIES TRUSTBILST STR BLO 1 ETF$13,713,681149,647SHNone
SPDR SERIES TRUSTSPTSST SHO TREAS ETF$10,470,523360,928SHNone
SPDR SERIES TRUSTTIPXSTATE STRET SPDR$10,191,541538,380SHNone
FRANKLIN TEMPLETON ETF TRFLEEFTSE EUROPE$10,123,396260,576SHNone
PIMCO ETF TRLDURENHNCD LW DUR AC$8,217,23885,945SHNone
SPDR INDEX SHS FDSGNRST STR NAT ETF$7,619,510113,200SHNone
PIMCO ETF TRBONDACTIVE BD ETF$7,221,08978,311SHNone
SPDR INDEX SHS FDSSPEUST STR EUROP ETF$7,106,804129,497SHNone
J P MORGAN EXCHANGE TRADED FJPIBINTL BD OPP ETF$6,472,873133,875SHNone
SSGA ACTIVE TRUnresolvedST STR MARKE ETF$5,469,876128,089SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$4,371,64211,814SHNone
FIRST TR EXCHANGE-TRADED FDFVDSHS$3,844,86379,802SHNone
SPDR SERIES TRUSTSDYST STR SP DIV$3,688,10324,235SHNone
FIRST TR EXCHANGE-TRADED FDFTHFEMER MA HUMA ETF$3,444,24069,187SHNone
BNY MELLON ETF TRUSTBKIEINTERNATIONL EQT$2,692,25726,762SHNone
INVESCO EXCHANGE TRADED FD TRSPNS&P500 EQL IND$2,672,10541,755SHNone
SPDR SERIES TRUSTSPYMST STR P500ETF$2,082,14123,693SHNone
ISHARES TRLDRTIBONDS 1-5 YR TR$1,729,46368,889SHNone
INVESCO ACTIVELY MANAGED EXCGTOTOTAL RETURN$1,397,33529,813SHNone
APPLE INCAAPLCOM$1,282,7334,433SHNone
SPDR SERIES TRUSTEBNDSST SPDR BLOOMBE$1,120,66053,569SHNone
EXXON MOBIL CORPXOMCOM$1,029,2287,528SHNone
FIRST TR EXCHANGE-TRADED FDEMDMBLOOMBERG EMMKT$904,75620,942SHNone
FIRST TR EXCH TRADED FD IIIFEMBEME MRK BD ETF$846,56228,972SHNone
ISHARES TRLDRIIBONDS 1-5 YR TI$809,19331,640SHNone
SPDR SERIES TRUSTSPIPST STR TIPS ETF$714,34427,817SHNone
SPDR INDEX SHS FDSDWXST S&P INTL ETF$423,9749,225SHNone
ISHARES TRSGOV0-3 MTH TREASURY$413,7544,110SHNone
FIRST TR EXCHANGE-TRADED FDFTRIINDXX NAT RE ETF$400,81325,256SHNone
FIRST TR EXCHANGE TRADED FDFTHIBUYWRIT INCM ETF$399,58316,754SHNone
WISDOMTREE TRELDEM LCL DEBT FD$386,67513,473SHNone
DUKE ENERGY CORP NEWDUKCOM NEW$347,3362,744SHNone
JOHNSON & JOHNSONJNJCOM$342,1841,347SHNone
MICROSOFT CORPMSFTCOM$342,059917SHNone
TESLA INCTSLACOM$341,948813SHNone
NORTHERN TR CORPNTRSCOM$285,7931,644SHNone
VANGUARD STAR FDSVXUSVG TL INTL STK F$259,6713,037SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$247,900265SHNone
MANULIFE FINL CORPMFCCOM$236,7585,844SHNone
FIRST TR EXCHANGE-TRADED FDFDDCOMMON SHS$223,48112,047SHNone
FIRST TR EXCHANGE-TRADED FDRDVIFT VEST RIS$222,7347,576SHNone
META PLATFORMS INCMETACL A$208,417370SHNone
SPDR INDEX SHS FDSFEZST STR EU 50 ETF$206,5213,007SHNone
JPMORGAN CHASE & COJPMCOM$204,581625SHNone
WALMART INCWMTCOM$203,8681,800SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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